Quote Line — entity reference

One item or service on a quote: what is offered, how much, and at what price, discount and tax. Lines are added from the quote's Lines tab (Quick Add), or copied in from the opportunity (the opportunity's Quote button, or picking an Opportunity on a saved quote, which copies only lines whose item service contract matches the quote's), from the asset's service contract lines, from mandatory complaint items and from package components. A new line is given its alternate item, tax group, list price (a typed price is kept), discount-group discount, standard duration, rate basis and posting type, and is numbered QL-DDMMYYYY-nnnnnn. Changing the item, price list or price-as-on date re-prices the line. There is no shipped check on quantity, price or item status. Order on the quote copies every line once; Service Order copies lines not declined and not already on the service order. Quote lines keep no ordered or pending quantity, and Description is not copied onto orders.

Fields

Field	Label	Type	Required	What it does
`AlternateItemId`	Alternate Item	Lookup → Item		The alternate item that replaced the requested item on this line. Set when an alternate was picked, or automatically when a superseding alternate is in force; Original Item keeps the item first requested.
`Amount`	Amount	Calculated (calculated)		Line value after discount and before tax: Base Amount less Net Scheme Discount, Net Discount and the line's share of discounted-item lines. With Apply Post Tax Discount it is the base, and the discounts come off Gross Amount instead. On a Discounted Item line it is 0, or the negated value when the item's Discount Tax Treatment is After Tax.
`ApplyPostTaxDiscount`	Apply Post Tax Discount	Boolean	Yes	When ticked, the line's discounts are worked out on base plus tax and taken off after tax. Default false.
`AssetServiceContractLineId`	Asset Service Contract Line	Lookup → AssetServiceContractLine		The entitlement line on the asset's service contract that this line counts against. Set for lines added from the quote's item service contract; copied to the service order.
`BaseAmount`	Base Amount	Calculated (calculated)		Quantity times the unit price: Unit Price 2 when it is above zero, else Unit Price. Calculated.
`CashDiscountAmount2`	Cash Discount Amount	Currency		Cash discount amount copied from the opportunity line when the quote is raised from an opportunity; carried to the service order as its cash discount amount.
`ContractDiscount`	Contract Discount	Percent		Discount percentage set from the matching discount-group rule when the line is created. Not on the shipped forms, but it reduces Amount through Net Discount.
`ContractDiscountAmount`	Contract Discount Amount	Currency		Fixed discount set from the matching discount-group rule, or copied from the opportunity line. Wins over Contract Discount when above zero.
`CreatedById`	Created By	Lookup → UserAccount	Yes
`CreatedDateTime`	Created Date	DateAndTime	Yes
`Discount`	Discount	Currency		The regular discount percentage. Copied from the quote's header Discount when the line is added; cleared to 0 when a Discount Amount above zero is entered.
`Discount2`	Discount2	Decimal		Second (cash) discount percentage, used in Net Discount when Cash Discount Amount is not above zero. Not on the shipped forms.
`DiscountAmount`	Discount Amount	Currency		A fixed regular discount on the line. Wins over the Discount percentage, which is cleared when this is above zero.
`DiscountAmount2`	Cash Discount Amount	Currency		Cash discount amount used in Net Discount; wins over Discount2 when above zero. Copied to sales orders.
`DurationInHours`	Duration In Hours	Decimal		Standard labour time for the line, from the item's Service Duration (Minutes) when the line is created, or copied from the opportunity line. On hourly lines it drives the quoted quantity; becomes the standard hours on a service order.
`ExternalId`	External	Text
`GrossAmount`	Gross Amount	Calculated (calculated)		Amount plus Tax Amount (less the discounts when Apply Post Tax Discount is ticked). Calculated; not on the shipped forms.
`HealthCheckRecommendationId`	Health Check Recommendation	Lookup
`Id`	Id	Guid	Yes
`IncludeinPackage`	Include in Package	Boolean	Yes
`IsApproved`	Approved	Boolean	Yes	Set on every line by Approve on the quote, and cleared by Decline. Not set line by line on the shipped forms.
`IsDeclined`	Declined	Boolean	Yes	Set on every line by Decline on the quote, and cleared by Approve. A declined line is not copied to a service order.
`IsPackageService`	Package Service	Boolean	Yes
`IsPriceBundled`	Price Bundled	Boolean	Yes	Marks a package component whose price is included in its package line. Such a line is never re-priced.
`ItemComponentId`	Item Component	Lookup → ItemComponent		The component definition this line was added from, on a package component line. Copied to sales orders so the package structure is kept.
`ItemId`	Item	Lookup → Item	Yes	The product or service offered. Changing it on a saved line re-prices the line and, on a package line, replaces its components. Item status is not checked on quote lines.
`ItemLotTypeId`	Item Lot Type	Lookup → ItemLotType		The lot or batch category of the item, used to match price-list rules. Copied to the sales order.
`ItemName`	Item Name	Text		The item's name, copied when the quote is raised from an opportunity.
`ItemServiceContractId`	Item Service Contract	Lookup → ItemServiceContract		The service contract definition the line falls under. Decides Posting Type from the contract's posting treatment when the item is in its scope; copied to the service order.
`ModifiedById`	Modified By	Lookup → UserAccount	Yes
`Name`	Name	Text	Yes
`NetDiscount`	Net Discount	Calculated (calculated)		Total of the regular, cash and contract discounts; for each, an amount above zero wins over the percentage. Calculated; 0 on Discounted Item lines.
`NetSchemeDiscount`	Net Scheme Discount	Calculated (calculated)		The trade-scheme discount: Scheme Discount Amount when above zero, else the Scheme Discount percentage of the base. Calculated.
`OpportunityLineId`	Opportunity Line	Lookup → OpportunityLine		The opportunity line this line was copied from.
`OriginalItemId`	Original Item	Lookup → Item		The item first requested, kept when an alternate replaced it.
`OwnerId`	Owner	Lookup → UserAccount	Yes
`PackageClassification`	Package Classification	PickList		How the line sits in a package: Mandatory Item, Optional Item or Standard BOM Item. Values: Optional Item, Mandatory Item, Standard BOM Item.
`PackageQuoteLineId`	Package Quote Line	Lookup		The package line this component line belongs to. Deleting the package line deletes its components.
`PostingType`	Posting Type	PickList		How the line's cost is to be borne. Set from the posting treatment of the line's item service contract when the item is in its scope; otherwise a blank value becomes Generate Invoices. Copied to the service order. Values: Post To Expenses, Auto Generate Claims.
`PriceAsOnDate`	Price As On Date	Date		The date used to pick the price-list rule for this line; when empty the quote's Price As On Date, then its Document Date, then today. Changing it re-prices the line.
`PriceListId`	Price List	Lookup → PriceList		The price list this line is priced from; when empty the quote's price list, then the default list. Changing it re-prices the line.
`PriceListRuleId`	Price List Rule	Lookup → PriceListRule
`Quantity`	Quantity	Number		How much is offered. Default 0, and not checked: a zero quantity saves. On an hourly service line it becomes the quoted hours.
`QuoteDiscount`	Quote Discount	Calculated (calculated)		The quote header's Discount, mirrored onto the line. Copied into Discount when the line is added; later header changes do not change Discount on saved lines.
`QuoteId`	Quote	Lookup → Quote	Yes	The quote the line belongs to. Cannot be changed once saved.
`RecommendationType`	Recommendation Type	PickList		The type of the service recommendation the line came from.
`RecordTypeId`	Record Type	Guid, hidden
`SchemeBenefitId`	Scheme Benefit	Lookup → SchemeBenefit
`SchemeDiscount`	SchemeDiscount	Decimal		Trade-scheme discount percentage on the line. Default 0.
`SchemeDiscountAmount`	Scheme Discount Amount	Currency		Fixed trade-scheme discount; wins over Scheme Discount when above zero.
`SchemeLineId`	Scheme Slab	Lookup → SchemeLine
`SchemeRewardPoints`	SchemeRewardPoints	Decimal
`ServiceContractId`	Service Contract	Lookup		The contract product (item) covering the line. Copied to the service order.
`ServiceContractSplit2`	Service Contract Split 2	Lookup
`ServiceContractSplit3`	Service Contract Split 3	Lookup
`ServiceContractWeightage`	Service Contract Weightage	Calculated (calculated)
`ServiceContractWeightage2`	ServiceContractWeightage2	Decimal
`ServiceContractWeightage3`	ServiceContractWeightage3	Decimal
`ServiceOrderLineId`	Service Order Line	Lookup → ServiceOrderLine		The service order line this line was quoted from, when the quote was raised from a service order. Such lines are not added to that service order again.
`ServiceRecommendationId`	Service Recommendation	Lookup → ServiceRecommendation		The service recommendation this line came from.
`ServiceRequestLineId`	ServiceRequestLine	Guid
`SKUId`	SKU	Lookup → SKU		The item variant offered; used to match price-list and tax rules.
`Tax1`	Tax1	Currency
`Tax1Name`	TaxName1	Text
`Tax1Rate`	TaxRate1	Currency
`Tax1Type`	TaxType1	Text
`Tax2`	Tax2	Currency
`Tax2Name`	TaxName2	Text
`Tax2Rate`	TaxRate2	Currency
`Tax2Type`	TaxType2	Text
`Tax3`	Tax3	Currency
`Tax3Name`	TaxName3	Text
`Tax3Rate`	TaxRate3	Currency
`Tax3Type`	TaxType3	Text
`Tax4`	Tax4	Currency
`Tax4Name`	TaxName4	Text
`Tax4Rate`	TaxRate4	Currency
`Tax4Type`	TaxType4	Text
`Tax5`	Tax5	Currency
`Tax5Name`	TaxName5	Text
`Tax5Rate`	TaxRate5	Currency
`Tax5Type`	TaxType5	Text
`Tax6`	Tax6	Currency
`Tax6Name`	TaxName6	Text
`Tax6Rate`	TaxRate6	Currency
`Tax6Type`	TaxType6	Text
`TaxAmount`	Tax Amount	Currency		Total tax on the line, worked out from the tax group on every save.
`TaxGroupId`	Tax Group	Lookup → TaxGroup		The taxes that apply, picked from the tax rules when the line is created. A Discounted Item line gets none.
`UIProps`	UI Props	Text
`UnitPrice`	Unit Price	Currency		Price per unit. Filled from the price list on a new line unless a price was typed; replaced when the line is re-priced (item, price list or price-as-on date change, header Price As On Date change, or Reprice).
`UnitPrice2`	Unit Price 2	Currency		Second price from the price-list rule. When above zero, Base Amount is worked out from it instead of Unit Price. Not on the shipped forms.
`UpdatedDateTime`	Modified Date	DateAndTime	Yes
`UsageReading`	Usage Reading (Hours)	Number
`UsageReadingHours`	UsageReadingHours	Decimal

Actions

Action	Label	Type	What it does
`BulkDelete`	Delete	Delete	Delete
`Clone`	Clone	ServerAction (`Clone`)	Create a copy of this record
`Delete`	Delete	Delete	Delete
`DeleteInList`	Delete	Delete	Delete
`Edit`	Edit	Edit	Edit
`EditInLine`	Edit	EditInline	Edit
`New`	New	New	New
`New2`	New	NewInline	QAP

UserAccount — looks up via CreatedById
ItemComponent — looks up via ItemComponentId
Item — looks up via OriginalItemId
PriceListRule — looks up via PriceListRuleId
UserAccount — looks up via ModifiedById
ItemLotType — looks up via ItemLotTypeId
TaxGroup — looks up via TaxGroupId
ServiceOrderLine — looks up via ServiceOrderLineId
UserAccount — looks up via OwnerId
SKU — looks up via SKUId
Quote — looks up via QuoteId
SchemeBenefit — looks up via SchemeBenefitId
PriceList — looks up via PriceListId
ItemServiceContract — looks up via ItemServiceContractId
Item — looks up via AlternateItemId
AssetServiceContractLine — looks up via AssetServiceContractLineId
Item — looks up via ItemId
ServiceRecommendation — looks up via ServiceRecommendationId
OpportunityLine — looks up via OpportunityLineId
SchemeLine — looks up via SchemeLineId
ServiceOrderLine — referenced by via QuoteLineId
OrderLine — referenced by via QuoteLineId

Quote Line — entity reference

Fields

Actions

Related entities

Related topics