Page History: Quote Import Mapping
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Page Revision: Thu, 08 Jul 2021 15:17
General Information
Default Menu Location Maintain >> System >> Rule Maintenance
Function This rule maps column headers of the CSV format spreadsheet for importing quote lines to specific configuration questions. The 'Import Column' entry in the rule must EXACTLY match the column heading in the spreadsheet in order to import.
 Quote Import Mapping Rule |
Rule Setup – Text Fields
Import Column (text1, char, 50): Enter the column heading as it displays on the spreadsheet you're using for the import.
SOC Report Code (text2, char, 10): Enter the report code of the matched item's configuration question that the column's value should update. The following report codes are hardcoded:
- PRICE - This maps to the Sell Price field on the Line Items tab
