Quote (Q)

The Quote (Q) entity represents the header information of the quote document, e.g. customer name, document validity and optional summary results for the whole quote.

Note: The Quote entity does not contain line items. These are stored in the Quote Line Item (QLI) entity.

Fields

quoteType

Unique name of the Quote Type used to create the quote document.

uniqueName

Autogenerated unique name of the quote document. It has this pattern: "P-####".

label

Description of the quote provided by the user.

customerId

Unique name of the customer, selected by the user in the input field of the type InputType.CUSTOMER on the header. Information in this field is copied automatically from the input field. If the quote has the input field of the type InputType.CUSTOMERGROUP and it contains a filter for a single customer, this customer’s unique name will be copied to this field.

customerName

Name/description of the customer, selected by the user in the input field of the type InputType.CUSTOMER on the header. Information in this field is copied automatically from the input field. If the quote has the input field of the type InputType.CUSTOMERGROUP and it contains a filter for a single customer, this customer’s name/description will be copied to this field.

customerGroup

Copy of CustomerGroup, selected by the user in the input field of the type InputType.CUSTOMERGROUP on the header. Information in this field is copied automatically from the input field.

targetDate

Effective date of the quote; also the date used for calculation.

expiryDate

Last date of validity of the negotiated conditions.

inputs

List of input field definitions and values entered by the user.

The input field Customer is usually added automatically thanks to configuration setting at the partition.

outputs

Results of calculation performed by the quote header logic and stored in the "ROOT" virtual folder.

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

See CreationWorkflowStatus.

creationWorkflowCurrentStep

Order of the current active creation step (integer). The first step has number 0.

creationWorkflowStepCount

Total number of all creation steps (integer).

creationWorkflowStepLabel

Label of the current creation workflow step (string).

workflowStatus

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)