Requirements

  • Microsoft Excel version 2016 or 2019.
  • The latest Windows and Office Updates.
  • All Users require the Automation Module (even Super Users). However, non-Super Users also require these Middleware (IDO) Authorizations. These Authorizations can be assigned at the User level or at the Group level. Depending on your need, use the Users or Groups form to set the authorizations either for a specific user or a group. See the online help for information on how to set authorizations. Add these object names with the Object Type of either Middleware or IDO (version dependent) and set Execute Privilege and Read Privilege to "Granted":
    • SLPertots
    • SLLedgers
    • SLPoVchs
    • SLInvItemAlls
    • SLSiteGroups
    • SLCurrencies
    • SLFSBs
    • SLChartBps
    • SLCharts
  • Ability to connect to SyteLine ERP database server.
  • The Period Sorting method 1 and 2 must exist in SyteLine ERP, and the Index is active for both.
  • In an on-premises environment, if you use the drill-down functionality and choose to have the data displayed in an SyteLine form, and a separate SyteLine session is open at the same time, you must have a concurrent license. If you don’t have a concurrent license, you can still operate in the given scenario if you have two User IDs; one for SyteLine and the other to use in the drilldown from Excel. In a cloud environment, licensing is always concurrent.
  • Using SyteLine forms for drilldown is subject to certain conditions. If you choose to show data in an SyteLine form, the forms that open are standard forms rendered on a Web Browser. This feature is available only when the Web Client framework is installed and configured on the utility/webserver. The add-in must know the details of the utility server, and this must be configured prior to using this feature. See the SyteLine Installation Guide for information on how to install and configure the Web Client.
  • If you plan to use the Budget and Plan template, open the Users form in SyteLine, filter on the User and click User Authorizations. When the Object Authorizations for User form opens, assign Read Privilege to the SLCharts IDO.
Note: Drill-down data can be displayed on a new Excel Worksheet without the above drill-down requirements. Multi-FSB and Multi-currency features are not available in versions prior to 9.0. Multi-FSB functionality does not include Multi-FSB support in multi-site/entity configurations.