This process replaces the AQ Import screen under P/A.

Import Project

1. Open the Project Import screen

   1. API>Auto Quotes>Project Import

2. Select the file from your computer

   1. Hit “Browse” button

      1. 

   2. Find file folder

   3. Double-click on file

Review Project Totals

Review the Project to make sure that the totals are correct

1. Double Check Project Totals for accuracy

   1. Review Materials, Freight, Install, Tax and Contract Totals

   2. 

2. Review line items for accuracy

   1. Check Line, model, and item numbers, as well as quantities units and pricing

   2. 

Setup New Items

If items are being created by the file, you will need to review and update the settings for the items before processing the order to ensure accuracy.

1. Check if there are any items being created

   1. “New Items” field will be > 0

2. Open the “AQ Import New Items” screen

   1. Click on “Review” button next to “New Items”

3. Setup the items accordingly

   1. Category and Class fields

   2. Tangible and Obsolete when Out of stock checkboxes

   3. Serialized and Receive\Ship checkboxes

4. Save Changes

   1. Hit Save button

   2. Hit “F10”

5. Exit screen

   1. Hit “Red Door”

Fix Project Errors

If there are any errors with your items (duplicate line #'s, Missing Manufacturer, Missing Xref), then you will need to review and fix before you can process your project.

1. Check if there are any errors in your project

   1. “Error Count” field will be > 0

2. Open the “AQ Import Errors” screen

   1. Click on “Review” button next to “Error Count”

Manufacturer Errors (tab)

This tab opens by default and allows you to fix the Missing Manufacturers and Cross-Reference.

Correct Missing Manufacturers

If an item on the project file had a Manufacturer that didn’t exist in TRX, you will need to create it here.

1. Enter the Manufacturer name

2. Enter a Vendor Xref

   1. This is the TRX Vendor associated with the AQ Manufacturer

Correct Missing Cross-Reference

1. A

Item Errors (tab)

This tab allows you to fix Invalid Units of Measure, Duplicate or Missing AQ Line Number, and Discontinued Items.

Invalid Unit of Measure

1. A

Duplicate or Missing AQ Line Number

1. A

Discontinued Items

1. A