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Copy/Paste Between Dynamics GP and Excel for Dynamics GP

ERP Systems: Dynamics GP
Product Verticals: All Industries, Financial Services, Manufacturing, Software
Business Processes: Accounting, Business Intelligence, Business Process Management, Data Management, Financial Management, Payment Processing, Payroll Processing, Sales Order Processing
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Easily copy and paste data between Excel and Microsoft Dynamics GP

TitaniumGP’s Copy and Paste brings the ease of copy and paste into Microsoft Dynamics GP transactions while eliminating mundane and error-prone data entry.

Simply copy the data from your Excel spreadsheet and paste it into the desired Dynamics GP window. TitaniumGP will analyze the data you are pasting and locate the right GP fields regardless of the order of the rows and columns in your Excel spreadsheet. No templates necessary.

Copy and Paste will help you save lots of time when importing large amounts of data or amending existing data in Microsoft Dynamics GP.

With TitaniumGP you can easily import multiple detail lines into over 50 Dynamics GP windows, including:

  • Journal Entries
  • SOP Entry
  • Purchase Orders
  • PM Transactions
  • Receivings
  • Inventory Transactions
  • Inventory Transfer
  • Inventory Kits

TitaniumGP Copy and Paste information Between Dynamics GP and Excel

Update Open Sales Documents and Open Master Data in Dynamics GP

A new and easy way to quickly bulk update existing data in Microsoft Dynamics GP

In addition to adding new data, TitaniumGP is a great tool for bulk updating existing information, such as master data and open sales documents, in Microsoft Dynamics GP. Rather than updating your Dynamics GP data line by line, order by order and batch by batch, TitaniumGP makes it fast and easy to modify your GP data in bulk. Simply update your data in Excel, copy the desired data and paste in into the appropriate Dynamics GP window. Based on your Excel data, the tool will automatically detect whether you are trying to add new or update existing information.

With TitaniumGP Copy/Paste you can quickly update all open sales documents and open master data, including:

  • Sales Orders
  • Quotes
  • Invoices
  • Customers
  • Customer Addresses
  • Items
  • Chart of Accounts

Common uses for bulk updating existing Microsoft Dynamics GP information include:

  • Sales Transaction Entry
    • Bulk update batch IDs for a series of sales orders
    • Add tracking numbers and freight costs to multiple open sales orders
    • Update sales hierarchy such as sales reps and territories
    • Add user defined fields to any open sales document
  • Purchase Orders
    • Update purchase orders with vendors’ promised ship day to ensure up-to-date available to ship (ATS) reports
  • Master Data
    • Customer address clean up
    • Sales hierarchy reassignment in customer master
    • Chart of accounts clean up

 

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Copy/Paste Between Dynamics GP and Excel
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