In the SAP Business ByDesign system, in the Sales Orders view, click New, then Sales Order from Microsoft Excel.
You can decide what you want to do with the template. Choose one of the following options:
If you want to use the template only once, you can open the template without saving it. Click Open.
If you want to save the template so that you can use it again, select the required save option under Save.
(Note: If you have previously downloaded and saved this template on your computer, navigate to the location where you have saved the template, and open it.)
Log on to the solution from Microsoft Excel
In the SAP Add-In ribbon in Microsoft Excel, click Logon.If the SAP Add-In ribbon is not displayed, check to make sure that the Add-In for Microsoft Excel has been installed correctly (see Prerequisites in this document). A dialog box opens where you can enter the logon details. The system URL is proposed automatically. The system URL is the URL of the system that you are working with.
Enter your user ID and your password, and click Logon.
Enter Details in the Microsoft Excel Template
Note the following:
The Microsoft Excel template is presented with a number of rows where you can enter or copy your data. If you need more, add the number of rows you need before you start entering or copying your data.
Ensure that mandatory fields (those marked with an asterisk) are filled.
To help you fill in the details:
Some fields have dropdown lists.
In some fields you can search the system for data, for example, countries. Place the cursor on the field, and click Lookup in your solution's tool bar or ribbon to search the system. A search field is available in the Lookup dialog box that appears. When you start to type text in the search field, the relevant entries are filtered in the ID and Description columns, meaning that you do not have to scroll through the whole list. If the Lookup button is not active in the ribbon or toolbar, then it is not possible to perform a search.
Enter the sales order details in the rows, and in the appropriate columns.
Save Your Data
After you have finished entering all the data, save the Microsoft Excel file.
Click Save Data to.
A dialog box opens, informing you that the data is being saved to the solution.
After the upload, a message informs you that your data has been saved in the solution.
You can then log off by clicking Logoff.
The new sales order is saved in the SAP Business ByDesign system and added to the list in the Sales Orders view.
If you need to make changes to these sales order, you must change it directly in the system.
Bluesky
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