Update quote - SuperOffice

Updates to a quote mostly target the alternatives and quote lines. You will, however, see some changes to the quote properties when dealing with quote documents and placing orders. When updating quotes, you’ll always be working on the latest version.

Update version

This example extends the expiration date by 1 week:

NSQuoteAgent qa;
NSQuoteVersion version = qa.GetQuoteVersion(3);

version.SetExpirationDate(version.GetExpirationDate().addDays(7));

version = qa.SaveQuoteVersion(version);

printLine("New expiration date: " + version.GetExpirationDate().toString());

Remember to call SaveQuoteVersion() whenever you update a version!

NSQuoteVersion CreateAndSaveQuoteVersion(Integer quoteVersionId)

Creates a new version based on another version of the same quote. This is your only option when you want to edit a sent quote.

NSQuoteAgent qa;
NSQuoteVersion version = qa.CreateAndSaveQuoteVersion(2);

NSQuoteLine RecalculateQuoteLine(NSQuoteLine quoteLine, String[] changedFields)

Many numbers in a quote line depend on each other, and changing 1 will affect others. The quote connector recalculates and updates those values so that you don’t have to worry about miscalculating. All you have to do is call RecalculateQuoteLine() to signal which fields have changed. For example, if you change the quantity, the total price and VAT amount should change too. When to recalculate:

Quantity
DiscountAmount
DiscountPercent
ListPrice

When any of these fields are changed, you must recalculate. The format is TableName.FieldName.

NSQuoteAgent qa;
NSQuoteLine line = qa.GetQuoteLine(2);

printLine("Total price before: line.GetTotalPrice().toString(2));

line.SetQuantity(line.GetQuantity()*2);

String[] changedFields;
changedFields.pushBack("QuoteLine.Quantity");

line = qa.RecalculateQuoteLine(line, changedFields);
line = qa.SaveQuoteLine(line);

printLine("Total price after: line.GetTotalPrice().toString(2));

This example doubles the existing quantity.

Void MoveQuoteLine(Integer quoteLineId, Bool direction)

Re-sorts the quote lines of an alternative by moving a specific line up or down. Direction:

true = move line up
false = move line down

NSQuoteAgent qa;
qa.MoveQuoteLine(2,true);

Delete quote line

Integer quoteLineId = 7;
NSQuoteAgent qa;
qa.DeleteQuoteLine(quoteLineId);

Delete quote alternative

Integer quoteAlternativeId = 13;
NSQuoteAgent qa;
qa.DeleteQuoteAlternative(quoteAlternativeId);

Delete quote

Always check before deleting. There might be legal and/or financial reasons to keep quote info in the system.

Integer quoteId = 13;
NSQuoteAgent qa;
qa.DeleteQuote(quoteId);

References

Frequently used QuoteVersion fields

Field	Description
quoteversion_id	ID
QuoteId	Parent quote
State
LikelyQuoteAlternativeId	Alt. most likely to be accepted used to calculate probable income
SentDate	When the version was sent to the customer
FollowupId	The follow-up created when the version was sent
ExpirationDate	The last date on which the offer is valid
Rank	The version number

For a complete list of fields, see the database reference.

​Update version

​NSQuoteVersion CreateAndSaveQuoteVersion(Integer quoteVersionId)

​NSQuoteLine RecalculateQuoteLine(NSQuoteLine quoteLine, String[] changedFields)

​Void MoveQuoteLine(Integer quoteLineId, Bool direction)

​Delete quote line

​Delete quote alternative

​Delete quote

​References

​Frequently used QuoteVersion fields

Update version

NSQuoteVersion CreateAndSaveQuoteVersion(Integer quoteVersionId)

NSQuoteLine RecalculateQuoteLine(NSQuoteLine quoteLine, String[] changedFields)

Void MoveQuoteLine(Integer quoteLineId, Bool direction)

Delete quote line

Delete quote alternative

Delete quote

References

Frequently used QuoteVersion fields