Quote table/entity reference

Note

Unsure about table vs. entity? See Developers: Understand terminology in Microsoft Dataverse.

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

Added by: Sales Solution

Messages

Message	Web API Operation	SDK class or method
Assign	PATCH /quotes(quoteid) Update ownerid property.	AssignRequest
Associate	Associate and disassociate entities	AssociateRequest or Associate
CalculatePrice	This message is to be executed only by Dataverse to trigger registered plug-ins and flows.
CloseIncident		CloseIncidentRequest
CloseQuote		CloseQuoteRequest
ConvertQuoteToSalesOrder		ConvertQuoteToSalesOrderRequest
Create	POST /quotes See Create	CreateRequest or Create
CreateMultiple	CreateMultiple	CreateMultipleRequest
Delete	DELETE /quotes(quoteid) See Delete	DeleteRequest or Delete
Disassociate	Associate and disassociate entities	DisassociateRequest or Disassociate
GenerateQuoteFromOpportunity		GenerateQuoteFromOpportunityRequest
GetQuantityDecimal		GetQuantityDecimalRequest
GetQuoteProductsFromOpportunity		GetQuoteProductsFromOpportunityRequest
GrantAccess	GrantAccess	GrantAccessRequest
ModifyAccess	ModifyAccess	ModifyAccessRequest
Retrieve	GET /quotes(quoteid) See Retrieve	RetrieveRequest or Retrieve
RetrieveMultiple	GET /quotes See Query Data	RetrieveMultipleRequest or RetrieveMultiple
RetrievePrincipalAccess	RetrievePrincipalAccess	RetrievePrincipalAccessRequest
RetrieveSharedPrincipalsAndAccess	RetrieveSharedPrincipalsAndAccess	RetrieveSharedPrincipalsAndAccessRequest
ReviseQuote		ReviseQuoteRequest
RevokeAccess	RevokeAccess	RevokeAccessRequest
Rollup	Rollup	RollupRequest
SetState	PATCH /quotes(quoteid) Update statecode and statuscode properties.	SetStateRequest
Update	PATCH /quotes(quoteid) See Update	UpdateRequest or Update
UpdateMultiple	UpdateMultiple	UpdateMultipleRequest
WinOpportunity		WinOpportunityRequest
WinQuote		WinQuoteRequest

Properties

Property	Value
CollectionSchemaName	Quotes
DisplayCollectionName	Quotes
DisplayName	Quote
EntitySetName	quotes
IsBPFEntity	False
LogicalCollectionName	quotes
LogicalName	quote
OwnershipType	UserOwned
PrimaryIdAttribute	quoteid
PrimaryNameAttribute	name
SchemaName	Quote

Writable columns/attributes

These columns/attributes return true for either IsValidForCreate or IsValidForUpdate (usually both). Listed by SchemaName.

• BillTo_AddressId
• BillTo_City
• BillTo_ContactName
• BillTo_Country
• BillTo_Fax
• BillTo_Line1
• BillTo_Line2
• BillTo_Line3
• BillTo_Name
• BillTo_PostalCode
• BillTo_StateOrProvince
• BillTo_Telephone
• CampaignId
• ClosedOn
• CustomerId
• CustomerIdType
• Description
• DiscountAmount
• DiscountPercentage
• EffectiveFrom
• EffectiveTo
• EmailAddress
• ExpiresOn
• FreightAmount
• FreightTermsCode
• ImportSequenceNumber
• LastOnHoldTime
• Name
• OpportunityId
• OverriddenCreatedOn
• OwnerId
• OwnerIdType
• PaymentTermsCode
• PriceLevelId
• PricingErrorCode
• ProcessId
• QuoteCreationMethod
• QuoteId
• QuoteNumber
• RequestDeliveryBy
• ShippingMethodCode
• ShipTo_AddressId
• ShipTo_City
• ShipTo_ContactName
• ShipTo_Country
• ShipTo_Fax
• ShipTo_FreightTermsCode
• ShipTo_Line1
• ShipTo_Line2
• ShipTo_Line3
• ShipTo_Name
• ShipTo_PostalCode
• ShipTo_StateOrProvince
• ShipTo_Telephone
• SkipPriceCalculation
• SLAId
• StageId
• StateCode
• StatusCode
• TimeZoneRuleVersionNumber
• TotalAmount
• TotalAmountLessFreight
• TotalDiscountAmount
• TotalLineItemAmount
• TotalLineItemDiscountAmount
• TotalTax
• TransactionCurrencyId
• TraversedPath
• UTCConversionTimeZoneCode
• WillCall

BillTo_AddressId

Property	Value
Description	Unique identifier of the billing address.
DisplayName	Bill To Address ID
IsValidForForm	False
IsValidForRead	True
LogicalName	billto_addressid
RequiredLevel	None
Type	Uniqueidentifier

BillTo_City

Property	Value
Description	Type the city for the customer's billing address.
DisplayName	Bill To City
FormatName	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	billto_city
MaxLength	80
RequiredLevel	None
Type	String

BillTo_ContactName

Property	Value
Description	Type the primary contact name at the customer's billing address.
DisplayName	Bill To Contact Name
FormatName	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	billto_contactname
MaxLength	150
RequiredLevel	None
Type	String

BillTo_Country

Property	Value
Description	Type the country or region for the customer's billing address.
DisplayName	Bill To Country/Region
FormatName	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	billto_country
MaxLength	80
RequiredLevel	None
Type	String

BillTo_Fax

Property	Value
Description	Type the fax number for the customer's billing address.
DisplayName	Bill To Fax
FormatName	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	billto_fax
MaxLength	50
RequiredLevel	None
Type	String

BillTo_Line1

Property	Value
Description	Type the first line of the customer's billing address.
DisplayName	Bill To Street 1
FormatName	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	billto_line1
MaxLength	250
RequiredLevel	None
Type	String

BillTo_Line2

Property	Value
Description	Type the second line of the customer's billing address.
DisplayName	Bill To Street 2
FormatName	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	billto_line2
MaxLength	250
RequiredLevel	None
Type	String

BillTo_Line3

Property	Value
Description	Type the third line of the billing address.
DisplayName	Bill To Street 3
FormatName	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	billto_line3
MaxLength	250
RequiredLevel	None
Type	String

BillTo_Name

Property	Value
Description	Type a name for the customer's billing address, such as "Headquarters" or "Field office", to identify the address.
DisplayName	Bill To Name
FormatName	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	billto_name
MaxLength	200
RequiredLevel	None
Type	String

BillTo_PostalCode

Property	Value
Description	Type the ZIP Code or postal code for the billing address.
DisplayName	Bill To ZIP/Postal Code
FormatName	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	billto_postalcode
MaxLength	20
RequiredLevel	None
Type	String

BillTo_StateOrProvince

Property	Value
Description	Type the state or province for the billing address.
DisplayName	Bill To State/Province
FormatName	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	billto_stateorprovince
MaxLength	50
RequiredLevel	None
Type	String

BillTo_Telephone

Property	Value
Description	Type the phone number for the customer's billing address.
DisplayName	Bill To Phone
FormatName	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	billto_telephone
MaxLength	50
RequiredLevel	None
Type	String

CampaignId

Added by: Marketing Sales Solution

Property	Value
Description	Shows the campaign that the order was created from.
DisplayName	Source Campaign
IsValidForForm	True
IsValidForRead	True
LogicalName	campaignid
RequiredLevel	None
Targets	campaign
Type	Lookup

ClosedOn

Property	Value
DateTimeBehavior	DateOnly
Description	Enter the date when the quote was closed to indicate the expiration, revision, or cancellation date.
DisplayName	Closed On
Format	DateOnly
IsValidForForm	True
IsValidForRead	True
LogicalName	closedon
RequiredLevel	None
Type	DateTime

CustomerId

Property	Value
Description	Select the customer account or contact to provide a quick link to additional customer details, such as account information, activities, and opportunities.
DisplayName	Potential Customer
IsValidForForm	True
IsValidForRead	True
LogicalName	customerid
RequiredLevel	ApplicationRequired
Targets	account,contact
Type	Customer

CustomerIdType

Added by: Active Solution Solution

Property	Value
Description
DisplayName	Potential Customer Type
IsValidForForm	False
IsValidForRead	True
LogicalName	customeridtype
RequiredLevel	ApplicationRequired
Type	EntityName

Description

Property	Value
Description	Type additional information to describe the quote, such as the products or services offered or details about the customer's product preferences.
DisplayName	Description
Format	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	description
MaxLength	2000
RequiredLevel	None
Type	Memo

DiscountAmount

Property	Value
Description	Type the discount amount for the quote if the customer is eligible for special savings.
DisplayName	Quote Discount Amount
IsValidForForm	True
IsValidForRead	True
LogicalName	discountamount
MaxValue	1000000000000
MinValue	0
Precision	2
PrecisionSource	2
RequiredLevel	None
Type	Money

DiscountPercentage

Property	Value
Description	Type the discount rate that should be applied to the Detail Amount field to include additional savings for the customer in the quote.
DisplayName	Quote Discount (%)
IsValidForForm	True
IsValidForRead	True
LogicalName	discountpercentage
MaxValue	100
MinValue	0
Precision	2
RequiredLevel	None
Type	Decimal

EffectiveFrom

Property	Value
DateTimeBehavior	UserLocal
Description	Enter the date when the quote pricing is effective or was first communicated to the customer.
DisplayName	Effective from
Format	DateOnly
IsValidForForm	True
IsValidForRead	True
LogicalName	effectivefrom
RequiredLevel	None
Type	DateTime

EffectiveTo

Property	Value
DateTimeBehavior	UserLocal
Description	Enter the expiration date or last day the quote pricing is effective for the customer.
DisplayName	Effective to
Format	DateOnly
IsValidForForm	True
IsValidForRead	True
LogicalName	effectiveto
RequiredLevel	None
Type	DateTime

EmailAddress

Property	Value
Description	The primary email address for the entity.
DisplayName	Email Address
FormatName	Email
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	emailaddress
MaxLength	100
RequiredLevel	None
Type	String

ExpiresOn

Property	Value
DateTimeBehavior	DateOnly
Description	Enter the date a decision or order is due from the customer to indicate the expiration date of the quote.
DisplayName	Due By
Format	DateOnly
IsValidForForm	True
IsValidForRead	True
LogicalName	expireson
RequiredLevel	None
Type	DateTime

FreightAmount

Property	Value
Description	Type the cost of freight or shipping for the products included in the quote for use in calculating the Total Amount field.
DisplayName	Freight Amount
IsValidForForm	True
IsValidForRead	True
LogicalName	freightamount
MaxValue	1000000000000
MinValue	0
Precision	2
PrecisionSource	2
RequiredLevel	None
Type	Money

FreightTermsCode

Property	Value
Description	Select the freight terms to make sure shipping charges are processed correctly.
DisplayName	Freight Terms
IsValidForForm	True
IsValidForRead	True
LogicalName	freighttermscode
RequiredLevel	None
Type	Picklist

FreightTermsCode Choices/Options

Value	Label	Description
1	FOB
2	No Charge

ImportSequenceNumber

Property	Value
Description	Sequence number of the import that created this record.
DisplayName	Import Sequence Number
Format	None
IsValidForForm	False
IsValidForRead	True
IsValidForUpdate	False
LogicalName	importsequencenumber
MaxValue	2147483647
MinValue	-2147483648
RequiredLevel	None
Type	Integer

LastOnHoldTime

Property	Value
DateTimeBehavior	UserLocal
Description	Contains the date time stamp of the last on hold time.
DisplayName	Last On Hold Time
Format	DateAndTime
IsValidForForm	True
IsValidForRead	True
LogicalName	lastonholdtime
RequiredLevel	None
Type	DateTime

Name

Property	Value
Description	Type a descriptive name for the quote.
DisplayName	Name
FormatName	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	name
MaxLength	300
RequiredLevel	ApplicationRequired
Type	String

OpportunityId

Property	Value
Description	Choose the opportunity that the quote is related to for reporting and analytics.
DisplayName	Opportunity
IsValidForForm	True
IsValidForRead	True
LogicalName	opportunityid
RequiredLevel	None
Targets	opportunity
Type	Lookup

OverriddenCreatedOn

Property	Value
DateTimeBehavior	UserLocal
Description	Date and time that the record was migrated.
DisplayName	Record Created On
Format	DateOnly
IsValidForForm	False
IsValidForRead	True
IsValidForUpdate	False
LogicalName	overriddencreatedon
RequiredLevel	None
Type	DateTime

OwnerId

Property	Value
Description	Owner Id
DisplayName	Owner
IsValidForForm	True
IsValidForRead	True
LogicalName	ownerid
RequiredLevel	SystemRequired
Targets	systemuser,team
Type	Owner

OwnerIdType

Added by: Active Solution Solution

Property	Value
Description	Owner Id Type
DisplayName
IsValidForForm	False
IsValidForRead	True
LogicalName	owneridtype
RequiredLevel	SystemRequired
Type	EntityName

PaymentTermsCode

Property	Value
Description	Select the payment terms to indicate when the customer needs to pay the total amount.
DisplayName	Payment Terms
IsValidForForm	True
IsValidForRead	True
LogicalName	paymenttermscode
RequiredLevel	None
Type	Picklist

PaymentTermsCode Choices/Options

Value	Label	Description
1	Net 30
2	2% 10, Net 30
3	Net 45
4	Net 60

PriceLevelId

Property	Value
Description	Choose the price list associated with this record to make sure the products associated with the campaign are offered at the correct prices.
DisplayName	Price List
IsValidForForm	True
IsValidForRead	True
LogicalName	pricelevelid
RequiredLevel	ApplicationRequired
Targets	pricelevel
Type	Lookup

PricingErrorCode

Property	Value
Description	Pricing error for the quote.
DisplayName	Pricing Error
IsValidForForm	False
IsValidForRead	True
LogicalName	pricingerrorcode
RequiredLevel	None
Type	Picklist

PricingErrorCode Choices/Options

Value	Label	Description
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
38	Transaction currency is not set for the product price list item

ProcessId

Property	Value
Description	Contains the id of the process associated with the entity.
DisplayName	Process Id
IsValidForForm	False
IsValidForRead	True
LogicalName	processid
RequiredLevel	None
Type	Uniqueidentifier

QuoteCreationMethod

Added by: Sales Patch Version 3 Solution

Property	Value
Description
DisplayName	Creation Method
IsValidForForm	True
IsValidForRead	True
LogicalName	quotecreationmethod
RequiredLevel	None
Type	Picklist

QuoteCreationMethod Choices/Options

Value	Label	Description
776160000	Unknown
776160001	Revision

QuoteId

Property	Value
Description	Unique identifier of the quote.
DisplayName	Quote
IsValidForForm	False
IsValidForRead	True
IsValidForUpdate	False
LogicalName	quoteid
RequiredLevel	SystemRequired
Type	Uniqueidentifier

QuoteNumber

Property	Value
Description	Shows the quote number for customer reference and searching capabilities. The number cannot be modified.
DisplayName	Quote ID
FormatName	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
IsValidForUpdate	False
LogicalName	quotenumber
MaxLength	100
RequiredLevel	SystemRequired
Type	String

RequestDeliveryBy

Property	Value
DateTimeBehavior	UserLocal
Description	Enter the delivery date requested by the customer for all products in the quote.
DisplayName	Requested Delivery Date
Format	DateOnly
IsValidForForm	True
IsValidForRead	True
LogicalName	requestdeliveryby
RequiredLevel	None
Type	DateTime

ShippingMethodCode

Property	Value
Description	Select a shipping method for deliveries sent to this address.
DisplayName	Shipping Method
IsValidForForm	True
IsValidForRead	True
LogicalName	shippingmethodcode
RequiredLevel	None
Type	Picklist

ShippingMethodCode Choices/Options

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

ShipTo_AddressId

Property	Value
Description	Unique identifier of the shipping address.
DisplayName	Ship To Address ID
IsValidForForm	False
IsValidForRead	True
LogicalName	shipto_addressid
RequiredLevel	None
Type	Uniqueidentifier

ShipTo_City

Property	Value
Description	Type the city for the customer's shipping address.
DisplayName	Ship To City
FormatName	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_city
MaxLength	80
RequiredLevel	None
Type	String

ShipTo_ContactName

Property	Value
Description	Type the primary contact name at the customer's shipping address.
DisplayName	Ship To Contact Name
FormatName	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_contactname
MaxLength	150
RequiredLevel	None
Type	String

ShipTo_Country

Property	Value
Description	Type the country or region for the customer's shipping address.
DisplayName	Ship To Country/Region
FormatName	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_country
MaxLength	80
RequiredLevel	None
Type	String

ShipTo_Fax

Property	Value
Description	Type the fax number for the customer's shipping address.
DisplayName	Ship To Fax
FormatName	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_fax
MaxLength	50
RequiredLevel	None
Type	String

ShipTo_FreightTermsCode

Property	Value
Description	Select the freight terms to make sure shipping orders are processed correctly.
DisplayName	Ship To Freight Terms
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_freighttermscode
RequiredLevel	None
Type	Picklist

ShipTo_FreightTermsCode Choices/Options

Value	Label	Description
1	Default Value

ShipTo_Line1

Property	Value
Description	Type the first line of the customer's shipping address.
DisplayName	Ship To Street 1
FormatName	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_line1
MaxLength	250
RequiredLevel	None
Type	String

ShipTo_Line2

Property	Value
Description	Type the second line of the customer's shipping address.
DisplayName	Ship To Street 2
FormatName	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_line2
MaxLength	250
RequiredLevel	None
Type	String

ShipTo_Line3

Property	Value
Description	Type the third line of the shipping address.
DisplayName	Ship To Street 3
FormatName	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_line3
MaxLength	250
RequiredLevel	None
Type	String

ShipTo_Name

Property	Value
Description	Type a name for the customer's shipping address, such as "Headquarters" or "Field office", to identify the address.
DisplayName	Ship To Name
FormatName	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_name
MaxLength	200
RequiredLevel	None
Type	String

ShipTo_PostalCode

Property	Value
Description	Type the ZIP Code or postal code for the shipping address.
DisplayName	Ship To ZIP/Postal Code
FormatName	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_postalcode
MaxLength	20
RequiredLevel	None
Type	String

ShipTo_StateOrProvince

Property	Value
Description	Type the state or province for the shipping address.
DisplayName	Ship To State/Province
FormatName	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_stateorprovince
MaxLength	50
RequiredLevel	None
Type	String

ShipTo_Telephone

Property	Value
Description	Type the phone number for the customer's shipping address.
DisplayName	Ship To Phone
FormatName	Text
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_telephone
MaxLength	50
RequiredLevel	None
Type	String

SkipPriceCalculation

Added by: Sales Patch Solution

Property	Value
Description	Skip Price Calculation (For Internal use)
DisplayName	Skip Price Calculation
IsValidForForm	False
IsValidForRead	True
LogicalName	skippricecalculation
RequiredLevel	None
Type	Picklist

SkipPriceCalculation Choices/Options

Value	Label	Description
0	DoPriceCalcAlways
1	SkipPriceCalcOnRetrieve

SLAId

Property	Value
Description	Choose the service level agreement (SLA) that you want to apply to the quote record.
DisplayName	SLA
IsValidForForm	True
IsValidForRead	True
LogicalName	slaid
RequiredLevel	None
Targets	sla
Type	Lookup

StageId

Property	Value
Description	Contains the id of the stage where the entity is located.
DisplayName	(Deprecated) Stage Id
IsValidForForm	False
IsValidForRead	True
LogicalName	stageid
RequiredLevel	None
Type	Uniqueidentifier

StateCode

Property	Value
Description	Shows whether the quote is draft, active, won, or closed. Only draft quotes can be edited.
DisplayName	Status
IsValidForCreate	False
IsValidForForm	True
IsValidForRead	True
LogicalName	statecode
RequiredLevel	SystemRequired
Type	State

StateCode Choices/Options

Value	Label	DefaultStatus	InvariantName
0	Draft	1	Draft
1	Active	2	Active
2	Won	4	Won
3	Closed	7	Closed

StatusCode

Property	Value
Description	Select the quote's status.
DisplayName	Status Reason
IsValidForForm	True
IsValidForRead	True
LogicalName	statuscode
RequiredLevel	None
Type	Status

StatusCode Choices/Options

Value	Label	State
1	In Progress	0
2	In Progress	1
3	Open	1
4	Won	2
5	Lost	3
6	Canceled	3
7	Revised	3

TimeZoneRuleVersionNumber

Property	Value
Description	For internal use only.
DisplayName	Time Zone Rule Version Number
Format	None
IsValidForForm	False
IsValidForRead	True
LogicalName	timezoneruleversionnumber
MaxValue	2147483647
MinValue	-1
RequiredLevel	None
Type	Integer

TotalAmount

Property	Value
Description	Shows the total amount due, calculated as the sum of the products, discounts, freight, and taxes for the quote.
DisplayName	Total amount
IsValidForCreate	False
IsValidForForm	True
IsValidForRead	True
LogicalName	totalamount
MaxValue	922337203685477
MinValue	-922337203685477
Precision	2
PrecisionSource	2
RequiredLevel	None
Type	Money

TotalAmountLessFreight

Property	Value
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.
DisplayName	Total Pre-Freight Amount
IsValidForCreate	False
IsValidForForm	True
IsValidForRead	True
LogicalName	totalamountlessfreight
MaxValue	922337203685477
MinValue	-922337203685477
Precision	2
PrecisionSource	2
RequiredLevel	None
Type	Money

TotalDiscountAmount

Property	Value
Description	Shows the total discount amount, based on the discount price and rate entered on the quote.
DisplayName	Total Discount Amount
IsValidForCreate	False
IsValidForForm	True
IsValidForRead	True
LogicalName	totaldiscountamount
MaxValue	922337203685477
MinValue	-922337203685477
Precision	2
PrecisionSource	2
RequiredLevel	None
Type	Money

TotalLineItemAmount

Property	Value
Description	Shows the sum of all existing and write-in products included on the quote, based on the specified price list and quantities.
DisplayName	Total Detail Amount
IsValidForCreate	False
IsValidForForm	True
IsValidForRead	True
LogicalName	totallineitemamount
MaxValue	922337203685477
MinValue	-922337203685477
Precision	2
PrecisionSource	2
RequiredLevel	None
Type	Money

TotalLineItemDiscountAmount

Property	Value
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
DisplayName	Total Line Item Discount Amount
IsValidForCreate	False
IsValidForForm	True
IsValidForRead	True
LogicalName	totallineitemdiscountamount
MaxValue	922337203685477
MinValue	-922337203685477
Precision	2
PrecisionSource	2
RequiredLevel	None
Type	Money

TotalTax

Property	Value
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.
DisplayName	Total Tax
IsValidForCreate	False
IsValidForForm	True
IsValidForRead	True
LogicalName	totaltax
MaxValue	922337203685477
MinValue	-922337203685477
Precision	2
PrecisionSource	2
RequiredLevel	None
Type	Money

TransactionCurrencyId

Property	Value
Description	Choose the local currency for the record to make sure budgets are reported in the correct currency.
DisplayName	Currency
IsValidForForm	True
IsValidForRead	True
LogicalName	transactioncurrencyid
RequiredLevel	ApplicationRequired
Targets	transactioncurrency
Type	Lookup

TraversedPath

Property	Value
Description	A comma separated list of string values representing the unique identifiers of stages in a Business Process Flow Instance in the order that they occur.
DisplayName	(Deprecated) Traversed Path
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	traversedpath
MaxLength	1250
RequiredLevel	None
Type	String

UTCConversionTimeZoneCode

Property	Value
Description	Time zone code that was in use when the record was created.
DisplayName	UTC Conversion Time Zone Code
Format	None
IsValidForForm	False
IsValidForRead	True
LogicalName	utcconversiontimezonecode
MaxValue	2147483647
MinValue	-1
RequiredLevel	None
Type	Integer

WillCall

Property	Value
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.
DisplayName	Ship To
IsValidForForm	True
IsValidForRead	True
LogicalName	willcall
RequiredLevel	None
Type	Boolean

WillCall Choices/Options

Value	Label	Description
1	Will Call
0	Address

DefaultValue: 0

Read-only columns/attributes

These columns/attributes return false for both IsValidForCreate or IsValidForUpdate. Listed by SchemaName.

• AccountId
• AccountIdName
• AccountIdYomiName
• BillTo_Composite
• CampaignIdName
• ContactId
• ContactIdName
• ContactIdYomiName
• CreatedBy
• CreatedByName
• CreatedByYomiName
• CreatedOn
• CreatedOnBehalfBy
• CreatedOnBehalfByName
• CreatedOnBehalfByYomiName
• CustomerIdName
• CustomerIdYomiName
• DiscountAmount_Base
• ExchangeRate
• FreightAmount_Base
• ModifiedBy
• ModifiedByName
• ModifiedByYomiName
• ModifiedOn
• ModifiedOnBehalfBy
• ModifiedOnBehalfByName
• ModifiedOnBehalfByYomiName
• OnHoldTime
• OpportunityIdName
• OwnerIdName
• OwnerIdYomiName
• OwningBusinessUnit
• OwningBusinessUnitName
• OwningTeam
• OwningUser
• PriceLevelIdName
• RevisionNumber
• ShipTo_Composite
• SLAInvokedId
• SLAInvokedIdName
• SLAName
• TotalAmount_Base
• TotalAmountLessFreight_Base
• TotalDiscountAmount_Base
• TotalLineItemAmount_Base
• TotalLineItemDiscountAmount_Base
• TotalTax_Base
• TransactionCurrencyIdName
• UniqueDscId
• VersionNumber

AccountId

Property	Value
Description	Unique identifier of the account with which the quote is associated.
DisplayName	Account
IsValidForForm	False
IsValidForRead	True
LogicalName	accountid
RequiredLevel	None
Targets	account
Type	Lookup

AccountIdName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	accountidname
MaxLength	100
RequiredLevel	None
Type	String

AccountIdYomiName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	accountidyominame
MaxLength	100
RequiredLevel	None
Type	String

BillTo_Composite

Property	Value
Description	Shows the complete Bill To address.
DisplayName	Bill To Address
Format	TextArea
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	billto_composite
MaxLength	1000
RequiredLevel	None
Type	Memo

CampaignIdName

Added by: Marketing Sales Solution

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	campaignidname
MaxLength	100
RequiredLevel	None
Type	String

ContactId

Property	Value
Description	Unique identifier of the contact associated with the quote.
DisplayName	Contact
IsValidForForm	False
IsValidForRead	True
LogicalName	contactid
RequiredLevel	None
Targets	contact
Type	Lookup

ContactIdName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	contactidname
MaxLength	100
RequiredLevel	None
Type	String

ContactIdYomiName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	contactidyominame
MaxLength	100
RequiredLevel	None
Type	String

CreatedBy

Property	Value
Description	Shows who created the record.
DisplayName	Created By
IsValidForForm	True
IsValidForRead	True
LogicalName	createdby
RequiredLevel	None
Targets	systemuser
Type	Lookup

CreatedByName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	createdbyname
MaxLength	100
RequiredLevel	None
Type	String

CreatedByYomiName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	createdbyyominame
MaxLength	100
RequiredLevel	None
Type	String

CreatedOn

Property	Value
DateTimeBehavior	UserLocal
Description	Date and time when the record was created.
DisplayName	Created On
Format	DateAndTime
IsValidForForm	True
IsValidForRead	True
LogicalName	createdon
RequiredLevel	None
Type	DateTime

CreatedOnBehalfBy

Property	Value
Description	Shows who created the record on behalf of another user.
DisplayName	Created By (Delegate)
IsValidForForm	True
IsValidForRead	True
LogicalName	createdonbehalfby
RequiredLevel	None
Targets	systemuser
Type	Lookup

CreatedOnBehalfByName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	createdonbehalfbyname
MaxLength	100
RequiredLevel	None
Type	String

CreatedOnBehalfByYomiName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	createdonbehalfbyyominame
MaxLength	100
RequiredLevel	None
Type	String

CustomerIdName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	customeridname
MaxLength	160
RequiredLevel	ApplicationRequired
Type	String

CustomerIdYomiName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	customeridyominame
MaxLength	450
RequiredLevel	ApplicationRequired
Type	String

DiscountAmount_Base

Property	Value
Description	Value of the Quote Discount Amount in base currency.
DisplayName	Quote Discount Amount (Base)
IsValidForForm	True
IsValidForRead	True
LogicalName	discountamount_base
MaxValue	922337203685477
MinValue	-922337203685477
Precision	4
PrecisionSource	2
RequiredLevel	None
Type	Money

ExchangeRate

Added by: Active Solution Solution

Property	Value
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.
DisplayName	Exchange Rate
IsValidForForm	True
IsValidForRead	True
LogicalName	exchangerate
MaxValue	100000000000
MinValue	0.000000000001
Precision	12
RequiredLevel	None
Type	Decimal

FreightAmount_Base

Property	Value
Description	Value of the Freight Amount in base currency.
DisplayName	Freight Amount (Base)
IsValidForForm	True
IsValidForRead	True
LogicalName	freightamount_base
MaxValue	922337203685477
MinValue	-922337203685477
Precision	4
PrecisionSource	2
RequiredLevel	None
Type	Money

ModifiedBy

Property	Value
Description	Shows who last updated the record.
DisplayName	Modified By
IsValidForForm	True
IsValidForRead	True
LogicalName	modifiedby
RequiredLevel	None
Targets	systemuser
Type	Lookup

ModifiedByName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	modifiedbyname
MaxLength	100
RequiredLevel	None
Type	String

ModifiedByYomiName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	modifiedbyyominame
MaxLength	100
RequiredLevel	None
Type	String

ModifiedOn

Property	Value
DateTimeBehavior	UserLocal
Description	Date and time when the record was modified.
DisplayName	Modified On
Format	DateAndTime
IsValidForForm	True
IsValidForRead	True
LogicalName	modifiedon
RequiredLevel	None
Type	DateTime

ModifiedOnBehalfBy

Property	Value
Description	Shows who last updated the record on behalf of another user.
DisplayName	Modified By (Delegate)
IsValidForForm	True
IsValidForRead	True
LogicalName	modifiedonbehalfby
RequiredLevel	None
Targets	systemuser
Type	Lookup

ModifiedOnBehalfByName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	modifiedonbehalfbyname
MaxLength	100
RequiredLevel	None
Type	String

ModifiedOnBehalfByYomiName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	modifiedonbehalfbyyominame
MaxLength	100
RequiredLevel	None
Type	String

OnHoldTime

Property	Value
Description	Shows the duration in minutes for which the quote was on hold.
DisplayName	On Hold Time (Minutes)
Format	None
IsValidForForm	True
IsValidForRead	True
LogicalName	onholdtime
MaxValue	2147483647
MinValue	-2147483648
RequiredLevel	None
Type	Integer

OpportunityIdName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	opportunityidname
MaxLength	100
RequiredLevel	None
Type	String

OwnerIdName

Property	Value
Description	Name of the owner
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	owneridname
MaxLength	100
RequiredLevel	SystemRequired
Type	String

OwnerIdYomiName

Property	Value
Description	Yomi name of the owner
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	owneridyominame
MaxLength	100
RequiredLevel	SystemRequired
Type	String

OwningBusinessUnit

Property	Value
Description	Unique identifier for the business unit that owns the record
DisplayName	Owning Business Unit
IsValidForForm	True
IsValidForRead	True
LogicalName	owningbusinessunit
RequiredLevel	None
Targets	businessunit
Type	Lookup

OwningBusinessUnitName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	owningbusinessunitname
MaxLength	100
RequiredLevel	SystemRequired
Type	String

OwningTeam

Property	Value
Description	Unique identifier for the team that owns the record.
DisplayName	Owning Team
IsValidForForm	False
IsValidForRead	True
LogicalName	owningteam
RequiredLevel	None
Targets	team
Type	Lookup

OwningUser

Property	Value
Description	Unique identifier for the user that owns the record.
DisplayName	Owning User
IsValidForForm	False
IsValidForRead	True
LogicalName	owninguser
RequiredLevel	None
Targets	systemuser
Type	Lookup

PriceLevelIdName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	pricelevelidname
MaxLength	100
RequiredLevel	SystemRequired
Type	String

RevisionNumber

Property	Value
Description	Shows the version number of the quote for revision history tracking.
DisplayName	Revision ID
Format	None
IsValidForForm	True
IsValidForRead	True
LogicalName	revisionnumber
MaxValue	2147483647
MinValue	0
RequiredLevel	SystemRequired
Type	Integer

ShipTo_Composite

Property	Value
Description	Shows the complete Ship To address.
DisplayName	Ship To Address
Format	TextArea
IsLocalizable	False
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_composite
MaxLength	1000
RequiredLevel	None
Type	Memo

SLAInvokedId

Property	Value
Description	Last SLA that was applied to this quote. This field is for internal use only.
DisplayName	Last SLA applied
IsValidForForm	False
IsValidForRead	True
LogicalName	slainvokedid
RequiredLevel	None
Targets	sla
Type	Lookup

SLAInvokedIdName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	slainvokedidname
MaxLength	100
RequiredLevel	None
Type	String

SLAName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	slaname
MaxLength	100
RequiredLevel	None
Type	String

TotalAmount_Base

Property	Value
Description	Value of the Total Amount in base currency.
DisplayName	Total Amount (Base)
IsValidForForm	True
IsValidForRead	True
LogicalName	totalamount_base
MaxValue	922337203685477
MinValue	-922337203685477
Precision	4
PrecisionSource	2
RequiredLevel	None
Type	Money

TotalAmountLessFreight_Base

Property	Value
Description	Value of the Total Pre-Freight Amount in base currency.
DisplayName	Total Pre-Freight Amount (Base)
IsValidForForm	True
IsValidForRead	True
LogicalName	totalamountlessfreight_base
MaxValue	922337203685477
MinValue	-922337203685477
Precision	4
PrecisionSource	2
RequiredLevel	None
Type	Money

TotalDiscountAmount_Base

Property	Value
Description	Value of the Total Discount Amount in base currency.
DisplayName	Total Discount Amount (Base)
IsValidForForm	True
IsValidForRead	True
LogicalName	totaldiscountamount_base
MaxValue	922337203685477
MinValue	-922337203685477
Precision	4
PrecisionSource	2
RequiredLevel	None
Type	Money

TotalLineItemAmount_Base

Property	Value
Description	Value of the Total Detail Amount in base currency.
DisplayName	Total Detail Amount (Base)
IsValidForForm	True
IsValidForRead	True
LogicalName	totallineitemamount_base
MaxValue	922337203685477
MinValue	-922337203685477
Precision	4
PrecisionSource	2
RequiredLevel	None
Type	Money

TotalLineItemDiscountAmount_Base

Property	Value
Description	Value of the Total Line Item Discount Amount in base currency.
DisplayName	Total Line Item Discount Amount (Base)
IsValidForForm	True
IsValidForRead	True
LogicalName	totallineitemdiscountamount_base
MaxValue	922337203685477
MinValue	-922337203685477
Precision	4
PrecisionSource	2
RequiredLevel	None
Type	Money

TotalTax_Base

Property	Value
Description	Value of the Total Tax in base currency.
DisplayName	Total Tax (Base)
IsValidForForm	True
IsValidForRead	True
LogicalName	totaltax_base
MaxValue	922337203685477
MinValue	-922337203685477
Precision	4
PrecisionSource	2
RequiredLevel	None
Type	Money

TransactionCurrencyIdName

Property	Value
Description
DisplayName
FormatName	Text
IsLocalizable	False
IsValidForForm	False
IsValidForRead	True
LogicalName	transactioncurrencyidname
MaxLength	100
RequiredLevel	None
Type	String

UniqueDscId

Property	Value
Description	For internal use only.
DisplayName	Unique Dsc ID
IsValidForForm	False
IsValidForRead	False
LogicalName	uniquedscid
RequiredLevel	None
Type	Uniqueidentifier

VersionNumber

Property	Value
Description	Version Number
DisplayName	Version Number
IsValidForForm	False
IsValidForRead	True
LogicalName	versionnumber
MaxValue	9223372036854775807
MinValue	-9223372036854775808
RequiredLevel	None
Type	BigInt

One-To-Many Relationships

Listed by SchemaName.

• quote_QuoteCloses
• lk_opportunitysalesprocess_quoteid
• quote_orders
• Quote_QuoteClose
• quote_details

quote_QuoteCloses

Same as the quote_QuoteCloses many-to-one relationship for the quoteclose table/entity.

Property	Value
ReferencingEntity	quoteclose
ReferencingAttribute	regardingobjectid
IsHierarchical	False
IsCustomizable	True
ReferencedEntityNavigationPropertyName	quote_QuoteCloses
AssociatedMenuConfiguration	Behavior: DoNotDisplay Group: Details Label: Order:
CascadeConfiguration	Assign: Cascade Delete: Cascade Merge: NoCascade Reparent: Cascade Share: Cascade Unshare: Cascade

lk_opportunitysalesprocess_quoteid

Same as the lk_opportunitysalesprocess_quoteid many-to-one relationship for the opportunitysalesprocess table/entity.

Property	Value
ReferencingEntity	opportunitysalesprocess
ReferencingAttribute	quoteid
IsHierarchical	False
IsCustomizable	True
ReferencedEntityNavigationPropertyName	quote_opportunitysalesprocess
AssociatedMenuConfiguration	Behavior: UseCollectionName Group: Details Label: Order:
CascadeConfiguration	Assign: NoCascade Delete: NoCascade Merge: NoCascade Reparent: NoCascade Share: NoCascade Unshare: NoCascade

quote_orders

Same as the quote_orders many-to-one relationship for the salesorder table/entity.

Property	Value
ReferencingEntity	salesorder
ReferencingAttribute	quoteid
IsHierarchical	False
IsCustomizable	True
ReferencedEntityNavigationPropertyName	quote_orders
AssociatedMenuConfiguration	Behavior: DoNotDisplay Group: Details Label: Order:
CascadeConfiguration	Assign: NoCascade Delete: Restrict Merge: NoCascade Reparent: NoCascade Share: NoCascade Unshare: NoCascade

Quote_QuoteClose

Same as the Quote_QuoteClose many-to-one relationship for the quoteclose table/entity.

Property	Value
ReferencingEntity	quoteclose
ReferencingAttribute	quoteid
IsHierarchical	False
IsCustomizable	True
ReferencedEntityNavigationPropertyName	Quote_QuoteClose
AssociatedMenuConfiguration	Behavior: DoNotDisplay Group: Details Label: Order:
CascadeConfiguration	Assign: Cascade Delete: Cascade Merge: NoCascade Reparent: Cascade Share: Cascade Unshare: Cascade

quote_details

Same as the quote_details many-to-one relationship for the quotedetail table/entity.

Property	Value
ReferencingEntity	quotedetail
ReferencingAttribute	quoteid
IsHierarchical	False
IsCustomizable	True
ReferencedEntityNavigationPropertyName	quote_details
AssociatedMenuConfiguration	Behavior: DoNotDisplay Group: Details Label: Order:
CascadeConfiguration	Assign: Cascade Delete: Cascade Merge: NoCascade Reparent: NoCascade Share: NoCascade Unshare: NoCascade

Many-To-One Relationships

Each Many-To-One relationship is defined by a corresponding One-To-Many relationship with the related table. Listed by SchemaName.

• quote_customer_accounts
• quote_customer_contacts
• opportunity_quotes
• price_level_quotes
• campaign_quotes

quote_customer_accounts

Added by: System Solution Solution

See the quote_customer_accounts one-to-many relationship for the account table/entity.

quote_customer_contacts

Added by: System Solution Solution

See the quote_customer_contacts one-to-many relationship for the contact table/entity.

opportunity_quotes

See the opportunity_quotes one-to-many relationship for the opportunity table/entity.

price_level_quotes

Added by: Product Management Solution

See the price_level_quotes one-to-many relationship for the pricelevel table/entity.

campaign_quotes

Added by: Marketing Solution

See the campaign_quotes one-to-many relationship for the campaign table/entity.

Many-To-Many Relationships

Relationship details provided where the Quote table is the first table in the relationship. Listed by SchemaName.

contactquotes_association

IntersectEntityName: contactquotes

Table 1

Property	Value
IntersectAttribute	quoteid
IsCustomizable	False
LogicalName	quote
NavigationPropertyName	contactquotes_association
AssociatedMenuConfiguration	Behavior: DoNotDisplay Group: Details Label: Order:

Table 2

Property	Value
LogicalName	contact
IntersectAttribute	contactid
NavigationPropertyName	contactquotes_association
AssociatedMenuConfiguration	Behavior: DoNotDisplay Group: Details Label: Order:

Related information

Dataverse table/entity reference
Web API Reference