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Finance | Project Operations, Human Resources, ...
Unanswered

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

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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
 
  • Suggested answer
    BJ-09051414-0 Profile Picture
    304 on at
    Copy-Paste From Excel to GP (Not Privileged To Run This Report)
    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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