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Mass Adding to Purchase Quotes

  • 1.  Mass Adding to Purchase Quotes

    SILVER CONTRIBUTOR
    Posted Feb 11, 2020 11:37 AM
    Hello All!

    Is there any way to do a mass add of items to a purchase quote based on the vendor? We are doing some changes to policies on pricing updates and would like to be able to request pricing for all items a vendor is actively providing (any non-blocked part). The issue is that I don't really want to add 100+ lines manually if there's a way to work a bit smarter.

    We are currently in #NAV2016.

    Thank you in advance!



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    Taylor Boardman
    Materials Coordinator
    Motan Inc
    Plainwell MI
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Mass Adding to Purchase Quotes

    Posted Feb 14, 2020 08:19 AM
    I dont't know if there is a function to mass upload in Nav 2016. I'm using Nav 2009 and I created a function to upload PO lines from a text file (item#,quantity). Also, there is another option that I made, for Sales quotes. In Item list, apply desired filters (in your case filter by vendor no.) then button to send to a quote, where blank quote is created prior​. All items from filtered list are inserted to the quote. Is this something that you are looking for?

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    Gabriel Kertesz
    International Wholesale
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Mass Adding to Purchase Quotes

    SILVER CONTRIBUTOR
    Posted Feb 14, 2020 10:28 AM
    Hello!

    I was told to try using Rapid Start and was able to get it figured out! It took a couple hours to figure out, but I was able to get lines added via the configuration package.

    I don't have a lot of experience creating functions, but I'll have to look into that as well.

    Thank you!!

    ------------------------------
    Taylor Boardman
    Materials Coordinator
    Motan Inc
    Plainwell MI
    ------------------------------

    Academy - Online Interactive Learning from Experts


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