For CC5, Quotes are loaded to Epicor with a combination of custom dashboard and DMT load. This allows the CCDashboard job number to be used rather than accept the one generated when adding a Quote in Epicor.

Load Quotes to CC5.

1. Download from TARS

   1. Quote header file

   2. Quote Detail file

   3. Quote Assembly file

2. Quotes Creation DB processing:

   1. Copy data from Quote header file into the clipboard (Ctrl/C)

Open

b. Paste/Insert into Quotes Creation DB

Open

c. Verify success

3. DMT Processing:

a. DMT to Add New Quote Detail

b. DMT to Add New Quote Assembly

c. The Quote is loaded with pricing from the load file.