Import/export template >  Module Sales >  Import/export template SQH (Quotes)  

Index

The import of the quote can be used to create a new quote or to import modifications on a quote that exists in the system. Certain lines can also be deleted if required, without deleting the quote itself. This means that at least one quote line must exist.

A quote consists of a header and several lines. The principal file to be set up is always the SQUOTE file (quote header) because it is the file linked to the SQH object.

In the import template for quotes, two identifiers must be defined:

•  one for the header file SQUOTE,
•  one for the detail file SQUOTED.
   

During the import of the modification, the identification of the existence of the principal object is made in an automatic fashion with the principal key that is the quote number (SQHNUM).
The identification of the existence of the detail lines is made, if they exist, in two ways as a function of the presence or not of the quote line number in the import template :

• Search with the line number (SQDLIN) if it is set up and assigned: If the line exists, it is modified otherwise it is created.
  
• Search with the product reference if the field is set up and assigned. If the line exists, it is modified otherwise it is created. In this case, it is always the first line of the quote containing this product that will be affected.

The quote import processes the deletion of a line detail. An order line will be deleted if it is imported with a 0 order quantity. An order cannot be completely deleted. At least one line must exist.

Import of Kits and commercial BOMs: Two ways exist to import the kits and BOMs.

• The LINTYP field is not present in the template. In this case, it will be necessary to import only the parent product (the components not being considered as belonging to the kit or BOM but processed like classic products). The import of the parent product then leads to the automatic generation of all the components defined by the first alternative. The components of the type Option or variable are also generated for the first option and the first variant.
  
• The LINTYP field is present in the template. In this case, the import of the parent product does not trigger the automatic generation of the components. The component lines must be imported by specifying the value of the corresponding LINTYP. It is thus possible, for the kits or BOMs containing the options or variables, specifying the selected components.

Import of plain texts: When required, there is the possibility to import texts into the order header, order footer and the order line. This can be set up in the import template by using the global variable GIMP (in the template *71... fields are included).

 GIMP(71..78) are used to import the texts linked to the quote header. It is possible to import a text of 8*100 characters i.e. 800 characters.

 GIMP(81..88) are used to import the texts linked to the quote footer.

 GIMP(91..98) are used to import the texts linked to the quote lines.

Import of dimension types on the line: to import the dimension types of a document line, it is necessary to add an additional level to enter the common table containing the analytical information on the line (CPTANALIN).
 See SQHFL import template.

Import of invoicing elements: the values entered for the invoicing elements can be imported into the different documents through the INVDTAAMT fields. (SQH, SOH, SDH).