by Steve Endow
This may seem obvious to some, but I've learned through many painful lessons that unless I actually test a scenario and see for myself that it works exactly as desired, it can be dangerous to make assumptions about software functionality and offer promises to customers...
ERP users regularly need to export data to CSV files, and then send or use those CSV files somewhere else.
A common problem with working with CSV files is that leading zeroes can sometimes be removed by Excel. This typically occurs when a user opens an existing CSV file, makes a change, and then saves the CSV file. During that CSV editing process, Excel will typically remove all leading zeroes from field values.
A customer recently asked us to create a custom file export to send to their bank. They need a list of payments created in Business Central, as well as all of the purchasing invoices that were paid by that payment--essentially a remittance file.
To keep things simple at first, we're looking to create a custom Business Central List Page that has all of the fields the customer needs for their bank. A user can then just click on the Open in Excel action from the list page to save the data to a file.
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| Open in Excel from a List Page |
