Ideas for Acumatica

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Print "master file" listings

It would be VERY helpful to have a print button on each master table setup screen, such as warehouses, reason codes, posting classes, etc., that would print a report of all of the records for the given table. Doing a screen print for each record can be extremely time-consuming and inefficient.

  • Karen O'Lane
  • Jul 20 2017
  • Already exists
  • Attach files
  • Olga Anisimovich (Product Manager Financials Team) commented
    September 22, 2017 06:23

    Dear Karen,

    In Acumatica 2017 R2, there would be lists as entry points for profiles and documents/transactions. You would be able to export data to Excel from those lists. You can take a look at them in Beta. Please note that by default, the lists include few columns only while there are multiple hidden columns that you might find useful.



  • Karen O'Lane commented
    September 21, 2017 23:46

    Replying to the guest who commented on August 4th, I agree with you. However, in Acumatica, there does not appear to be an Export to Excel icon for master files such as Warehouses, Posting Classes, Reason Codes, and various other files. 

  • Mike Lupro commented
    August 04, 2017 21:29

    On most master-file forms I know about there is an Export to Excel icon.  That's what I use.  I don't see any point in exporting to a Word document or a .txt document.  Once in Excel you can save the exported records in a dozen or two formats using the Save As Type option.