Reply To: Updating Trade Agreements in Mass

  • Kelly Gustafson

    Moderator
    February 24, 2023 at 2:44 pm
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    Hi Randi! I am glad to hear that this is working well for you.

    If you navigate to your Trade agreement lines, you can use the Open in Excel functionality, download the lines to Excel, then when it opens in Excel – there should be a Microsoft Dynamics Data Connector that opens on the right side of the screen (once you click enable editing). This will open the Trade agreement lines in Excel, make changes to the data, and then allow you to Publish changes back to the Trade agreement journal lines. When you publish, the Data Connector will validate your changes and tell you they were successful or not.

    2023-02-24_14-38-01
    2023-02-24_14-37-44
    2023-02-24_14-39-11

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