|
Field Name
|
Data Type
|
Description
|
|
bisg_param.auth
|
Character
|
THISNODE
|
|
bisg_param.rec_num
|
Integer
|
505
|
|
bisg_param.flag[1]
|
Logical
|
Transfer QAD ERP Sales Quote Information to QAD CRM
|
|
bisg_param.flag[5]
|
Logical
|
Transfer Transaction comments from QAD ERP to QAD CRM
|
|
bisg_param.ch_1[1]
|
Character
|
Comment Type
|
|
bisg_param.ch_1[2]
|
Character
|
Comment Language
|
|
bisg_param.flag[2]
|
Logical
|
Transfer QAD Sales Quote Information to QAD ERP
|
|
bisg_param.flag[3]
|
Logical
|
Create customer in QAD ERP if QAD CRM sales quote customer not found
|
|
bisg_param.flag[6]
|
Logical
|
Allow QAD CRM to update datacomplete of QAD ERP customer
|
|
bisg_param.flag[4]
|
Logical
|
Allow modification of quote opportunity lines in QAD CRM
|
|
bisg_param.flag[7]
|
Logical
|
Delete the quote line in QAD ERP if it was originally created in QAD CRM
|
|
bisg_param.flag[8]
|
Logical
|
Delete the quote line in QAD ERP if it was originally created in QAD ERP
|
|
CRM Field Name
|
CRM Field Label
|
ERP Field Name
|
ERP Field Label
|
ERP > CRM
|
CRM > ERP
|
|
quote_hdr.auth
|
Unit ID
|
qo_mstr.qo_domain
|
Domain
|
Yes
|
Yes
|
|
prospect.cust_no
|
Customer No
|
qo_mstr.qo_cust
|
Sold-To
|
Yes
|
Yes
|
|
prospect.bill_to
|
Bill To
|
qo_mstr.qo_bill
|
Bill-To
|
Yes
|
Yes
|
|
quote_hdr.external_id
|
External Id
|
qo_mstr.qo_nbr
|
Quote
|
Yes
|
Yes
|
|
quote_hdr.integration_type
|
Integration Type
|
MFG
|
-
|
-
|
-
|
|
quote_hdr.quote_date
|
Quote Date
|
qo_mstr.qo_ord_date
|
Quote Date
|
Yes
|
No
|
|
quote_hdr.req_date
|
Required Date
|
qo_mstr.qo_req_date
|
Required Date
|
Yes
|
Yes
|
|
quote_hdr.due_date
|
Due Date
|
qo_mstr.qo_due_date
|
Due Date
|
Yes
|
Yes
|
|
quote_hdr.trl3_cd
|
Trailer 3
|
qo_mstr.qo_trl3_cd
|
Trailer 3
|
Yes
|
Yes
|
|
quote_hdr.trl3_amt
|
Trailer amount 3
|
qo_mstr.qo_trl3_amt
|
Trailer 3
|
Yes
|
Yes
|
|
quote_hdr.trl2_cd
|
Trailer 2
|
qo_mstr.qo_trl2_cd
|
Trailer 2
|
Yes
|
Yes
|
|
quote_hdr.trl2_amt
|
Trailer amount 2
|
qo_mstr.qo_trl2_amt
|
Trailer 2
|
Yes
|
Yes
|
|
quote_hdr.trl1_cd
|
Trailer 1
|
qo_mstr.qo_trl1_cd
|
Trailer 1
|
Yes
|
Yes
|
|
quote_hdr.trl1_amt
|
Trailer amount 1
|
qo_mstr.qo_trl1_amt
|
Trailer 1
|
Yes
|
Yes
|
|
quote_hdr.pricing_date
|
Pricing Date
|
qo_mstr.qo_pricing_dt
|
Pricing Date
|
Yes
|
No
|
|
quote_hdr.priced_date
|
Last Price Date
|
qo_mstr.qo_priced_dt
|
Last Price Dt
|
Yes
|
No
|
|
quote_hdr.fr_min_wt
|
Frt Min Wt
|
qo_mstr.qo_fr_min_wt
|
Frt Min Wt
|
Yes
|
No
|
|
quote_hdr.project_id
|
Project ID
|
qo_mstr.qo_project
|
Project
|
Yes
|
No
|
|
quote_hdr.curr_code
|
Currency
|
qo_mstr.qo_curr
|
Currency
|
Yes
|
Yes
|
|
quote_hdr.quote_release
|
Release
|
qo_mstr.qo_release
|
Release
|
Yes
|
Yes
|
|
quote_hdr.exp_date
|
Expires
|
qo_mstr.qo_exp_date
|
Expires
|
Yes
|
Yes
|
|
quote_hdr.rel_date
|
Release Date
|
qo_mstr.qo_rel_date
|
Release Date
|
Yes
|
No
|
|
quote_hdr.confirm_date
|
Confirm Date
|
qo_mstr.qo_confirm
|
Confirm Date
|
Yes
|
Yes
|
|
quote_hdr.taxable
|
Taxable
|
qo_mstr.qo_taxable
|
Taxable
|
Yes
|
No
|
|
quote_hdr.ship_date
|
Ship Date
|
qo_mstr.qo_ship_date
|
Ship Date
|
Yes
|
No
|
|
quote_hdr.prepaid_amnt
|
Prepaid Amount
|
qo_mstr.qo_prepaid
|
Prepaid Amount
|
Yes
|
No
|
|
quote_hdr.tax_pct[3]
|
Tax[3]
|
qo_mstr.qo_tax_pct[3]
|
Tax
|
Yes
|
No
|
|
quote_hdr.tax_pct[2]
|
Tax[2]
|
qo_mstr.qo_tax_pct[2]
|
Tax
|
Yes
|
No
|
|
quote_hdr.tax_pct[1]
|
Tax[1]
|
qo_mstr.qo_tax_pct[1]
|
Tax
|
Yes
|
No
|
|
quote_hdr.disc_pct
|
Disc %
|
qo_mstr.qo_disc_pct
|
Disc %
|
Yes
|
No
|
|
quote_hdr.quote_status
|
Action Status
|
qo_mstr.qo_stat
|
Action Status
|
Yes
|
No
|
|
quote_hdr.source
|
Order Source
|
qo_mstr.qo_source
|
Order Source
|
Yes
|
No
|
|
quote_hdr.po_no
|
Purchase Order
|
qo_mstr.qo_po
|
Purchase Order
|
Yes
|
Yes
|
|
quote_hdr.partial
|
Partial OK
|
qo_mstr.qo_partial
|
Partial OK
|
Yes
|
No
|
|
quote_hdr.pr_list
|
Manual
|
qo_mstr.qo_pr_list
|
Manual
|
Yes
|
No
|
|
quote_hdr.comments
|
Comments
|
cmt_det.cmt_cmmt
|
Comment Data
|
Yes
|
No
|
|
quote_hdr.udf_char01
|
Channel
|
qo_mstr.qo_channel
|
Channel
|
Yes
|
Yes
|
|
quote_hdr.udf_log03
|
Recurring
|
qo_mstr.qo_recur
|
Recurring
|
Yes
|
No
|
|
quote_hdr.udf_log02
|
Print Quote
|
qo_mstr.qo_print_qo
|
Print Quote
|
Yes
|
No
|
|
quote_hdr.udf_log01
|
Fixed Rate
|
qo_mstr.qo_fix_rate
|
Fixed Rate
|
Yes
|
No
|
|
quote_hdr.udf_date01
|
Date
|
qo_mstr.qo_flw_date
|
Date
|
Yes
|
No
|
|
quote_hdr.udf_char07
|
Site
|
qo_mstr.qo_site
|
Site
|
Yes
|
Yes
|
|
quote_hdr.udf_char06
|
Language
|
qo_mstr.qo_lang
|
Language
|
Yes
|
No
|
|
quote_hdr.udf_char05
|
Freight Terms
|
qo_mstr.qo_fr_terms
|
Freight Terms
|
Yes
|
No
|
|
quote_hdr.udf_char04
|
Freight List
|
qo_mstr.qo_fr_list
|
Freight List
|
Yes
|
No
|
|
quote_hdr.udf_char03
|
Cycle Code
|
qo_mstr.qo_cycle
|
Cycle Code
|
Yes
|
No
|
|
quote_hdr.udf_char02
|
Credit Terms
|
qo_mstr.qo_cr_terms
|
Credit Terms
|
Yes
|
No
|
|
“Created by QAD CRM“
|
-
|
qo_mstr.qo_rmks
|
Remarks
|
-
|
-
|
|
quote_hdr.created_by
|
Created By
|
global_userid
|
-
|
-
|
-
|
|
quote_hdr.modified_by
|
Modified By
|
global_userid
|
-
|
-
|
-
|
|
quote_hdr.udf_char08
|
FOB Point
|
quote_hdr.qo_fob
|
FOB
|
Yes
|
No
|
|
CRM Field Name
|
CRM Field Label
|
ERP Field Name
|
ERP Field Label
|
ERP > CRM
|
CRM > ERP
|
|
Opportunity.auth
|
Unit ID
|
qo_mstr.qo_domain
|
Domain
|
Yes
|
No
|
|
Opportunity.source
|
Source
|
qo_mstr.qo_source
|
Order Source
|
Yes
|
Yes
|
|
opportunity.opport_type
|
Type
|
"MFG/PRO":U
|
-
|
-
|
-
|
|
opportunity.forecast_date
|
Forecast Date
|
qo_mstr.qo_confirm
|
Confirm Date
|
Yes
|
No
|
|
opportunity.ref
|
Reference
|
qo_mstr.qo_nbr
|
Quote
|
Yes
|
No
|
|
opportunity.quote_ref
|
Quote Ref.
|
qo_mstr.qo_nbr
|
Quote
|
Yes
|
No
|
|
opportunity.effective_date
|
Effective Date
|
qo_mstr.qo_ord_date
|
Quote Date
|
Yes
|
No
|
|
opportunity.opport_cur
|
Currency
|
qo_mstr.qo_curr
|
Currency
|
Yes
|
Yes
|
|
opportunity.decision_date
|
Due date
|
qo_mstr.qo_flw_date
|
Follow-up
|
Yes
|
Yes
|
|
opportunity.stage_date
|
Stage Date
|
qo_mstr.qo_ord_date
|
Quote Date
|
Yes
|
No
|
|
Opportunity.stage
|
Stage
|
Quote
|
-
|
-
|
-
|
|
opportunity.probab
|
Probability
|
Probability of Quote stage stored in the lookup value
|
-
|
-
|
-
|
|
opportunity.integration_type
|
Integration Type
|
MFG
|
-
|
-
|
-
|
|
opportunity.created_by
|
Created By
|
global_userid
|
-
|
-
|
-
|
|
opportunity.modified_by
|
Modified By
|
global_userid
|
-
|
-
|
-
|
|
opportunity.inside_rep
|
Sales Person
|
if valid(qo_mstr.qo_slspsn) else global_userid
|
Salesperson
|
Yes
|
Yes
|
|
opportunity.site
|
Site
|
qo_mstr.qo_site
|
Site
|
Yes
|
No
|
|
opportunity.channel
|
Channel
|
qo_mstr.qo_channel
|
Channel
|
Yes
|
No
|
|
CRM Field Name
|
CRM Field Label
|
ERP Field Name
|
ERP Field Label
|
ERP > CRM
|
CRM > ERP
|
|
oprline.srl_no
|
Line
|
qod_det.qod_line
|
Line
|
Yes
|
Yes
|
|
oprline.line_stage
|
Opr Type
|
quote
|
-
|
-
|
-
|
|
oprline.qty
|
Quantity
|
qod_det.qod_qty_quot
|
Qty Quoted
|
Yes
|
Yes
|
|
oprline.prod_id
|
Product ID
|
qod_det.qod_part
|
Item Number
|
Yes
|
Yes
|
|
oprline.disc
|
Disc %
|
qod_det.qod_disc_pct
|
Disc %
|
Yes
|
Yes
|
|
oprline.unit_price
|
List price
|
qod_det.qod_list_pr
|
List Price
|
Yes
|
Yes
|
|
oprline.site
|
Site
|
qod_det.qod_site
|
Site
|
Yes
|
Yes
|
|
oprline.um
|
UOM
|
qod_det.qod_um
|
UM
|
Yes
|
Yes
|
|
oprline.net_price
|
Net Price
|
qod_det.qod_price
|
Price
|
Yes
|
Yes
|
|
oprline.line_ref
|
Line Ref
|
qod_det.qod_line
|
Line
|
Yes
|
No
|
|
oprline.cost_price
|
Cost Price
|
qod_det.qod_std_cost
|
Cost
|
Yes
|
Yes
|
|
oprline.integration_type
|
Integration Type
|
“MFG“
|
-
|
-
|
-
|
|
oprline.pricing_date
|
Pricing Date
|
qod_det.qod_pricing_dt
|
Pricing Date
|
Yes
|
Yes
|
|
oprline.price_list
|
Price List
|
qod_det.qod__chr01
|
Price List
|
Yes
|
Yes
|
|
oprline.effective_date
|
Effective Date
|
qo_mstr.qo_ord_date
|
Quote Date
|
Yes
|
No
|
|
oprline.udf_char07
|
Freight List
|
qod_det.qod_fr_list
|
Freight List
|
Yes
|
No
|
|
oprline.udf_log03
|
Taxable
|
qod_det.qod_taxable
|
Taxable
|
Yes
|
No
|
|
oprline.udf_log02
|
Fixed Price
|
qod_det.qod_fix_pr
|
Fixed Price
|
Yes
|
No
|
|
oprline.udf_dec03
|
UM Conversion
|
qod_det.qod_um_conv
|
UM Conversion
|
Yes
|
No
|
|
oprline.udf_dec02
|
Qty to Release
|
qod_det.qod_rel_chg
|
Qty to Release
|
Yes
|
No
|
|
oprline.udf_date06
|
Required Date
|
qod_det.qod_req_date
|
Required Date
|
Yes
|
No
|
|
oprline.udf_date05
|
Performance Date
|
qod_det.qod_per_date
|
Performance Date
|
Yes
|
No
|
|
oprline.udf_date04
|
Due Date
|
qod_det.qod_due_date
|
Due Date
|
Yes
|
No
|
|
oprline.udf_char13
|
Ship Type
|
qod_det.qod_type
|
Ship Type
|
Yes
|
No
|
|
oprline.udf_char12
|
Tax Class
|
qod_det.qod_taxc
|
Tax Class
|
Yes
|
No
|
|
oprline.udf_char11
|
Lot/Serial
|
qod_det.qod_serial
|
Lot/Serial
|
Yes
|
No
|
|
oprline.udf_char10
|
Reason Lost
|
qod_det.qod_rsn_lost
|
Reason Lost
|
Yes
|
No
|
|
oprline.udf_char09
|
Project
|
qod_det.qod_project
|
Project
|
Yes
|
No
|
|
oprline.udf_char08
|
Location
|
qod_det.qod_loc
|
Location
|
Yes
|
No
|
|
oprline.txt
|
Internal text
|
cmt_det.cmt_cmmt
|
Comment Data
|
Yes
|
No
|
|
(if not available pt_mstr then "Item not in inventory"
else "")
|
-
|
qod_det.qod_desc
|
Description
|
-
|
Yes
|
|
oprline.integration_type
|
In tegration Type
|
MFG, CRM (depending on where the record is created)
|
-
|
-
|
-
|