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- Aerospace Components CPQ
- Data model and import order
The tables behind Aerospace Components CPQ
Aerospace Components CPQ ships with 11 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 11
- Features
- 7
- Change it
- Add fields and tables in Proto
How the model is organised
Quotes:
Quotes, Customers, team members, Organizations. Quote headers with customer, owner, revision, validity date and USD net amount.
Quote lines and pricing:
Quote lines, Quotes, operation receipts, exchange rates. Line quantities, unit prices, discounts and costs priced against a price book revision.
Aerospace requirements:
Aerospace requirements, Quotes, Organizations. Part revision, lot quantity, certificate type and required-by date reviewed for each quote.
Pricing review:
Review decisions, Quotes, quote lines, team members. Independent approve, reject or return decisions recorded against a quote revision.
Acceptance and handoff:
Quotes, quote lines, record attachments, operation receipts. Customer acceptance within validity and the guarded handoff to an order connection.
Evidence and reconciliation:
Record attachments, operation receipts, review decisions, Quotes. Quote attachments, operation receipts and checks of what each receipt claims.
Customers and organizations:
Organizations, Customers, team members, Users. Customer accounts, operating organizations and team membership.
Every table, by feature
- Quotes4
- Quote lines and pricing4
- Aerospace requirements3
- Pricing review4
- Acceptance and handoff4
- Evidence and reconciliation4
- Customers and organizations4
- Quotes
Aerospace component quote headers with lifecycle, revision and USD net amount.
Linked to Organizations, Team members, Customers - Customers
Customer accounts that receive aerospace component quotes.
Linked to Organizations - Team members
Internal team members with organization membership, platform identity and role scope.
Linked to Organizations, Users - Organizations
Operating organizations that own quotes, customers and team membership.
- Quote lines
Priced line items belonging to a quote.
Linked to Quotes - Quotes
Aerospace component quote headers with lifecycle, revision and USD net amount.
Linked to Organizations, Team members, Customers - Operation receipts
Durable receipts for guarded operations with stable operation keys.
Linked to Quotes - Exchange rates
Read-only effective exchange rates for this app.
- Aerospace requirements
Aerospace requirement extensions carrying part revision, lot quantity and certificate type.
Linked to Quotes, Organizations - Quotes
Aerospace component quote headers with lifecycle, revision and USD net amount.
Linked to Organizations, Team members, Customers - Organizations
Operating organizations that own quotes, customers and team membership.
- Review decisions
Independent review decisions recorded against a quote revision.
Linked to Quotes, Team members - Quotes
Aerospace component quote headers with lifecycle, revision and USD net amount.
Linked to Organizations, Team members, Customers - Quote lines
Priced line items belonging to a quote.
Linked to Quotes - Team members
Internal team members with organization membership, platform identity and role scope.
Linked to Organizations, Users
- Quotes
Aerospace component quote headers with lifecycle, revision and USD net amount.
Linked to Organizations, Team members, Customers - Quote lines
Priced line items belonging to a quote.
Linked to Quotes - Record attachments
Evidence files attached to a quote record.
Linked to Quotes, Team members - Operation receipts
Durable receipts for guarded operations with stable operation keys.
Linked to Quotes
- Record attachments
Evidence files attached to a quote record.
Linked to Quotes, Team members - Operation receipts
Durable receipts for guarded operations with stable operation keys.
Linked to Quotes - Review decisions
Independent review decisions recorded against a quote revision.
Linked to Quotes, Team members - Quotes
Aerospace component quote headers with lifecycle, revision and USD net amount.
Linked to Organizations, Team members, Customers
- Organizations
Operating organizations that own quotes, customers and team membership.
- Customers
Customer accounts that receive aerospace component quotes.
Linked to Organizations - Team members
Internal team members with organization membership, platform identity and role scope.
Linked to Organizations, Users - Users
Users
Linked to Users
Keys and references
Each quote has a record number and a Revision; quote lines carry their own line number and the Revision they were priced for. Customers and Organizations each carry a Code. Import references by these stable codes and numbers, never by a display name that can change. Owner, Reviewer and uploaded by point at team members, and each team member points at a Users account, so load people before the work they did.
Every operation receipts entry carries an operation key such as handoff:<quoteId>:<revision> for a handoff. Keep those keys exactly when importing receipts so a retry after go-live finds the original. Keep monetary values in USD as the quote fields expect, and do not import an external reference that the order system has not confirmed.
Migration order
- Load Organizations, then Users and team members with their role name and Organization.
- Load Customers with Code, contact name, Address and eligibility note.
- Load open Quotes with record number, Revision, Status, valid until, Owner and Counterparty, then their quote lines.
- Load aerospace requirements, then review decisions and record attachments for the open quotes.
- Load operation receipts only where the source can prove the outcome; leave unconfirmed handoffs Pending.
- Reconcile net amount USD against the sum of net line USD, test permissions with each role and replay the exception cases before opening the first operating cycle.
Set up Aerospace Components CPQ your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.