Excel Add-In

Painkillers & Templates

 

Here you can find templates that make it easy to move data between M3 and Excel. They cover many areas of your business and help save time, reduce manual work, and keep things running smoothly.

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Business Area
OIS017 - Sales Price Maintenance

These workflows export OIS017/021- Sales Prices from M3 to Excel and import changes made in Excel (add/upd/del) back to M3.

Includes following workflows: 

  • PK VXL 1 - Export Sales Prices 
  • PK VXL 1 - Add Upd Sales Prices 
  • PK VXL 1 - Delete Sales Prices 
MMS010 - Location Maintenance

These workflows export MMS010 - Locations from M3 to Excel and import changes made in Excel (add/upd/del) back to M3.

Includes following workflows: 

  • PK VXL 2 - Export Locations 
  • PK VXL 2 - AddUpd Locations
  • PK VXL 2 - Delete Locations 
OIS300 - Create Customer Orders

This workflow imports Customer Orders from Excel to OIS300 – Customer Orders (via OIS275 – Batch Entry) in M3

Includes following workflows: 

  • PK VXL 3 - Create Customer Orders
MMS030 - Item Names & Language Maintenance

These workflows export MMS030 - Item Names & Language from M3 to Excel and import changes made in Excel (add/upd/del) back to M3.

Includes following workflows: 

  • PK VXL 4 - Export MMS030 Item Names Language
  • PK VXL 4 - Add Upd MMS030 Item Names Language
  • PK VXL 4 - Delete MMS030 Item Names Language
PPS100 - Purchase Agreement Maintenance

These workflows export PPS100/101- Purchase Prices from M3 to Excel and import changes made in Excel (add/upd) back to M3.

Includes following workflows: 

  • PK VXL 5 - Export Purchase Agreement Lines 
  • PK VXL 5 - Add Upd Purchase Agreement Lines
PPS200 - Create Purchase Orders

These workflows export Agreement, Supplier and Item data from M3 to Excel and by adding only requested date and order quantity in Excel you can create multiple purchase orders back to M3.

Includes following workflows: 

  • PK VXL 6 - Export PO Data to Excel 
  • PK VXL 6 - Create PO in M3
CRS690 -  Bank Data Admin

These workflows export CRS690 – Bank Data from M3 to Excel and import changes made in Excel (add/upd) back to M3.

Includes following workflows: 

  • PK VXL 7 - Export Bankdata CRS690 
  • PK VXL 7 - Add Upd Bankdata CRS690 
CRS692 - Bank Account Admin

These workflows export CRS692 – Bank Accounts from M3 to Excel and import changes made in Excel (add/upd) back to M3.

Includes following workflows: 

  • PK VXL 7 - Export Bank Acc CRS692 
  • PK VXL 7 - Add Upd Bank Acc CRS692
BUS100 - Budget Admin - Periodic

These workflows export BUS100/101- Budget Data from M3 to Excel and import changes made in Excel (add/upd/del) back to M3.

Includes following workflows: 

  • PK VXL 8 - Export BUS100 Budget Lines - Periodic 
  • PK VXL 8 - Add Upd BUS100 Budget Lines - Periodic 
  • PK VXL 8 - Delete BUS100 Budget Lines - Periodic
BUS100 - Budget Admin - DistrCurve

These workflows export BUS100/101- Budget Data from M3 to Excel and import changes made in Excel (add/upd/del) back to M3. Incudes curve used to automatically allocate values to the selected periods.

Includes following workflows: 

  • PK VXL 9 - Export BUS100 Budget Lines - DistrCurve
  • PK VXL 9 - Add Upd BUS100 Budget Lines - DistrCurve
  • PK VXL 9 - Delete BUS100 Budget Lines - DistrCurve 
GLS840 - Voucher Entry GL - Field Based

This workflow imports multiple vouchers from an Excel spreadsheet directly into the General Ledger.  APIs from the GLS840MI interface. It is important to note that this template is intended for M3 versions that have the "new" GLS840MI interface called "Finance Interface" and the field-based API transactions. It may not work on older versions of M3 with the old GLS840MI interface.

Includes following workflows: 

  • PK VXL 10 - Voucher Entry GL - Field Based 
GLS840 - Voucher Entry GL - Position Based

This workflow imports multiple vouchers from an Excel spreadsheet directly into the General Ledger.  APIs from the GLS840MI interface.  It's important to note that this template is intended for M3 versions that have the "old" GLS840MI interface called "Generic GL Interface". If you are using a new version of M3 with the new GLS840MI interface called "Finance Interface", there is an alternative VXL template for this.

Includes following workflows: 

  • PK VXL 11 - Voucher Entry GL - Pos Based 
PPS040 - Supplier Item Maintenance

These workflows export PPS040 - Supplier Item records from M3 to Excel and import changes made in Excel (add/upd) back to M3.

Includes following workflows: 

  • PK VXL 12 Export PPS040 - Supplier Item
  • PK VXL 12 Add Upd PPS040 - Supplier Item 
MMS100 - Create Distribution Orders

By entering Distribution Orders in directly in Excel, these workflows validate the DO data before importing to M3, then import the orders to M3 and finally return the M3 DO number created back to the spreadsheet.

Includes following workflows: 

  • PK VXL 13 - DO Creation - Validate Items 
  • PK VXL 13 - DO Creation - Create DOs
  • PK VXL 13 - DO Creation - Get DO No 
OIS060 - Customer Blanket Agreement Admin

These workflows export OIS061 – Agreement Lines, and OIS062 – Agreement Line Prices from M3 to Excel. After maintenance in Excel, you can import (add/upd/del) OIS061/OIS062 records back to M3.”

Includes following workflows: 

  • PK VXL 14 - Export / Upd / Add / Delete OIS061 Blanket Agr Lines
  • PK VXL 14 - Export / Upd / Add / Delete OIS062 Blanket Price Lines
PDS002 - Components Admin

These workflows export PDS002 - Component records from M3 to Excel and import changes made in Excel (add/upd) back to M3.

Includes following workflows: 

  • PK VXL 15 - Export Components
  • PK VXL 15 - Upd Add Components 
PDS002 - Operations Admin

These workflows export PDS002 - Operation records from M3 to Excel and import changes made in Excel (add/upd) back to M3.

Includes following workflows: 

  • PK VXL 16 - Export Operations 
  • PK VXL 16 - Upd Add Operations
CRS620 - Supplier Administration

These workflows export CRS620/CRS624 - Supplier records from M3 to Excel and import changes made in Excel (add/upd) back to M3.

Includes following workflows: 

  • PK VXL 17 - Export CRS620 Suppliers
  • PK VXL 17 - Upd Add CRS620 Suppliers
CRS622 - Supplier Address Admin

These workflows export CRS622 - Supplier Addresses from M3 to Excel and import changes made in Excel (add/upd/del) back to M3.

Includes following workflows: 

  • PK VXL 18 - Export Supplier Addresses 
  • PK VXL 18 - Update Add Supplier Addresses 
  • PK VXL 18 - Delete Supplier Address
MMS001 - Item Master Admin

These workflows export MMS001 - Item records from M3 to Excel and import changes made in Excel (add/upd) back to M3.

Includes following workflows: 

  • PK VXL 19 - Export MMS001 Item Master 
  • PK VXL 19 - Add Upd MMS001 - Item Master
MMS002 - Item Warehouse Admin

These workflows export MMS002- Item/Warehouse records from M3 to Excel and import changes made in Excel (add/upd) back to M3.

Includes following workflows: 

  • PK VXL 20 - Export MMS002 Item-Warehouse Items 
  • PK VXL 20 - Add Upd MMS002 Item-Warehouse Items 
MMS020 -  Related Items Admin

These workflows export MMS020 - Related Items records from M3 to Excel and import changes made in Excel (add/upd/del) back to M3.

Includes following workflows: 

  • PK VXL 21 - Export MMS020 Item Relations 
  • PK VXL 21 - Update Add MMS020 Item Relations
  • PK VXL 21 - Delete MMS020 Item Relations 

 

Business Area
OIS017 - Sales Price Maintenance

These workflows export OIS017/021- Sales Prices from M3 to Excel and import changes made in Excel (add/upd/del) back to M3.

Includes following workflows: 

  • PK VXL 1 - Export Sales Prices 
  • PK VXL 1 - Add Upd Sales Prices 
  • PK VXL 1 - Delete Sales Prices 
MMS010 - Location Maintenance

These workflows export MMS010 - Locations from M3 to Excel and import changes made in Excel (add/upd/del) back to M3.

Includes following workflows: 

  • PK VXL 2 - Export Locations 
  • PK VXL 2 - AddUpd Locations
  • PK VXL 2 - Delete Locations 
OIS300 - Create Customer Orders

This workflow imports Customer Orders from Excel to OIS300 – Customer Orders (via OIS275 – Batch Entry) in M3

Includes following workflows: 

  • PK VXL 3 - Create Customer Orders
MMS030 - Item Names & Language Maintenance

These workflows export MMS030 - Item Names & Language from M3 to Excel and import changes made in Excel (add/upd/del) back to M3.

Includes following workflows: 

  • PK VXL 4 - Export MMS030 Item Names Language
  • PK VXL 4 - Add Upd MMS030 Item Names Language
  • PK VXL 4 - Delete MMS030 Item Names Language
PPS100 - Purchase Agreement Maintenance

These workflows export PPS100/101- Purchase Prices from M3 to Excel and import changes made in Excel (add/upd) back to M3.

Includes following workflows: 

  • PK VXL 5 - Export Purchase Agreement Lines 
  • PK VXL 5 - Add Upd Purchase Agreement Lines
PPS200 - Create Purchase Orders

These workflows export Agreement, Supplier and Item data from M3 to Excel and by adding only requested date and order quantity in Excel you can create multiple purchase orders back to M3.

Includes following workflows: 

  • PK VXL 6 - Export PO Data to Excel 
  • PK VXL 6 - Create PO in M3
CRS690 -  Bank Data Admin

These workflows export CRS690 – Bank Data from M3 to Excel and import changes made in Excel (add/upd) back to M3.

Includes following workflows: 

  • PK VXL 7 - Export Bankdata CRS690 
  • PK VXL 7 - Add Upd Bankdata CRS690 
CRS692 - Bank Account Admin

These workflows export CRS692 – Bank Accounts from M3 to Excel and import changes made in Excel (add/upd) back to M3.

Includes following workflows: 

  • PK VXL 7 - Export Bank Acc CRS692 
  • PK VXL 7 - Add Upd Bank Acc CRS692
BUS100 - Budget Admin - Periodic

These workflows export BUS100/101- Budget Data from M3 to Excel and import changes made in Excel (add/upd/del) back to M3.

Includes following workflows: 

  • PK VXL 8 - Export BUS100 Budget Lines - Periodic 
  • PK VXL 8 - Add Upd BUS100 Budget Lines - Periodic 
  • PK VXL 8 - Delete BUS100 Budget Lines - Periodic
BUS100 - Budget Admin - DistrCurve

These workflows export BUS100/101- Budget Data from M3 to Excel and import changes made in Excel (add/upd/del) back to M3. Incudes curve used to automatically allocate values to the selected periods.

Includes following workflows: 

  • PK VXL 9 - Export BUS100 Budget Lines - DistrCurve
  • PK VXL 9 - Add Upd BUS100 Budget Lines - DistrCurve
  • PK VXL 9 - Delete BUS100 Budget Lines - DistrCurve 
GLS840 - Voucher Entry GL - Field Based

This workflow imports multiple vouchers from an Excel spreadsheet directly into the General Ledger.  APIs from the GLS840MI interface. It is important to note that this template is intended for M3 versions that have the "new" GLS840MI interface called "Finance Interface" and the field-based API transactions. It may not work on older versions of M3 with the old GLS840MI interface.

Includes following workflows: 

  • PK VXL 10 - Voucher Entry GL - Field Based 
GLS840 - Voucher Entry GL - Position Based

This workflow imports multiple vouchers from an Excel spreadsheet directly into the General Ledger.  APIs from the GLS840MI interface.  It's important to note that this template is intended for M3 versions that have the "old" GLS840MI interface called "Generic GL Interface". If you are using a new version of M3 with the new GLS840MI interface called "Finance Interface", there is an alternative VXL template for this.

Includes following workflows: 

  • PK VXL 11 - Voucher Entry GL - Pos Based 
PPS040 - Supplier Item Maintenance

These workflows export PPS040 - Supplier Item records from M3 to Excel and import changes made in Excel (add/upd) back to M3.

Includes following workflows: 

  • PK VXL 12 Export PPS040 - Supplier Item
  • PK VXL 12 Add Upd PPS040 - Supplier Item 
MMS100 - Create Distribution Orders

By entering Distribution Orders in directly in Excel, these workflows validate the DO data before importing to M3, then import the orders to M3 and finally return the M3 DO number created back to the spreadsheet.

Includes following workflows: 

  • PK VXL 13 - DO Creation - Validate Items 
  • PK VXL 13 - DO Creation - Create DOs
  • PK VXL 13 - DO Creation - Get DO No 
OIS060 - Customer Blanket Agreement Admin

These workflows export OIS061 – Agreement Lines, and OIS062 – Agreement Line Prices from M3 to Excel. After maintenance in Excel, you can import (add/upd/del) OIS061/OIS062 records back to M3.”

Includes following workflows: 

  • PK VXL 14 - Export / Upd / Add / Delete OIS061 Blanket Agr Lines
  • PK VXL 14 - Export / Upd / Add / Delete OIS062 Blanket Price Lines
PDS002 - Components Admin

These workflows export PDS002 - Component records from M3 to Excel and import changes made in Excel (add/upd) back to M3.

Includes following workflows: 

  • PK VXL 15 - Export Components
  • PK VXL 15 - Upd Add Components 
PDS002 - Operations Admin

These workflows export PDS002 - Operation records from M3 to Excel and import changes made in Excel (add/upd) back to M3.

Includes following workflows: 

  • PK VXL 16 - Export Operations 
  • PK VXL 16 - Upd Add Operations
CRS620 - Supplier Administration

These workflows export CRS620/CRS624 - Supplier records from M3 to Excel and import changes made in Excel (add/upd) back to M3.

Includes following workflows: 

  • PK VXL 17 - Export CRS620 Suppliers
  • PK VXL 17 - Upd Add CRS620 Suppliers
CRS622 - Supplier Address Admin

These workflows export CRS622 - Supplier Addresses from M3 to Excel and import changes made in Excel (add/upd/del) back to M3.

Includes following workflows: 

  • PK VXL 18 - Export Supplier Addresses 
  • PK VXL 18 - Update Add Supplier Addresses 
  • PK VXL 18 - Delete Supplier Address
MMS001 - Item Master Admin

These workflows export MMS001 - Item records from M3 to Excel and import changes made in Excel (add/upd) back to M3.

Includes following workflows: 

  • PK VXL 19 - Export MMS001 Item Master 
  • PK VXL 19 - Add Upd MMS001 - Item Master
MMS002 - Item Warehouse Admin

These workflows export MMS002- Item/Warehouse records from M3 to Excel and import changes made in Excel (add/upd) back to M3.

Includes following workflows: 

  • PK VXL 20 - Export MMS002 Item-Warehouse Items 
  • PK VXL 20 - Add Upd MMS002 Item-Warehouse Items 
MMS020 -  Related Items Admin

These workflows export MMS020 - Related Items records from M3 to Excel and import changes made in Excel (add/upd/del) back to M3.

Includes following workflows: 

  • PK VXL 21 - Export MMS020 Item Relations 
  • PK VXL 21 - Update Add MMS020 Item Relations
  • PK VXL 21 - Delete MMS020 Item Relations