Mass Update Quotes

Before you start with mass updates, at least one template must be configured. Then you can go ahead and run a mass update job:

1. Go to Quoting > Mass Update.
2. Click the Add icon and give the new job a name.
   
3. Click the Edit icon, a pop-up dialog opens.
4. The first step is the Template and Filter dialog.
   
   Make the following settings:
   
   1. Select a mass update template (the default template is preselected).
   2. Create filters to get the required list of quotes for mass update. The final list of quotes will be a result of all the used filters combined: quotes (header info), customers or customer groups (as set in the quote header) and product line items. You can check the resulting number of quotes in the next step.
   3. Select the scenario on item calculation failure and whether you wish to be notified when the job finishes.
   4. (Optional) If comments on submit are enabled for Quotes, enter your comment. The comment will only be added to Quotes if automatic submission of updated Quotes is enabled in the next step.
5. In the Set Parameters step, update quote inputs. Set a new value or add to, subtract from or multiply the original value. If there are additional parameters defined by the job configuration, they will appear below the inputs.
   
   In this step, you can also:
   • Create duplicates of the original quotes.
   • Automatically submit updated quotes for approval when the calculation is finished.
6. In the Mass Update step, execute the calculation or run the job as a simulation.
   

Mass Submit Quotes

You can use the Mass Update functionality for mass submitting quotes. Follow the steps described in the section 828604665 with the following specifics:

• In the first step, as a Template select a template which has no logic in it. 
• In the second step, enable the option 'Automatically submit updated (or duplicated) Quotes where possible'. 

Configure Quote Mass Update Job

If you only want to rerun the default pricing logic on a number of quotes, you simply define filters, which will get you the quotes you want to update – and you are ready to go. If you want to make additional changes to the quotes (update inputs, keep the values overridden by users), you may define update logics and a template that users will select when creating an update job.

To configure a mass update job:

1. Create header / line item mass update and override logics (a generic logic with Nature set to Quotes Mass Update).
2. Go to Configuration > Quoting > Quote Mass Update Templates.
3. Create a new template.
4. In the Header Inputs section, add fields that will be editable by the user during the mass update.
5. Select the header mass update and override logics created previously.
6. In the Item Inputs section, add the fields that will be editable by the user during the mass update.
7. Select the line item mass update and override logics created previously.
8. Configure the summary view tables.
9. Click Save.