Hi, I have multiple line items to add in Quotation or Purchase Order or Package Part. Is there any .csv file import options to make it easier. Or any other easy and convenient way?
Currently I am adding each lines separately which is quite time consuming.
Please advise. Thank you.
+20Hi
You can create a Migration Job if it is a continuous business requirement or there is an add-on also available developed by Techris Consulting.
Please refer to the discuss below for more details on add-on.
Simple migration tool | IFS Community
Regards
Abdul Rehman
+9Hi, I have multiple line items to add in Quotation or Purchase Order or Package Part. Is there any .csv file import options to make it easier. Or any other easy and convenient way?
Currently I am adding each lines separately which is quite time consuming.
Please advise. Thank you.
Hi
You don’t need to add lines one by one
You can copy multiple rows from Excel and paste directly into the lines grid in IFS.
Steps:
Prepare your data in Excel (Part No, Qty, etc.)
Copy the rows
Go to Quotation / Purchase Order lines
Paste into the grid
This is the fastest way for adding multiple lines.
If you need to upload large or recurring data, then you can consider using a Migration Job.
Let me know if you need help with that.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
