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quote EntityType

Description: Formal offer for products and/or services, proposed at specific prices and related payment terms, which is sent to a prospective customer.

Entity Set path: [organization URI]/api/data/v8.0/quotes

Base Type: crmbaseentity EntityType

Display Name: Quote

Primary Key: quoteid

Primary Name Attribute: name

Properties

Single-valued navigation properties

Collection-valued navigation properties

Operations bound to quote

Operations using the quote entity type.

Properties

Properties represent fields of data stored in the entity. Some properties are not writable.

Name Type Details

_accountid_value

Edm.Guid

Description: Unique identifier of the account with which the quote is associated.

Computed property

Read-only property

_campaignid_value

Edm.Guid

Description: Shows the campaign that the order was created from.

Computed property

Read-only property

_contactid_value

Edm.Guid

Description: Unique identifier of the contact associated with the quote.

Computed property

Read-only property

_createdby_value

Edm.Guid

Description: Shows who created the record.

Computed property

Read-only property

_createdonbehalfby_value

Edm.Guid

Description: Shows who created the record on behalf of another user.

Computed property

Read-only property

_customerid_value

Edm.Guid

Description: Select the customer account or contact to provide a quick link to additional customer details, such as account information, activities, and opportunities.

_modifiedby_value

Edm.Guid

Description: Shows who last updated the record.

Computed property

Read-only property

_modifiedonbehalfby_value

Edm.Guid

Description: Shows who last updated the record on behalf of another user.

Computed property

Read-only property

_opportunityid_value

Edm.Guid

Description: Choose the opportunity that the quote is related to for reporting and analytics.

Computed property

Read-only property

_ownerid_value

Edm.Guid

Description: 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.

_owningbusinessunit_value

Edm.Guid

Description: Unique identifier of the business unit that owns the quote.

Computed property

Read-only property

_owningteam_value

Edm.Guid

Description: Unique identifier of the team who owns the quote.

Computed property

Read-only property

_owninguser_value

Edm.Guid

Description: Unique identifier of the user who owns the quote.

Computed property

Read-only property

_pricelevelid_value

Edm.Guid

Description: Choose the price list associated with this record to make sure the products associated with the campaign are offered at the correct prices.

Computed property

Read-only property

_transactioncurrencyid_value

Edm.Guid

Description: Choose the local currency for the record to make sure budgets are reported in the correct currency.

Computed property

Read-only property

billto_addressid

Edm.Guid

Description: Unique identifier of the billing address.

Display Name: Bill To Address ID

billto_city

Edm.String

Description: Type the city for the customer's billing address.

Display Name: Bill To City

billto_composite

Edm.String

Description: Shows the complete Bill To address.

Display Name: Bill To Address

Read-only property

billto_contactname

Edm.String

Description: Type the primary contact name at the customer's billing address.

Display Name: Bill To Contact Name

billto_country

Edm.String

Description: Type the country or region for the customer's billing address.

Display Name: Bill To Country/Region

billto_fax

Edm.String

Description: Type the fax number for the customer's billing address.

Display Name: Bill To Fax

billto_line1

Edm.String

Description: Type the first line of the customer's billing address.

Display Name: Bill To Street 1

billto_line2

Edm.String

Description: Type the second line of the customer's billing address.

Display Name: Bill To Street 2

billto_line3

Edm.String

Description: Type the third line of the billing address.

Display Name: Bill To Street 3

billto_name

Edm.String

Description: Type a name for the customer's billing address, such as "Headquarters" or "Field office", to identify the address.

Display Name: Bill To Name

billto_postalcode

Edm.String

Description: Type the ZIP Code or postal code for the billing address.

Display Name: Bill To ZIP/Postal Code

billto_stateorprovince

Edm.String

Description: Type the state or province for the billing address.

Display Name: Bill To State/Province

billto_telephone

Edm.String

Description: Type the phone number for the customer's billing address.

Display Name: Bill To Phone

closedon

Edm.Date

Description: Enter the date when the quote was closed to indicate the expiration, revision, or cancellation date.

Display Name: Closed On

createdon

Edm.DateTimeOffset

Description: 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.

Display Name: Created On

Read-only property

description

Edm.String

Description: Type additional information to describe the quote, such as the products or services offered or details about the customer's product preferences.

Display Name: Description

discountamount

Edm.Decimal

Description: Type the discount amount for the quote if the customer is eligible for special savings.

Display Name: Quote Discount Amount

discountamount_base

Edm.Decimal

Description: 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.

Display Name: Quote Discount Amount (Base)

Read-only property

discountpercentage

Edm.Decimal

Description: Type the discount rate that should be applied to the Detail Amount field to include additional savings for the customer in the quote.

Display Name: Quote Discount (%)

effectivefrom

Edm.DateTimeOffset

Description: Enter the date when the quote pricing is effective or was first communicated to the customer.

Display Name: Effective From

effectiveto

Edm.DateTimeOffset

Description: Enter the expiration date or last day the quote pricing is effective for the customer.

Display Name: Effective To

exchangerate

Edm.Decimal

Description: 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.

Display Name: Exchange Rate

Read-only property

expireson

Edm.Date

Description: Enter the date a decision or order is due from the customer to indicate the expiration date of the quote.

Display Name: Due By

freightamount

Edm.Decimal

Description: Type the cost of freight or shipping for the products included in the quote for use in calculating the Total Amount field.

Display Name: Freight Amount

freightamount_base

Edm.Decimal

Description: 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.

Display Name: Freight Amount (Base)

Read-only property

freighttermscode

Edm.Int32

Description: Select the freight terms to make sure shipping charges are processed correctly.

Default Options:

1 : FOB
2 : No Charge

Display Name: Freight Terms

importsequencenumber

Edm.Int32

Description: Unique identifier of the data import or data migration that created this record.

Display Name: Import Sequence Number

modifiedon

Edm.DateTimeOffset

Description: 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.

Display Name: Modified On

Read-only property

name

Edm.String

Description: Type a descriptive name for the quote.

Display Name: Name

overriddencreatedon

Edm.DateTimeOffset

Description: Date and time that the record was migrated.

Display Name: Record Created On

paymenttermscode

Edm.Int32

Description: Select the payment terms to indicate when the customer needs to pay the total amount.

Default Options:

1 : Net 30
2 : 2% 10, Net 30
3 : Net 45
4 : Net 60

Display Name: Payment Terms

pricingerrorcode

Edm.Int32

Description: Pricing error for the quote.

Default Options:

0 : None
1 : Detail Error
2 : Missing Price Level
3 : Inactive Price Level
4 : Missing Quantity
5 : Missing Unit Price
6 : Missing Product
7 : Invalid Product
8 : Missing Pricing Code
9 : Invalid Pricing Code
10 : Missing UOM
11 : Product Not In Price Level
12 : Missing Price Level Amount
13 : Missing Price Level Percentage
14 : Missing Price
15 : Missing Current Cost
16 : Missing Standard Cost
17 : Invalid Price Level Amount
18 : Invalid Price Level Percentage
19 : Invalid Price
20 : Invalid Current Cost
21 : Invalid Standard Cost
22 : Invalid Rounding Policy
23 : Invalid Rounding Option
24 : Invalid Rounding Amount
25 : Price Calculation Error
26 : Invalid Discount Type
27 : Discount Type Invalid State
28 : Invalid Discount
29 : Invalid Quantity
30 : Invalid Pricing Precision
31 : Missing Product Default UOM
32 : Missing Product UOM Schedule
33 : Inactive Discount Type
34 : Invalid Price Level Currency
35 : Price Attribute Out Of Range
36 : Base Currency Attribute Overflow
37 : Base Currency Attribute Underflow

Display Name: Pricing Error

processid

Edm.Guid

Description: Shows the ID of the process.

Display Name: Process

quoteid

Edm.Guid

Description: Unique identifier of the quote.

Display Name: Quote

quotenumber

Edm.String

Description: Shows the quote number for customer reference and searching capabilities. The number cannot be modified.

Display Name: Quote ID

requestdeliveryby

Edm.DateTimeOffset

Description: Enter the delivery date requested by the customer for all products in the quote.

Display Name: Requested Delivery Date

revisionnumber

Edm.Int32

Description: Shows the version number of the quote for revision history tracking.

Display Name: Revision ID

Read-only property

shippingmethodcode

Edm.Int32

Description: Select a shipping method for deliveries sent to this address.

Default Options:

1 : Airborne
2 : DHL
3 : FedEx
4 : UPS
5 : Postal Mail
6 : Full Load
7 : Will Call

Display Name: Shipping Method

shipto_addressid

Edm.Guid

Description: Unique identifier of the shipping address.

Display Name: Ship To Address ID

shipto_city

Edm.String

Description: Type the city for the customer's shipping address.

Display Name: Ship To City

shipto_composite

Edm.String

Description: Shows the complete Ship To address.

Display Name: Ship To Address

Read-only property

shipto_contactname

Edm.String

Description: Type the primary contact name at the customer's shipping address.

Display Name: Ship To Contact Name

shipto_country

Edm.String

Description: Type the country or region for the customer's shipping address.

Display Name: Ship To Country/Region

shipto_fax

Edm.String

Description: Type the fax number for the customer's shipping address.

Display Name: Ship To Fax

shipto_freighttermscode

Edm.Int32

Description: Select the freight terms to make sure shipping orders are processed correctly.

Default Options:

1 : Default Value

Display Name: Ship To Freight Terms

shipto_line1

Edm.String

Description: Type the first line of the customer's shipping address.

Display Name: Ship To Street 1

shipto_line2

Edm.String

Description: Type the second line of the customer's shipping address.

Display Name: Ship To Street 2

shipto_line3

Edm.String

Description: Type the third line of the shipping address.

Display Name: Ship To Street 3

shipto_name

Edm.String

Description: Type a name for the customer's shipping address, such as "Headquarters" or "Field office", to identify the address.

Display Name: Ship To Name

shipto_postalcode

Edm.String

Description: Type the ZIP Code or postal code for the shipping address.

Display Name: Ship To ZIP/Postal Code

shipto_stateorprovince

Edm.String

Description: Type the state or province for the shipping address.

Display Name: Ship To State/Province

shipto_telephone

Edm.String

Description: Type the phone number for the customer's shipping address.

Display Name: Ship To Phone

stageid

Edm.Guid

Description: Shows the ID of the stage.

Display Name: Process Stage

statecode

Edm.Int32

Description: Shows whether the quote is draft, active, won, or closed. Only draft quotes can be edited.

Default Options:

0 : Draft
1 : Active
2 : Won
3 : Closed

Display Name: Status

statuscode

Edm.Int32

Description: Select the quote's status.

Default Options:

2 : In Progress
3 : Open
4 : Won
5 : Lost
6 : Canceled
7 : Revised
1 : In Progress

Display Name: Status Reason

timezoneruleversionnumber

Edm.Int32

Description: For internal use only.

Display Name: Time Zone Rule Version Number

totalamount

Edm.Decimal

Description: Shows the total amount due, calculated as the sum of the products, discounts, freight, and taxes for the quote.

Display Name: Total Amount

totalamount_base

Edm.Decimal

Description: 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.

Display Name: Total Amount (Base)

Read-only property

totalamountlessfreight

Edm.Decimal

Description: 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.

Display Name: Total Pre-Freight Amount

totalamountlessfreight_base

Edm.Decimal

Description: 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.

Display Name: Total Pre-Freight Amount (Base)

Read-only property

totaldiscountamount

Edm.Decimal

Description: Shows the total discount amount, based on the discount price and rate entered on the quote.

Display Name: Total Discount Amount

totaldiscountamount_base

Edm.Decimal

Description: 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.

Display Name: Total Discount Amount (Base)

Read-only property

totallineitemamount

Edm.Decimal

Description: Shows the sum of all existing and write-in products included on the quote, based on the specified price list and quantities.

Display Name: Total Detail Amount

totallineitemamount_base

Edm.Decimal

Description: Shows the Detail Amount field converted to the system's default base currency. The calculation uses the exchange rate specified in the Currencies area.

Display Name: Total Detail Amount (Base)

Read-only property

totallineitemdiscountamount

Edm.Decimal

Description: 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

Display Name: Total Line Item Discount Amount

totallineitemdiscountamount_base

Edm.Decimal

Description: 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.

Display Name: Total Line Item Discount Amount (Base)

Read-only property

totaltax

Edm.Decimal

Description: 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.

Display Name: Total Tax

totaltax_base

Edm.Decimal

Description: 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.

Display Name: Total Tax (Base)

Read-only property

traversedpath

Edm.String

Description: For internal use only.

Display Name: Traversed Path

utcconversiontimezonecode

Edm.Int32

Description: Time zone code that was in use when the record was created.

Display Name: UTC Conversion Time Zone Code

versionnumber

Edm.Int64

Description: Version number of the quote.

Display Name: Version Number

Read-only property

willcall

Edm.Boolean

Description: 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.

Default Options:

1 : Will Call
0 : Address

Display Name: Ship To

Single-valued navigation properties

Single-valued navigation properties represent lookup fields where a single entity can be referenced.

Name Type Partner

campaignid

campaign EntityType

campaign_quotes

createdby

systemuser EntityType

lk_quotebase_createdby

createdonbehalfby

systemuser EntityType

lk_quote_createdonbehalfby

customerid_account

account EntityType

quote_customer_accounts

customerid_contact

contact EntityType

quote_customer_contacts

modifiedby

systemuser EntityType

lk_quotebase_modifiedby

modifiedonbehalfby

systemuser EntityType

lk_quote_modifiedonbehalfby

opportunityid

opportunity EntityType

opportunity_quotes

ownerid

principal EntityType

owner_quotes

owningbusinessunit

businessunit EntityType

business_unit_quotes

owningteam

team EntityType

team_quotes

owninguser

systemuser EntityType

system_user_quotes

pricelevelid

pricelevel EntityType

price_level_quotes

transactioncurrencyid

transactioncurrency EntityType

transactioncurrency_quote

Collection-valued navigation properties

Collection-valued navigation properties represent collections of entities which may represent either a one-to-many (1:N) or many-to-many (N:N) relationship between the entities.

Name Type Partner

contactquotes_association

contact EntityType

contactquotes_association

quote_activity_parties

activityparty EntityType

partyid_quote

Quote_ActivityPointers

activitypointer EntityType

regardingobjectid_quote

Quote_Annotation

annotation EntityType

objectid_quote

Quote_Appointments

appointment EntityType

regardingobjectid_quote_appointment

Quote_AsyncOperations

asyncoperation EntityType

regardingobjectid_quote

Quote_BulkDeleteFailures

bulkdeletefailure EntityType

regardingobjectid_quote

quote_connections1

connection EntityType

record1id_quote

quote_connections2

connection EntityType

record2id_quote

quote_details

quotedetail EntityType

quoteid

Quote_DuplicateBaseRecord

duplicaterecord EntityType

baserecordid_quote

Quote_DuplicateMatchingRecord

duplicaterecord EntityType

duplicaterecordid_quote

Quote_Emails

email EntityType

regardingobjectid_quote_email

Quote_Faxes

fax EntityType

regardingobjectid_quote_fax

Quote_Letters

letter EntityType

regardingobjectid_quote_letter

quote_orders

salesorder EntityType

quoteid

Quote_Phonecalls

phonecall EntityType

regardingobjectid_quote_phonecall

Quote_QuoteClose

quoteclose EntityType

quoteid

Quote_RecurringAppointmentMasters

recurringappointmentmaster EntityType

regardingobjectid_quote_recurringappointmentmaster

Quote_ServiceAppointments

serviceappointment EntityType

regardingobjectid_quote_serviceappointment

Quote_SharepointDocumentLocation

sharepointdocumentlocation EntityType

regardingobjectid_quote

Quote_SocialActivities

socialactivity EntityType

regardingobjectid_quote_socialactivity

Quote_Tasks

task EntityType

regardingobjectid_quote_task

Operations bound to quote

The following operations are bound to the quote entity type.

Name Bound to

GetQuoteProductsFromOpportunity Action

Entity

Operations using the quote entity type.

The following operations use the quote entity type in a parameter or return type.

Name How used Description

GetQuoteProductsFromOpportunity Action

entity Parameter

Retrieves the products from an opportunity and copy them to the quote.

ReviseQuote Action

ReturnType

Sets the state of a quote to Draft.

Zie ook

Overige resources

Web API Action Reference
Web API Function Reference
Web API Query Function Reference
Web API EnumType Reference
Web API ComplexType Reference
Web API Metadata EntityType Reference

Microsoft Dynamics CRM 2016 and Microsoft Dynamics CRM Online
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