Sales order lines from an Excel template, and configured lines through MRP

Download a template with a sheet per configurable item and a column per configurator question, upload it, read the preview row by row with its 360° view, append or replace the lines — then plan the configured lines with Run MRP from their own configuration, see the bill as a tree, and add a bill of material with its components.

Forty configured lines in a spreadsheet, checked by the configurator itself, planned level by level.

Practical · 12 minutes · 9 steps · 4 questions

Walked over Journals (Accounting) — the behaviour is the same on all 1278 screens.

Next track

Practical Number ranges for every record, and integrations that cannot leak Every master and transaction record numbered from a default range — System generated, Manually entered or Either — with a guard against reusing a number; and integrations hardened: request bins refused, webhooks always signed, Set credential with Test, Microsoft Teams / Graph, pipeline activation rules, and unauthenticated API calls blocked and reported. 12 minutes · 4 questionsOpen

Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.

← All tracks