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.
—————————— Taylor Boardman Materials Coordinator Motan Inc Plainwell MI ——————————
Gabriel Kertesz
Member
February 14, 2020 at 8:19 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.)Ā 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?
—————————— Gabriel Kertesz International Wholesale —————————— ——————————————-
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 —————————— ——————————————-
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