Get part details from quote


(Richard klomp) #1

A part on the fly was created in Opportunity/Quote that I now need to be turned into an actual part. I create the new part number (that was created in the quote) along with a new revision. How can I get all the details from that part on the fly in the quote? I can pull the entire quote line but I just need to pull the individual part. I don’t want to have to recreate all the operations, materials, comments, etc in the part side when the information already resides in the quote.


(Mark Wonsil) #2

Make sure that the Template Box is checked on the quote line then in Engineering Work Bench, you can do a Get Details and choose the Quote Line to bring it into the Work Bench.

Mark W.


(Richard klomp) #3

The template line is clicked however the quote line is a complete product. I need to copy portions of each quote line.


(Mark Wonsil) #4

You can call Get Details multiple times. The caveat is that in “append mode” any phantom assemblies will not explode.

Mark W.