Support Center

Inserting a Quote

Last Updated: Feb 27, 2017 01:25PM PST

Overview

Inserting an Quote requires key fields to be populated in order for eventual order processing. 

Audience : Developer

 
Quote
Required Fields:
  • Account Name 
  • Additional Account Info
  • Contact Buying (recommended source Additional Account Info Contact Buying)
  • Contact Shipping (recommended source Additional Account Info Contact Shipping)
  • Payment Method (recommended source Additional Account Info Payment Method)
  • Price Book Name (recommended source Additional Account Info Price Book)
  • Record Status (set to 'Draft')
  • Warehouse  (recommended source Additional Account Info Warehouse)

Quote Product Lines
Required Fields:
  • Quote Number
  • Product (source Additional Product Info)
  • Quantity
  • Sales Price
  • Date Required 
  • Warehouse  (recommended source Quote Warehouse)

Quote Service Lines
Required Fields:
  • Quote Number
  • Service (source Additional Product Info)
  • Quantity
  • Sales Price
  • Service Term (recommended source Additional Product Info Default Service Term)
  • Date Service Start
  • Date Service End 



Notes:

  • Rest of fields are Optional
  • Carrier and Tax Fields recommended source is Additional Account Info

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