Use Edit in Excel on output, consumption, and item journals
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | - | Apr 2025 |
Business value
One reason the Edit in Excel feature in Business Central is so popular is that it provides a fast way to enter data. For example, you can use templates for journals, quickly do bulk edits, and so on. You can use the feature to speed up data entry on item journals to include item tracking details such as lot, serial, package number, warranty, and expiration dates. We also enabled the capability to edit item tracking details in consumption and output journals.
Feature details
To let users enter serial, lot, and package data directly on journal lines, you must enable it on item journal batches. To set that up, follow these steps:
- Open the Item Journal Templates page.
- Select a template of the type Item, Consumption or Output.
- Choose the Batches action to open a list of item journal batches.
- Choose New to create a new batch, and then turn on the Item Tracking on Lines toggle.
Repeat these steps for all templates for which you want to use the capability.
After you set the feature up, you can start using it right away.
- Depending on what you want to do, open the Item Journals, Consumption Journals, or Output Journals pages.
- In the Batch Name field, select the batch for which you enabled the Item Tracking on Lines toggle.
- Choose the Edit in Excel action.
- In Excel, you can now fill in columns, including Serial No., Lot No., Package No., Expiration Date, and Warranty Date.
- When you're done, choose Publish to send changes to Business Central.
Note
Business Central validates the published data. The item must have the Item Tracking Code field populated in order to accept item tracking data.
To learn more, go to Edit in Excel.
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