How to Copy and Paste into Microsoft Dynamics GP

Advtrex’s Titanium GP brings the ease of copying and pasting into Microsoft Dynamics GP.

Imagine a user wanted to copy and paste 50 lines of data from an Excel worksheet into a General Journal Entry in Dynamics GP. Normally, this would require using Microsoft importing tools that take a heavy amount of time depending on the size of the data files. With Titanium GP, a user can easily and immediately copy and paste import detail lines.

1. Highlight data in your computer file
2. Right click to copy or hold down “CTRL+C”
3. In GP, hit “Paste”.

Voila! The data is immediately pasted from Excel or Word into GP.
To make the process even faster, use keyboard shortcuts to copy/paste:

• To paste in Dynamics GP, hit “CTRL+T”
• To view in Grid form that allows the user to copy lines, hit “CTRL+G”

Pictured below is the grid view (CTRL+G).

How to Copy and Paste into Microsoft Dynamics GP 2013

When you copy/paste from Excel or Word to GP, the order of the columns is flexible.  As long as the columns titles match the respective fields in the GP window, the function will recognize the proper fields to copy/paste data.

Notice below that the Debit, Credit and Reference columns have been switched.

Titanium GP

Nonetheless, we are still able to successfully paste the data into the GP window.

Additionally, this tool allows copying and pasting from GP into an Excel or Word document. To save a GP document (or export it) to Excel, open a document in GP and use the menu command to “Save to Excel.” You will then be prompted to indicate the path and name to save the file.

The COPY/PASTE functionality can be used with the following windows:

• Journal Entries

• SOP Entry

• Purchase Orders

• Receivables Transaction

• Inventory Transaction

• Inventory Transfer

• Inventory Kits

Contact us at Tridea Partners to learn more about this tool.  info@trideapartners.com