Quantum Deal Sync Details

Once your Quantum instance is connected to Rotabull, quotes sent from Rotabull will begin to be entered into Quantum.

See below for the list of fields mapped by default.

👍

Sync Frequency

Rotabull typically syncs quotes to Quantum within about one minute.

📘

Quantum Tip

The tables below refer to fields in Quantum's database. These fields may be named differently in the user interface (UI). To see the database field that corresponds to a field in Quantum's UI, try holding the Ctrl and F10 keys while clicking on an object or field.

Companies

The following fields are mapped by default for new companies (COMPANIES).

Quantum FieldRotabull Default
CMP_AUTO_KEY
COMPANY_NAME
COMPANY_CODE
COMPANY_ABBREV
RFQ Buyer Company Name / ID
ADDRESS1
ADDRESS2
CITY
STATE
ZIP_CODE
COUNTRY

SHIP_ADDRESS1
SHIP_ADDRESS1
SHIP_STATE
SHIP_STATE
SHIP_ZIP_CODE
SHIP_COUNTRY
RFQ Buyer Address
CONTACT_NAMERFQ Buyer Contact Name
PHONE_NUMBERRFQ Buyer Phone Number
CUSTOMER_FLAGT (True, default)
DATE_CREATEDTime of quote
SITE_CODERFQ Buyer State / Province
REQ_VERIFICATIONT (True, Indicating company is pending review by compliance team)

Quote Headers

The following fields are mapped by default for new quote headers (CQ_HEADER).

Quantum FieldRotabull Default
CQ_NUMBERNext Available Customer Quote (CQ) Number
SYSUR_AUTO_KEY (and associated User information)Id of the Quantum user linked to the Rotabull user who sent the quote (can be set here by editing a user)
SPN_AUTO_KEYQuantum salesperson linked to SYSUR_AUTO_KEY, if it exists
SYSCM_AUTO_KEY1
TOTAL_PRICETotal Price of quote
NUMBER_OF_ITEMSNumber of line items on quote
CUR_AUTO_KEYQuoted currency
EMAIL_ADDRESSRFQ buyer contact email address (if it exists), otherwise default Company email address.

Notes:
- Some RFQs, e.g., from Aeroxchange, do not have an email address.

- Even when a quote is sent to a different email address than the RFQ buyer contact email address, this value will be the original from the RFQ.
BILL_NAME
BILL_ADDRESS1
BILL_ADDRESS2
BILL_ADDRESS3
BILL_ADDRESS4
BILL_ADDRESS5
Bill address of the linked Company
SHIP_NAME
SHIP_ADDRESS1
SHIP_ADDRESS2
SHIP_ADDRESS3
SHIP_ADDRESS4
SHIP_ADDRESS5
Ship address of the linked Company
TXT_AUTO_KEY
CMP_AUTO_KEY
TMC_AUTO_KEY
PHONE_NUMBER
FAX_NUMBER
COC_AUTO_KEY
Value set for each field on the linked Company
ATTENTIONValue set for each field on the linked Company by default (can be overridden to RFQ Buyer Contact Name)
CQR_AUTO_KEYBlank by default (can be overridden to Rotabull source value (e.g., "ILS") or value in CQ_SOURCE table
CQS_AUTH_KEYBlank by default (can be overridden to Rotabull deal_stage value (e.g,. "quoted), or value in CQ_STATUS table
ENTRY_DATE
DATE_CREATED
SENT_DATE
Date/Time of quote
TOTAL_COST-
USR_AUTO_KEY (and associated User information)Id of the Quantum user linked to the Rotabull user who sent the quote (can be set here by editing a user)
DPT_AUTO_KEYBlank by default (can be overridden to specific department values)
HISTORICAL_FLAGF (False)
PRINTEDF (False)
TAX_METHODREG
COMPANY_REF_NUMBERBlank by default (can be overridden to Source RFQ ID assigned by marketplace)
UDF_CQH_001
UDF_CQH_002
UDF_CQH_003
UDF_CQH_004
Blank by default (can be overridden to user-defined values)
UDF_CQH_005Rotabull Unique Quote Identifier
NOTESQuote-level notes

Quote Line Items

1920

CQ_DETAIL view in Quantum.

The following fields are mapped by default for new quote line items (CQ_DETAIL).

Quantum FieldRotabull Default
QTY_REQRFQ Quantity Requested
QTY_QUOTEDQuantity Quoted
ITEM_NUMBERIndex of Line Item (e.g., 1 of 2)
SYSUR_AUTO_KEY (and associated User information)Id of the Quantum user linked to the Rotabull user who sent the quote (can be set here by editing a user)
ITEM_NOTESLine-item-level notes (including information from traceability)
QUOTE_DATE
ENTRY_DATE
Date/Time of quote
PBH_RATE0
BILLING_PERIODOpen
PERIOD_PRICE0
PERIODS_PER_CONTRACT0
DELIVERY_DESCDelivery Terms (days)
UOM_AUTO_KEYQuoted Unit of Measure
DVC_AUTO_KEYQuoted Delivery Code (unless overridden)
PCC_AUTO_KEYQuoted Condition Code (or requested MRO service for repair/overhaul quotes)
ROUTE_CODE
ROUTE_DESC
Type of Quote
S = Sale
O = Overhaul
E = Exchange
PNM_AUTO_KEY
ALT_PNM_AUTO_KEY
Quoted Part Numbers
STM_AUTO_KEY
CTS_AUTO_KEY
TAG_DATE
TAGGED_BY
Stock Line, Cert, and Tag values based on stock line attached to Rotabull quote
CUSTOMER_PRICE
UNIT_PRICE
Quoted Price
NO_QUOTE_FLAGF (False) for priced quote or "Make Offer" quote
T (True) for no-quote

For a full list of fields which can be overridden, please contact support.

Invoices (coming soon)

Documentation in progress.