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.

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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

CQ_DETAIL view in Quantum.CQ_DETAIL view in Quantum.

CQ_DETAIL view in Quantum.

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.


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