Saturday, June 16, 2012

Dynamics GP Journal Entry: Paste From Excel–Free Add-in

This morning, I been in my company with the team and been discussing what kind of innovations we should think of next, specially after delivering the first version of data level security for partners out of the kitchen for Quality Assurance and testing!

While reviewing articles published by the community leaders, we have noticed an article by Mark Polino discussing a product enhancement to have the ability to paste from excel into General Transaction Entry form, and we liked the idea and started the development!

Below is our outcome:

Paste from Excel

And in writing, you will need to request a DLL from Dynamics Innovations by sending a mail to me (temporary until publishing the file) you just need to click on the below link and download the tool, then place the DLLs in your AddIns folder:

http://www.di.jo/GPExcelPaste.aspx

Go to excel and create a new excel to look as the below:

image

Copy data from this excel and get back to Transaction Entry window of Dynamics GP, go to additional >> Paste From Excel, or press on CTRL + F and enjoy!

Update: While testing the tool we have noticed the below:

1. Distribution reference column is required, you will need include the column while copying even if the column was empty.

2. Tool was not accepting empty cells in credit and debit columns, it was modified to work.

3. Tool has been merged with paid version and published over the company website.

Regards,
--
Mohammad R. Daoud MVP - MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
me@mohdaoud.com
www.mohdaoud.com

19 comments:

  1. Here you gave clear idea about how to make the dynamics journal entry and also heard about an article while discussing the production enhancement.

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  2. Microsoft office training is more faster and very simple task, we can easily learning that software. It is having more high quality features, even in online also we can learn it.
    powerpoint training

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  3. Is there a way that you can add multiple references into GP with our add in?

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  4. Can this tool be used for Intercompany?

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  5. This comment has been removed by the author.

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  6. Hello Lisa,

    Actually is works for GP 2013, but you might need to use another package to sent to you, please email me to daoudm at DI dot jo to send you the package.

    For people asking about the intercompany, we have noticed that the intercompany process is using different fields than the fields used in our template, therefore we have customized a workaround for this and got this added for paid version only.

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  7. Do these instructions work for GP v10.0?

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  8. Yes it works across all GP version from GP 10.0

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  9. Is there is a similar add-in solution for the Purchasing and Sales Distribution Entry screens?

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  10. How much is the paid version (to use with Intercompany) and how can we obtain this?

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  11. You can buy the product online using the following page, prices are there.

    Once you perform the purchase you will be able to use the intercompany for you production server.

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  12. Hi,

    In your excel example, you have the column names reversed. It should be Debit Credit.

    Leslie

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  13. Is there software available to enter transactions into Purchasing. I enter hundreds of credit card transactions..which involves entering into 2 screens. The second screen included the transaction detail.

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  14. The link states this is only for the test company now? Was this once for free for production company as well?

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  15. What happened to the FREE part of this?

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  16. Hello Guys,

    The tool is still free for GL Transaction Entry and paid for other modules.

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  17. Does this also work for GP2013? We are getting an error.

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  18. it is indeeed an important phase of any business techie's training.

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  19. I had visited your website which was really good General-Products

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