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QuoteAlternative Table (47)

Some tooltip text!
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Quote Version is made up of one or more Alternatives. One of 1..n possible alternatives in a Quote Version. The reason we have alternatives is that a quote can say to a customer, “we can solve you problem in two (or more) different ways, with different technology and sideeffects (and price)”. An Alternative may have discounts on the total amount. The Alternative tracks whether the user on the order level entered the Discount , Earning amount or the TotalPrice fields so that the discount and earning and total can be re-calculated correctly when Quote Lines are added or changed.

Fields

Name Description Type Null
quotealternative_id Primary key PK
ERPQuoteAlternativeKey Key that identifies this alternative in the ERP system, if it exists there. String(254) ●
QuoteVersionId The version that owns this alternative (the chain is Sale 1->1 Quote 1->+ QuoteVersion 1->+ QuoteAlternative. FK QuoteVersion
Name Name of Alternative. Shown in tab in user interface, intentionally kept short String(59) ●
Description The tool-tip to use in the user interface (on the tab, for instance). String(2047) ●
Status If there was a problem with for instance calculation, this field is set to warning or error. Enum QuoteStatus ●
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. String(2047) ●
ERPDiscountPercent The discount the system calculates based on customer /amount / whatever. Can be overridden by the sales rep in the field ‘DiscountPercent’ or ‘DiscountAmount’. Both the two ‘ERPDiscountPercent’ and ‘ERPDiscountAmount’ shall be filled out. If UserValueOverride is 'None', then the ERPDiscountAmount shall be copied into DiscountAmount and ERPDiscountPercent into DiscountPercent. The Percentage is given in integer form, i.e. ‘12%’ is represented as ‘12’. Double ●
ERPDiscountAmount The discount the system calculates based on customer /amount / whatever. Can be overridden by the user in the field ‘DiscountPercent’ or ‘DiscountAmount’. Both the two ‘ERPDiscountPercent’ and ‘ERPDiscountAmount’ shall be filled out. If UserValueOverride is 'None', then the ERPDiscountAmount shall be copied into DiscountAmount and ERPDiscountPercent into DiscountPercent. Double ●
DiscountPercent The discount the sales rep specifies, in percent. Both the two ‘DiscountPercent’ and ‘DiscountAmount’ shall be filled out, but the UserValueOverride field must be set to the field the user actually changed. If this field is filled out by the user, it overrides the discount suggested by the connector. If the user has not filled any values, the system will copy the ERP discount percent value into this field. The Percentage is given in integer form, i.e. ‘12%’ is represented as ‘12’. Double ●
DiscountAmount The discount the sales rep specifies, in whatever currency the sale is in. Both the two ‘DiscountPercent’ and ‘DiscountAmount’ shall be filled out, but the UserValueOverride field must be set to the field the user actually changed. If this field is filled out by the user, it overrides the discount suggested by the connector. If the user has not filled any values, the system will copy the ERP discount amount value into this field. Double ●
UserValueOverride Has the pre-calculated (from ERP) price information been overridden, and how. If the user has filled out the discountpercentage field, then the UserValueOverride field is set to OverridePercent. (The DiscountAmount, EarningPercent, EarningAmount and TotalPrice fields are calculated based on the discountPercent.) Enum ValueOverride ●
VATInfo Extra info about VAT that the connector might insert. This field has no business logic in the CRM code, but is available as a merge field in the quote documents. String(254) ●
VAT Tax/VAT - THIS IS AN AMOUNT, available as a merge field in the quote document. The SuperOffice quote connector will calculate this field based on the vat PERCENTAGES on the individual lines; other connectors may implement other algorithms at will. Double ●
EarningPercent The earning on this alternative, in percent of total. The Percentage is given in integer form, i.e. ‘12%’ is represented as ‘12’. Double ●
EarningAmount Earning on this alternative, as an absolute amount Double ●
TotalPrice Sum of the QuoteLines.TotalPrice - AlternativeDiscount or QuoteLines.TotalCost + Earning based on what, if anything, the user has entered last. Shall be calculated by the connector. Double ●
extraField1 Optional information added by Quote Connector; usable in the quote document merge process String(1023) ●
extraField2 Optional information added by Quote Connector; usable in the quote document merge process String(1023) ●
extraField3 Optional information added by Quote Connector; usable in the quote document merge process String(1023) ●
extraField4 Optional information added by Quote Connector; usable in the quote document merge process String(1023) ●
extraField5 Optional information added by Quote Connector; usable in the quote document merge process String(1023) ●
registered Registered when UtcDateTime
registered_associate_id Registered by whom FK associate
updated Last updated when UtcDateTime
updated_associate_id Last updated by whom FK associate
updatedCount Number of updates made to this record UShort

QuoteAlternative table relationship diagram

Has a pre-calculated value been overriden in a QuoteAlternative or QuoteLine, and in that case what & how?

used in: QuoteAlternative.UserValueOverride; QuoteLine.UserValueOverride

UserValueOverride Comment
0 Discount data is from the ERP system and has not been overridden
1 The Total amount has been overridden; all other fields should be recalculated
2 The discount percentage has been overriden; all other fields should be recalculated
3 The discount amount has been overridden; all other fields should be recalculated
4 The earning percent has been overridden; all other fields should be recalculated
5 The earning amount has been overridden; all other fields should be recalculated

Indexes

Fields Types Description
quotealternative_id PK Clustered, Unique
ERPQuoteAlternativeKey String(254) Index
QuoteVersionId FK Index

Relationships

Table Description
associate Employees, resources and other users - except for External persons
Quote Quote root level, at most one per Sale, always connected to one Sale
QuoteLine One line in a QuoteAlternative. QuoteLines are mainly information copied from the Products provider. Products information is sometimes edited by the user before being included in the quote, so most information is duplicated from Product rather than referenced directly.
QuoteVersion There may be multiple Versions of a Quote, with one of them active

Replication Flags

  • Area Management controlled table. Contents replicated to satellites and traveller databases.
  • Copy to satellite and travel prototypes.

Security Flags

  • Sentry controls access to items in this table using user's Role and data rights matrix.
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