When your team quotes repeat parts, you often want part-level metadata to carry into quoting without re-typing it on every line. If the data stays only on the Part record, quote lines can drift, and reporting becomes harder because fields do not match across objects.

In Cetec ERP, you can handle this by creating matching bonus columns on Parts and Quote Lines, then pulling values from the Part into the Quote Line. The key is making sure the Technical Name matches character for character.

Create a Part Bonus Column

Start by creating the custom field that will live on the Part record. Go to Admin > Data Maintenance > Bonus Columns, then choose Part as the target object.

Define the field using three inputs:

• Title: the label your team will see on the Part record.
• Technical Name: the internal mapping key Cetec ERP uses. This must match the Quote Line bonus column Technical Name for linking to work.
• Data Type: the field type (free text, checkbox, select box, and so on).

For example, you might create a Part Manager field with a Select Box data type and enter the allowed values as a comma-separated list (for example: John Smith, Jane Doe).

Set the Value on the Part Record

Once the Part bonus column exists, your team can select the value when editing a Part record. This becomes the source value that will flow into quoting.

Create a Matching Quote Line Bonus Column

Next, create the Quote Line bonus column that will receive the value. Use the same Title and the same Technical Name you used on the Part bonus column (for example, Title: Part Manager and Technical Name: part_manager). Choose the same Data Type and, if you are using a select box, copy the same list of allowed values.

When you add the Quote Line bonus column, set the object to pull values from to Part. Cetec ERP will add “_bc” automatically for a bonus column behind the scenes, you do not need to add it yourself.

Verify the Value on a Quote Line

Finally, validate that the link is working. Create a new quote, add a line for the Part you updated, and confirm the Part Manager value flows down onto the quote line.

Key Takeaways

• Create the Part bonus column first, since it is the source field.
• Match the Technical Name exactly between the Part bonus column and the Quote Line bonus column.
• Use the same data type and select options when the field is a select box.
• Set the Quote Line bonus column to pull values from Part to keep quoting data consistent.

Conclusion

Linking Part bonus columns to Quote Line bonus columns is a simple way to keep quoting fields aligned with part-level data in Cetec ERP. When your Technical Names match and the Quote Line is set to pull from Part, your team can reduce re-entry and keep reporting cleaner across parts and quotes.