Quote records can be directly imported into Revenue Entry where they can be applied or invoiced. Only quote records that have a status of “Accepted” can be imported into Revenue Entry, and once available to be imported the records will be listed under a Quote category within the revenue import selection pane.
Important: Quote records and quote groups do not need to be imported or processed as transaction to be made available for invoicing. Accepted quotes will automatically appear as sources within the New Complete / New Supplemental Invoice interface.
Importing Quote data into Revenue Entry
1. In MoversSuite,
2. Access Revenue Entry for an order,
3. Open the Revenue Import tab for a selected record,
4. Select a quote to be imported from within the Quote > Not Imported category that is listed in the import pane. The import grid will display the Quote Detail records available,
Figure 20: Quote import within Revenue Import
5. Select records by placing a check in the box in the Import column,
6. Press the Import button to import the selected records.
Imported quotes will be moved from the Not Imported to the Imported category within the import pane. These records will also be recognized within the application grid inside the Transactions tab of Revenue Entry, as well.
If errors or warnings occur that need to be corrected prior to the item being applied, a user can delete the item from the application grid. By doing so, the application will send the imported quote record back into the Not Imported category. If necessary, changes can be made to the quote record or its detail records within the Quote screen and then re-imported and applied.
Once transactions related to a quote record have been posted, however, they cannot be deleted.