Dynamics NAV Excel Template – Transfer Order

Integration Template

Dynamics NAV Excel Template – Transfer Order

Supports

SmartConnect 2017+ (Office 2016+)

Publisher

eOne Solutions

Integrate directly into Dynamics NAV using our pre-configured Excel templates!

The templates make data entry fast and easy without sacrificing power or flexibility.  Each template has a simple interface can be set up quickly and used as-is or customized to fit your exact integration needs.

Right out of the box the templates get you moving quickly, starting with four tabs visible: a README tab, a setup/connections tab, a main entry tab, and a map run log tab.  Drop-down boxes speed up data entry on the main entry tab.  Un-hiding tabs and using buttons on the ribbon give more control should you need to customize – nearly every setting and customization is saved in the workbook instead of locked away in code.

With many settings exposed, the templates are incredibly flexible and ready to be customized in many ways.  The main interface allows adding in additional fields to the heading or lines.  Additional Dynamics NAV pages can be added for creating additional lookups.  Error messages directly from NAV are in XML and can be cryptic, but cleaner and clearer error messages can be added to help with troubleshooting.

This specific workbook and map are part of a collection of 15 templates: 7 Dynamics 365 templates and 8 Dynamics NAV templates.  There is a workbook that integrates into:

  • General Journals
  • Item Journals
  • Purchase Journals
  • Sales Journals
  • Purchase Orders
  • Sales Orders
  • Transfer Orders (Only into NAV, no D365)
  • Sales Invoice