Quote — entity reference

A quote is the priced offer sent to a customer: the customer, the items or services offered with their prices and taxes, and the record a sales order or service order is created from once the customer agrees. It has two record types (Sales, Service) and appears in the CRM app. It is created directly, or by the Quote button on an opportunity, which copies every opportunity line and can run any number of times. It is numbered from document numbering (shipped series QT, no separator). Account, Partner Account, Branch, Opportunity and Asset are locked once saved with a value. Approve and Decline set the approved and declined flags on the quote and every line but never change Status, which starts at Draft and is changed by hand. The Order action creates one sales order per quote and refuses a second run; the Service Order action creates one service order, and a re-run adds only the lines added since to that same order. Both skip a declined quote without a message. Step-by-step procedures are on the Quotes page of the CRM documentation.

Fields

Field	Label	Type	Required	What it does
`AccountId`	Account	Lookup → Account		The customer the quote is for. Only active customer accounts can be picked. When left empty it is filled from the selected asset's owner. Choosing an account fills the names, email, phone and billing and shipping addresses that are still blank. Locked once saved with a value.
`AccountName`	Account Name	Text		The customer's filing name. Defaults to the business name, otherwise first and last name.
`AssetId`	Asset	Lookup → Asset		The customer's asset the work is quoted for, on service quotes. Limited to the account's assets. Locked once saved with a value; copied to the service order.
`BillingAddress`	Billing Address	Text
`BillingCity`	Billing City	PickList		Values: Mumbai, Pune, Chandigarh.
`BillingCityPlaceId`	Billing City Place	Lookup
`BillingContactAddressId`	Contact Address	Lookup → ContactAddress
`BillingCountry`	Billing Country	PickList		Values: India.
`BillingPostalCode`	Billing Postal Code	Text
`BillingRegion`	Billing Region	Text
`BillingState`	Billing State	PickList		Values: Haryana, Maharashtra, New Delhi, Punjab.
`BillingStreet`	Billing Street	Text
`BranchId`	Branch	Lookup → Branch		The selling branch. Must be active and belong to the partner account; required when the partner account has branches. Locked once saved with a value.
`Complaint`	Complaint	Lookup
`ComplaintId`	Complaint	Lookup → Complaint
`CreatedById`	Created By	Lookup → UserAccount	Yes
`CreatedDateTime`	Created Date	DateAndTime	Yes
`Discount`	Discount	Percent		A header discount percentage. It is copied into each line's discount when the line is added; changing it later does not change lines already on the quote. Not shown on the shipped layouts.
`DiscountGroupId`	Discount Group	Lookup → DiscountGroup		The discount group whose discounts apply to the lines. Chosen automatically on creation; not shown on the shipped layouts.
`DocumentDate`	Document Date	Date		The quote's business date. Set to the creation day when the quote is raised from an opportunity; there is no default on a quote created directly.
`DocumentNumber`	Document Number	Number	Yes
`EstimateDate`	Estimate Date	Date		The date the estimate was prepared. Set to the creation day when the quote is raised from an opportunity.
`EstimateRejectionReason`	Estimate Rejection Reason	PickList		Why the customer turned the quote down. Only None is shipped; organizations add their own reasons. Shown with Rejection Remarks under Rejections.
`ExternalId`	External	Text, unique
`Id`	Id	Guid	Yes
`IsApproved`	Approved	Boolean	Yes	Set on the quote and every line by the Approve action, which also clears Declined. Separate from Status.
`IsDeclined`	Declined	Boolean	Yes	Set on the quote and every line by the Decline action, which also clears Approved. A declined quote is skipped by the Order and Service Order actions without a message, and declined lines are not copied to a service order.
`IsDropOffRequired`	Drop Off Required	Boolean	Yes
`IsEstimateLinesGenerated`	Estimate Lines Generated	Boolean	Yes
`IsFieldService`	Field Service	Boolean	Yes
`IsOrderGenerated`	Order Generated	Boolean	Yes	Marks that a sales order has been created from the quote. While set, the Order action is refused with "Order has already been generated for this quote."
`IsPickUpRequired`	Pick Up Required	Boolean	Yes
`IsServiceOrderGenerated`	Service Order Generated	Boolean	Yes	Marks that a service order has been created from the quote.
`IsServiceOrderUpdated`	Service Order Updated	Boolean	Yes
`ItemServiceContractId`	Item Service Contract	Lookup → ItemServiceContract		The service contract the work falls under. Choosing one adds the contract's lines to the quote. Copied to the service order.
`ModifiedById`	Modified By	Lookup → UserAccount	Yes
`Name`	Document Number	Text	Yes	The quote's document number, generated on save from the Quote Document Name Setting. The shipped format is QT, the day, month and year, and a six-digit counter, with no separator.
`OpportunityId`	Opportunity	Lookup → Opportunity		The opportunity the quote came from. Choosing an opportunity on a saved quote whose opportunity was empty adds that opportunity's lines. Locked once saved with a value.
`OpportunityRepairOrderId`	Opportunity Repair Order	Lookup
`OrderId`	Order	Lookup → Order		The sales order created from the quote by the Order action.
`OwnerId`	Owner	Lookup → UserAccount	Yes
`PackageServiceId`	Package Service	Lookup
`PartnerAccountId`	Partner Account	Lookup → Account		Your selling company. Only active partner accounts can be picked. Locked once saved with a value.
`PerformApproval`	Perform Approval	Boolean
`PerformDecline`	Perform Decline	Boolean
`PerformEstimateLinesGeneration`	Perform Estimate Lines Generation	Boolean	Yes	Legacy flag with no effect.
`PerformOrderGeneration`	Perform Order Generation	Boolean	Yes
`PerformServiceOrderGeneration`	Perform Service Order Generation	Boolean	Yes
`PerformUpdateRepairOrder`	Perform Update Repair Order	Boolean	Yes	Legacy flag with no effect.
`PriceAsOnDate`	Price As On Date	Date		The date prices are taken from. Changing it reprices every line from the price list in force on that date. Not shown on the shipped layouts.
`PriceListId`	Price List	Lookup → PriceList		The sale price list line prices come from. Chosen automatically on creation for the customer, partner account and branch; not shown on the shipped layouts.
`Quantity`	Quantity	Decimal
`Quantity2`	Quantity2	Decimal
`RecordTypeId`	Record Type	Guid, hidden
`RejectionRemarks`	Rejection Remarks	Text		Free-text explanation of why the quote was lost. The Quotes Lost Sale By Reason report groups lost quotes by it.
`Remarks`	Remarks	Text
`RoundOff`	Round Off	Currency
`ServiceAdvisorId`	Service Advisor	Lookup → Resource		Labelled Executive: the person handling the quote. Shown in the record header; activities on the record are assigned to them. Copied to the service order.
`ServiceContractItem`	Service Contract Item	Lookup
`ServiceOrderId`	Service Order	Lookup → ServiceOrder		The service order created from the quote by the Service Order action. While it is set, running the action again adds only the quote lines not yet on that service order.
`ServiceRequestId`	ServiceRequest	Guid
`ServiceRequestRepairOrderId`	ServiceRequestRepairOrder	Guid
`ServiceType`	Service Type	PickList		The kind of work quoted on a service quote: Paid Repair, PDI, Warranty Repair or Accidental Repair. Copied to the service order. Values: Paid Repair.
`ShippingAddressId`	Shipping Address	Lookup
`ShippingCity`	Shipping City	PickList		Values: Pune, Mumbai, Chandigarh.
`ShippingCityPlaceId`	Shipping City Place	Lookup
`ShippingContactAddressId`	Contact Address	Lookup → ContactAddress
`ShippingCountry`	Shipping Country	PickList		Values: India.
`ShippingPostalCode`	Shipping Postal Code	Text
`ShippingRegion`	Shipping Region	Text
`ShippingState`	Shipping State	PickList		Values: Haryana, New Delhi, Maharashtra, Punjab.
`ShippingStreet`	Shipping Street	Text
`Status`	Status	PickList		Where the quote stands: Draft (the default), Pending Approval, Approved or Declined. Nothing in the shipped configuration changes it; it is set by hand or by business rules an administrator adds. The Approve and Decline actions do not change it. Values: Draft, Pending Approval, Approved, Declined.
`Tax1`	Tax 1	Currency
`Tax1Name`	Tax Name 1	Text
`Tax1Rate`	Tax Rate 1	Currency
`Tax1Type`	Tax Type 1	Text
`TaxGroupId`	Tax Group	Lookup → TaxGroup
`TaxId`	Tax	Lookup → Tax
`TaxSupplyType`	Tax Supply Type	PickList		Within State, Outside State, Exempt or Exports. For businesses in India it is recalculated on every save from the place of supply, the source of supply and the customer's registration. Values: Within State, Outside State, Exempt, Exports.
`TCSEligibleAmount`	TCS Eligible Amount	Currency
`TotalAmount`	Total Amount	Calculated (calculated)		The quote total: total line amount plus total line tax.
`TotalDiscountAmount`	Total Discount Amount	Calculated (calculated)		The total of line discounts.
`TotalLineAmount`	Total Line Amount	Calculated (calculated)
`TotalLineBaseAmount`	Total Line Base Amount	Calculated (calculated)		Quantity times unit price over all lines, before discounts.
`TotalLineGrossAmount`	Total Line Gross Amount	Calculated (calculated)		The total of line amounts including tax.
`TotalLineTaxAmount`	Total Line Tax Amount	Calculated (calculated)		The total tax over all lines.
`TotalSchemeDiscountAmount`	Total Scheme Discount Amount	Calculated (calculated)
`TotalTaxAmount`	TotalTaxAmount	Decimal
`TotalTaxPostingAmount`	Total Tax Posting Amount	Calculated (calculated)
`UIProps`	UI Props	Text
`UpdatedDateTime`	Modified Date	DateAndTime	Yes
`UsageReading`	Usage Reading	Decimal		The asset's usage reading for the estimate. Copied to the service order.
`UsageReadingHours`	Usage Reading Hours	Decimal		The asset's hour-meter reading for the estimate. Copied to the service order.

Actions

Action	Label	Type	What it does
`ApplyPackageConfiguration`	Apply Package Configuration	ServerAction (`ApplyPackageConfiguration`)	Writes a package quote line's component selection: requires LineId and a components array of {ItemComponentId, Quantity, IsSelected}.
`BulkDelete`	Delete	Delete	Delete the selected records.
`Clone`	Clone	ServerAction (`Clone`)	Create a copy of this record
`Delete`	Delete	Delete	Delete
`DeleteInList`	Delete	Delete	Delete in a list page
`Edit`	Edit	Edit	Edit
`EditEntity`	Edit	Edit	EditEntity
`EditInLine`	Edit	EditInline	Edit in page.
`EditList`	Edit	EditInline	Edit
`GetConfigurableItems`	Get Configurable Items	ServerAction (`GetConfigurableItems`)	Read-only package-configurator query: returns the quote's configurable package lines (ItemComponentService.GetConfigurableItemsForQuoteAsync). No state change.
`GetPackageConfiguration`	Get Package Configuration	ServerAction (`GetPackageConfiguration`)	Read-only: returns the component configuration of one package quote line - requires a LineId argument; pricing resolved for the quote's partner account. No state change.
`New`	New	New	New
`PerformApproval`	Approve	ServerAction (`PerformApproval`)	Approves the quote: sets IsApproved true and IsDeclined false on the quote and on every QuoteLine. No other documents are created by this action.
`PerformDecline`	Decline	ServerAction (`PerformDecline`)	Declines the quote: sets IsDeclined true and IsApproved false on the quote and on every QuoteLine. Declined quotes are skipped by service-order generation.
`PerformOrderGeneration`	Order	ServerAction (`PerformOrderGeneration`)	Creates a sales Order from the quote, copying account/branch/partner and the opportunity link, then stamps Quote.OrderId and IsOrderGenerated. Skipped when OrderId is already set; validation refuses when IsOrderGenerated is already true.
`PerformServiceOrderGeneration`	Service Order	ServerAction (`PerformServiceOrderGeneration`)	Creates a ServiceOrder from the quote and stamps IsServiceOrderGenerated. Refused when a service order was already generated or the quote has no lines; declined quotes are skipped.
`PrintQuote`	Print Quote	Print	Printing of quote
`PrintQuote`	Print Quote	Print	Quote Print

Validations

Validation	Applies to	Error message	Notes
Usage Reading Cannot be blank	Error, inactive	Usage Reading cannot be blank	Usage Reading cannot be blank
Usage Reading Validation Rule	Error, inactive	Usage Reading Cannot be Negative	Usage Reading Cannot be Negative

Lookup filters

Filter	Lookup field	Notes
Branch For Partner Account	`BranchId`
Customer Account Filter	`AccountId`
Partner Account Filter	`PartnerAccountId`

Tax — looks up via TaxId
Complaint — looks up via ComplaintId
Account — looks up via AccountId
DiscountGroup — looks up via DiscountGroupId
UserAccount — looks up via ModifiedById
Resource — looks up via ServiceAdvisorId
UserAccount — looks up via CreatedById
Asset — looks up via AssetId
TaxGroup — looks up via TaxGroupId
Branch — looks up via BranchId
Order — looks up via OrderId
ItemServiceContract — looks up via ItemServiceContractId
Opportunity — looks up via OpportunityId
Account — looks up via PartnerAccountId
ServiceOrder — looks up via ServiceOrderId
PriceList — looks up via PriceListId
ContactAddress — looks up via BillingContactAddressId
UserAccount — looks up via OwnerId
ContactAddress — looks up via ShippingContactAddressId
SchemeLedger — referenced by via QuoteId
Order — referenced by via QuoteId
QuoteLine — referenced by via QuoteId
ServiceOrder — referenced by via ServiceEstimateQuoteId
ServiceRecommendation — referenced by via QuoteId

Quote — entity reference

Fields

Actions

Validations

Lookup filters

Related entities

Related topics