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Eaton Quote Mapping Document
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Last modified on 3/9/2018 2:30 PM by User.

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Eaton Quote Mapping Document

Notes

When a RFQ is sent to Flash, first a project is created in flash using the current quote being requested for pricing. Then a quote is created referencing the project. From there the following logic is used:

  • If the same quote is updated and a new RFQ is sent, the existing Flash quote is updated
  • If a "new bid like" is used in OASIS, a new quote is created in Flash referencing the existing Flash project

General Tab

blah

 

Field Mapping Notes
Project Name project.setProjectName() - includes phase name.
Phase Name See above
Location City project.setProjectCity()
Location State project.setProjectStateCode()
Owner -
Winning Agency -
Quoter -
CSR -
Custom TAGS -
Specifiers -
Specified Project -
Locked -
Active -
Show on Bid Board -
For 'Spec Registration' -
%Specified -
%Approved -
Rank -
Current Bid Date (Bid date below used instead.)
External Code -
Completion Date -
Start Date -
Valuation -
Tax Exemption Code -
File Code -
Sales Accounts -

 

Detail

 

 

Field Mapping Notes
Bid Name -
Status -
RA Date -
Bid Date project.setBidDate()
Exp. Date project.setExpirationDate()
Code -
BQty lineWS.setQuantity()
Type lineWS.setLineItemType()
MFG lineWS.setBrand()
 - using mappin in manufacturer setup
Part lineWS.setCatalogNumberValue()
Description lineWS.setDescription()
Cost -
Sell Price -
Sell Comm -
MFG Quote -
MFG Target lineWS.setCustomerPrice()
lineWS.setUnitPriceValue1()
Note *** Need to reconsider.
Line UID lineWS.setCustomerLineNumber()

 

Customers

 

 

Notes

 

Field Mapping Notes
MFG Remarks (MFG Tab) if not blank
qh.setComment()
qh.setCommentTypeCode("AL")
qh.setCreatedByName(OASIS user name)
Remarks -
External Notes -
Internal Never Ever!

 

Augmentation Data

 

 

Field Mapping Notes
User login project.setAgentContact(from login)
Constant code "US" project.setProjectCountry("US")
Obtain AgentLiteBean from user login project.setAgent()
Agency Splits are not currently mapped to flash project.setCommissionableAgents().setAgent(from login)
project.setCommissionableAgents().setCommissionCode(AGENT_REGULAR)
project.setCommissionableAgents().setCommissionSplit(1)
project.setCommissionableAgents().setUID(ws.getAgentLiteBean().getUID())
Constant code "N" quoteWS.setHFRCommitted("N")