Quote Import Mapping - RFQMAP1 Rule - Revision history

Freddy at 15:57, 25 July 2025

2025-07-25T15:57:08Z

Amohammad at 21:20, 14 May 2024

2024-05-14T21:20:01Z

Amohammad at 21:08, 26 April 2024

2024-04-26T21:08:52Z

Mwillard: Mwillard moved page Quote Import Mapping Rule to Quote Import Mapping - RFQMAP1 Rule

2022-12-09T18:04:31Z

Mwillard moved page Quote Import Mapping Rule to Quote Import Mapping - RFQMAP1 Rule

Vtran: Created page with "NOTOC ==General Information== '''Default Menu Location''' Maintain >> System >> Rule Maintenance '''Function''' This rule maps column headers of the CSV format spreads..."

2022-07-21T19:04:45Z

Created page with "__NOTOC__ ==General Information== '''Default Menu Location''' Maintain >> System >> Rule Maintenance '''Function''' This rule maps column headers of the CSV format spreads..."

New page

__NOTOC__

==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.

[[File: Quote_Import_Mapping_Screen.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.

[[Category: Quoting]]
[[Category: Rule Maintenance]]

← Older revision		Revision as of 15:57, 25 July 2025
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−	[[Category: ~~Quoting~~]] [[Category: Rule Maintenance]]	+	[[Category: Quotes]]
		+	[[Category: Rule Maintenance]]

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 __NOTOC__
 ==General Information==
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 [[File: Quote_Import_Mapping_Screen.png]]
 ==Rule Setup – Text Fields==
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-[[Category: Quoting]]
+[[Category: Quoting]] [[Category: Rule Maintenance]]

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 '''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.
+'''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.
 [[File: Quote_Import_Mapping_Screen.png]]