Thursday, 30 June 2016

Export notes to excel from the grid

Hi All,

Today want to share with you simple trick. Starting from version 5.2 Acumatica does not export notes to the excel file from the grid by default. This was done for performance optimizations.

So if you go to Journal Transactions and export data, you will see something like this:
export notes to the excel file acumatica

But fortunately it can be easily changed by using Acumatica customization engine.

Just click Customization->Inspect element and then click on the grid, than click customize.
export notes to the excel file Acumatica

Customize button will open additional window where you can specify some configurations for the grid and other elements. We need just one - Export Notes. Set property to "True" and than you can publish customization project.
export notes to the excel file Acumatica

If you check export one again, you will find additional column with notes.
export notes to the excel file Acumatica

Have a fast export!

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