POST Agents/Quote/SaveQuoteVersion
Some tooltip text!
• 8 minutes to read
• 8 minutes to read
POST /api/v1/Agents/Quote/SaveQuoteVersion
Saves a quote version
Query String Parameters
Parameter Name | Type | Description |
---|---|---|
$select | string | Optional comma separated list of properties to include in the result. Other fields are then nulled out to reduce payload size: "Name,department,category". Default = show all fields. |
POST /api/v1/Agents/Quote/SaveQuoteVersion?$select=name,department,category/id
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: request
QuoteVersion
Property Name | Type | Description |
---|---|---|
QuoteVersion | QuoteVersion | Information about a version of the . |
Response:
OK
Response | Description |
---|---|
200 | OK |
Response body: QuoteVersion
Property Name | Type | Description |
---|---|---|
QuoteVersionId | int32 | Primary key |
ERPQuoteVersionKey | string | Key in the ERP system that uniquely identifies this Version within the ERP system (if available, the field may be empty). |
QuoteId | int32 | Foreign key to CRM quote (the conceptual parent). Owning Quote of this Quote Version. |
Description | string | Description of Version. Potentially longer text description, typically used in a tooltip. Max 2K. |
Number | string | A quote number that the user (or ERP connector) can fill out. |
State | string | Current state of this quote version. |
ArchivedState | string | State that this quote version had, right before it was changed to Archived; in this way we can show what happened before the archiving. |
Status | string | If there was a problem with for instance calculation, this field is set to warning or error. |
Reason | string | 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. |
LikelyQuoteAlternativeId | int32 | The alternative that is considered most likely to be accepted. Used to calculate probable income. |
SentDate | date-time | The date the version was sent to the customer. |
FollowupId | int32 | Link to a follow-up activity, created when this quote version was sent to the customer. |
ExpirationDate | date-time | Last date the quote Version is valid, expiration is at midnight end of this day. |
DeliveryCountryId | int32 | Country of delivery address, typically copied from the contact record |
HasOwnDeliveryAddress | bool | The delivery address is not the same as the contact's Street address |
InvoiceCountryId | int32 | Country of invoice address, typically copied from contact record |
HasOwnInvoiceAddress | bool | The quote has an address for Invoicing. This will typically be copied from the company's addresses. |
ERPPaymentTermsKey | string | 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’. |
ERPPaymentTypeKey | string | 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'. |
ERPDeliveryTermsKey | string | 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’). |
ERPDeliveryTypeKey | string | 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’. |
Rank | int32 | Rank/Version number, starts at 1 |
ApprovedBy | int32 | Id of associate who approved (or rejected approval) for this version |
ApprovedText | string | Text with comments on why approval was granted (or rejected) |
ApprovedRegisteredBy | int32 | Id of associate who actually entered the approval; might be different from ApprovedBy (f.x. due to telephone consultation/approval) |
ApprovedRegisteredDate | date-time | When was approval granted or rejected |
ExtraField1 | string | Optional information added by Quote Connector; usable in the quote document merge process |
ExtraField2 | string | Optional information added by Quote Connector; usable in the quote document merge process |
ExtraField3 | string | Optional information added by Quote Connector; usable in the quote document merge process |
ExtraField4 | string | Optional information added by Quote Connector; usable in the quote document merge process |
ExtraField5 | string | Optional information added by Quote Connector; usable in the quote document merge process |
LastRecalculated | date-time | 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. |
Updated | date-time | Last updated when in UTC. |
UpdatedAssociateId | int32 | Last updated by whom |
Registered | date-time | Registered when in UTC. |
RegisteredAssociateId | int32 | Registered by whom |
RequestAssociateId | int32 | User to whom the request proposal should be delivered |
RequestComment | string | Comment for why quote should be approved |
QuoteAlternatives | array | The QuoteAlternatives for the QuoteVersion |
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/Quote/SaveQuoteVersion
Authorization: Basic dGplMDpUamUw
Accept: application/json; charset=utf-8
Accept-Language: fr,de,ru,zh
Content-Type: application/json; charset=utf-8
{
"QuoteVersion": null
}
Sample response
HTTP/1.1 200 OK
Content-Type: application/json; charset=utf-8
{
"QuoteVersionId": 348,
"ERPQuoteVersionKey": "laudantium",
"QuoteId": 587,
"Description": "Object-based well-modulated attitude",
"Number": "1462101",
"State": "Archived",
"ArchivedState": "Archived",
"Status": "Error",
"Reason": "",
"LikelyQuoteAlternativeId": 316,
"SentDate": "1999-04-23T03:45:23.7954455+02:00",
"FollowupId": 562,
"ExpirationDate": "2008-10-31T03:45:23.7954455+01:00",
"DeliveryCountryId": 285,
"HasOwnDeliveryAddress": false,
"InvoiceCountryId": 904,
"HasOwnInvoiceAddress": false,
"ERPPaymentTermsKey": "voluptatem",
"ERPPaymentTypeKey": "beatae",
"ERPDeliveryTermsKey": "doloribus",
"ERPDeliveryTypeKey": "aperiam",
"Rank": 499,
"ApprovedBy": 87,
"ApprovedText": "id",
"ApprovedRegisteredBy": 591,
"ApprovedRegisteredDate": "2009-12-16T03:45:23.7954455+01:00",
"ExtraField1": "rem",
"ExtraField2": "voluptatem",
"ExtraField3": "qui",
"ExtraField4": "minus",
"ExtraField5": "id",
"LastRecalculated": "2017-09-09T03:45:23.7954455+02:00",
"Updated": "1998-04-13T03:45:23.7954455+02:00",
"UpdatedAssociateId": 175,
"Registered": "2009-10-29T03:45:23.7954455+01:00",
"RegisteredAssociateId": 861,
"RequestAssociateId": 913,
"RequestComment": "et",
"QuoteAlternatives": [
{
"QuoteAlternativeId": 489,
"ERPQuoteAlternativeKey": "cumque",
"QuoteVersionId": 844,
"Name": "Satterfield-Shields",
"Description": "Reactive incremental concept",
"Status": "Error",
"Reason": "",
"ERPDiscountPercent": 7317.8899999999994,
"ERPDiscountAmount": 11260.462,
"DiscountPercent": 22257.667999999998,
"DiscountAmount": 479.502,
"UserValueOverride": "DiscountAmount",
"VATInfo": "nobis",
"VAT": 5026.936,
"EarningPercent": 2190.6659999999997,
"EarningAmount": 11877.859999999999,
"SubTotal": 19954.178,
"TotalPrice": 29650.773999999998,
"ExtraField1": "aspernatur",
"ExtraField2": "illo",
"ExtraField3": "suscipit",
"ExtraField4": "facilis",
"ExtraField5": "fugiat",
"TableRight": null,
"FieldProperties": {
"fieldName": {
"FieldRight": null,
"FieldType": "System.String",
"FieldLength": 296
}
}
}
],
"TableRight": null,
"FieldProperties": {
"fieldName": {
"FieldRight": null,
"FieldType": "System.Int32",
"FieldLength": 431
}
}
}