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Quotes not Importing correctly

1) The Quoted Calculated total and the External Total doesn't match - the Load Quote option will be greyed out and the Quote can not be loaded until those two amounts are the same.

If it is only 1 or 2c out, just adjust the Sundries line item by choosing to change the line on this window and then altering the amount.

2) The Quote isn't importing any lines or values

The PDF has no information to read and is an image rather than a document or, the format isn't supported. Export the quote from Abuntex (not print to PDF).

3) A line is missing from the import.

Manually add the line to the quote details list at the bottom, and then submit a bug report together with the PDF of the quote.

4) The Quote is imported to a job, but HLP/LLPs are not added to the items after import

HLPs/LLPs will only be added to the job if the parts are ordered and received. For PLUS users (not using the ordering system), the parts still need to be marked as ordered and received.

 

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