eOne Solutions will help you deploy the General Journal, Item Journal, Sales Journal, and Purchase Journal Excel Templates for Dynamics NAV. Our goal is to help your team get setup and using the Excel template quickly and efficiently.
The different journal Excel templates expand beyond the Edit in Excel functionality to provide an interface within Excel that pulls down appropriate information from your Dynamics NAV environment – account numbers, inventory, etc. – and allows entry of detailed journal entries with data validation built right in.
These Excel templates are powered by SmartConnect on-premise, which gives your team full integration capabilities with not only Dynamics NAV, but also any other connection that is setup within SmartConnect on-premise.
This eOne service offering includes:
- Deployment of the Excel templates on a workstation.
- Connecting OData services within the template to the appropriate Dynamics NAV tenant.
- Configuration of the sales, item, purchase, and general journal integrations within SmartConnect on-premise.
- 1-hour training covering the journal entry Excel templates.
When complete, your team will have configured purchase journal, item journal, sales journal, and general journal Excel templates that can be easily copied and deployed to other workstations.
Additional customization of the templates – creating additional fields, changing the logic processes, modifying the underlying integration, etc. – are not within the scope of this offering. The eOne Solutions services team would be able to define any additional requirements as an add-on to this offering.
*An on-premise SmartConnect environment is required.