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3146505 - Error When Creating New Quote via Microsoft Excel


You are facing an error message when you are trying to create a New Quote using the Microsoft Excel template.


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Reproducing the Issue

In this example, we will use Sales Quote as the document being created.

  1. Go to the New Business work center.
  2. Select the Sales Quotes view.
  3. Click the New button.
  4. Select Sales Quote from Microsoft Excel.
  5. Fill the template with the expected data.
  6. Send the Excel file.
  7. After some minutes, the system returns the 500 error.


The number of lines within the template exceeds the recommended threshold of 200 line in a sales document for performance reasons.


This is the system expected behavior.

See Also

2891575 - Find the Cause for 500 Error during Excel Upload
2938699 - Unable to Upload Price List Via Excel
1923372 - Limitation on number of Items in CRM documents (Sales orders, Service Orders, Contracts, Quotes...)

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Sales Quote, Quote,  Microsoft Excel, Exception, 500 Error, Number, Line , KBA , SRD-CRM-QUO , Quotations , How To


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