Dyn GP 2018 Entering long Purchase Orders

  • Dyn GP 2018 Entering long Purchase Orders

    Posted by Clay Tait on January 11, 2023 at 6:57 pm
    • Clay Tait

      Member

      January 11, 2023 at 6:57 PM

      Hi
      Thank you so much for your help in past.
      We are running Dyn GP 18.5.1596
      Sometime we have some large PO’s that we deteriming our needs on by spreedsheet.
      Is there a quick way built into Dyn GP that will more quickly import these longer Excel spreadsheets into a PO in the system?
      Perhaps through Integration Manager?

      Thank You.
      Clay Tait

      ——————————
      Clay Tait
      Tait Distributors
      Edmonton AB
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    • David Musgrave

      Member

      January 12, 2023 at 2:09 AM

      Hi Clay

      With GP Power Tools – Developer Tools module you can set up importing of any transaction from an excel spreadsheet.

      Just use the following free examples as a template to create whatever you need.

      https://winthropdc.wordpress.com/2022/08/19/gppt-using-the-clipboard-to-copy-from-excel-into-microsoft-dynamics-gp/

      This will be the most cost effective solution available.

      Regards

      David

      ——————————
      David Musgrave MVP, GPUG All-Star

      Managing Director
      Winthrop Development Consultants

      Perth, Western Australia

      http://www.winthropdc.com
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    • Chris Giesbrecht

      Member

      January 12, 2023 at 6:42 PM

      Hi Clay,

      We use Cavallo Salespad and it has quite a few options for importing line items to different documents from Excel.Ā  It also provides a great front end for all your GP data allowing quicker order entry and lookups.Ā  We have been using it for probalby 8 or 9 years and it has been a great all around solution for us!

      I haven’t used it but I’m sure David’s Power Tools would accomplish the excel import well as well as he knows his stuff.Ā  Certainly a quicker solution than implementing Salespad.

      Not sure if you have eOne Smartconnect, but you would be able to build an integration with that as well.

      I’d be happy to discuss further if you like.

      ——————————
      Chris Giesbrecht
      Manager of IT and Business Analytics
      Penner Farm Services
      Blumenort
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    • Rick Heinrichs

      Member

      January 13, 2023 at 8:42 AM

      Hey Clay,
      We use the eOne SmartConnect product to import our large ones.Ā  Can do a template and even to multiple GP companies.Ā  We have found it works very well and the purchasing department just puts the excel files in an upload folder once ready and the service will upload it every 30 minutes.
      Rick

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      Rick Heinrichs
      Sr. IT Analyst
      Liburdi Engineering Limited
      Dundas ON
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    • Clay Tait

      Member

      January 13, 2023 at 11:51 AM

      Thanks to all who have offered solutions, there seem to be several options that I can choose from.

      I will sift through the options in the next little while.

      Thanks Again to ALL of You who Contributed.

      Sincerely

      ——————————
      Clay Tait
      Tait Distributors
      Edmonton AB
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      ——————————————-

    Clay Tait replied 3 years, 4 months ago 1 Member · 0 Replies
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