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The Quote (Q) entity represents the header information of the quote document, e.g.
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customer name,
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document
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validity and optional summary results
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for the whole quote.
Note:
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The Quote entity does not contain line items.
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These are stored in
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the Quote Line Item (QLI) entity.
Fields
quoteType
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Unique name of the Quote Type used to create the quote document.
uniqueName
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Autogenerated unique name of the quote document.
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It has this pattern: "P-####".
label
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Description of the quote provided by the user.
customerId
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Unique name of the customer,
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selected by the user in the input field of the type InputType.CUSTOMER on the header.
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Information in this field is copied automatically from the input
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field
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.
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If the quote has the input field of the type InputType.CUSTOMERGROUP and it contains a filter for a single customer,
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this customer’s unique name will be copied to this field.
customerName
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Name/description of the customer,
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selected by the user in the input field of the type InputType.CUSTOMER on the header.
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Information in this field is copied automatically from the input
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field
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.
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If the quote has the input field of the type InputType.CUSTOMERGROUP and it contains a filter for a single customer,
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this customer’s name/description will be copied to this field.
customerGroup
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Copy of CustomerGroup,
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selected by the user in the input field of the type InputType.CUSTOMERGROUP on the header.
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Information in this field is copied automatically from the input field
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.
targetDate
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Effective date of the quote
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; also the date used for calculation.
expiryDate
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Last date of validity of the negotiated conditions.
inputs
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List of input field definitions and values entered by the user.
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| Info |
|---|
The input field Customer is usually added automatically |
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according to the configuration setting |
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in the partition. |
outputs
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Results of calculation performed by the quote header logic and stored
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in the "ROOT" virtual folder.
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quoteStatus - status of the quote document
DRAFT
OFFER
DEAL
REVOKED
SUPERSEDED
INVALIDATED
LOST
PARTIALDEAL
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creationWorkflowStatus: see CreationWorkflowStatus
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attributeExtension___<fieldName>
Arbitrary number of customizable attributeExtension fields which can be used to store any information you need. The fields with the String type do not have a limited size.
quoteStatus
Status of the quote document. Possible values are listed in the document status article.
lostReason
Unique name of the reason, when the user selected specific loss reason from the configured list of options. This information is very useful for collecting statistics of the Quote Win/Loss. (available from version 10.0)
lostReasonComment
Text comment provided by the user, when marking the quote as Lost deal. (available from version 10.0)
creationWorkflowStatus
creationWorkflowCurrentStep
Order of the current active creation step (integer).
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The first step has number 0.
creationWorkflowStepCount
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Total number of all creation steps (integer).
creationWorkflowStepLabel
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Label of the current creation workflow step (string).
workflowStatus
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See WorkflowStatus.
viewState
Contains some (limited) information about the state of the front-end application. See View State.
locked
(Boolean) Indicates whether a Quote is locked for editing because it is part of a mass update. Administrator can manually unlock selected Quotes on the list page. (Available since version 13.0)