Exported Excel Name From GI or Document Primary List

  • 13 March 2023
  • 3 replies

Userlevel 4

Hi Acumatica,

Just want to ask if the exported file name from a document primary list can be edited?

Please see attached :





Best answer by Naveen Boga 14 March 2023, 06:23

View original

3 replies

Userlevel 7
Badge +12

Hi @Fie 

I dont think we dont have an option. We can post an Idea to Acumatica to provide an option for exporting files Like we have in reports to change the download format.


Userlevel 7
Badge +9

@Fie you can name the file as you wish when you download. 

Userlevel 7
Badge +18

@Fie  The Acumatica software currently not providing thsi feasibility as a configuration.

As a workaround, the program assigns a unique name to files by including the primary list GI screen name and the date to make the file uniqueness. This helps to ensure that each file is distinct and easily identifiable.


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