Export guide · Acumatica
What to export from Acumatica
Five lists from Acumatica, as CSV or Excel, are enough for the health check and the order plan. Here is where each one lives and how to export it.
The five lists, and where to find them
Export these lists as CSV or Excel, as far back as your ERP allows (two years of sales is best):
Items, with their cost, unit and supplier.
Where · Stock Items (IN202500).
Stock on hand by branch, with the minimum and maximum if you use them.
Where · Inventory Summary (IN401000), by warehouse.
Sales lines (or the item ledger’s sales entries), with date, branch and quantity.
Where · The lines of Sales Invoices, through a generic inquiry.
Purchase order lines and receipts, with the dates.
Where · Purchase Orders (PO301000) and Purchase Receipts (PO302000), line by line.
Suppliers, with their usual lead time.
Where · Vendors (AP303000).
How to export
In Acumatica, open each list or generic inquiry and use Export to Excel.
A generic inquiry that lists document lines exports one row per line, which is what the reader expects.
- Column names in English or French both work: you rename nothing.
- Report footers and totals are left out by our reader; nothing is parsed in your browser.
Send your exports for a free health check
We read them, ask you what the data cannot tell us, and send back a report of the stock you could return, sell down or stop buying, each figure as a range.
Get your free health check