PM
PMQuote
The projection of the Standalone.CRQuote, CROpportunityRevision and Standalone.CROpportunity classes, which contains the main properties of a project quote. The records of this type are created and edited through the Project Quotes (PM304500) form (which corresponds to the PMQuoteMaint graph).
| Field Name | Type | Display Name | Foreign Key | |
|---|---|---|---|---|
AllowOverrideContactAddress | bit | Override Contact and Address | - | |
Description:No description available | ||||
AllowOverrideShippingContactAddress | bit | Override | - | |
Description:No description available | ||||
Amount | decimal | - | ||
Description:The total estimated sale of the project quote in the base currency of the tenant. | ||||
Approved | bit | - | ||
Description:Specifies (if set to true) that the document has been approved. | ||||
AttributesNonexistent in DB | string | - | ||
Description:Provides the values of attributes associated with the project quote. The field is reserved for internal use. | ||||
AvalaraCustomerUsageType | char(1) | Tax Exemption Type | - | |
Description:No description available | ||||
BAccountID | int | Business Account | - | |
Description:The customer or prospective customer that is associated with the project quote and with the project created based on the project quote. | ||||
BranchID | int | Branch | - | |
Description:The branch associated with the project quote. | ||||
CampaignSourceID | nvarchar(15) | Source Campaign | CRCampaign | |
Description:No description available | ||||
CarrierID | nvarchar(15) | Ship Via | Carrier | |
Description:No description available | ||||
ClassIDNonexistent in DB | string | - | ||
Description:The class ID for the attributes. The field always returns the current GroupTypes.Project. | ||||
ContactID | int | Contact | Contact | |
Description:The employee of the customer or prospective customer who is the primary contact person for the project quote and for the project created based on the project quote. | ||||
CostTotal | decimal | - | ||
Description:The total estimated cost of the project quote in the base currency of the tenant. | ||||
CreatedByID | uniqueidentifier | Created By | Users | |
Description:No description available | ||||
CreatedByScreenID | char(8) | - | ||
Description:No description available | ||||
CreatedDateTime | datetime | Date Created | - | |
Description:No description available | ||||
CuryAmount | decimal | Detail Total | - | |
Description:No description available | ||||
CuryCostTotal | decimal | Total Cost | - | |
Description:The total estimated cost of the project quote. | ||||
CuryDiscTot | decimal | Discount | - | |
Description:The total discount of the document (in the currency of the document), which is calculated as the sum of all group, document of the opportunity(line discounts are not included). | ||||
CuryExtPriceTotal | decimal | Subtotal | - | |
Description:No description available | ||||
CuryGrossMarginAmountNonexistent in DB | decimal? | Gross Margin Amount | - | |
Description:The estimated gross margin of the project quote. Calculated as the difference between Total Sales and Total Cost. | ||||
CuryID | nvarchar(5) | Currency | Currency | |
Description:The identifier of the project quote currency. The value of this field corresponds to the value of the Currency.CuryID field. | ||||
CuryInfoID | bigint | - | ||
Description:The identifier of the CurrencyInfo record associated with the project quote. | ||||
CuryLineDiscountTotal | decimal | Line Discounts | - | |
Description:No description available | ||||
CuryLineDocDiscountTotal | decimal | - | ||
Description:No description available | ||||
CuryLineTotal | decimal | Total Sales | - | |
Description:The total estimated sale of the project quote in the project quote currency. | ||||
CuryProductsAmount | decimal | Total | - | |
Description:No description available | ||||
CuryQuoteTotalNonexistent in DB | decimal? | Quote Total | - | |
Description:The overall total of the project quote. Calculated as the sum of the Total Sales and Tax Total amounts. | ||||
CuryTaxInclTotal | decimal | Inclusive Tax Total | - | |
Description:The total inclusive tax amount. | ||||
CuryTaxTotal | decimal | Tax Total | - | |
Description:The total tax of the project quote in the project quote currency. | ||||
CuryVatExemptTotal | decimal | VAT Exempt Total | - | |
Description:No description available | ||||
CuryVatTaxableTotal | decimal | VAT Taxable Total | - | |
Description:No description available | ||||
CuryWgtAmountNonexistent in DB | decimal? | Wgt. Total | - | |
Description:No description available | ||||
DefQuoteID | uniqueidentifier | - | ||
Description:No description available | ||||
DiscTot | decimal | - | ||
Description:No description available | ||||
DocumentDate | datetime | Date | - | |
Description:The date of the project quote. Defaults to the current business date. | ||||
ExpirationDate | datetime | Expiration Date | - | |
Description:The expiration date of the project quote. | ||||
ExtPriceTotal | decimal | - | ||
Description:No description available | ||||
ExternalRef | char(255) | External Ref. | - | |
Description:The external reference number of the project quote. | ||||
ExternalTaxExemptionNumber | nvarchar(30) | Tax Exemption Number | - | |
Description:No description available | ||||
FOBPointID | nvarchar(15) | FOB Point | FOBPoint | |
Description:No description available | ||||
FormCaptionDescriptionNonexistent in DB | string | - | ||
Description:No description available | ||||
GrossMarginAmountNonexistent in DB | decimal? | Gross Margin Amount | - | |
Description:The estimated gross margin of the project quote in the base currency of the tenant. | ||||
GrossMarginPctNonexistent in DB | decimal? | Gross Margin (%) | - | |
Description:The percentage of the estimated gross margin of the project quote. | ||||
HoldNonexistent in DB | bool? | - | ||
Description:Specifies (if set to true) that the document was hold. | ||||
Insurance | bit | Insurance | - | |
Description:No description available | ||||
IsDisabledNonexistent in DB | bool? | Disabled | - | |
Description:A service field, which is used to configure the availability of the project quote fields. | ||||
IsFirstQuoteNonexistent in DB | bool? | - | ||
Description:No description available | ||||
IsPrimaryNonexistent in DB | bool? | Primary | - | |
Description:Specifies (if set to true) that the project quote is the primary quote of the opportunity associated with the project quote. | ||||
IsSetupApprovalRequiredNonexistent in DB | bool? | Approvable Setup | - | |
Description:Specifies (if set to true) that the approval workflow is enabled for the project quotes. | ||||
IsTaxValid | bit | Tax Is Up to Date | - | |
Description:Specifies (if set to true) that the amount of tax calculated with the external tax engine, such as Avalara, is up to date. If the value of this field is false, the document was updated since last synchronization with the tax engine. Taxes might need recalculation. | ||||
LastModifiedByID | uniqueidentifier | Last Modified By | Users | |
Description:No description available | ||||
LastModifiedByScreenID | char(8) | - | ||
Description:No description available | ||||
LastModifiedDateTime | datetime | Last Modified Date | - | |
Description:No description available | ||||
LineCntr | int | - | ||
Description:No description available | ||||
LineDiscountTotal | decimal | - | ||
Description:No description available | ||||
LineDocDiscountTotal | decimal | - | ||
Description:No description available | ||||
LineTotal | decimal | - | ||
Description:No description available | ||||
LocationID | int | Location | - | |
Description:The location of the business account. | ||||
ManualTotalEntry | bit | Manual Amount | - | |
Description:No description available | ||||
NoteID | uniqueidentifier | - | ||
Description:No description available | ||||
OpportunityAddressID | int | - | ||
Description:No description available | ||||
OpportunityContactID | int | - | ||
Description:No description available | ||||
OpportunityID | nvarchar(15) | Opportunity ID | CROpportunity | |
Description:The reference number of the opportunity associated with the project quote. | ||||
OpportunityIsActive | bit | Opportunity Is Active | - | |
Description:Specifies (if set to true) that the opportunity associated with the project quote is active. | ||||
OwnerID | int | Owner | Contact | |
Description:No description available | ||||
ParentBAccountID | int | Business Account | BAccountType | |
Description:No description available | ||||
ProductCntr | int | - | ||
Description:No description available | ||||
ProductsAmount | decimal | - | ||
Description:No description available | ||||
ProjectID | int | - | ||
Description:No description available | ||||
ProjectManager | int | Project Manager | EPEmployee | |
Description:The identifier of the employee who is responsible for the estimation of the project quote and who will be the project manager. The value of this field corresponds to the value of the EPEmployee.bAccountID field. | ||||
QuoteID | uniqueidentifier | - | ||
Description:No description available | ||||
QuoteNbr | nvarchar(15) | Quote Nbr. | CRQuoteTypeAttribute | |
Description:The reference number of the project quote. The number is generated from the numbering sequence, which is specified on the Projects Preferences (PM101000) form. | ||||
QuoteProjectCD | nvarchar | New Project ID | - | |
Description:The reference number that will be assigned to a project created based on the project quote. | ||||
QuoteProjectID | int | Project ID | PMProject | |
Description:The reference number of the project that was created based on the project quote. The value of this field corresponds to the value of the PMProject.ContractID field. | ||||
QuoteTotalNonexistent in DB | decimal? | Quote Total | - | |
Description:The overall total of the project quote in the base currency of the tenant. | ||||
QuoteType | char(1) | Type | - | |
Description:The type of the quote. The field can have one of the following values: ""D"": Sales Quote, ""P"": Project Quote | ||||
RCreatedByID | uniqueidentifier | Created By | Users | |
Description:No description available | ||||
RCreatedByScreenID | char(8) | - | ||
Description:No description available | ||||
RCreatedDateTime | datetime | - | ||
Description:No description available | ||||
RLastModifiedByID | uniqueidentifier | Last Modified By | Users | |
Description:No description available | ||||
RLastModifiedByScreenID | char(8) | - | ||
Description:No description available | ||||
RLastModifiedDateTime | datetime | - | ||
Description:No description available | ||||
RNoteID | uniqueidentifier | - | ||
Description:No description available | ||||
RefOpportunityID | nvarchar(15) | - | ||
Description:No description available | ||||
Rejected | bit | - | ||
Description:Specifies (if set to true) that the document has been rejected. | ||||
Resedential | bit | Residential Delivery | - | |
Description:No description available | ||||
SaturdayDelivery | bit | Saturday Delivery | - | |
Description:No description available | ||||
SelectedNonexistent in DB | bool? | Selected | - | |
Description:No description available | ||||
ShipAddressID | int | - | ||
Description:No description available | ||||
ShipComplete | char(1) | Shipping Rule | - | |
Description:No description available | ||||
ShipContactID | int | - | ||
Description:No description available | ||||
ShipTermsID | nvarchar(10) | Shipping Terms | ShipTerms | |
Description:No description available | ||||
ShipZoneID | nvarchar(15) | Shipping Zone | ShippingZone | |
Description:No description available | ||||
Status | char(1) | Status | - | |
Description:The status of the project quote. The field can have one of the following values: ""D"": Draft, ""A"": Prepared, ""S"": Sent, ""P"": Pending Approval, ""R"": Rejected, ""T"": Accepted, ""O"": Converted, ""L"": Declined, ""C"": Closed, ""V"": Approved | ||||
Subject | nvarchar(255) | Description | - | |
Description:The description of the project quote. | ||||
SubmitCancelledNonexistent in DB | bool? | - | ||
Description:Specifies (if set to true) that the submission of the document was canceled due to errors. This is a service field. | ||||
TaxCalcMode | char(1) | Tax Calculation Mode | - | |
Description:No description available | ||||
TaxInclTotal | decimal | Inclusive Tax Total in Base Currency | - | |
Description:The total inclusive tax amount in base currency. | ||||
TaxRegistrationID | nvarchar(50) | Tax Registration ID | - | |
Description:No description available | ||||
TaxTotal | decimal | - | ||
Description:The total tax of the project quote in the base currency of the tenant. | ||||
TaxZoneID | nvarchar(10) | Tax Zone | TaxZone | |
Description:The tax zone. | ||||
TemplateID | int | Project Template | PMProject | |
Description:The identifier of the project template associated with the project quote. The value of this field corresponds to the value of the PMProject.ContractID field. | ||||
TermsID | nvarchar(10) | Credit Terms | Terms | |
Description:The identifier of the default terms, which are applied to the documents of the customer. | ||||
TextForProductsGridNonexistent in DB | string | Availability footer | - | |
Description:The text for display subtotals on products grid | ||||
VatExemptTotal | decimal | - | ||
Description:No description available | ||||
VatTaxableTotal | decimal | - | ||
Description:No description available | ||||
WorkgroupID | int | Workgroup | EPCompanyTree | |
Description:No description available | ||||
tstamp | timestamp | - | ||
Description:No description available | ||||