Excel Add-In

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

Comment: Some clients may experience that tuning in OIS278-Batch Order settings may be needed 

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.

Comment 1: Need some M3 setup. Go to PPS090 in M3 and create a PO batch origin with these parameters: PO Batch Origin= VXL, Description/Name = VXL, No series = 1, Autolevel = 2, Process mtd= 1 and Del method= 1.

Comment 2: Export workflow from M3 - Configured to filter export on Group Id 40 (Items).  Can easily be reconfigured to your Group Id(s) if wanted. Please contact Vince if you need help with setup 

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.

Comment: Requires M3 settings in GLS850. Please contact Vince for help regarding M3 settings and how to handle the Excel template when importing.” 

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.

Comment: MDBREADMI API needs to be created in order to export all items connected to a supplier in PPS040. Please contact Vince if you need help with setup 

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.

Comment 1: Requires M3 set up like Stock Msg partner in MMS865 and Trans qualifier in MMS860.

Comment 2: A Sorting option and an MDBREADMI API need to be created in order to find the DO Number created. Please contact Vince if you need help with setup 

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 

CRS610 - Customer Maintenance

These workflows export CRS610 Customers from M3 to Excel and import changes made in Excel (add/upd) back to M3.

Includes following workflows: 

• PK VXL 22 - Create CRS610 Customers 
• PK VXL 22 - Export CRS610 Customers
• PK VXL 22 - Update CRS610 Customers

OIS002 - Customer Address Admin

These workflows export OIS002 Customer addresses from M3 to Excel and import changes made in Excel (add/upd/del) back to M3.

Includes following workflows: 

• PK VXL 23 - Delete OIS002 Customer Address
• PK VXL 23 - Export OIS002 Customer Address
• PK VXL 23 - Update  Add OIS002 Customer Address