This process replaces the AQ Import screen under P/A.
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
Review Project Totals
Review the Project to make sure that the totals are correct
Double Check Project Totals for accuracy
Review Materials, Freight, Install, Tax and Contract Totals
Review line items for accuracy
Check Line, model, and item numbers, as well as quantities units and pricing
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.
Check if there are any items being created
“New Items” field will be > 0
Open the “AQ Import New Items” screen
Click on “Review” button next to “New Items”
Setup the items accordingly
Category and Class fields
Tangible and Obsolete when Out of stock checkboxes
Serialized and Receive\Ship checkboxes
Save Changes
Hit Save button
Hit “F10”
Exit screen
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.
Check if there are any errors in your project
“Error Count” field will be > 0
Open the “AQ Import Errors” screen
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.
Enter the Manufacturer name
Enter a Vendor Xref
This is the TRX Vendor associated with the AQ Manufacturer
Correct Missing Cross-Reference
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
A
Duplicate or Missing AQ Line Number
A
Discontinued Items
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