Mass Adding to Purchase Quotes

  • Mass Adding to Purchase Quotes

    Posted by Unknown Member on February 11, 2020 at 11:37 am
    • Taylor Boardman

      Member

      February 11, 2020 at 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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    • 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?

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      Gabriel Kertesz
      International Wholesale
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    • Taylor Boardman

      Member

      February 14, 2020 at 10:28 AM

      Hello!Ā 

      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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    Unknown Member replied 5 years, 7 months ago 1 Member · 0 Replies
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