Quote Class |
Namespace: Novalys.VisualGuard.Security.CRM.Sdk
The Quote type exposes the following members.
Name | Description | |
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AccountId |
Unique identifier of the account with which the quote is associated.
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Attributes | (Inherited from Entity.) | |
BillTo_AddressId |
Unique identifier of the billing address.
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BillTo_City |
Type the city for the customer's billing address.
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BillTo_Composite |
Shows the complete Bill To address.
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BillTo_ContactName |
Type the primary contact name at the customer's billing address.
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BillTo_Country |
Type the country or region for the customer's billing address.
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BillTo_Fax |
Type the fax number for the customer's billing address.
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BillTo_Line1 |
Type the first line of the customer's billing address.
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BillTo_Line2 |
Type the second line of the customer's billing address.
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BillTo_Line3 |
Type the third line of the billing address.
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BillTo_Name |
Type a name for the customer's billing address, such as "Headquarters" or "Field office", to identify the address.
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BillTo_PostalCode |
Type the ZIP Code or postal code for the billing address.
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BillTo_StateOrProvince |
Type the state or province for the billing address.
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BillTo_Telephone |
Type the phone number for the customer's billing address.
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business_unit_quotes |
N:1 business_unit_quotes
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campaign_quotes |
N:1 campaign_quotes
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CampaignId |
Shows the campaign that the order was created from.
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ClosedOn |
Enter the date when the quote was closed to indicate the expiration, revision, or cancellation date.
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ContactId |
Unique identifier of the contact associated with the quote.
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contactquotes_association |
N:N contactquotes_association
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CreatedBy |
Shows who created the record.
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CreatedOn |
Shows the date and time when the record was created. The date and time are displayed in the time zone selected in Microsoft Dynamics CRM options.
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CreatedOnBehalfBy |
Shows who created the record on behalf of another user.
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CustomerId |
Select the customer account or contact to provide a quick link to additional customer details, such as account information, activities, and opportunities.
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Description |
Type additional information to describe the quote, such as the products or services offered or details about the customer's product preferences.
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DiscountAmount |
Type the discount amount for the quote if the customer is eligible for special savings.
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DiscountAmount_Base |
Shows the Discount Amount field converted to the system's default base currency for reporting purposes. The calculation uses the exchange rate specified in the Currencies area.
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DiscountPercentage |
Type the discount rate that should be applied to the Detail Amount field to include additional savings for the customer in the quote.
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EffectiveFrom |
Enter the date when the quote pricing is effective or was first communicated to the customer.
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EffectiveTo |
Enter the expiration date or last day the quote pricing is effective for the customer.
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EntityState | (Inherited from Entity.) | |
ExchangeRate |
Shows the conversion rate of the record's currency. The exchange rate is used to convert all money fields in the record from the local currency to the system's default currency.
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ExpiresOn |
Enter the date a decision or order is due from the customer to indicate the expiration date of the quote.
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ExtensionData | (Inherited from Entity.) | |
FormattedValues | (Inherited from Entity.) | |
FreightAmount |
Type the cost of freight or shipping for the products included in the quote for use in calculating the Total Amount field.
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FreightAmount_Base |
Shows the Freight Amount field converted to the system's default base currency for reporting purposes. The calculation uses the exchange rate specified in the Currencies area.
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FreightTermsCode |
Select the freight terms to make sure shipping charges are processed correctly.
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Id | (Overrides Entity.Id.) | |
ImportSequenceNumber |
Unique identifier of the data import or data migration that created this record.
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Item | (Inherited from Entity.) | |
lk_quote_createdonbehalfby |
N:1 lk_quote_createdonbehalfby
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lk_quote_modifiedonbehalfby |
N:1 lk_quote_modifiedonbehalfby
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lk_quotebase_createdby |
N:1 lk_quotebase_createdby
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lk_quotebase_modifiedby |
N:1 lk_quotebase_modifiedby
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LogicalName | (Inherited from Entity.) | |
ModifiedBy |
Shows who last updated the record.
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ModifiedOn |
Shows the date and time when the record was last updated. The date and time are displayed in the time zone selected in Microsoft Dynamics CRM options.
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ModifiedOnBehalfBy |
Shows who last updated the record on behalf of another user.
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Name |
Type a descriptive name for the quote.
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opportunity_quotes |
N:1 opportunity_quotes
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OpportunityId |
Choose the opportunity that the quote is related to for reporting and analytics.
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OverriddenCreatedOn |
Date and time that the record was migrated.
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OwnerId |
Enter the user or team who is assigned to manage the record. This field is updated every time the record is assigned to a different user.
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OwningBusinessUnit |
Unique identifier of the business unit that owns the quote.
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OwningTeam |
Unique identifier of the team who owns the quote.
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OwningUser |
Unique identifier of the user who owns the quote.
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PaymentTermsCode |
Select the payment terms to indicate when the customer needs to pay the total amount.
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price_level_quotes |
N:1 price_level_quotes
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PriceLevelId |
Choose the price list associated with this record to make sure the products associated with the campaign are offered at the correct prices.
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PricingErrorCode |
Pricing error for the quote.
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ProcessId |
Shows the ID of the process.
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processstage_quotes |
N:1 processstage_quotes
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quote_activity_parties |
1:N quote_activity_parties
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Quote_ActivityPointers |
1:N Quote_ActivityPointers
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Quote_Annotation |
1:N Quote_Annotation
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Quote_Appointments |
1:N Quote_Appointments
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Quote_AsyncOperations |
1:N Quote_AsyncOperations
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Quote_BulkDeleteFailures |
1:N Quote_BulkDeleteFailures
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quote_connections1 |
1:N quote_connections1
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quote_connections2 |
1:N quote_connections2
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quote_customer_accounts |
N:1 quote_customer_accounts
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quote_customer_contacts |
N:1 quote_customer_contacts
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quote_details |
1:N quote_details
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Quote_DuplicateBaseRecord |
1:N Quote_DuplicateBaseRecord
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Quote_DuplicateMatchingRecord |
1:N Quote_DuplicateMatchingRecord
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Quote_Emails |
1:N Quote_Emails
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Quote_Faxes |
1:N Quote_Faxes
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Quote_Letters |
1:N Quote_Letters
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quote_orders |
1:N quote_orders
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Quote_Phonecalls |
1:N Quote_Phonecalls
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quote_principalobjectattributeaccess |
1:N quote_principalobjectattributeaccess
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Quote_ProcessSessions |
1:N Quote_ProcessSessions
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Quote_QuoteClose |
1:N Quote_QuoteClose
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Quote_RecurringAppointmentMasters |
1:N Quote_RecurringAppointmentMasters
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Quote_ServiceAppointments |
1:N Quote_ServiceAppointments
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Quote_SharepointDocument |
1:N Quote_SharepointDocument
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Quote_SharepointDocumentLocation |
1:N Quote_SharepointDocumentLocation
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Quote_SocialActivities |
1:N Quote_SocialActivities
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Quote_Tasks |
1:N Quote_Tasks
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QuoteId |
Unique identifier of the quote.
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QuoteNumber |
Shows the quote number for customer reference and searching capabilities. The number cannot be modified.
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RelatedEntities | (Inherited from Entity.) | |
RequestDeliveryBy |
Enter the delivery date requested by the customer for all products in the quote.
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RevisionNumber |
Shows the version number of the quote for revision history tracking.
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ShippingMethodCode |
Select a shipping method for deliveries sent to this address.
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ShipTo_AddressId |
Unique identifier of the shipping address.
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ShipTo_City |
Type the city for the customer's shipping address.
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ShipTo_Composite |
Shows the complete Ship To address.
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ShipTo_ContactName |
Type the primary contact name at the customer's shipping address.
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ShipTo_Country |
Type the country or region for the customer's shipping address.
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ShipTo_Fax |
Type the fax number for the customer's shipping address.
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ShipTo_FreightTermsCode |
Select the freight terms to make sure shipping orders are processed correctly.
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ShipTo_Line1 |
Type the first line of the customer's shipping address.
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ShipTo_Line2 |
Type the second line of the customer's shipping address.
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ShipTo_Line3 |
Type the third line of the shipping address.
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ShipTo_Name |
Type a name for the customer's shipping address, such as "Headquarters" or "Field office", to identify the address.
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ShipTo_PostalCode |
Type the ZIP Code or postal code for the shipping address.
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ShipTo_StateOrProvince |
Type the state or province for the shipping address.
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ShipTo_Telephone |
Type the phone number for the customer's shipping address.
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StageId |
Shows the ID of the stage.
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StateCode |
Shows whether the quote is draft, active, won, or closed. Only draft quotes can be edited.
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StatusCode |
Select the quote's status.
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system_user_quotes |
N:1 system_user_quotes
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team_quotes |
N:1 team_quotes
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TimeZoneRuleVersionNumber |
For internal use only.
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TotalAmount |
Shows the total amount due, calculated as the sum of the products, discounts, freight, and taxes for the quote.
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TotalAmount_Base |
Shows the Total Amount field converted to the system's default base currency for reporting purposes. The calculation uses the exchange rate specified in the Currencies area.
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TotalAmountLessFreight |
Shows the total product amount for the quote, minus any discounts. This value is added to freight and tax amounts in the calculation for the total amount due for the quote.
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TotalAmountLessFreight_Base |
Shows the Pre-Freight Amount converted field to the system's default base currency for reporting purposes. The calculation uses the exchange rate specified in the Currencies area.
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TotalDiscountAmount |
Shows the total discount amount, based on the discount price and rate entered on the quote.
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TotalDiscountAmount_Base |
Shows the Total Discount Amount converted field to the system's default base currency for reporting purposes. The calculation uses the exchange rate specified in the Currencies area.
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TotalLineItemAmount |
Shows the sum of all existing and write-in products included on the quote, based on the specified price list and quantities.
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TotalLineItemAmount_Base |
Shows the Detail Amount field converted to the system's default base currency. The calculation uses the exchange rate specified in the Currencies area.
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TotalLineItemDiscountAmount |
Shows the total of the Manual Discount amounts specified on all products included in the quote. This value is reflected in the Detail Amount field on the quote and is added to any discount amount or rate specified on the quote
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TotalLineItemDiscountAmount_Base |
Shows the Total Line Item Discount Amount field converted to the system's default base currency for reporting purposes. The calculation uses the exchange rate specified in the Currencies area.
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TotalTax |
Shows the total of the Tax amounts specified on all products included in the quote, included in the Total Amount due calculation for the quote.
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TotalTax_Base |
Shows the Total Tax field converted to the system's default base currency for reporting purposes. The calculation uses the exchange rate specified in the Currencies area.
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transactioncurrency_quote |
N:1 transactioncurrency_quote
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TransactionCurrencyId |
Choose the local currency for the record to make sure budgets are reported in the correct currency.
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userentityinstancedata_quote |
1:N userentityinstancedata_quote
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UTCConversionTimeZoneCode |
Time zone code that was in use when the record was created.
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VersionNumber |
Version number of the quote.
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WillCall |
Select whether the products included in the quote should be shipped to the specified address or held until the customer calls with further pick up or delivery instructions.
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Name | Description | |
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Contains | (Inherited from Entity.) | |
Equals | Determines whether the specified object is equal to the current object. (Inherited from Object.) | |
Finalize | Allows an object to try to free resources and perform other cleanup operations before it is reclaimed by garbage collection. (Inherited from Object.) | |
GetAttributeValue``1 | (Inherited from Entity.) | |
GetFormattedAttributeValue | (Inherited from Entity.) | |
GetHashCode | Serves as the default hash function. (Inherited from Object.) | |
GetRelatedEntities``1 | (Inherited from Entity.) | |
GetRelatedEntity``1 | (Inherited from Entity.) | |
GetType | Gets the Type of the current instance. (Inherited from Object.) | |
MemberwiseClone | Creates a shallow copy of the current Object. (Inherited from Object.) | |
SetAttributeValue | (Inherited from Entity.) | |
SetRelatedEntities``1 | (Inherited from Entity.) | |
SetRelatedEntity``1 | (Inherited from Entity.) | |
ToEntity``1 | (Inherited from Entity.) | |
ToEntityReference | (Inherited from Entity.) | |
ToString | Returns a string that represents the current object. (Inherited from Object.) |
Name | Description | |
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PropertyChanged | ||
PropertyChanging |
Name | Description | |
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EntityLogicalName | ||
EntityTypeCode |