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Import the Schedule

Import the Schedule

Owned by Former user (Deleted)
Last updated: Jun 18, 2012Version comment

CREATE THE NEW QUOTE

  • Go to the Cost Sheets tab.
  • Press 'Import Quote Lines'.
  • Browse to find the saved 'Txt' file
  • Press OK

This will automatically create the "Cost Sheets" from the imported file.
Where there are errors you will be given a message and the reason for the errors. Note that nothing will import until it can import the whole file.

Note: A common problem with saving excel spreadsheets as Txt files is that it adds dummy rows at the end. If this happens open the file in "Notepad", delete the blank rows and Re-save.

IMPORT RESULTS:

If you want to control the Work Centre by Cost Sheet, Enter the Work Centre on the Cost Sheet, and tick "Default Parent Work Centre on Schedules"

The Sequence is a system generated number, incrementing by 10, to give each of the lines the priority order.