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The Load orders from AQ screen looks and acts like the load projects screen. This screen will still use project files exported from Auto quotes and stored on your server or local machine. This screen will also check the order for items that are not in your database and create them before the order is created. Once all items are checked and created, and you process the import, the order will be displayed in the "New Order Entry" screen for editing. It will not be a real order until it is processed.
ORD > Load Orders > Load Orders from AQ
- Import Into – This should automatically default to sales order and you should not choose any other option in this screen
- Source File – Much like projects, pressing the Browse Icon will open a window file search screen that will allow you to find where you stored the file from AQ.
- Customer – Choose the customer for the order or press F9 for a list of options. The rest of the information will populate in with the customers defaults for AR customer setup. They can be changed as needed.
- Warehouse – The warehouse the order is being shipped from. If the order is connected to a PO through Drop Ship or Gen PO, this will be the warehouse the item is being received into.
- Salesperson – The salesperson for the sales order. This will default to the customer's default but can be changed.
- Order Type – You can import the order as a Drop Ship or a Regular order by choosing from the drop down here.
- Ship To – The Ship To address that the customer's order is being shipped to.
- Bill To – The contact number that is listed as the customer's Bill To contact
- Tax Authority – The customer's default tax authority for the Ship To address.
Once you have entered all this information, you can click the Lightning bolt to process the import. TRX will look through the file and verify that all items are already created in the database. If they are not, the program will stop the import and create them. You will get a popup screen allowing you to edit important setup information including the item's stock ability (Tangible), if it is Special Order/Custom (Obsolete When Out of Stock), and its serialization. 
Any item on the order that was not previously in the database will be available for editing. You will see the item number that was created, the AQ category, description, price, and cost.
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Once you have finished setting up the new items, press F10 or the save icon and leave the screen. At this point TRX has stopped importing the order and you must start the process again by clicking the Lightning Bolt icon.
Once the order is imported you will be asked if you would like to view it in enter new sales orders. This is recommended as, at this point, it is not a processed sales order and can be edited before you process it.