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Microsoft Dynamics GP 2018 - Copy/Paste Purchasing Transactions

  • 1.  Microsoft Dynamics GP 2018 - Copy/Paste Purchasing Transactions

    SILVER CONTRIBUTOR
    Posted Aug 10, 2021 04:06 PM
    Hi Everyone,

    I am trying to utilize the new feature for GP 2018 - Copy/paste Purchasing Transactions.

    This is the link I used Copy/Paste Purchasing transactions from Excel - Dynamics GP
    Microsoft remove preview
    Copy/Paste Purchasing transactions from Excel - Dynamics GP
    We all know how much our users like the Copy and Paste functionality in General Ledger, why not add it in other areas? The new feature enables users to define purchase transactions, along with distributions, and import them into the Payables Transaction Entry window in Dynamics GP.
    View this on Microsoft >

    Unfortunely, I am unable to copy/paste all my distributions and I am not sure what I am doing incorrectly.

    Any assistance with steps that I might not be aware of

    I have tried without an amount and without, and receive a message when I press the Paste feature in the Transactions Entry Distribution of


    My Excel has

    The distribution columns are: Description (for the distribution reference) Account Distribution Type (PURCH, PAY, etc.) Debit Credit

    1 0-123-1234-000 PURCH 4386.48
    2 0-124-1245-000 PURCH 4.52
    3 0-000-1234-000 PURCH 69.13
    4 0-000-5555-000 PURCH 105.56

    Any help and ideas are appreciated.

    ------------------------------
    Christine Polifka
    BIG KAISER Precision Tooling Inc.
    Hoffman Estates IL
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Microsoft Dynamics GP 2018 - Copy/Paste Purchasing Transactions

    TOP CONTRIBUTOR
    Posted Aug 11, 2021 12:41 AM
    From a processing perspective, I created this video (There was a mistake in the name so please ignore it.)

    For the error received when trying to print the report, you'll need to add this exception report to one of the security tasks.

    https://www.bkd.com/video/2021/07/using-payable-excel-paste-feature-solver

    ------------------------------
    Charles Allen
    Senior Managing Consultant
    BKD Technologies
    Houston, TX
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Microsoft Dynamics GP 2018 - Copy/Paste Purchasing Transactions

    TOP CONTRIBUTOR
    Posted Aug 11, 2021 06:24 AM
    Hi Christine,

    Hard to follow Charles on this, as the video is great. Here is the security item that you need to prevent the "Not privileged to run this report" message:


    For this report:



    ------------------------------
    Mark Wiley
    Dynamics Credentialed Professional
    Senior Solutions Architect
    GraVoc
    Ohio Office
    ------------------------------

    Academy - Online Interactive Learning from Experts


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