I want to import items into an O/E quotation.
I have attempted to export an existing "QTxxxxx" to use as a template, but I get an error message "Can't Append Table. Error: Too many fields defined." even when I limit the requested fields to those in "Orders" and "Order_Details" (deselecting everything related to serial numbers, lot numbers, payments, comments, optional fields).
Background:
Quotes at my company can be iterative, with lots of line items to form a complicated system with inter-related components where one change will often cascade into multiple changes. So, it would be much easier if we could prepare quotes in Excel and import them.
Can you provide a template, suggest tips for the export-as-template approach, or provide an alternative method for importing?
Thank you for your attention and help in advance!