Microsoft Dynamics Great Plains Vendor Export Instructions

2 separate files will be produced; one to obtain basic vendor information and the other to provide point potential

 Creating the Purchasing Setup/Lists Report:

1. Select Reports then Purchasing from the Menu Bar
2. Select Setup/Lists

    3. Select Vendor List from the Reports drop-down menu

  4. Click the New button, it opens a new window called Purchasing Setup Report Options

 5. Type VendorList in the text box labeled Option, leave the other fields as default

 6. Click on the Destination button to open a Report Destination window

 7. Select the File checkbox (uncheck Screen and Printer

 8. Click on the Folder Icon

     1. Click on Desktop, so it will save the file to the desktop

     2. Type in the File Name as Your Company Name Vendor List (for example Company ABC Vendor List)

     3. Click Save to return to the Report Destination window

 9. Set the File Format to Excel, if not available select Comma Delimited

 10. Click the Replace radio button to ensure you’re creating a new file 

 11. Click OK

 12. Click Save then close the window

 13. In the Purchasing Setup Reports window, the report VendorList that was just created should be listed under Options, highlight the report and click on the Insert >> button

  14. Click Print to export your file to your Desktop

Creating the Purchase Analysis Summary Report:

1. Select Reports then Purchasing from the Menu Bar
2. Select Analysis

      3. Select Summary from the Reports drop-down menu

      4. Click the New button, it opens a new window called Purchasing Analysis Report Options

     5. Type ExpenseList in the text box labeled Option, leave the other fields as default

     6. Click on the Destination button to open a Report Destination window

       7. Select the File checkbox (uncheck Screen and Printer)

       8. Click on the Folder Icon

              1.Click on Desktop, so it will save the file to the desktop

              2. Type in the File Name as Your Company Name Expenses (for example Company ABC Expenses) 

              3. Click Save to return to the Report Destination window

       9. Set the File Format to Excel, if not available select Comma Delimited

      10. Click the Replace radio button to ensure you’re creating a new file

      11. Click OK

      12. Click Save then close the window

      13. In the Purchasing Analysis Reports window, the report ExpenseList that was just created should be listed under Options, highlight the report and click on the Insert >> button

      14. Click Print to export your file to your Desktop

Attach both reports (they should be located on your desktop) to a new email: [e-mail]