Quantum Deal Insertion 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.

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Sync Frequency
Rotabull typically syncs quotes to Quantum within about one minute.

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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 Field	Rotabull 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_NAME`	RFQ Buyer Contact Name
`PHONE_NUMBER`	RFQ Buyer Phone Number
`CUSTOMER_FLAG`	`T` (True, default)
`DATE_CREATED`	Time of quote
`SITE_CODE`	RFQ Buyer State / Province
`REQ_VERIFICATION`	`T` (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 Field	Rotabull Default
`CQ_NUMBER`	Next 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_KEY`	Quantum salesperson linked to `SYSUR_AUTO_KEY`, if it exists
`SYSCM_AUTO_KEY`	1
`TOTAL_PRICE`	Total Price of quote
`NUMBER_OF_ITEMS`	Number of line items on quote
`CUR_AUTO_KEY`	Quoted currency
`EMAIL_ADDRESS`	RFQ 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`
`ATTENTION`	Value set for each field on the linked `Company` by default (can be overridden to RFQ Buyer Contact Name)
`CQR_AUTO_KEY`	Blank by default (can be overridden to Rotabull `source` value (e.g., "ILS") or value in `CQ_SOURCE` table
`CQS_AUTH_KEY`	Blank 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_KEY`	Blank by default (can be overridden to specific department values)
`HISTORICAL_FLAG`	`F` (False)
`PRINTED`	`F` (False)
`TAX_METHOD`	`REG`
`COMPANY_REF_NUMBER`	Blank 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_005`	Rotabull Unique Quote Identifier
`NOTES`	Quote-level notes

Quote Line Items

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

Quantum Field	Rotabull Default
`QTY_REQ`	RFQ Quantity Requested
`QTY_QUOTED`	Quantity Quoted
`ITEM_NUMBER`	Index 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_NOTES`	Line-item-level notes (including information from traceability)
`QUOTE_DATE` `ENTRY_DATE`	Date/Time of quote
`PBH_RATE`	0
`BILLING_PERIOD`	`Open`
`PERIOD_PRICE`	0
`PERIODS_PER_CONTRACT`	0
`DELIVERY_DESC`	Delivery Terms (days)
`UOM_AUTO_KEY`	Quoted Unit of Measure
`DVC_AUTO_KEY`	Quoted Delivery Code (unless overridden)
`PCC_AUTO_KEY`	Quoted 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_FLAG`	`F` (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.