Edit Sales Orders in a Spreadsheet inside Business Central (Advanced Spreadsheets and Reporting)
Editing sales order lines in a spreadsheet inside Business Central with the Advanced Spreadsheets and Reporting app. The demo uses the "Open lines in spreadsheet" action, where a green spreadsheet region stays connected to the sales order and edits update it directly.
- Introduction to spreadsheet editing for sales orders
- Opening sales order lines in spreadsheet
- Working with spreadsheet regions and customer requirements
- Real-time updates and calculations in spreadsheets
- Use cases for spreadsheet editing
- Call to action and availability
Overview
Erik Hougaard shows how to open the lines of a sales order in a spreadsheet from the Actions menu. The spreadsheet has a green region connected directly to the sales order, so work done in the spreadsheet is written to the order behind the scenes.
He shows that calculations and totals update as line items are edited. He suggests this for complicated cases such as configurations or customer-driven changes. The app requires installation, and links for installing it in a cloud sandbox are given in the video description.
Key points
- Open a sales order, go to Actions and choose “Open lines in spreadsheet”.
- The demo uses the Advanced Spreadsheets and Reporting app for Business Central.
- The green region in the spreadsheet is connected directly to the sales order.
- Edits made in the spreadsheet are updated directly on the sales order behind the scene, which can be checked with Show document.
- Quantities can be linked with formulas (for example two lamps per desk), and calculations such as a sum update as line items are edited.
- Suggested uses: working with configurations, price calculations and other complicated sales order scenarios.
- The app can be installed in a cloud sandbox to try for free, with links below the video.
Features
Every feature below: status not stated, demoed.
| Feature | At |
|---|---|
| Open lines in spreadsheet | 0:38 |
| Spreadsheet region connected to sales order | 0:49 |
| Real-time data synchronization | 1:42 |
| Edit sales order configurations in spreadsheet | 2:21 |
AL objects mentioned
As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.
- page 42 “Sales Order” at 0:23
- page “Sales line” at 1:13
Not found in BC28-30: page “Sales line”.
Quotes
- 0:38 “I can go to actions and say open lines in spreadsheet.”
- 0:49 “the green region is a spreadsheet region. That means that this region is connected directly to that sales order.”
- 2:21 “you type in the spreadsheet you work in spreadsheet, but everything behind the scene is always updated directly.”
- 2:34 “work with configurations or just if there’s something related complicated or or if you need to to work on”
- 2:59 “You can find links below on how to uh install this app in the in the cloud sandbox, free to try.”
Presenters (as heard): Eric.