O2O Quote

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This document describes the XML data used by OASIS internally to indicate a response to a quote request (e.g. O2O-RFQ). An O2O may be generated and shared in the following ways:

  • generated by the manufacturer version of OASIS and transmitted to the representative version of OASIS
  • generated by the representative version of OASIS and transmitted to the distributor version of OASIS

The definition below may be used to do basic validation of the XML. For more information, please contact OASIS support by email at support@oasissalessoftware.com or by phone at 501-843-6750.

 

Definition

The XSD is downloadable here: O2O-Quote.xsd (5 KB download)

 

Example

The example is downloadable here: QuoteExample.xml (2 KB download)

Note: the file suffix of .o2o is used to indicate the file content is a native OASIS document. Otherwise, it is possible the file may be rejected, especially if the file is to be manually "dropped" onto the OASIS application.

 

Field Descriptions

The following fields are defined:

 

QuoteType Fields

Name Description Data Values
VERSION See "VERSIONTYPE"  
DocumentDate Date the document was created Date
From Business entity the quote is being sent from; see "PartyType"  
FromDBID Database ID assigned by Ingen Software (don't make anything up - results are not predictable) String:32
To Business entity the quote is being sent to; see "PartyType"  
MyQuoteDBID Used to identify quote uniquely in OASIS String:32
MyQuoteID Used to identify quote uniquely in OASIS Integer
YourQuoteDBID Used to identify quote uniquely in OASIS Sring:32
YourQuoteID Used to identify quote uniquely in OASIS Integer
ProjectName The name of the project String:255
ProjectNameAlias Listing of project names String:255
LocationCity City where the job will be constructed String:255
LocationState State / Providence where the job will be constructed String:2
Specifiers Listing of companies influencing the purchase; see "PartyType"  
BidDate Date the project bids Date
ExpirationDate Date the bid expires Date
Notes Free form notes concerning the project String
Terms Standard quote terms String
Lines The lines of the quote; see "LineType"  

 

VERSIONTYPE Fields

Name Description Data Values
v OASIS version being used MUST BE '2.7.0'
dbv OASIS database version being used String:32
r OASIS version release String:32

 

PartyType Fields

Name Description Data Values
NAME Company Name String:255
LINE1 Address line 1 String:255
LINE2 Address line 2 String:255
CITY City Name String:255
STATE State of provence String:2
COUNTY County String:32
COUNTRY Country String:3 - prefer ISO code
Contacts Listing of contacts; see "ContactType"  

 

ContactType Fields

Name Description Data Value
FullName Name of contact String:32
Email Email address for contact String:32
Phone Contacts phone number String:32

 

QuoteLineType Fileds

Name Description Data Value
QuoteLineCode Omit or blank if part/fixture; otherwise, this indicates note, lot, or other line code  
MyLineUID Internal OASIS line identifier Integer
YourLineUID Internal OASIS line identifier Integer
Quantity Count of items Decimal:12,2
FixtureType Fixture type String:32
MyManufacturerID Manufacturer ID used by the sender String:32
CatalogNumber The catalog number only (no description, etc.) String:128
Description Marketing description of the item String
Notes Build and other notes about fixture String
UnitQuantityCount For "per 100" pricing, use the value 100; default is 1 Decimal
PartQuantity Lable for quantity (e.g. foot, meter, etc); no standards String:32
OverageablePrice Price where factory will pay overage (e.g. if value here is $100 and the item sell for $120, the overage will be $20) Decimal:14,4
OverageableCommissionRate Commission rate on base price. Value is stored as ##.##. 50.25 is 50.25% Decimal:5,2
OverageableSplit Rep's take of the overage. Value is stored as ##.##. 50.25 is 50.25% Decimal:5,2
SellPrice Lowest sell price Decimal:14,4
SellCommissionRate Commission Rate for Sell Price. Value is stored as ##.##. 50.25 is 50.25% Decimal:5,2

 

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