Showing results for 
Search instead for 
Do you mean 
Community Home Request Access Read Blogs Share Your Ideas Search Community View My Settings
Reply
Copper Elite Contributor
Posts: 80
Registered: ‎04-16-2009

Update Price List in Excel

I have a client who would love to be able to update price lists in SLX via Excel.  They have a different price for each state.  The grid in Excel would display products down the left and states across the top.  However, SalesLogix stores a separate record for each cell rather than each row in a spreadsheet.  Is anyone aware of a way to display the data from the Product and Price (ProductPrice or ProductProgram) tables in a grid for update?

 

Thanks,

Scot

Scot Zimmerman
Interlinx Associates, LLC
szimmerman@interlinxassociates.com
612-669-2145
Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Update Price List in Excel

Scott, DO they want to do it "hot" (real-time) or would an export/import/update approach work?

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
Highlighted
Silver Contributor
Posts: 835
Registered: ‎03-24-2009

Re: Update Price List in Excel

Product and Program are already available in a grid for update.....see the Product Master and Detail forms...... there's no reason you couldn't come up with a Product Editing screen that has the Programs going up or down one access and the States going up or down another access (assuming you have multiple Programs per State......maybe 2012-MN is the program?

 

You can export record sets to excel, and the record set can be built in SQL.....you can manipulate Excel Objects....

 

What did you want to do next, re-import the changes into SLX or 'hot' change the SLX  data on the fly through an Excel Macro?

 

 

RJ Samp