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Melissa Glidewell

Sage 300 - Import items to populate quote

SOLVED
Posted By

I want to import items into an O/E quotation. 

I have attempted to export an existing "QTxxxxx" to use as a template, but I get an error message "Can't Append Table. Error: Too many fields defined." even when I limit the requested fields to those in "Orders" and "Order_Details" (deselecting everything related to serial numbers, lot numbers, payments, comments, optional fields).

Background:
Quotes at my company can be iterative, with lots of line items to form a complicated system with inter-related components where one change will often cascade into multiple changes. So, it would be much easier if we could prepare quotes in Excel and import them.

Can you provide a template, suggest tips for the export-as-template approach, or provide an alternative method for importing?

Thank you for your attention and help in advance!

Parents
  • 0

    First, create a small export:  Header minimum = ORDUNIQ, CUSTOMER and TYPE. If you want to set your own Order Number, include that field as well; otherwise leave it out so that Sage will assign it.  Detail minimum = ORDUNIQ, LINENUM, LINETYPE, LOCATION, ORDUNIT, ITEM, QTYBACKORD.  That will set the range names, page names, etc.

    To import, set ORDUNIQ to zero on both pages, so that Sage will assign the number on import.  Set TYPE to 4, which is the order type for Quotes.  Fill in everything else, and you have a bare minimum import.  Of course add other fields if you want them, which you can either do in the Excel file or in the original export.

Reply
  • 0

    First, create a small export:  Header minimum = ORDUNIQ, CUSTOMER and TYPE. If you want to set your own Order Number, include that field as well; otherwise leave it out so that Sage will assign it.  Detail minimum = ORDUNIQ, LINENUM, LINETYPE, LOCATION, ORDUNIT, ITEM, QTYBACKORD.  That will set the range names, page names, etc.

    To import, set ORDUNIQ to zero on both pages, so that Sage will assign the number on import.  Set TYPE to 4, which is the order type for Quotes.  Fill in everything else, and you have a bare minimum import.  Of course add other fields if you want them, which you can either do in the Excel file or in the original export.

Children
  • 0 in reply to wheumann

    Thank you very much for the detailed support wheumann!

    I created the small export of a single existing quote per your instructions. (It only had one item listed, shown as Line No. 1 in the ui but oddly, exported as LINENUM 16.) 
    I set ORDUNIQ to zero on both pages, changed LINENUM to 1, and changed QTYBACKORD to 3.
    Then I attempted to import from the O/E Order Entry window. 
    Recieved the following error: Description: Table Order_Detail_Serial_Numbers does not exist. Please specify an existing table. Source: 11:29:24 - 1075.0.502.1432
    I see the option to Save Script but do not see how to customize which records are being imported.

    Can you please link to further instructions or offer some clarity on the import process?

*Community Hub is the new name for Sage City