Create WBS - Bid import

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In a project contracting environment, a quotation or bid typically starts with a tender Microsoft Excel format.

These tenders often have large work breakdown structures. So, it is time-consuming to manually enter this in D365 F&SCM.

Use the WBS bid import to easily create a work breakdown structure based on a tender.

On bid import, the Microsoft Excel tender is imported into the project quotation work breakdown in D365 F&SCM.

The import is done via an integration journal.

Flow diagram