Quote Import Mapping

Modified on Thu, 08 Jul 2021 15:20 by J Denniston Categorized as Quoting, Rule Maintenance

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===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. 


[|][imageauto|Quote Import Mapping Rule|{UP}/Rule Maintenance/RULE-RFQMAP1.png]



===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 since they relate to fields on the Customer Quote screen (instead of configuration questions):  


''PRICE'' - This maps to the Sell Price field on the Line Items tab; 

''SHIPWHSE'' - Transfers to the Ship Warehouse field on the Line Items tab;

''PLANT'' - Transfers to the Plant field on the Line Items tab;

''PRODNOTES'' - Transfers to the Production section of the line item notes;

''DESCRIP'' - Overrides the item description on the Line Items tab.

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Quote Import Mapping