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  • 1.  Paste function grayed out in Purchasing Transaction Entry and Distributions windows

    Posted Oct 26, 2021 02:39 PM
    We are trying to copy and paste Purchasing transactions from Excel into the Purchasing Transaction Entry and Distributions windows, however, the Paste button is grayed out in both windows.  We have GP 2018, version 18.3.1200.  The Security Administrator is logged in, the Multicurrency module is enabled and Action Pane is selected under Window Command Display in User Preferences.  It's possible we have had third party modifications to the menu.  Does anyone have any suggestions?  Thank you!

    #Distribution
    #GP 2018
    #Excel
    #Purchasing

    ​​​​​​​

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    Dora Fessler
    Professional Assist Corp
    Golden CO
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  • 2.  RE: Paste function grayed out in Purchasing Transaction Entry and Distributions windows

    GPUG ALL STAR
    Posted Oct 27, 2021 07:19 AM
    Hi Dora, 

    There are some tricks to this feature!
    I would make sure you have the vendor pulled up in your window.

    Here is a blog they we wrote for the feature that talks about steps to take, especially with distributions window too
    (+) Microsoft Dynamics GP Fall 2020 - Copy and Paste Purchasing Transactions and Distributions - Microsoft Dynamics GP Community

    I would review the TIPS section, we did have one issue if you did not register multi currency it was not available either, that was fixed in March of 2021

    Tips:
    This feature will also work in Web Client.
    Just like General Ledger copy and paste, if you mark the Intercompany checkbox the Paste option is unavailable.
    If you do not have multi currency (MC) enabled (Tools | Setup | System | Registration) the Paste option is unavailable.  Fixed in Mid-Year 2021

    Thanks
    Terry Heley 
    Microsoft

    ------------------------------
    Terry Heley
    HR/PR expert
    Microsoft
    West Fargo ND
    ------------------------------



  • 3.  RE: Paste function grayed out in Purchasing Transaction Entry and Distributions windows

    SILVER CONTRIBUTOR
    Posted Oct 06, 2022 04:22 PM
    Hi Terry,

    I know this is old, but we are having the same issue. 

    We just upgraded to 18.4.1436. Multicurrency is on, Intercompany is NOT checked, but the box is still greyed out. Action Pane is selected for the user preferences.

    I've tried searching and found a post about the task for the exception report needs to be assigned, which I've done. There doesn't seem to be any other tasks about this feature and it's not working for sa, so I'm at a loss. 

    Any other suggestions?




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    Tamara DeStefano
    Manager of Financial Operations
    Phigenics, LLC
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  • 4.  RE: Paste function grayed out in Purchasing Transaction Entry and Distributions windows

    GPUG ALL STAR
    Posted Oct 06, 2022 05:30 PM
    I would test first with just the core window as the distribution window is tricky, does the paste work with the core window?
    You are showing both above so want to make sure.

    To test this, just clear your screen, what I would like to do is have the voucher filled in, then go to the vendor ID field, once I choose a vendor and it pulls in, mine is available right away.

     

    I have some of these tips noted on the release blog of the feature

    (+) Microsoft Dynamics GP Fall 2020 - Copy and Paste Purchasing Transactions and Distributions - Microsoft Dynamics GP Community



    Tips:
    This feature will also work in Web Client.
    Just like General Ledger copy and paste, if you mark the Intercompany checkbox the Paste option is unavailable.
    If you do not have multi currency (MC) enabled (Tools | Setup | System | Registration) the Paste option is unavailable (fixed in mid-year)



    ------------------------------
    Terry Heley
    HR/PR expert
    Microsoft
    West Fargo ND
    ------------------------------



  • 5.  RE: Paste function grayed out in Purchasing Transaction Entry and Distributions windows

    SILVER CONTRIBUTOR
    Posted Oct 06, 2022 05:55 PM

    Thank you!

     

    It looks like it's working now!

     

    Tamara DeStefano

    Director of Financial Operations

    Mobile: 630.841.2673

    Office: 844.850.4087

    Website: www.phigenics.com

    Address: 3S701 West Ave, STE 100, Warrenville, IL 60555

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