Class QuoteVersionInfo
Represent a version of a quote
A quote is divided into one or more versions (or revisions, if you like), so a quote have 1..n QuoteVersions. I.e. a QuoteVersion always have 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.Inherited Members
Namespace: SuperOffice.CRM
Assembly: SuperOffice.Plugins.dll
Syntax
public class QuoteVersionInfoConstructors
QuoteVersionInfo()
Default ctor
Declaration
public QuoteVersionInfo()Properties
ApprovedBy
Id of associate who approved (or rejected approval) for this version
Declaration
public int ApprovedBy { get; set; }Property Value
| Type | Description |
|---|---|
| int |
ApprovedRegisteredBy
Id of associate who actually entered the approval; might be different from ApprovedBy (f.x. due to telephone consultation/approval)
Declaration
public int ApprovedRegisteredBy { get; set; }Property Value
| Type | Description |
|---|---|
| int |
ApprovedRegisteredDate
When was approval granted or rejected
Declaration
public DateTime ApprovedRegisteredDate { get; set; }Property Value
| Type | Description |
|---|---|
| DateTime |
ApprovedText
Text with comments on why approval was granted (or rejected)
Declaration
public string ApprovedText { get; set; }Property Value
| Type | Description |
|---|---|
| string |
ArchivedState
State that this quote version had, right before it was changed to Archived; in this way we can show what happened before the archiving.
Declaration
public QuoteVersionStateInfo ArchivedState { get; set; }Property Value
| Type | Description |
|---|---|
| QuoteVersionStateInfo |
DeliveryCountryId
Country of delivery address, typically copied from the contact record
Declaration
public int DeliveryCountryId { get; set; }Property Value
| Type | Description |
|---|---|
| int |
Description
Description of Version. Potentially longer text description, typically used in a tooltip. Max 2K.
Declaration
public string Description { get; set; }Property Value
| Type | Description |
|---|---|
| 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 instance: 'FOB' ('Free on board')
Declaration
public string ERPDeliveryTermsKey { get; set; }Property Value
| Type | Description |
|---|---|
| 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 instance: “Air”
Declaration
public string ERPDeliveryTypeKey { get; set; }Property Value
| Type | Description |
|---|---|
| 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 instance: «Standard 30 days»
Declaration
public string ERPPaymentTermsKey { get; set; }Property Value
| Type | Description |
|---|---|
| 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 instance: “Invoice”
Declaration
public string ERPPaymentTypeKey { get; set; }Property Value
| Type | Description |
|---|---|
| string |
ERPQuoteVersionKey
Key in the ERP system that uniquely identifies this Version within the ERP system (if available, the field may be empty).
Declaration
public string ERPQuoteVersionKey { get; set; }Property Value
| Type | Description |
|---|---|
| string |
ExpirationDate
Last date the quote Version is valid, expiration is at midnight end of this day.
Declaration
public DateTime ExpirationDate { get; set; }Property Value
| Type | Description |
|---|---|
| DateTime |
ExtraField1
Optional information added by Quote Connector; usable in the quote document merge process.
Declaration
public string ExtraField1 { get; set; }Property Value
| Type | Description |
|---|---|
| string |
ExtraField2
Optional information added by Quote Connector; usable in the quote document merge process.
Declaration
public string ExtraField2 { get; set; }Property Value
| Type | Description |
|---|---|
| string |
ExtraField3
Optional information added by Quote Connector; usable in the quote document merge process.
Declaration
public string ExtraField3 { get; set; }Property Value
| Type | Description |
|---|---|
| string |
ExtraField4
Optional information added by Quote Connector; usable in the quote document merge process.
Declaration
public string ExtraField4 { get; set; }Property Value
| Type | Description |
|---|---|
| string |
ExtraField5
Optional information added by Quote Connector; usable in the quote document merge process.
Declaration
public string ExtraField5 { get; set; }Property Value
| Type | Description |
|---|---|
| string |
FollowupId
Link to a follow-up activity, created when this quote version was sent to the customer.
Declaration
public int FollowupId { get; set; }Property Value
| Type | Description |
|---|---|
| int |
HasOwnDeliveryAddress
The delivery address is not the same as the contact's Street address
Declaration
public bool HasOwnDeliveryAddress { get; set; }Property Value
| Type | Description |
|---|---|
| bool |
HasOwnInvoiceAddress
The quote has an address for Invoicing. This will typically be copied from the company's addresses.
Declaration
public bool HasOwnInvoiceAddress { get; set; }Property Value
| Type | Description |
|---|---|
| bool |
InvoiceCountryId
Country of invoice address, typically copied from contact record
Declaration
public int InvoiceCountryId { get; set; }Property Value
| Type | Description |
|---|---|
| int |
LastRecalculated
.NET type: DateTime. When this version was last subjected to a total recalculation. This field must be set by the connector, since the connector may choose to ignore a RecalculateVersion call based on policies and possibly the current value of this field. SuperOffice will set this field to 1.1.1760 whenever any change occurs to the quote, to indicate that a recalculation is needed.
Declaration
public DateTime LastRecalculated { get; set; }Property Value
| Type | Description |
|---|---|
| DateTime |
LikelyQuoteAlternativeId
The alternative that is considered most likely to be accepted. Used to calculate probable income.
Declaration
public int LikelyQuoteAlternativeId { get; set; }Property Value
| Type | Description |
|---|---|
| int |
Number
A quote number that the user (or ERP connector) can fill out.
Declaration
public string Number { get; set; }Property Value
| Type | Description |
|---|---|
| string |
QuoteId
Foreign key to CRM quote (the conceptual parent)
Declaration
public int QuoteId { get; set; }Property Value
| Type | Description |
|---|---|
| int |
QuoteVersionId
Primary key in the CRM system
Declaration
public int QuoteVersionId { get; set; }Property Value
| Type | Description |
|---|---|
| int |
Rank
Rank/Version number, starts at 1.
Declaration
public int Rank { get; set; }Property Value
| Type | Description |
|---|---|
| int |
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.
Declaration
public string Reason { get; set; }Property Value
| Type | Description |
|---|---|
| string |
RequestAssociateId
User choosen to approve this quote version
Declaration
public int RequestAssociateId { get; set; }Property Value
| Type | Description |
|---|---|
| int |
RequestComment
Reason for why this quoteversion should be approved
Declaration
public string RequestComment { get; set; }Property Value
| Type | Description |
|---|---|
| string |
SentDate
The date the version was sent to the customer.
Declaration
public DateTime SentDate { get; set; }Property Value
| Type | Description |
|---|---|
| DateTime |
State
Current state of this quote version. The states will be like: CalculatedDraft, NotCalculatedDraft, Published, etc.
Declaration
public QuoteVersionStateInfo State { get; set; }Property Value
| Type | Description |
|---|---|
| QuoteVersionStateInfo |
Status
If there was a problem with for instance calculation, this field is set to warning or error.
Declaration
public QuoteStatusInfo Status { get; set; }Property Value
| Type | Description |
|---|---|
| QuoteStatusInfo |
Updated
Last updated
Declaration
public DateTime Updated { get; set; }Property Value
| Type | Description |
|---|---|
| DateTime |
Methods
AddStatus(QuoteStatusInfo, string, string)
Increases the status if necesarry, but doesn't decrease the status Adds line for the reason + the alternative name
Declaration
public void AddStatus(QuoteStatusInfo status, string reason, string name = null)Parameters
| Type | Name | Description |
|---|---|---|
| QuoteStatusInfo | status | alternative status |
| string | reason | alternative reason |
| string | name | name of the alternative/quoteline that triggered the reason |
ClearStatus()
Setting the status to ok and clearing the Reason field.
Declaration
public void ClearStatus()