Duplicating a Quote (Parent) with MANY Children!

[lizzie]

Greetings

I am in the middle of quoting for a potentially massive deal. The project, thus far, has 7 very extensive quotes. My first quotes were submitted in November and since then we have experienced changes in the exchange rate as well as changes in product pricing.

I have a huge meeting on Wednesday (which I was only told about today) and I am hoping that there is a simpler way to duplicate my quotes instead of copying and pasting each line item into a new quote. I specifically do not want to make the changes to the original quotes so that I have a "Quote History" to fall back on if and when needed.

Can anyone assist with guiding me through the process of duplicating a Quote which has up to 110 children / line items!

Any help will be greatly appreciated as time is short!

[mr_vodka]

See if this helps...

http://my.advisor.com/articles.nsf/aid/18694

[Ocean West]

duplicate your quote record capture the new ID into a variable, isolate your existing children records. do a self import (line-items to line-items). Then replace their parent key to the stored ID of the new quote.

[comment]

do a self import (line-items to line-items).

I don't think that's possible.

[Ocean West]

my bad... Comment is correct. you could export to the your "Temp" directory and then import from that file. (you may need to script deletion of file)

Alternatively you could do a double import, to a utility table in the same file. go to table delete all records import from line item table to utility table then import from utility table back to line item table.