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SaleType Table (149)

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SaleType MDO list item table. Type of sale - large solution, incremental, whatever fits the organization

Fields

Name Description Type Null
SaleType_Id Primary key PK
name The list item String(239)
rank Rank order UShort ●
tooltip Tooltip or other description String(254) ●
deleted 0 -> record is active 1 -> record is 'deleted' and should not be shown in lists UShort ●
saleDuration Expected number of dales from initiation to close of sale Int ●
durationUnit Units for the duration (day, week, whatever) Enum DurationUnit ●
hasGuide Does this sale type have a guide attached Bool ●
isAutoAdvance Does the sale stage advance automatically, when the last guided activity in a stage is completed? Bool ●
saleTypeCat_id Category of sale type, copied to sale FK SaleTypeCat ●
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
hasStakeholders Does this sale type have stakeholders UShort ●
allowQuoteAlternatives Can quotes linked to sales of this type, have multiple Alternatives Bool ●
defaultQuoteValidity Default valid days for quotes linked to sales of this type (valid from quote transmission) Int ●
quoteLinesTemplate The template that this sale type should use when producing the product lines offer document; the template must have DocTmplQuoteType=QuoteLines FK DocTmpl ●
maxDiscountPercentSet Is there a limit, in percent, to the total discount on quotes linked to sales of this type Bool ●
minEarningPercentSet Is there a limit, in earning as percent of total, on quotes linked to sales of this type Bool ●
maxDiscountPercent The maximum discount in percent of total, if set, on quotes linked to sales of this type Int ●
minEarningPercent The minimum earning in percent of total, if set, on quotes linked to sales of this type Int ●
confirmationLinesTemplate The template that this sale type should use when producing the order confirmation lines document; the template must have DocTmplQuoteType=ConfirmationLines FK DocTmpl ●
documentGroupingFields Comma-separated names of grouping fields for quote lines, when generating the documents String(59) ●
archiveGroupingFields Comma-separated names of grouping fields for quote lines, in the quote lines archive String(59) ●

SaleType table relationship diagram

Units of duration - from seconds to centuries. Used by both SaleType and ProjectType

surationUnit ID Comment
Second 1 Duration is in Seconds
Minute  2 Duration is in Minutes
Hour 3 Duration is in Hours
Day 4 Duration is in Days
Week 5 Duration is in Weeks
Month 6 Duration is in Months
Quarter 7 Duration is in Quarters
HalfYear 8 Duration is in HalfYears
Year 9 Duration is in Years
Decade 10 Duration is in Decades
Century 11 Duration is in Centurys
Millenium 12 Duration is in Milleniums

Indexes

Fields Types Description
SaleType_Id PK Clustered, Unique
name String(239) Unique

Relationships

Table Description
associate Employees, resources and other users - except for External persons
DocTmpl DocTmpl list table. Describes templates available for writing new documents.
sale Sales For every Sale record edited through the SuperOffice GUI, a copy of the current version of the record will be saved in the SaleHist table. This also applies to editing done through the SaleModel COM interface, but not to editing done through the OLE DB Provider or other channels.
SaleHist Mirror image of the Sale table, providing a full transaction history. Every time you edit a sale, the current record of the sale is also saved here.
SaleTypeCat Category for sale type
SaleTypeGroupLink User group link table for SaleType, for MDO item hiding
SaleTypeHeadingLink Heading link table for SaleType, for MDO headers
SaleTypeQuoteAttachment Default attachments to quotes linked to sales of this type
SaleTypeStageLink Many-many link table between sale type and stage; and an anchor point for guide items
target_dimension Defining target dimension

Replication Flags

  • Replicate changes DOWN from central to satellites and travellers.
  • Replicate changes UP from satellites and travellers back to central.
  • Copy to satellite and travel prototypes.

Security Flags

  • No access control via user's Role.
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