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- Industrial Automation CPQ
- Data model
The tables behind Industrial Automation CPQ
Industrial Automation 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
- 6
- Change it
- Add fields and tables in Proto
How the model is organised
Customer scope
Organizations owns operating context. Customers and team members belong to an organization; team members.User links membership to Users. Quotes identifies its Organization, Owner and Counterparty.
Automation compatibility
Automation nodes.Parent connects the technical request to Quotes. Automation nodes.Organization retains its operating scope alongside Protocol, IO points, controller model and required by.
Quote pricing
Quote lines.Parent links priced lines to Quotes. Quantity, unit price USD and discount USD support net line USD; Quotes.net amount USD holds the parent total. Exchange rates carries effective rate records.
Quote decisions
Review decisions.Parent links to Quotes, source revision identifies the reviewed revision and Reviewer references team members.
Order handoff
Operation receipts.Parent links to Quotes. Operation key, expected revision, result state and external reference make the operation outcome traceable.
Evidence and recovery
Record attachments.Parent links to Quotes and uploaded by references team members. Visibility and evidence type classify the retained file.
Every table, by feature
- Customer scope5
- Automation compatibility5
- Quote pricing5
- Quote decisions6
- Order handoff4
- Evidence and recovery6
- Organizations
Operating organizations that own quotes, customers and team membership.
- Customers
Customer accounts eligible to receive quotes within an organization.
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 - Quotes
Customer quotes with lifecycle status, validity, revision and net amount.
Linked to Organizations, Team members, Customers
- Automation nodes
Automation compatibility records validating protocol, IO points and controller model before option price commitment.
Linked to Quotes, Organizations - Quotes
Customer quotes with lifecycle status, validity, revision and net amount.
Linked to Organizations, Team members, Customers - Organizations
Operating organizations that own quotes, customers and team membership.
- Operation receipts
Idempotent operation receipts recording the actual result of guarded actions.
Linked to Quotes - Record attachments
Evidence files attached to a quote with visibility and evidence type.
Linked to Quotes, Team members
- Quotes
Customer quotes with lifecycle status, validity, revision and net amount.
Linked to Organizations, Team members, Customers - Quote lines
Priced line items belonging to a quote.
Linked to Quotes - Customers
Customer accounts eligible to receive quotes within an organization.
Linked to Organizations - Operation receipts
Idempotent operation receipts recording the actual result of guarded actions.
Linked to Quotes - Exchange rates
Read-only effective exchange rates for this app.
- Quotes
Customer quotes with lifecycle status, validity, revision and net amount.
Linked to Organizations, Team members, Customers - Quote lines
Priced line items belonging to a quote.
Linked to Quotes - Review decisions
Independent review decisions recorded against a quote revision.
Linked to Quotes, Team members - Operation receipts
Idempotent operation receipts recording the actual result of guarded actions.
Linked to Quotes - Record attachments
Evidence files attached to a quote with visibility and evidence type.
Linked to Quotes, Team members - Team members
Internal team members with organization membership, platform identity and role scope.
Linked to Organizations, Users
- Quotes
Customer quotes with lifecycle status, validity, revision and net amount.
Linked to Organizations, Team members, Customers - Quote lines
Priced line items belonging to a quote.
Linked to Quotes - Operation receipts
Idempotent operation receipts recording the actual result of guarded actions.
Linked to Quotes - Customers
Customer accounts eligible to receive quotes within an organization.
Linked to Organizations
- Record attachments
Evidence files attached to a quote with visibility and evidence type.
Linked to Quotes, Team members - Operation receipts
Idempotent operation receipts recording the actual result of guarded actions.
Linked to Quotes - Review decisions
Independent review decisions recorded against a quote revision.
Linked to Quotes, Team members - Quotes
Customer quotes with lifecycle status, validity, revision and 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
Keys and references
Keep record IDs stable when importing linked data. Use customer and organization codes for source matching, then resolve the actual references before importing quotes. The quote’s record number identifies the human-facing offer; its Revision identifies the state an action expects.
Keep review decisions.source revision and operation receipts.expected revision with their original evidence. The stable handoff key uses handoff:<quoteId>:<revision>. Users.User is a reference back to Users; verify how the target workspace resolves that platform identity during migration.
Migration order
- Access context. Resolve Users, then Organizations and team members with active membership and platform identities.
- Customer context. Import Customers with Organization references, active settings and eligibility notes.
- Commercial parents. Import Quotes with customer, owner, organization and validity references resolved.
- Quote scope. Import quote lines and automation nodes against the correct parent quote and revision.
- Retained evidence. Import record attachments, review decisions and operation receipts with original references and dates. Handle exchange rates through its read-only source.
Set up Industrial Automation CPQ your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.