DMT - quote detail how to get price?

jimship · January 18, 2021, 10:00pm

Hello,

I am trying to enter Quote Details with DMT. I was able to enter the Quote Headers succesfully but I am having trouble with the details. I can’t seem to get the price in there. There are what seems to be a bunch of price fields but none seem to work. Does anyone have any experience with DMT and Quote Details? Here is what I am using:

And here is what ends up in Epicor:

Nothing fancy here just a part (not in part master), a quantity, a price, description.

Any help would be appreciated!
thanks

jimship · January 18, 2021, 10:02pm

Looks like I forgot the quantity in my example as I was trying to simplify the data but even when I had the quantity in there, the price would not load.

tanner · January 18, 2021, 10:12pm

I had a similar issue with a BPM that creates quotes and ended up setting these fields if it helps: SellingExpectedQty, OrderQty, OverridePriceList to true, and DocDspExpUnitPrice.

jimship · January 19, 2021, 4:39pm

Thanks but those didn’t work. I tried a couple others as well and no price shows up on the quote line. ugh!

Any other ideas?

tanner · January 19, 2021, 5:19pm

If you know the line numbers, try putting the line into the spreadsheet twice, once to create the record and the second to update it?

jimship · January 19, 2021, 7:35pm

No luck. It just seems like this shouldn’t be so difficult. I tried the QuoteQty# fields and all those do is add quantity break records. I can’t get the unit price to load.

jimship · January 19, 2021, 8:11pm

OK figured it out. I’m not actually sure what I did but these are the fields I boiled it down to and it works now!

jimship · January 22, 2021, 7:35pm

OK well it turns out that that was not the solution. I thought it worked because I saw numbers on the quote but those numbers are not from the DMT import but the price from the Part master, which I don’t want.

So I am back to square one, with not being able to import quote details with prices.

Any other ideas? thanks

gunny72 · February 15, 2021, 1:42pm

Hi Jim,

I’m about to do this myself - I think it might be the QuoteQty where the price needs to be.
I’ll update once I’ve had a go.

Thanks

Mark

gunny72 · February 15, 2021, 3:28pm

Hi,
Confirming this it’s QuoteQty#WQUnitPrice that does this.

Thanks

Mark

jimship · February 15, 2021, 4:53pm

It was DocDspExpUnitPrice