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I am needing some guidance in pasting a somewhat large excel file into Purchasing Distribution and (1) how do I upload descriptions within my entry and (2) how to properly input information on the Purchasing transactions fields without getting error message relating to allocations between the two input screens..
Janean Brown
Science Museum Oklahoma
Thank you! That is exactly what I was looking to find! I appreciate you!
Here is what I successfully pasted that worked for description/distribution reference:
Column order for Transaction Entry Paste:button:
| Description |
| Purchases |
| Trade Discount |
| Freight |
| Misc. |
Column order for Distribution Entry Paste button:
| Distribution Reference |
| GL Account |
| Distribution Type |
| Debit |
| Credit |
Thank you for the information but I am looking for the required fields in this order to copy paste correctly within the Purchasing module/Distributions button that breaks down the allocation of the AP entry.. I can paste the required fields within the distribution screen but I cannot seem to get the descriptions to upload/paste in. When I close/save the screen, I get an error message because my distribution amounts do no equal my purchase amount (on the transaction entry screen). I have tried several combinations, no purchase amount, the purchase amount entered but then I have to delete the defaulted information within the distribution screen and then I can paste it within but then I get the error message. So my issues are two parts (1) eliminating the distribution allocation error messages and (2) how to upload/paste the description fields within the distribution screen. I hope this makes more sense and I would appreciate any assistance!
Janean Brown
Are you referring to this enhancement in GP 18.3?
Microsoft Dynamics GP Fall 2020 - Copy and Paste Purchasing Transactions and Distributions - Microsoft Dynamics GP Community
There is a comment that mentions loading Distribution Description. I don't understand what you mean by "allocations between the two input screens". Are you possibly referring to Distribution Types? You will need to match those to the amounts entered on the transaction entry window.
[Disclaimer: I haven't actually used this feature in GP 18.3. We have long-recommended Copy/Paste Between Excel and Microsoft Dynamics GP | TitaniumGP for our clients who are looking for Excel-based integrations.]
Hello,
I am guessing that you are using some sort of customization or add-on for this as Microsoft Dynamics GP does not have a feature to copy/paste distributions in the the Purchasing window. I hope you were able to find assistance with whoever supports that functionality.
Thanks,
Isaac Olson
Microsoft Support
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