Price Record Creation Process (Quote)

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Figure 1. Price Records are generated when a Quote is converted to the state Deal.

1. When a Quote is approved in Pricefx, its status changes to "Offer". In this phase the Sales Rep exports the Quote to PDF and sends the PDF to customer for approval.

2. Once the customer confirms, the Sales Rep converts the Quote to "Deal" which means that the Quote is mutually approved by both parties.

3. Because such approved Quote should also be in the ERP system, you need to export it to ERP. But since the Quote is a complex document and the number of data fields which get exported is usually very small, the Quote lines are converted into Price Record (PR) rows. The conversion is done automatically and the default conversion includes only the out-of-the-box fields; it does not include your own calculated results of the quote line items or inputs. That is what you need to set up.

4. Such PR rows are then exported by IntegrationManager to an external system.

Mapping Quote to Price Record

Data copying from a quote to a price record is done automatically by the system, based on a mapping.

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Figure 2. Sample of fields mapping from Quote (Q) and Quote Line Item (QLI) to Price Record (PR)

This mapping is:

• Built-in for the built-in fields.

• Configurable for attribute# fields.

  • Mapping is done by matching names of input/result on QLI and attribute name on the PR.