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Linking Estimate to Sales Order Quotes (QT) via Import Scenario

  • Sep 9, 2026 11:08 PM UTC
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I'm trying to attach an existing Estimate to a Sales Order Quote (Order Type QT) in Acumatica Manufacturing through an Import Scenario, and hoping someone has done this before. Manually it's simple: on the Sales Orders screen order type QT (SO301000), go to the ESTIMATES tab, click ADD, and the "Add Estimate" dialog opens (shown below) where you enter the Estimate ID and Revision and click OK to link the estimate. Can this dialog-driven action be automated through an Import Scenario

 


My import scenario below:

Can suggestions are appreciated. 

Thanks!

Best answer by nickcerri32

​@mali94 Dialog answers need to precede the dialog inputs.  Sounds counterintuitive, but put the dialog answer line before the [Add Estimate > AddExisting > =”Yes”] line

 

This help article can explain better than I » Dialog Boxes in Import Scenarios

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nickcerri32
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  • nickcerri32
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  • Sep 11, 2026 6:30 PM UTC

​@mali94 Dialog answers need to precede the dialog inputs.  Sounds counterintuitive, but put the dialog answer line before the [Add Estimate > AddExisting > =”Yes”] line

 

This help article can explain better than I » Dialog Boxes in Import Scenarios

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Nick - If we helped give us a Like. If we answered your question, select the Best Answer option.
    Jr Varsity III
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    • eshahid98
    • Jr Varsity III
    • Sep 12, 2026 2:44 AM UTC

    ​@mali94  I tried the following mapping, it worked. 

     

     

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