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Create a template in Microsoft Office Excel

  1. Click > > > > .

    Read the first page, and then click .

  2. Type a name for the Microsoft Office Excel workbook and include the full path, or browse to locate an existing Microsoft Office Excel workbook, and then click .

    NoteNote

    If you select an existing file, the content is overwritten.


  3. On the page, select the tables to include in the workbook:

    • Include an available object by selecting the table in the pane, and clicking the (>) directional arrow. Press CTRL to select multiple tables.

      If there are tables that you want to use in the template but they do not appear in the pane, then select .

    • Remove selected objects by highlighting the table in the pane, and clicking the (<) directional arrow. Press CTRL to select multiple tables.

    • Remove all previously selected objects by clicking the (<<) directional arrow.

  4. Click to generate the field list on the page, and then click again to select the fields that you want to use.

  5. On the page, select the fields from the tables that you want to be shown in the template.

    The shaded check boxes indicate that a field is either mandatory or part of a unique index and therefore necessary to maintain data consistency. Fields marked with a yellow padlock are system fields and are not selected by default.

  6. On the page, select to create an import definition group based on the template.

    A definition group contains definitions for each worksheet in a workbook and is used when importing the workbook to Microsoft Dynamics AX.

    The definition group is called "EXL00000xx" where "xx" is a consecutive number.

  7. On the page, select which of the following actions you want to take:

    • – Export data from the current company to the Excel workbook.

    • – Include supporting tables. Supporting tables are typically populated with data.

    • – Create an Excel project file. The project file references the exported Excel workbook.

  8. Click to complete the wizard.

    NoteNote

    By default, the field is selected and the workbook opens after the wizard is completed. Clear this option if you do not want to open the workbook now.


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