These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- CPQ for Data Center Infrastructure
- Quoting data model
The tables behind CPQ for Data Center Infrastructure
CPQ for Data Center Infrastructure 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
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Customers and scope
Organizations holds Code, Active, time zone and Currency. Customers references Organizations and carries contact details with eligibility note. Team members connects Organization and User with an active member identity.
Quote preparation
Quotes references Organizations, team members through Owner, and Customers through Counterparty. Record number, Revision and valid until identify the offer under discussion.
Rack requirements
Rack configurations references Quotes through Parent and Organizations through Organization. Rack type, power KW, rack units and required by describe the request; Revision, Status and decision at support its review procedure.
Pricing and review
Quote lines references Quotes through Parent and retains Revision with the USD price inputs and net line USD. Review decisions references the quote and Reviewer, retaining source revision and the decision reason.
Acceptance and handoff
Quotes retains Status and accepted at. Operation receipts references the quote and records expected revision, operation key and the actual result references.
Evidence and reconciliation
Record attachments references its parent quote and uploaded by, with File, Visibility and evidence type. Exchange rates holds read-only effective rate records; quote pricing remains expressed in USD.
Every table, by feature
- Customers and scope5
- Quote preparation6
- Rack requirements4
- Pricing and review6
- Acceptance and handoff5
- Evidence and reconciliation6
- Shared and settings1
- Customers
Customers eligible for quoting within an organization.
Linked to Organizations - Organizations
Operating organizations for the data center infrastructure quoting workspace.
- Team members
Team members with organization membership and role scope.
Linked to Organizations, Users - Users
Users
Linked to Users - Quotes
Versioned quotes prepared, reviewed, approved and accepted for customers.
Linked to Organizations, Team members, Customers
- Quotes
Versioned quotes prepared, reviewed, approved and accepted for customers.
Linked to Organizations, Team members, Customers - Quote lines
Priced lines belonging to a quote, frozen by revision.
Linked to Quotes - Customers
Customers eligible for quoting within an organization.
Linked to Organizations - Organizations
Operating organizations for the data center infrastructure quoting workspace.
- Team members
Team members with organization membership and role scope.
Linked to Organizations, Users - Record attachments
Supporting evidence files attached to a quote.
Linked to Quotes, Team members
- Rack configurations
Rack and power configuration evidence supporting quote capacity validation.
Linked to Quotes, Organizations - Quotes
Versioned quotes prepared, reviewed, approved and accepted for customers.
Linked to Organizations, Team members, Customers - Organizations
Operating organizations for the data center infrastructure quoting workspace.
- Record attachments
Supporting evidence files attached to a quote.
Linked to Quotes, Team members
- Quotes
Versioned quotes prepared, reviewed, approved and accepted for customers.
Linked to Organizations, Team members, Customers - Quote lines
Priced lines belonging to a quote, frozen by revision.
Linked to Quotes - Review decisions
Independent reviewer decisions recorded against a quote revision.
Linked to Quotes, Team members - Operation receipts
Idempotent operation receipts recording persisted effects and outcomes.
Linked to Quotes - Team members
Team members with organization membership and role scope.
Linked to Organizations, Users - Record attachments
Supporting evidence files attached to a quote.
Linked to Quotes, Team members
- Quotes
Versioned quotes prepared, reviewed, approved and accepted for customers.
Linked to Organizations, Team members, Customers - Quote lines
Priced lines belonging to a quote, frozen by revision.
Linked to Quotes - Operation receipts
Idempotent operation receipts recording persisted effects and outcomes.
Linked to Quotes - Review decisions
Independent reviewer decisions recorded against a quote revision.
Linked to Quotes, Team members - Record attachments
Supporting evidence files attached to a quote.
Linked to Quotes, Team members
- Record attachments
Supporting evidence files attached to a quote.
Linked to Quotes, Team members - Review decisions
Independent reviewer decisions recorded against a quote revision.
Linked to Quotes, Team members - Operation receipts
Idempotent operation receipts recording persisted effects and outcomes.
Linked to Quotes - Quotes
Versioned quotes prepared, reviewed, approved and accepted for customers.
Linked to Organizations, Team members, Customers - Quote lines
Priced lines belonging to a quote, frozen by revision.
Linked to Quotes - Team members
Team members with organization membership and role scope.
Linked to Organizations, Users
Keys and references
Resolve actual record identifiers when linking a quote to its customer or owner. Check that the customer, quote and rack configuration use the intended organization. Keep quote and line revisions aligned under the revision procedure, and compare a decision’s source revision with the intended quote revision. Confirm how configuration revisions relate to the quote during setup.
Map the authenticated account to team members.User before enabling current-user views. Preserve operation key and expected revision when investigating a repeated request. Reference fields connect the records; access and action rules still need their configured checks.
Migration order
- Prepare Organizations and Users, then resolve team members.User and organization membership.
- Load Customers with their organization references and eligibility notes.
- Load Quotes with their owner and customer, then resolve Parent for quote lines and rack configurations.
- Load record attachments with the correct parent quote and uploader identity.
- Preserve genuine review decisions and operation receipts with their original revision and operation references; retain exchange rates through its read-only source procedure.
Set up CPQ for Data Center Infrastructure your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.