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500+ FREE Tips for you from Sterling Tulus Cemerlang (STEM) - SAP Indonesia Gold Partner, and Become SAP B1 Super User

Copy Data Between Ms Excel and SAP Business One

SAP B1 Tips - Exchange Data Exce SAP B1


Youtube SAP Gold Partner Indonesia Sterling Tulus Cemerlang STEM

I’m sure we all sometimes having a little bit problem when working with documents that have a lot of line items. Even if the UI layout is design to make you easier when working, but for some people it’s still a lot easier if they’re using Microsoft Excel or any other spreadsheet tools.

SAP Business One provide a “Copy Table” feature, to copy the data between SAP Business One and Microsoft Excel (or any other spreadsheet tools).

This is the how to use it …

For example, we want to add 5 more to the quantity of all line items in my Purchase Request Document. So all you have to do is :

  1. Right click on the top left corner of detail grid, and choose “Copy Table”.
    SAP_BusinessOne_Tips-STEM-Copy Data Between Ms Excel And SAP Business One_01
  2. Open Microsoft Excel, and paste it inside.
    SAP_BusinessOne_Tips-STEM-Copy Data Between Ms Excel And SAP Business One_02
  3. Do what you have to do. For this example, I create a formula to help me add 5 more quantity to all line items, so the quantity will look like this.
    SAP_BusinessOne_Tips-STEM-Copy Data Between Ms Excel And SAP Business One_03
  4. Select the data from the excel columns that you need. For this example, I select data from “Item No.” Column to “Required Qty” Column.
    SAP_BusinessOne_Tips-STEM-Copy Data Between Ms Excel And SAP Business One_04
  5. Back to SAP Business One and put the cursor in the first line, in the same first column like you select in excel file. In this example, from the “Item No” Column.
    SAP_BusinessOne_Tips-STEM-Copy Data Between Ms Excel And SAP Business One_05
  6. Paste it and it will automatically update the data.
    SAP_BusinessOne_Tips-STEM-Copy Data Between Ms Excel And SAP Business One_06

You can see the video here (https://www.youtube.com/watch?v=AtxOOJEo-mA).

Also read:

Run Your Business With The Piece of Mind Using SAP Business One

This article was written by PT. Sterling Tulus Cemerlang, SAP Business One GOLD Partner in Indonesia.
More details about SAP Business One,
email to: sales-enquiry@sterling-team.com or call +6221-5806336 or wa +6287786555055