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Author's profile photo Kennedy Thomas

SAP Business One 9.1 Importing from Excel – Copy & Paste

In SAP Business One 9.1 we can use the Copy and paste option in the marketing documents simple steps.


1. Arrange the form settings for the rows as per the data in the excel

2. Copy the data from the excel CTRL + C

3. Open any of the Marketing document fill the Business Partner details

4. Paste the copied information on the Grid. (Ctrl + V)


Additional features added on the Grid level

1. Maximize and Restore option for the row level grid

2. Copy table can used for export data from SAP Business One 9.1 to excel in the marketing documents…


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      20 Comments
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      Author's profile photo Balaji Sampath
      Balaji Sampath

      Hi Kennady

       

      This Very useful information. Thanks......

       

       

      Balaji

      Author's profile photo Alaa Kharma
      Alaa Kharma

      Great feature

       

      I want to ask if this will help to copy (row level) data from one document to another?

      For example, to copy data such as items and qualities from inventory transfer to AR Invoice?

       

      Regards,

      Alaa

      Author's profile photo Kennedy T
      Kennedy T
      Blog Post Author

      Yes, you can achieve the above using the copy and paste..

       

      Rgds

      Kennedy

      Author's profile photo Alaa Kharma
      Alaa Kharma

      Thanks for your reply

      Author's profile photo AndakondaRamudu A
      AndakondaRamudu A

      Hi Kennady

       

      This is very Useful Information ..Thanks

       

      AKR

      Author's profile photo Omotayo Adegbola
      Omotayo Adegbola

      Hi Kennedy,

       

      Thanks for the update. How can we paste business partner codes on journal entry screens.

       

      Tayo

      Author's profile photo Amol Nikam
      Amol Nikam

      Its Really Help full ..

      Thanks for update.

       

      Amol

      Author's profile photo Sandesh Shinde
      Sandesh Shinde

      Hello Dear,

       

         This is a very useful information. Thanks for sharing it 🙂

      Regards,

      Sandesh S.

      Author's profile photo Former Member
      Former Member

      Hi everyone,

      We are using SAP 8.82 right now.

      Is there much difference betwen this and the latest version?

      Do you reccommend upgrading our current version? If yes, why?

      Thank you,

      Sabina. 

      Author's profile photo Kennedy T
      Kennedy T
      Blog Post Author

      Hi Sabina...

       

      you dont have Copy and paste in the 8.82 version..

      Author's profile photo Former Member
      Former Member

      Well, this is obvious

      I was wondering if there're any other significant advantages

      Thx,
      Sabina

      Author's profile photo Former Member
      Former Member

      In the grid, why do copy function of the table has not been implemented?

      Author's profile photo Kennedy T
      Kennedy T
      Blog Post Author

      Explain in detail..

      Author's profile photo Former Member
      Former Member

      Ken, Nice work. keep it up !

      Author's profile photo Frank Wang
      Frank Wang

      This is a very useful feature, but the performance is a little bit slow.

      Author's profile photo Former Member
      Former Member

      Hi Experts,

       

      In the journal entry window, I cannot do copy paste from excel when choosing Customer/Vendor Codes as the GL Account. Is there any suggested solution for this?

       

      Thanks in advance.

      Author's profile photo Hila Dahan
      Hila Dahan

      Hi did you find a solution to past form excel to JE customer/vendor codes?

      Author's profile photo Former Member
      Former Member

      For versions lower than 9.1, try CTM addon.

      You can simply copy and paste data from Excel to SBO, including UDF and UDT.

       

      For more info : http://sapsolution.woongjin.com

      Author's profile photo Former Member
      Former Member

      Hi Evreyone,

       

      did anyone find a suloution for the copy paste from excel when choosing journal entry customer/vendor codes

       

      best regards

      Author's profile photo Former Member
      Former Member

      Hi Maya,

      Nice ques, though here you will have to use DTW to upload the data as a journal entry or journal voucher and the post it.

      The reason is that the business partner list in the JE screen is validated with (Ctrl + Tab) combination.

       

      hope it clears your doubt

       

      Best Regards