Ideas for Acumatica

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Load records from file button for Request and Requisition screens

The Purchase Request and Requisition screens do not have the upload button (Load Records from file) possibility for their respective grids. This would greatly help users who use excel to populate grid lines.

  • Jean Claude Zerafa
  • Jun 20 2018
  • Attach files
  • Tim Rodman commented
    March 06, 2019 16:36

    This would be even cooler if Notification Templates could attach the Excel version of a report and not just HTML/PDF. Then the Vendor could enter the info in the Excel file they receive, send it back, and you could load it into Acumatica.

  • Gregg Mercede commented
    July 21, 2019 16:22

    Many customers source items on the fly, or custom jobs, bigger projects they must go back to vendor(s) to price before they can make quotes.  Making this easier, or servicing an RFP by a customer would be great, but we need to import through a file.  Please add upload by file button.