I am currently trying to find a way to make it easier to create service tickets within Great Plains. I am doing an internship at a small company that uses...less than efficient methods for general business procedures, at least in my opinion.

As of now a sales person within the company will generate a document called "request for service." This documents contains lists of inventory required for the install, company name, address, sales person ID, etc. This document is in excel format.

All of this information has to be reentered into the ticket fields by the service department and it is a massive time sink to do this. It is basically recopying information that already exists in the request for service document. Often times information is entered with typos and other errors as the service department employees are not exactly the most accurate typers. Now what I am trying to do is find a way to fill the fields on their screen from this document (request for service).

I would like to know if it is possible to use VBA editor within MS Great Plains to fill the service ticket fields in GP with information from the excel file or maybe even an infopath form.

I would like to just fill the fields and not have information submitted directly to the database from the excel/infopath document. I dont know if a button can be created that reads the data from the file and applies it to fields or not.

Any information on this type of integration would be appreciated.

Thanks.