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Is there any standard templates for acquire master data from client? (Items,Customers ect)

  • 13 February 2024
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Is there any standard templates for acquire master data from client? (Items,Customers ect)

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Best answer by Laura02 13 February 2024, 11:46

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Hello @Prasadug ,

You can find all the standard templates attached to import scenarios in Import Scenarios screen.

Acumatica’s templates can be basic - I usually add more fields to them, add notes to explain the fields to our customer, etc.  Good luck!

Laura

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