Skip to main content

Export Microsoft Dynamics GP Reports to Excel

The following process applies to any forms/documents which available in Dynamics GP. The illustration that I'm going to show here is using one of the Payables Aging report which available in Dynamics GP.

 1.       Once the settings to generate target report is set, select <Destination> at the lower right hand side corner.

2.       In Report Destination, select the tick box “File”. Select the destination to save the Excel report at “File Name”, and always make sure the “File Format” is <Comma-delimited file>. Select <OK> to save the setting. 

3.       Back to the main screen, select <Print> to generate the report into Excel format. Note that the report will be generated and saved at the destination you have set in Step 2.

4.       Next stage is to open the report using Excel.

 Path: EXCEL > FILE > OPEN > Browse > Aging report file name > Open

5.       Select "Delimited", then <Next>.

6.       Select <Finish>.

7.       Aging Report
Labels:
Location: Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Comments

Post a Comment

Popular posts from this blog

Reprinting GP Posting Journal after Posting in Dynamics GP

As there is no shortcut to reprint the posting journal from one screen, you need to know the original screen location. Financial and Bank 1. To reprint General Journal entries.      Path: Reports > Financial > Cross-Reference > Select "Journal Entries"             Take note that the document printed from here will include transaction posted from other source too like Payables, Receivables, and Fixed Assets and etc. 2. To reprint Bank Posting Journal/ Bank Recon Reports      Path: Reports > Financial > Bank Posting Journal Sales Order Processing and Receivables 3. To reprint Sales Transaction Entry      Path: Reports > Sales > Posting Journal > Select "Sales Posting Journal" 4. To reprint Receivables Entry      Path: Reports > Sales > Posting Journal > Select "Receivable Posting Journal" 5. To reprint Cash Receipt Entry      Path: Reports > Sal...
Post a Comment
Read more

How to Create Recurring Transaction in Dynamics GP

If you have a handful of journal entries to be created in regular basis, whether for  numerous accruals and reversals,  allocation, or reclassification entries, setting up Recurring Transaction in Dynamics GP will be helpful and speed up your month end process. Step 1 - Setup Recurring Batch Path: Transaction > Financial > Batches  i.    After entering the " Batch ID " and " Comment ", setting up the " Frequency " is the most important part for recurring transaction. " Single Use " is the one we use all the time for single posting, once posted, the batch will remove from Batch ID. But if you set the Frequency to " Monthly ", which means the batch automatically becomes a recurring batch, the batch will be there forever for multiple posting. ii.    There is another useful option here, " Clear Recurring Amounts ", which will clear the amounts in journal entries after the posting. You can then later enter the amount in the j...
1 comment
Read more

Using Inquiries in Dynamics GP to view document status - Work, Open, History

User will be able to check document status from Inquiry screen, whether is in Payables or Receivables.  Path: Inquiry > Sales > Transaction By Customer Inquiry > Purchasing > Transaction By Vendor Work Status In both Receivables and Payables modules, the document is saved in the batch, not posted yet. Open Status In Payables modules, the document is posted but still have outstanding balance.  In Receivables, fully paid document or voided document will still show Open status. You need to perform "Paid Sales Transaction Removal" in routine to change the status from Open to History.  Refer to this  link  on how to perform. History Status In Payables module, a document is moved to ‘history’ status when the document is fully applied or voided.
Post a Comment
Read more