QuoteVersionInfo

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Represent a version of a quote

A quote is divided into one or more versions (or revisions, if you like), so a quote has 1..n QuoteVersions. A QuoteVersion always has a quote.

Even if versioning is disabled, a single version will exist. When versioning is disabled, new versions are not created, but the only one is reused.

int QuoteVersionId

Primary key in CRM database.

string ERPQuoteVersionKey

Key in the ERP system that uniquely identifies this Version within the ERP system (if available, the field may be empty).

int QuoteId

Foreign key to CRM quote (the conceptual parent).

Owning Quote of this Quote Version

string Description

Description of Version.

Potentially longer text description, typically used in a tooltip.

Max 2K.

string Number

A quote number that the user (or ERP connector) can fill out.

QuoteVersionStateInfo State

Current state of this quote version.

The states will be like: CalculatedDraft, NotCalculatedDraft, Published, etc.

int LikelyQuoteAlternativeId

The alternative that is considered most likely to be accepted.

Used to calculate probable income.

DateTime SentDate

The date the version was sent to the customer.

int FollowupId

Link to a follow-up activity, created when this quote version was sent to the customer.

DateTime ExpirationDate

Last date the quote Version is valid, expiration is at midnight end of this day.

string DeliveryCountry

The quote has an address for delivery. Should be stored as ISO code or something…

bool HasOwnDeliveryAddress

The delivery address is not the same as the contact's Street address

string InvoiceCountry

The quote has an address for invoicing. Should be stored as ISO code or something…

bool HasOwnInvoiceAddress

The quote has an address for invoicing. This will typically be copied from the company's addresses.

string ERPPaymentTermsKey

Either a list ID to an ID from a connector provided list, or, if the connection doesn't support lists, a text.

For example: "Standard 30 days".

string ERPPaymentTypeKey

Either a list ID to an ID from a connector provided list, or, if the connection doesn't support lists, a text.

For example: "Invoice".

string ERPDeliveryTermsKey

Either a list ID to an ID from a connector provided list, or, if the connection doesn't support lists, a text.

For : "FOB" ("Free on board").

string ERPDeliveryTypeKey

Either a list ID to an ID from a connector provided list, or, if the connection doesn't support lists, a text.

For example: "Air".

int Rank

Rank/Version number, starts at 1.

QuoteStatus Status

If there was a problem with for instance calculation, this field is set to warning or error.

string Reason

If there was a problem, this field contains a localized explanation of the problem and possible steps to fix it that the user can be shown.