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Microsoft Dynamics GP (Archived)

Simple receivable import for GP 10?

Posted on by 40

I am looking for a simple tool to import receivables transactions with just the basic information:

Invoice number

Description

Customer number

Amount

Any ideas or suggestions would be appreciated!

Thank you, Payson

*This post is locked for comments

  • Dan Liebl Profile Picture
    Dan Liebl 7,320 on at
    Re: Simple receivable import for GP 10?

    You can create a macro to import it in using the macro and mail merge functionality, but it would have to be done each time.    If the GL distributions are the same for each trx, then the import utility may work.   I would use a test company to validate the results.  

    Dan Liebl, CMA CPIM

    OTT,Inc

    dliebl@OTT-inc.com

  • Verified answer
    Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on at
    Re: Simple receivable import for GP 10?

    www.theworldon-line.com

    Check out these folks. I believe they had imports for SBF, perhaps they have ported it to GP.

  • Payson Peterson Profile Picture
    Payson Peterson 40 on at
    Re: Simple receivable import for GP 10?

    Yes, I am looking for something other than IM, I believe that would be a good solution, but very expensive as I don't own it now.

    Thanks!

  • Verified answer
    Richard Whaley Profile Picture
    Richard Whaley 25,195 on at
    Re: Simple receivable import for GP 10?

    Integration Manager is the simplest.  There is a table import but there are several tables and validations involved that would need to be performed manually.  I have used IM to create several regularly running imports that brings the data you mention into a batch which is then posted.  Using the batch gives you the ability to review, proof, and, if necessary, correct the transactions before posting.

  • Verified answer
    Mike Smith Profile Picture
    Mike Smith 6,840 on at
    Re: Simple receivable import for GP 10?

    Are you looking for something outside of Integration Manager?

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