This process replaces the AQ Import screen under P/A, and is now found under the API module, API>Auto Quotes>Project Import.
Table of Contents
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Import Project
Open the Project Import screen
API>Auto Quotes>Project Import
Select the file from your computer
Hit “Browse” button
Find file folder
Double-click on file
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This tab opens by default and allows you to fix the Missing Manufacturers and Cross-Reference.
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Correct Missing Manufacturers
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Enter the Manufacturer name
Enter a Vendor Xref
This is the TRX Vendor associated with the AQ Manufacturer
Create the Manufacturer/Cross-reference
Hit the “Add Mfr” button
Correct Missing Cross-Reference
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If the Manufacturer on the project file doesn’t have a cross-reference, you can correct that here. This is not required to create the Project.
Enter the Vendor Xref
This is the TRX Vendor associated with the AQ Manufacturer
Item Errors (tab)
This tab allows you to fix Invalid Units of Measure, Duplicate or Missing AQ Line Number, and Discontinued Items.
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Invalid Unit of Measure
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If the UOM on a Project item doesn’t exist on the item in TRX, you will need to correct it here.
Select how you want to resolve
Select one of the options from the dropdown
Create Project UOM – This will create the UOM on the project
Use Exiting UOM – Use the UOM already in TRX
Confirm the UOM and Qty
Create Unit of Measure
Hit the “Update” button
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Duplicate or Missing AQ Line Number
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Discontinued Items
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If the Project file has duplicate AQ line #'s, you will need to correct them here.
Review the duplicates
Decide which one you want to Change
Set the new AQ Base line and AQ Sub Line
Update the record
Hit “Update” button
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Discontinued Items
If Discontinued items are on a project imported into TRX, you will need to either remove them from the project or re-activate the item. Removing a base item will remove all of it’s accessories.
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Removing Discontinued Items
This will remove the item from the project.
Hit “Remove” button next to the item
Activating Discontinued items
This will mark the item as Active in TRX.
Hit “Activate” button next to Item
Remove Discontinued Base Item, Without Removing Accessories (Workaround)
TRX does not allow a discontinued item on the project, and you can’t remove the base item without removing its accessories. With a few extra steps, you can save needing to re-export the project using this workaround.
Activate the Base and Sublines
Hit “Activate” button next to Items
Finish setting up Project
Process to create Project
Create Internal Change Order
Mark for Original Contract
Replace Discontinued item with correct item
Process Change Order
Mark item as discontinued again
Open Item (INV>Item Query/Change)
Set Status dropdown to discontinued
Process Project
Once the New Items are setup properly and the errors have been corrected, we are ready to finalize the details on our project and process.
Enter/Confirm Project Details
Now that line items are cleaned up, we can enter the Customer and Project information.
Select the Customer
Enter Customer # or hit F9 to find it
Hit Enter to load details/defaults
Confirm the Customer details
Confirm Project details
Process the Project
Hit “Process” button
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