Our sales department has requested that we add a way to enter multiple quotes (upwards of 30) at a time. They’ve tried using the duplicate quote function but when they change the customer it removes a lot of the data they wanted to keep. I suggested that we could possibly run a DMT to handle this since they are, for the most part, changing the customer and the ship to, and sometimes the REP, only. I was wondering if anyone has performed such a task or have any suggestions. I’m thinking I could possibly do it through an updatable BAQ/Dashboard as well since I’m more familiar with that area. I’m going to start building that first and do some testing, but if a DMT is possible/more convenient, I’ll opt for that.
What is the data it is getting removed?
I am presently doing a modification to enable the duplication of a quote keeping the qty, references, notes, and CRM calls … using a mixture of customization and BPM…
so far my testing works…
Certainly you could handle this with some custom BPM methods. If the issue is solely that certain info is being lost on the cust change, I think I would suggest just passing a context to the (duplicate) BPM to let it know you want to keep that data (just a bool - CheckBox01, etc).
Then in the BPM before change - copy all the data you want to keep, then reapply it as needed.
In reply to Pierre and Chris,
so it looks like a BPM is the best option. Since I’m not as experienced with BPMs as I would like to be I was hoping for a DMT-based solution, but knowing that this is possible through a BPM I’ll do a bit of trial and error until I can get something working. I appreciate the responses.
I had a similar need with Sales Orders for a previous company. We setup a series of Excel templates based on header, line and release. We could DMT all 500 3 line orders in with different shipto’s in less than 3 hours.