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Sending and Receiving Quotes
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Last modified on 6/7/2012 12:26 PM by User.

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Sending and Receiving Quotes

 

Overview

DO NOT USE - BEING REPLACED BY O2O.

Whether emailing XML files, providing an FTP site for file exchange or simply downloading an RFQ response from a website, this XML format may be used for basic integration with OASIS.

For simplicity, the same data format is utilized by OASIS when sending and receiving RFQ data.

File Name

It is recommended that the file end with the suffix “.omta”, allowing OASIS to detect the file as an OASIS data transmission and not XML data utilized by another application.

Example

Consider the following example project where the quote request is as shown below. The example response also follows.  Line level identifiers are recommended but not required.

REQUEST.omta

Big Building Project
Quote# BH01:10123

QTY

TYPE

PART

PRICE

10

AA

DOWNLITE-A

 

15

BB

DOWNLITE-B

 

10

CC

EXIT-L

 

3

DD

STRIP

 

Please provide best price – must be less than $2000.00.

 

AS XML

<RFQ>

<QUOTEDBID>BH01</QUOTEDBID>
<QUOTEID>10123</QUOTEID>
<RFQNOTES>Please&#32;provide&#32;best&#32;price&#32;&#8211;&#32;must&#32;be&#32;less&#32;than&#32;&#36;2000&#46;00&#46;</RFQNOTES><PROJECT>Big&#32;Building&#32;Project</PROJECT>
<Line>
<AGENTLINENUMBER>1</AGENTLINENUMBER>
<PARTNUMBER>DOWNLITE&#45;A</PARTNUMBER>
<FIXTURETYPE>AA</FIXTURETYPE>
<QUANTITY>10</QUANTITY>
</Line>
<Line>
<AGENTLINENUMBER>2</AGENTLINENUMBER>
<PARTNUMBER>DOWNLITE&#45;B</PARTNUMBER>
<FIXTURETYPE>BB</FIXTURETYPE>
<QUANTITY>15</QUANTITY>
</Line>
<Line>
<AGENTLINENUMBER>3</AGENTLINENUMBER>
<PARTNUMBER>EXIT&#45;L</PARTNUMBER>
<FIXTURETYPE>CC</FIXTURETYPE>
<QUANTITY>10</QUANTITY>
</Line>
<Line>
<AGENTLINENUMBER>4</AGENTLINENUMBER>
<PARTNUMBER>STRIP</PARTNUMBER>
<FIXTURETYPE>DD</FIXTURETYPE>
<QUANTITY>3</QUANTITY>
</Line>

</RFQ>

 

RESPONSE.omta

Big Building Project
MFGQuote# 502552

QTY

TYPE

PART

PRICE

10

AA

DOWNLITE-A

 

15

BB

DOWNLITE-B

 

10

CC

EXIT-L

 

3

DD

STRIP

 

LOT

 

 

$2000.00 @ 10%

Price good until April 30, 2009

 

AS XML

<RFQ>

<RFQNOTES>Price&#32;good&#32;until&#32;April&#32;30&#44;&#32;2009</RFQNOTES>
<RESPONSE>Y</RESPONSE>
<PROJECT>Big&#32;Building&#32;Project</PROJECT>
<Line>
<PARTNUMBER>DOWNLITE&#45;A</PARTNUMBER>
<FIXTURETYPE>AA</FIXTURETYPE>
<QUANTITY>10</QUANTITY>
<MFGQUOTE>502552</MFGQUOTE>
</Line>
<Line>
<PARTNUMBER>DOWNLITE&#45;B</PARTNUMBER>
<FIXTURETYPE>BB</FIXTURETYPE>
<QUANTITY>15</QUANTITY>
<MFGQUOTE>502552</MFGQUOTE>
</Line>
<Line>
<PARTNUMBER>EXIT&#45;L</PARTNUMBER>
<FIXTURETYPE>CC</FIXTURETYPE>
<QUANTITY>10</QUANTITY>
<MFGQUOTE>502552</MFGQUOTE>
</Line>
<Line>
<PARTNUMBER>STRIP</PARTNUMBER>
<FIXTURETYPE>DD</FIXTURETYPE>
<QUANTITY>3</QUANTITY>
<MFGQUOTE>502552</MFGQUOTE>
</Line>
<Line>
<LINETYPE>L</LINETYPE>
<COMMISSION>10.00</COMMISSION>
<NETPRICE>2000.00</NETPRICE>
<MFGQUOTE>502552</MFGQUOTE>
</Line>

</RFQ>

 

Tag Reference

The primary tags are shown in the example above. The following reference may be utilized to add expanded features for OASIS integration. In all cases, the XML has the following format:

 

<RFQ>

  -- header tags --

                <Line>

                  -- line tags --

                </Line>

</RFQ>

 

Data Limits: data limits are expressed as the data is stored in OASIS. The data is always exchanged in XML as text, following the XML standards.

Header Tags

Name

Data Limits

Notes

RFQNUMBER

Character 32

Manufacturer’s RFQ (quote) number

QUOTEDBID

Character 32

OASIS installation ID

QUOTEID

32 bit Integer

OASIS quote number

RFQDATE

Date

Date of the RFQ response from the factory

EXPIRESDATE

Date

Date factory will no longer honor price

RFQNOTES

Unlimited

Notes about the request or resonse

RESPONSE

Character 1

If ‘Y’, this is a RFQ response. Otherwise, a request from the Agency

PROJECT

Character 255

Project name

QUOTERUSERID

Character 32

Quoter making the request

 

 

Line Tags

Name

Data Limits

Notes

OBASEPRICE

Number 14,2

Price where manufacturer pays overage

OBASECOMMISSION

Number 5,2

Commission rate at overage price

BASEPRICE

Number 14,2

Lowest price approved by the factory

BASEPRICECOMMISSION

Number 5,2

Commission at the lowest price.

NETPRICE

Number 14,2

Typically the Base Price

COMMISSION

Number 5,2

Typically the Base Price Commission

OVERAGEPERCENT

Number 5,2

Overage split for item

AGENTLINENUMBER

Integer

Unique OASIS line number

MFGLINENUMBER

Integer

Manufacturer’s line number

WASSPLIT

Character 1

Factory has identified multiple items to fulfill request (e.g. housing trim combination)

BRANDID

Character 32

Manufacturer’s brand identifier (requires mapping OASIS brands to those identified by the factory).

PARTNUMBER

Character 128

The catalog number

MFGPART

Character 32

Factory system identifier (possibly a UPC number)

LINETYPE

Character 1

Blank – material line (a product)

‘L’ – money line (a LOT line)

DESCRIPTION

Unlimited

Description of item

FIXTURETYPE

Character 32

Lighting schedule fixture type

MFGQUOTE

Character 32

Factory quote number

LINENOTE

Unlimited

Quote notes (e.g. please specify voltage – a note showing the customer has yet to select the voltage)