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Question

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

  • September 9, 2026
  • 0 replies
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Freshman I
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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!

AA13

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