POST Agents/List/SaveSaleTypeEntity

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POST /api/v1/Agents/List/SaveSaleTypeEntity

Updates the existing SaleTypeEntity or creates a new SaleTypeEntity if the id parameter is empty

Request Headers

Parameter Name Description
Authorization Supports 'Basic', 'SoTicket' and 'Bearer' schemes, depending on installation type.
X-XSRF-TOKEN If not using Authorization header, you must provide XSRF value from cookie or hidden input field
Content-Type Content-type of the request body: application/json, text/json, application/xml, text/xml, application/x-www-form-urlencoded, application/json-patch+json, application/merge-patch+json
Accept Content-type(s) you would like the response in: application/json, text/json, application/xml, text/xml, application/json-patch+json, application/merge-patch+json
Accept-Language Convert string references and multi-language values into a specified language (iso2) code.
SO-Language Convert string references and multi-language values into a specified language (iso2) code. Overrides Accept-Language value.
SO-Culture Number, date formatting in a specified culture (iso2 language) code. Partially overrides SO-Language/Accept-Language value. Ignored if no Language set.
SO-TimeZone Specify the timezone code that you would like date/time responses converted to.
SO-AppToken The application token that identifies the partner app. Used when calling Online WebAPI from a server.

Request Body: entity

The SaleTypeEntity to be saved.

Property Name Type Description
SaleTypeId Integer Primary key
Name String The list item
Tooltip String Tooltip or other description
Rank Integer Rank order
DurationUnit String Units for the duration (day, week, whatever)
SaleDuration Integer Expected number of dales from initiation to close of sale
SaleTypeCatId Integer Category of sale type, copied to sale
Deleted Boolean 0 -> record is active 1 -> record is 'deleted' and should not be shown in lists
HasGuide Boolean Does this sale type have a guide attached
HasStakeholders Boolean Does this sale type have stakeholders
IsAutoAdvance Boolean Does the sale stage advance automatically, when the last guided activity in a stage is completed?
AllowQuoteAlternatives Boolean Can quotes linked to sales of this type, have multiple Alternatives
DefaultQuoteValidity Integer Default valid days for quotes linked to sales of this type (valid from quote transmission)
QuoteLinesTemplate Integer The template that this sale type should use when producing the product lines offer document; the template must have DocTmplQuoteType=QuoteLines
ConfirmationLinesTemplate Integer The template that this sale type should use when producing the order confirmation lines document; the template must have DocTmplQuoteType=ConfirmationLines
MaxDiscountPercentSet Boolean Is there a limit, in percent, to the total discount on quotes linked to sales of this type
MinEarningPercentSet Boolean Is there a limit, in earning as percent of total, on quotes linked to sales of this type
MaxDiscountPercent Integer The maximum discount in percent of total, if set, on quotes linked to sales of this type
MinEarningPercent Integer The minimum earning in percent of total, if set, on quotes linked to sales of this type
GroupQuoteLinesBy Integer Group quote lines by this field
SortGroupLinesBy Integer Sort group lines by this field
Stages Array Stages, those associated with this SaleType are selected. Use MDO List name "salestage" to get list items.

Response:

OK

Response Description
200 OK

Response body: SaleTypeEntity

Property Name Type Description
SaleTypeId int32 Primary key
Name string The list item
Tooltip string Tooltip or other description
Rank int32 Rank order
DurationUnit string Units for the duration (day, week, whatever)
SaleDuration int32 Expected number of dales from initiation to close of sale
SaleTypeCatId int32 Category of sale type, copied to sale
Deleted bool 0 -> record is active 1 -> record is 'deleted' and should not be shown in lists
HasGuide bool Does this sale type have a guide attached
HasStakeholders bool Does this sale type have stakeholders
IsAutoAdvance bool Does the sale stage advance automatically, when the last guided activity in a stage is completed?
AllowQuoteAlternatives bool Can quotes linked to sales of this type, have multiple Alternatives
DefaultQuoteValidity int32 Default valid days for quotes linked to sales of this type (valid from quote transmission)
QuoteLinesTemplate int32 The template that this sale type should use when producing the product lines offer document; the template must have DocTmplQuoteType=QuoteLines
ConfirmationLinesTemplate int32 The template that this sale type should use when producing the order confirmation lines document; the template must have DocTmplQuoteType=ConfirmationLines
MaxDiscountPercentSet bool Is there a limit, in percent, to the total discount on quotes linked to sales of this type
MinEarningPercentSet bool Is there a limit, in earning as percent of total, on quotes linked to sales of this type
MaxDiscountPercent int32 The maximum discount in percent of total, if set, on quotes linked to sales of this type
MinEarningPercent int32 The minimum earning in percent of total, if set, on quotes linked to sales of this type
GroupQuoteLinesBy int32 Group quote lines by this field
SortGroupLinesBy int32 Sort group lines by this field
Stages array Stages, those associated with this SaleType are selected. Use MDO List name "salestage" to get list items.
TableRight TableRight The carrier's table right
FieldProperties object Field property dictionary mapping field names to field access rights.

Sample request

POST /api/v1/Agents/List/SaveSaleTypeEntity
Authorization: Basic dGplMDpUamUw
Accept: application/json; charset=utf-8
Accept-Language: en
Content-Type: application/json; charset=utf-8

{
  "SaleTypeId": 154,
  "Name": "Wilkinson, Bogan and Langosh",
  "Tooltip": "aliquid",
  "Rank": 622,
  "DurationUnit": "Century",
  "SaleDuration": 167,
  "SaleTypeCatId": 887,
  "Deleted": false,
  "HasGuide": false,
  "HasStakeholders": false,
  "IsAutoAdvance": true,
  "AllowQuoteAlternatives": false,
  "DefaultQuoteValidity": 497,
  "QuoteLinesTemplate": 836,
  "ConfirmationLinesTemplate": 825,
  "MaxDiscountPercentSet": true,
  "MinEarningPercentSet": true,
  "MaxDiscountPercent": 569,
  "MinEarningPercent": 456,
  "GroupQuoteLinesBy": 573,
  "SortGroupLinesBy": 124,
  "Stages": [
    {
      "Id": 850,
      "Name": "Green LLC",
      "ToolTip": "Eius et architecto doloribus dolor eos.",
      "Deleted": false,
      "Rank": 754,
      "Type": "dicta",
      "ColorBlock": 98,
      "IconHint": "dolorem",
      "Selected": true,
      "LastChanged": "2003-03-20T17:54:03.3202006+01:00",
      "ChildItems": [
        {},
        {}
      ],
      "ExtraInfo": "magnam",
      "StyleHint": "voluptas",
      "Hidden": true,
      "FullName": "Regan Friesen"
    }
  ]
}

Sample response

HTTP/1.1 200 OK
Content-Type: application/json; charset=utf-8

{
  "SaleTypeId": 682,
  "Name": "Homenick-O'Connell",
  "Tooltip": "omnis",
  "Rank": 5,
  "DurationUnit": "Century",
  "SaleDuration": 83,
  "SaleTypeCatId": 163,
  "Deleted": false,
  "HasGuide": false,
  "HasStakeholders": false,
  "IsAutoAdvance": true,
  "AllowQuoteAlternatives": false,
  "DefaultQuoteValidity": 503,
  "QuoteLinesTemplate": 598,
  "ConfirmationLinesTemplate": 570,
  "MaxDiscountPercentSet": false,
  "MinEarningPercentSet": true,
  "MaxDiscountPercent": 873,
  "MinEarningPercent": 384,
  "GroupQuoteLinesBy": 910,
  "SortGroupLinesBy": 29,
  "Stages": [
    {
      "Id": 641,
      "Name": "Runolfsdottir Inc and Sons",
      "ToolTip": "Nulla asperiores officiis corporis voluptas vel ut id.",
      "Deleted": false,
      "Rank": 298,
      "Type": "qui",
      "ColorBlock": 284,
      "IconHint": "eius",
      "Selected": true,
      "LastChanged": "2022-11-28T17:54:03.3202006+01:00",
      "ChildItems": [
        {},
        {}
      ],
      "ExtraInfo": "quibusdam",
      "StyleHint": "eligendi",
      "Hidden": true,
      "FullName": "Chance Ritchie",
      "TableRight": null,
      "FieldProperties": {
        "fieldName": {
          "FieldRight": null,
          "FieldType": "System.String",
          "FieldLength": 812
        }
      }
    }
  ],
  "TableRight": null,
  "FieldProperties": {
    "fieldName": {
      "FieldRight": null,
      "FieldType": "System.Int32",
      "FieldLength": 461
    }
  }
}