In previous post I did a quick overview of how to setup the service so you can use the Edit in Excel capability of the price discount agreement journals. In this video we have a quick look at how to use the Excel spreadsheet to create, edit and delete records from a journal.
One thing I didn’t point out in the video is that I created a new XLS sheet for the create step. The XLS sheet that ships with the application the way it’s is accessed it’s fine for the editing and deleting lines but in the Excel Add-in it won’t enable the Lookup button for you if you want that capability. I’ll cover that in a follow-up post on how to create a new XLS sheet to create the records.