Introduction. 4

Outline. 4

Adding atlas xl into your Microsoft Excel menu. 5

The atlas xl menu from within Microsoft Excel 5

Introduction. 5

Atlas menu options. 5

Logging on to atlas xl 7

Introduction. 7

User name, password and configuration. 8

Supported journals and main tables in atlas xl 9

Introduction. 9

Support for all Dynamics AX tables. 9

Support for all Dynamics AX journals. 9

Setting up supported main tables and journals inside Dynamics AX. 9

Atlas xl journal and main table upload wizards. 12

Introduction. 12

Common wizard structure. 12

Data selection tabs. 14

Entering criteria values into the range entry box. 15

Saved parameters. 19

Journal import templates. 21

Introduction. 21

Building a journal import template. 22

Introduction. 22

Opening the atlas xl menu. 22

Opening journal import template form.. 22

Opening the wizard to create a new template. 23

Describing the template. 23

Choosing a target data source for your template. 24

Describing the fields you want to populate. 25

Completing the definition. 26

Adjust the template to suit your needs. 27

Outline. 27

Opening the template form.. 27

Header table field settings. 27

Line table field settings. 30

Adding extra fields. 32

An example of a journal import template. 33

Example. 33

Create the template inside Dynamics AX. 33

Adjust the template to suit your specific requirements. 35

Sending journals to Dynamics AX. 38

Introduction. 38

Using the send journals wizard. 39

Introduction. 39

Create the worksheet of data to upload. 39

Opening the wizard. 40

Choosing saved parameters. 40

Choosing a company account for upload. 40

Choosing a target template for the upload. 40

Filling in the rows of the header table fields tab. 41

Saving your settings. 43

Using the wizard’s buttons. 44

Editing your saved parameters. 45

Introduction. 45

Recalling your saved parameters. 45

Managing your saved parameters. 45

A worked example using send journals. 46

Example. 46

Choosing what to include. 46

Saving the settings of the wizard. 47

Send main table templates. 48

Introduction. 48

Building a Send main table template using the wizard. 49

Introduction. 49

Opening the atlas xl menu. 49

Opening Send main table template form.. 49

Opening the wizard. 50

Describing the template. 50

Choosing a target data source for your template. 51

Describing the fields you want to populate. 52

Completing the definition. 53

Adjust the template to suit your needs. 54

Outline. 54

Opening the template form.. 54

Setting a default value. 54

Number sequence allocation. 55

Is editing of the field allowed. 55

Is the field visible to the Send main table wizard in Excel 56

Is the field mandatory. 56

Allow multiple columns. 56

Using method calls. 57

Adding extra fields. 57

Function buttons. 58

An example of a Send main table template. 59

Example. 59

Create the template inside Dynamics AX. 59

Adjust the template to suit your specific requirements. 61

Send main table to Dynamics AX. 64

Introduction. 64

Building the import using the wizard. 65

Introduction. 65

Create the worksheet of data to upload. 65

Opening the wizard. 66

Choosing saved parameters. 66

Choosing a company account for upload. 67

Choosing a target template for the upload. 67

Filling in the rows of the data tab. 67

Choosing the sending criteria for your data. 69

Saving your settings. 75

Using the wizard’s buttons. 76

Editing your saved parameters. 77

Introduction. 77

Recalling your saved parameters. 77

Managing your saved parameters. 77

A worked example using Send main table. 78

Example. 78

Choosing what to include. 78

Criteria tab options. 79

Saving the settings of the report 79