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When a Quote is approved in Pricefx, it turns into status "Offer". In this phase the Sales Rep exports the Quote to PDF and sends the PDF to customer for approval.
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Once the customer confirms, that it’s ok, the Sales Rep converts the Quote to "Deal", which means that the Quote is mutually approved by both parties.
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Because such approved Quote should be also in the ERP system, we need to export it to ERP. But since the Quote is a complex document and the amount of data fields being exported is usually very small, the Quote lines are converted into Price Record (PR) rows. The conversion is done automatically, but the default conversion includes only the out-of-the-box fields but does not include your own calculated results of the quote line items or inputs. That’s what you have to set up.
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Such PR rows are then exported by Integration Manager to the external system.
Mapping of Quote to Price Record
The copy of data from quote to price record is done automatically by the system, based on a mapping.
This mapping is:
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built-in for the built-in fields
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configurable for attribute# fields
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mapping is set up by matching names of input/result on QLI and attribute name on the PR.
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| Source Object | Source Field Name | Destination Price Record Field |
|---|---|---|
Q |
uniqueName |
sourceId |
Q |
rootUniqueName |
sourceIdNoRev |
Q |
externalRef |
externalRef |
Q |
targetDate |
validAfter |
Q |
expiryDate |
expiryDate |
QLI |
lineId |
lineId |
QLI |
sku |
sku |
QLI |
label |
label |
QLI |
inputs.Customer |
customerId |
QLI |
inputs.* |
attribute# |
QLI |
outputs.* |
attribute# |