Last few days, we have released a tool to paste data from Excel into Dynamics GP GL Transaction Entry form and published the tool for all users with no charge.
From that day, the development team in DI has decided to go further with this and tried to enhance the dynamicity of the tool to go beyond what we have developed and develop a tool for sale but worth payment, so end users can define the paste path and how to paste columns in Dynamics GP.
In addition they wanted to make this for all GP forms not only GL Transaction Entry, and going from there below what we have developed.
If you would like to watch this live on what we have done using excel paste for forms with scrolling windows, please take a look into the following video:
So what if you do not have scrolling window and you want to paste from excel into “Cards”? We have included this we well! Check below video on how to paste customers:
Initially, users will need to analyze what fields need to be included in the paste operation, for example let us take the purchase order screen as an example:
I have picked the integration path that I need on the screen and been ready to setup my Excel Paste using the following setup screen:
End user will be able to define what they just analyzed using the above screen, they just select Form Name, Window Name and start selecting fields one by one.
Once finalizing the setup, copy data from an excel like the below:
And just paste on the purchase order screen: