Have you looked at the Copy Orders process in Sage 300?  It's possible to copy orders into quotes or quotes into quotes from one customer to another.  You can even copy just some of the items.  Check it out.

Thank you for the suggestion Dana. That sounds very useful, though for now it's unclear how we would search for the quote worth copying for a given application. Historically, we did everything in Excel and put the key features of the system into the file name. Of course quoting from Excel presents its own issues as well ;)

You actually need to export all pages (maybe not Optional Fields, but all others - I usually do All).  On the pages you don't want, keep the headers but blank out the data.  It looks for that Serial page whether you have serial numbers or not :-(

Thank you again wheumann. I seem to be inching closer to the goal...

The latest error message reads: Description: Please mark all required fields. Source: 14:08:06 - 1041.0.503.198

There is no apparent means of marking fields. The only option I can find is by right-clicking on tables listed in the Table column of the import window and that doesn't seem to be a useful option.

Any suggestions are very welcome.

Thank you again wheumann. I seem to be inching closer to the goal...

The latest error message reads: Description: Please mark all required fields. Source: 14:08:06 - 1041.0.503.198

There is no apparent means of marking fields. The only option I can find is by right-clicking on tables listed in the Table column of the import window and that doesn't seem to be a useful option.

Any suggestions are very welcome.

Look for any "Import not ready" in the top box, as shown here:

Then click on that row, and find any field marked with an asterisk, like Line Number highlighted in my example.  If it is not matched to a field in the Contents column, it is either missing from your import file or the field name does not match exactly.

AND - in testing this i was reminded that the file I had with QTYBACKORD was not the best; use field name QTYORDERED instead.  Otherwise you get strange warning messages that the backorder quantity was increased.

-Wendy

Wow Wendy, thank you so much for sticking with me all day! I've successfully imported a quote and taught another person to do so as well. We still have a lot to learn about the details, but this is a really big step.

Thank you again

Glad to hear it!