Sometimes a Quote load CSV file will not process through the automation. When that happens, correct any errors displayed on the “Message Log” Menu. If the Quote still does not load, ERP Support will look for formatting issues – like column values too long or embedded special characters - in the CSV file, correct any errors found, and reprocess the CSV. When there are no apparent errors but the Quote still doesn’t load, it may load via the UD03 Maintenance Menu.

Here are the steps that ERP Support will perform to load the Quote:

1. In Epicor, go into Developer Mode, launch UD03 Standard, check Base Only, click OK

2. On UD03 Maintenance, click the New icon

3. In Key1 enter “TEMPTOEPICOR”

4. Use SQL to
   select distinct Key2 from ICE.UD02 where Company=@Company and  Number02=@QuoteNum

   1. If multiple rows are returned, and you don’t know which to use, reprocess the file and locate the new GUID. 8f9c704b-6bf7-4054-9da3-224b27b9e29e

5. Select that GUID and paste into Key2 then tab out and save

Open

If the Quote still will not load, contact the developer.