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Entity Quote (Q) represents the header information of the quote document, e.g. who’s the customer, when the document is valid and optional summary results about the whole quote.

Note: Entity Quote does not contain line items. Those are stored in a 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. In the form of "P-####"

  • label - description of the quote provided by the user

  • customerId - unique name of the customer, which was selected by the user in input field of type InputType.CUSTOMER on the header. This copy of information from the input field to this field is done automatically. In case the quote has input field of type InputType.CUSTOMERGROUP and it contains a filter for single customer, such customer unique name will be copied to this field.

  • customerName - name/description of the customer, which was selected by the user in input field of type InputType.CUSTOMER on the header. This copy of information from the input field to this field is done automatically. In case the quote has input field of type InputType.CUSTOMERGROUP and it contains a filter for single customer, such customer name/description will be copied to this field.

  • customerGroup - copy of CustomerGroup, which was selected by the user in input field of type InputType.CUSTOMERGROUP on the header. This copy of information from the input field to this field is done automatically.

  • targetDate - effective date of the quote, and 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.

    • Note: input field Customer is usually added automatically thanks to configuration setting on the partition.

  • outputs - results of calculation performed by the quote header logic and stored on the "ROOT" virtual folder

  • quoteStatus - status of the quote document

    • DRAFT

    • OFFER

    • DEAL

    • REVOKED

    • SUPERSEDED

    • INVALIDATED

    • LOST

    • PARTIALDEAL

  • creationWorkflowStatus: see CreationWorkflowStatus

  • creationWorkflowCurrentStep: integer - order of the current active creation step. First step has number 0.

  • creationWorkflowStepCount: integer - total number of all creation steps

  • creationWorkflowStepLabel: String - the label of the current creation workflow step

  • workflowStatus - see WorkflowStatus

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