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 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 Display Name: Payment Terms |
pricingerrorcode |
Edm.Int32 |
Description: Pricing error for the quote. Default Options: 0 : None 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 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 Display Name: Status |
statuscode |
Edm.Int32 |
Description: Select the quote's status. Default Options: 2 : 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 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_quotes |
|
createdby |
lk_quotebase_createdby |
|
createdonbehalfby |
lk_quote_createdonbehalfby |
|
customerid_account |
quote_customer_accounts |
|
customerid_contact |
quote_customer_contacts |
|
modifiedby |
lk_quotebase_modifiedby |
|
modifiedonbehalfby |
lk_quote_modifiedonbehalfby |
|
opportunityid |
opportunity_quotes |
|
ownerid |
owner_quotes |
|
owningbusinessunit |
business_unit_quotes |
|
owningteam |
team_quotes |
|
owninguser |
system_user_quotes |
|
pricelevelid |
price_level_quotes |
|
transactioncurrencyid |
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 |
contactquotes_association |
|
quote_activity_parties |
partyid_quote |
|
Quote_ActivityPointers |
regardingobjectid_quote |
|
Quote_Annotation |
objectid_quote |
|
Quote_Appointments |
regardingobjectid_quote_appointment |
|
Quote_AsyncOperations |
regardingobjectid_quote |
|
Quote_BulkDeleteFailures |
regardingobjectid_quote |
|
quote_connections1 |
record1id_quote |
|
quote_connections2 |
record2id_quote |
|
quote_details |
quoteid |
|
Quote_DuplicateBaseRecord |
baserecordid_quote |
|
Quote_DuplicateMatchingRecord |
duplicaterecordid_quote |
|
Quote_Emails |
regardingobjectid_quote_email |
|
Quote_Faxes |
regardingobjectid_quote_fax |
|
Quote_Letters |
regardingobjectid_quote_letter |
|
quote_orders |
quoteid |
|
Quote_Phonecalls |
regardingobjectid_quote_phonecall |
|
Quote_QuoteClose |
quoteid |
|
Quote_RecurringAppointmentMasters |
regardingobjectid_quote_recurringappointmentmaster |
|
Quote_ServiceAppointments |
regardingobjectid_quote_serviceappointment |
|
Quote_SharepointDocumentLocation |
regardingobjectid_quote |
|
Quote_SocialActivities |
regardingobjectid_quote_socialactivity |
|
Quote_Tasks |
regardingobjectid_quote_task |
Operations bound to quote
The following operations are bound to the quote entity type.
| Name | Bound to |
|---|---|
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 |
|---|---|---|
entity Parameter |
Retrieves the products from an opportunity and copy them to the quote. |
|
ReturnType |
Sets the state of a quote to Draft. |
Consulte também
Outros recursos
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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