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Convert Excel business documents to PDF locally

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Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Users by admins, makers, or analysts Apr 2025 Oct 2025

Business value

This feature enables local PDF conversion for Microsoft Excel business documents. It allows Local Business Data conversion along with more reliability of the conversion overall.

Feature details

When you configure ER destinations for business documents in Microsoft Excel format, the conversion performs outside the current Finance instance by default. You can enable the Utilize application resources to perform CBD documents conversion from Excel to PDF format feature to convert generated Word documents to PDF format locally by using application server resources in the current Finance instance.