Skip to main content
Answer

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

  • February 13, 2024
  • 1 reply
  • 104 views

Prasadug
Jr Varsity II
Forum|alt.badge.img

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

Best answer by Laura03

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

1 reply

Laura03
Captain II
Forum|alt.badge.img+19
  • Captain II
  • Answer
  • February 13, 2024

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