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Generating Trade Reference Report

  • November 22, 2024
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Jr Varsity III
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Hello,

Is there any report form in Acumatica to generate trade references for customers? We are new to Acumatica, and our old ERP had a prebuilt report for trade references. 

Best answer by Manikanta Dhulipudi

​@Dawood 

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    Manikanta Dhulipudi
    Captain II
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    ​@Dawood Could you please provide additional details on trade reference?

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    Acumatica Functional Consultant & Customer Experience Supervisor
    Jr Varsity III
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    • Dawood
    • Author
    • Jr Varsity III
    • November 22, 2024

    ​@Manikanta Dhulipudi 

    We need the trade reference for an existing customer when another company asks us to provide it. Here is the link that provided more information:

    https://www.google.com/search?q=trade+rffrenc+for+a+cusotmer&rlz=1C1ONGR_en&oq=trade+rffrenc+for+a+cusotmer&gs_lcrp=EgZjaHJvbWUyBggAEEUYOTIICAEQABgWGB4yDQgCEAAYhgMYgAQYigUyDQgDEAAYhgMYgAQYigUyCggEEAAYgAQYogQyCggFEAAYgAQYogQyCggGEAAYgAQYogQyCggHEAAYgAQYogTSAQg2MzE4ajBqN6gCALACAA&sourceid=chrome&ie=UTF-8#fpr=r

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    Manikanta Dhulipudi
    Captain II
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    ​@Dawood 

    Are you looking for these details/

     

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