GP Paste From Excel With Intercompany

As mentioned before, here is my add-in for Microsoft Dynamics GP. The version I use it with is 2013 R2 but I have no reason to believe that it would not work for older or newer versions of GP. While developing it, I made sure to make it conform to the same format as GP’s built-in Paste feature so the order of the columns is typically Description, Account, Debit and Credit. For Intercompany, the company ID is required and for Payables or Sales, the document type is needed. The dll reads the data stored in your Clipboard in the order shown in the examples so you just need to copy data from Excel or any Tab-delimited file.

Installation: Drop the dll into your Microsoft Dynamics installation folder’s Add-In folder and restart GP.

“Paste Entry” is accessible from the “Additional” toolbar at the top of the following windows:
– GL Transaction Entry
– Payables Transaction Entry (Distribution Window)
– Sales Transaction Entry (Distribution Window)

GPPaste(PM) GPPaste(RM) GPPaste(GL)

Features Supported:
– Intercompany
– Multicurrency (values are entered as Originating amounts)

Download: GPPaste.dll (Version 1.0.5578.19478)

Copy template: Paste GL Transaction Example.xlsx

GPPaste(Template)

Enjoy,
~James

Disclaimer: I am very much an amateur programmer. I have never taken an official Microsoft course. I cannot guarantee any code/program that I provide as I only have the ability to test my work on a small sample set. Users accept all the risk of using anything I provide and are encouraged to thoroughly test in a dedicated test environment before moving to production. Files I provide are free for use and are not to be resold. By using my files you agree to not hold me liable for any damages caused by said files.

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Hello world!

I would consider this my first leap into the world of blogging. I am planning to use this as a platform to share my development work with others. Over the past few weeks I have taught myself the Microsoft Dynamics GP SDK to fill the gaps that 2013 R2 has for my employer. After having nothing but glowing responses about how much easier I made everyone’s lives, I decided that I wanted to share my work to others for free.

Features that I have developed and plan to release in the near future:

Paste Distribution:
Anyone who has worked with 2013 R2 has probably quickly learnt the limitations of the built-in Paste button. It ONLY works for non-intercompany general journal entries. After finding and reading Mohammad R. Daoud’s post: Practical Example on Dynamics Continuum Integration Library: GL Transaction Entry Integration I managed to easily expand out the paste abilities. I have added paste to the following windows:

-Payables Transaction Entry
-Sales Transaction Entry
-Financial Transaction Entry

Multi-currency and Intercompany are supported for all windows listed and since I use Sanscript/Continuum to fill the fields, GP still validates all information that gets entered (i.e. Checks if account exists).

Quick Attach:

I am a very lazy person. If I can find a way to reduce the steps I need to take by even one step, I will write code to do just that. With Document Attach 2.0 that was introduced with R2, more coworkers are finally starting to attach files to items in GP. Typically that involves clicking on the piece of paper icon which brings up the OLE note window, then clicking on the paper clip, clicking on attach, selecting your file, and closing back out until you are back at your original screen. Instead, I have written code that is accessible from the toolbar that directly opens an Open File Dialog window and attaches the file you select, all from the current window.

Batch Attach:

Integration Manager for Dynamics GP allows accounting technicians to batch upload invoices into GP. What happens when you then tell that technician he/she needs to attach the PDF of the invoice for all 50 invoices he/she just integrated? Complaints is what. Recycling a lot of the code I used for Quick Attach, I wrote a procedure that takes in Vendor IDs, Document Numbers, and the file paths as parameters and navigates to the document numbers and attaches the files given. This makes attaching 30 PDFs to 30 different invoices a couple second process.

I hope to have my code ready for public release soon so stay tuned. In the meantime, if anyone has a suggestion or idea for a future feature, please do not hesitate to comment or message me and I will see what is possible.

~James

Disclaimer: I am very much an amateur programmer. I have never taken an official Microsoft course. I cannot guarantee any code/program that I provide as I only have the ability to test my work on a small sample set. Users accept all the risk of using anything I provide and are encouraged to thoroughly test in a dedicated test environment before moving to production. Files I provide are free for use and are not to be resold. By using my files you agree to not hold me liable for any damages caused by said files.