A priced estimate presented to the customer (Status: Draft, Pending Approval, Approved, Declined), with the actual items on child QuoteLine rows. Created by hand, generated from an Opportunity (PerformGenerateQuote copies the opportunity lines; quote.opportunityId links back) or from a ServiceOrder (estimate flow). PerformApproval / PerformDecline set the isApproved/isDeclined pair on the quote AND all its lines; PerformOrderGeneration creates a sales Order (skipped when orderId is already set; stamps isOrderGenerated) and PerformServiceOrderGeneration creates a ServiceOrder (declined quotes are skipped; stamps isServiceOrderGenerated). estimateRejectionReason and rejectionRemarks record why a quote was lost and feed the Quotes Lost Sale By Reason report.
Fields
| Field | Label | Type | Required | What it does |
|---|
AccountId | Account | Lookup → Account | | |
AccountName | Account Name | Text | | |
AssetId | Asset | Lookup → Asset | | |
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 | | |
Complaint | Complaint | Lookup | | |
ComplaintId | Complaint | Lookup → Complaint | | |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Discount | Discount | Percent | | |
DiscountGroupId | Discount Group | Lookup → DiscountGroup | | |
DocumentDate | Document Date | Date | | |
DocumentNumber | Document Number | Number | Yes | |
EstimateDate | Estimate Date | Date | | |
EstimateRejectionReason | Estimate Rejection Reason | PickList | | Picklist reason a customer rejected the estimate; together with RejectionRemarks it is the grouping key of the Quotes Lost Sale By Reason report. |
ExternalId | External | Text, unique | | |
Id | Id | Guid | Yes | |
IsApproved | Approved | Boolean | Yes | Set true (with IsDeclined false) on the quote and every QuoteLine by the PerformApproval action; PerformDecline sets the inverse pair. The two flags are the machine-readable outcome; Status carries the display lifecycle. |
IsDeclined | Declined | Boolean | Yes | |
IsDropOffRequired | Drop Off Required | Boolean | Yes | |
IsEstimateLinesGenerated | Estimate Lines Generated | Boolean | Yes | |
IsFieldService | Field Service | Boolean | Yes | |
IsOrderGenerated | Order Generated | Boolean | Yes | |
IsPickUpRequired | Pick Up Required | Boolean | Yes | |
IsServiceOrderGenerated | Service Order Generated | Boolean | Yes | |
IsServiceOrderUpdated | Service Order Updated | Boolean | Yes | |
ItemServiceContractId | Item Service Contract | Lookup → ItemServiceContract | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Document Number | Text | Yes | |
OpportunityId | Opportunity | Lookup → Opportunity | | |
OpportunityRepairOrderId | Opportunity Repair Order | Lookup | | |
OrderId | Order | Lookup → Order | | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PackageServiceId | Package Service | Lookup | | |
PartnerAccountId | Partner Account | Lookup → Account | | |
PerformApproval | Perform Approval | Boolean | | |
PerformDecline | Perform Decline | Boolean | | |
PerformEstimateLinesGeneration | Perform Estimate Lines Generation | Boolean | Yes | |
PerformOrderGeneration | Perform Order Generation | Boolean | Yes | |
PerformServiceOrderGeneration | Perform Service Order Generation | Boolean | Yes | |
PerformUpdateRepairOrder | Perform Update Repair Order | Boolean | Yes | |
PriceAsOnDate | Price As On Date | Date | | |
PriceListId | Price List | Lookup → PriceList | | |
Quantity | Quantity | Decimal | | |
Quantity2 | Quantity2 | Decimal | | |
RecordTypeId | Record Type | Guid, hidden | | |
RejectionRemarks | Rejection Remarks | Text | | |
Remarks | Remarks | Text | | |
RoundOff | Round Off | Currency | | |
ServiceAdvisorId | Service Advisor | Lookup → Resource | | |
ServiceContractItem | Service Contract Item | Lookup | | |
ServiceOrderId | Service Order | Lookup → ServiceOrder | | |
ServiceRequestId | ServiceRequest | Guid | | |
ServiceRequestRepairOrderId | ServiceRequestRepairOrder | Guid | | |
ServiceType | Service Type | PickList | | 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 | | Approval lifecycle picklist: Draft, Pending Approval, Approved, Declined. 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 | | Values: Within State, Outside State, Exempt, Exports. |
TCSEligibleAmount | TCS Eligible Amount | Currency | | |
TotalAmount | Total Amount | Calculated (calculated) | | |
TotalDiscountAmount | Total Discount Amount | Calculated (calculated) | | |
TotalLineAmount | Total Line Amount | Calculated (calculated) | | |
TotalLineBaseAmount | Total Line Base Amount | Calculated (calculated) | | |
TotalLineGrossAmount | Total Line Gross Amount | Calculated (calculated) | | |
TotalLineTaxAmount | Total Line Tax Amount | Calculated (calculated) | | |
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 | | |
UsageReadingHours | Usage Reading Hours | Decimal | | |
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 | |
