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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Copy-Paste From Excel ...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Copy-Paste From Excel to GP (Not Privileged To Run This Report)

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Posted on by CU06091506-0
Hello Great Plains Community,
 
I'm trying to utilise the Copy-Paste Function from Excel into The Payables Window in Great Plains, specifically at the level/window of 'Payables Transaction Entry Distribution'. 
The version of Great Plains I am using is 18.6.1695 (2023) 
 
If this is a Security Issue which the administrator (in this case, my supervisor) can resolve, please kindly advise on what and where to go to enable this function in Dynamics Great Plain. 
 
I have attached two pictures for reference of my encountered issue. 
 
Thank you,
DB
 
Pic+1.jpg
Pic+2.jpg
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  • Suggested answer
    BJ-09051414-0 Profile Picture
    BJ-09051414-0 389 on at
    Hello,
     
    What is missing is security to the PM Transaction Paste Validation Report. You will need to add this to a Security Task that is assigned to the user or create a new one and assign it to a role assigned to the user or create a new role and task to be assigned to the user.
     
    In the screenshot below, this is option you need to select and what Product, Type, Series is needed.
     
     
    I hope this helps!
     
    Brandon 

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