Specifying general settings

The general settings apply to all sessions for which no session-specific settings are defined. Specifying these settings usually is a once-only action.

To specify the general settings:

  1. Start a session where you can export data to Excel. For example, start the Sales Orders (tdsls4100m000) session.
  2. Complete one of these steps:
    • If a down arrow is displayed next to the Excel button in the toolbar, click this down arrow. Then select Settings.
    • If no down arrow is displayed, select Actions > Export and Import > Settings.

    The Excel Integration Settings (ttstpssidef) session starts.

  3. Specify the default export and import settings. See the session help. The import settings are only relevant for Infor OS Portal users.
  4. Save the settings and close the Excel Integration Settings (ttstpssidef) session.