Microsoft Dynamics GP Fall 2020 - Match Excel Copy/Paste Decimals Places to Currency Setup

Prior to Microsoft Dynamics GP 18.3, the Excel copy/paste function ignored the Decimal/Thousand separators in the Currency Setup. This is located by choosing Administration, then Setup, click System and then choose Currency.

When using the Excel Paste feature, Microsoft Dynamics GP is importing the data directly into the SQL tables. This does not interlace with the GP front end in any way. What this means is that this data is not checked against the Currency setup. This, therefore, means your settings for separators is not considered when using this feature.

Other currencies have spaces and periods for the thousand separators, and commas for the decimal separator. Prior to this fix, Excel copy/paste would use the period as the decimal separator, spaces, and periods as the thousand separators, and commas for the decimal separator; ignoring the currency setup and brought the data in incorrectly.

This was a large REQUEST by our customers to change how this works.

With this new feature, Dynamics GP now recognizes the Excel copy/paste Decimal/Thousand separators in the Currency Setup window.

Eliminates rounding issues that are, sometimes, almost impossible to find.

This update will use the decimal places defined in currency setup instead of the data in Excel.

The value will be stored in SQL based on the currency decimal places defined in Currency Setup and not Excel.

Note:  If you receive an error when you copy and paste in General Ledger "Decimal places do not match currency setup"  after you upgraded to 18.3, make sure to format your entire Excel spreadsheet as GENERAL (not Number/Accounting/Currency). (If it still doesn't work, certain versions may require the amounts fields only to be formatted as 'CURRENCY'.)  Also make sure there are no extra spaces in the field.  You can also create a case and ask for a template if you still have problems with copy and paste not working.  There will be a change for this with the U.S. Year-End Update. (2020 year-end - 18.3.1200 or higher: format the whole spreadsheet to GENERAL)

For more documentation on our new features please check out our Microsoft Dynamics GP New Feature Blog Series!

Thank you,

Margi Jandro

Microsoft Support