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Quote Class

Formal offer for products and/or services, proposed at specific prices and related payment terms, which is sent to a prospective customer.
Inheritance Hierarchy
SystemObject
  Entity
    Crm.MSCrmServiceQuote

Namespace: Crm.MSCrmService
Assembly: Scripting (in Scripting.dll) Version: 1.0.0.0 (1.0.0.0)
Syntax
public class Quote : Entity, INotifyPropertyChanging, 
	INotifyPropertyChanged

The Quote type exposes the following members.

Constructors
 NameDescription
Public methodQuote Default Constructor.
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Properties
 NameDescription
Public propertyAccountId Unique identifier of the account with which the quote is associated.
Public propertyAttributes
(Inherited from Entity)
Public propertyBillTo_AddressId Unique identifier of the billing address.
Public propertyBillTo_City Type the city for the customer's billing address.
Public propertyBillTo_Composite Shows the complete Bill To address.
Public propertyBillTo_ContactName Type the primary contact name at the customer's billing address.
Public propertyBillTo_Country Type the country or region for the customer's billing address.
Public propertyBillTo_Fax Type the fax number for the customer's billing address.
Public propertyBillTo_Line1 Type the first line of the customer's billing address.
Public propertyBillTo_Line2 Type the second line of the customer's billing address.
Public propertyBillTo_Line3 Type the third line of the billing address.
Public propertyBillTo_Name Type a name for the customer's billing address, such as "Headquarters" or "Field office", to identify the address.
Public propertyBillTo_PostalCode Type the ZIP Code or postal code for the billing address.
Public propertyBillTo_StateOrProvince Type the state or province for the billing address.
Public propertyBillTo_Telephone Type the phone number for the customer's billing address.
Public propertybusiness_unit_quotes N:1 business_unit_quotes
Public propertycampaign_quotes N:1 campaign_quotes
Public propertyCampaignId Shows the campaign that the order was created from.
Public propertyClosedOn Enter the date when the quote was closed to indicate the expiration, revision, or cancellation date.
Public propertyContactId Unique identifier of the contact associated with the quote.
Public propertycontactquotes_association N:N contactquotes_association
Public propertyCreatedBy Shows who created the record.
Public propertyCreatedOn Shows the date and time when the record was created. The date and time are displayed in the time zone selected in Microsoft Dynamics CRM options.
Public propertyCreatedOnBehalfBy Shows who created the record on behalf of another user.
Public propertyCustomerId Select the customer account or contact to provide a quick link to additional customer details, such as account information, activities, and opportunities.
Public propertyDescription Type additional information to describe the quote, such as the products or services offered or details about the customer's product preferences.
Public propertyDiscountAmount Type the discount amount for the quote if the customer is eligible for special savings.
Public propertyDiscountAmount_Base Shows the Discount Amount field converted to the system's default base currency for reporting purposes. The calculation uses the exchange rate specified in the Currencies area.
Public propertyDiscountPercentage Type the discount rate that should be applied to the Detail Amount field to include additional savings for the customer in the quote.
Public propertyEffectiveFrom Enter the date when the quote pricing is effective or was first communicated to the customer.
Public propertyEffectiveTo Enter the expiration date or last day the quote pricing is effective for the customer.
Public propertyEntityState
(Inherited from Entity)
Public propertyExchangeRate Shows the conversion rate of the record's currency. The exchange rate is used to convert all money fields in the record from the local currency to the system's default currency.
Public propertyExpiresOn Enter the date a decision or order is due from the customer to indicate the expiration date of the quote.
Public propertyExtensionData
(Inherited from Entity)
Public propertyFormattedValues
(Inherited from Entity)
Public propertyFreightAmount Type the cost of freight or shipping for the products included in the quote for use in calculating the Total Amount field.
Public propertyFreightAmount_Base Shows the Freight Amount field converted to the system's default base currency for reporting purposes. The calculation uses the exchange rate specified in the Currencies area.
Public propertyFreightTermsCode Select the freight terms to make sure shipping charges are processed correctly.
Public propertyHasLazyFileAttribute
(Inherited from Entity)
Public propertyId
(Overrides Entity.Id)
Public propertyImportSequenceNumber Unique identifier of the data import or data migration that created this record.
Public propertyItem
(Inherited from Entity)
Public propertyKeyAttributes
(Inherited from Entity)
Public propertyLastOnHoldTime Contains the date time stamp of the last on hold time.
Public propertyLazyFileAttributeKey
(Inherited from Entity)
Public propertyLazyFileAttributeValue
(Inherited from Entity)
Public propertyLazyFileSizeAttributeKey
(Inherited from Entity)
Public propertyLazyFileSizeAttributeValue
(Inherited from Entity)
Public propertylk_quote_createdonbehalfby N:1 lk_quote_createdonbehalfby
Public propertylk_quote_modifiedonbehalfby N:1 lk_quote_modifiedonbehalfby
Public propertylk_quotebase_createdby N:1 lk_quotebase_createdby
Public propertylk_quotebase_modifiedby N:1 lk_quotebase_modifiedby
Public propertyLogicalName
(Inherited from Entity)
Public propertymanualsla_quote N:1 manualsla_quote
Public propertyModifiedBy Shows who last updated the record.
Public propertyModifiedOn Shows the date and time when the record was last updated. The date and time are displayed in the time zone selected in Microsoft Dynamics CRM options.
Public propertyModifiedOnBehalfBy Shows who last updated the record on behalf of another user.
Public propertyName Type a descriptive name for the quote.
Public propertyOnHoldTime Shows the duration in minutes for which the quote was on hold.
Public propertyopportunity_quotes N:1 opportunity_quotes
Public propertyOpportunityId Choose the opportunity that the quote is related to for reporting and analytics.
Public propertyOverriddenCreatedOn Date and time that the record was migrated.
Public propertyOwnerId Enter the user or team who is assigned to manage the record. This field is updated every time the record is assigned to a different user.
Public propertyOwningBusinessUnit Unique identifier of the business unit that owns the quote.
Public propertyOwningTeam Unique identifier of the team who owns the quote.
Public propertyOwningUser Unique identifier of the user who owns the quote.
Public propertyPaymentTermsCode Select the payment terms to indicate when the customer needs to pay the total amount.
Public propertyprice_level_quotes N:1 price_level_quotes
Public propertyPriceLevelId Choose the price list associated with this record to make sure the products associated with the campaign are offered at the correct prices.
Public propertyPricingErrorCode Pricing error for the quote.
Public propertyProcessId Shows the ID of the process.
Public propertyprocessstage_quotes N:1 processstage_quotes
Public propertyquote_activity_parties 1:N quote_activity_parties
Public propertyQuote_ActivityPointers 1:N Quote_ActivityPointers
Public propertyQuote_Annotation 1:N Quote_Annotation
Public propertyQuote_Appointments 1:N Quote_Appointments
Public propertyQuote_AsyncOperations 1:N Quote_AsyncOperations
Public propertyQuote_BulkDeleteFailures 1:N Quote_BulkDeleteFailures
Public propertyquote_connections1 1:N quote_connections1
Public propertyquote_connections2 1:N quote_connections2
Public propertyquote_customer_accounts N:1 quote_customer_accounts
Public propertyquote_customer_contacts N:1 quote_customer_contacts
Public propertyquote_details 1:N quote_details
Public propertyQuote_DuplicateBaseRecord 1:N Quote_DuplicateBaseRecord
Public propertyQuote_DuplicateMatchingRecord 1:N Quote_DuplicateMatchingRecord
Public propertyQuote_Emails 1:N Quote_Emails
Public propertyQuote_Faxes 1:N Quote_Faxes
Public propertyQuote_Letters 1:N Quote_Letters
Public propertyQuote_MailboxTrackingFolder 1:N Quote_MailboxTrackingFolder
Public propertyquote_orders 1:N quote_orders
Public propertyQuote_Phonecalls 1:N Quote_Phonecalls
Public propertyquote_principalobjectattributeaccess 1:N quote_principalobjectattributeaccess
Public propertyQuote_ProcessSessions 1:N Quote_ProcessSessions
Public propertyQuote_QuoteClose 1:N Quote_QuoteClose
Public propertyQuote_RecurringAppointmentMasters 1:N Quote_RecurringAppointmentMasters
Public propertyQuote_ServiceAppointments 1:N Quote_ServiceAppointments
Public propertyQuote_SharepointDocument 1:N Quote_SharepointDocument
Public propertyQuote_SharepointDocumentLocation 1:N Quote_SharepointDocumentLocation
Public propertyQuote_SocialActivities 1:N Quote_SocialActivities
Public propertyQuote_SyncErrors 1:N Quote_SyncErrors
Public propertyQuote_Tasks 1:N Quote_Tasks
Public propertyQuoteId Unique identifier of the quote.
Public propertyQuoteNumber Shows the quote number for customer reference and searching capabilities. The number cannot be modified.
Public propertyRelatedEntities
(Inherited from Entity)
Public propertyRequestDeliveryBy Enter the delivery date requested by the customer for all products in the quote.
Public propertyRevisionNumber Shows the version number of the quote for revision history tracking.
Public propertyRowVersion
(Inherited from Entity)
Public propertyShippingMethodCode Select a shipping method for deliveries sent to this address.
Public propertyShipTo_AddressId Unique identifier of the shipping address.
Public propertyShipTo_City Type the city for the customer's shipping address.
Public propertyShipTo_Composite Shows the complete Ship To address.
Public propertyShipTo_ContactName Type the primary contact name at the customer's shipping address.
Public propertyShipTo_Country Type the country or region for the customer's shipping address.
Public propertyShipTo_Fax Type the fax number for the customer's shipping address.
Public propertyShipTo_FreightTermsCode Select the freight terms to make sure shipping orders are processed correctly.
Public propertyShipTo_Line1 Type the first line of the customer's shipping address.
Public propertyShipTo_Line2 Type the second line of the customer's shipping address.
Public propertyShipTo_Line3 Type the third line of the shipping address.
Public propertyShipTo_Name Type a name for the customer's shipping address, such as "Headquarters" or "Field office", to identify the address.
Public propertyShipTo_PostalCode Type the ZIP Code or postal code for the shipping address.
Public propertyShipTo_StateOrProvince Type the state or province for the shipping address.
Public propertyShipTo_Telephone Type the phone number for the customer's shipping address.
Public propertysla_quote N:1 sla_quote
Public propertySLAId Choose the service level agreement (SLA) that you want to apply to the quote record.
Public propertySLAInvokedId Last SLA that was applied to this quote. This field is for internal use only.
Public propertyslakpiinstance_quote 1:N slakpiinstance_quote
Public propertyStageId Shows the ID of the stage.
Public propertyStateCode Shows whether the quote is draft, active, won, or closed. Only draft quotes can be edited.
Public propertyStatusCode Select the quote's status.
Public propertysystem_user_quotes N:1 system_user_quotes
Public propertyteam_quotes N:1 team_quotes
Public propertyTimeZoneRuleVersionNumber For internal use only.
Public propertyTotalAmount Shows the total amount due, calculated as the sum of the products, discounts, freight, and taxes for the quote.
Public propertyTotalAmount_Base Shows the Total Amount field converted to the system's default base currency for reporting purposes. The calculation uses the exchange rate specified in the Currencies area.
Public propertyTotalAmountLessFreight Shows the total product amount for the quote, minus any discounts. This value is added to freight and tax amounts in the calculation for the total amount due for the quote.
Public propertyTotalAmountLessFreight_Base Shows the Pre-Freight Amount converted field to the system's default base currency for reporting purposes. The calculation uses the exchange rate specified in the Currencies area.
Public propertyTotalDiscountAmount Shows the total discount amount, based on the discount price and rate entered on the quote.
Public propertyTotalDiscountAmount_Base Shows the Total Discount Amount converted field to the system's default base currency for reporting purposes. The calculation uses the exchange rate specified in the Currencies area.
Public propertyTotalLineItemAmount Shows the sum of all existing and write-in products included on the quote, based on the specified price list and quantities.
Public propertyTotalLineItemAmount_Base Shows the Detail Amount field converted to the system's default base currency. The calculation uses the exchange rate specified in the Currencies area.
Public propertyTotalLineItemDiscountAmount Shows the total of the Manual Discount amounts specified on all products included in the quote. This value is reflected in the Detail Amount field on the quote and is added to any discount amount or rate specified on the quote
Public propertyTotalLineItemDiscountAmount_Base Shows the Total Line Item Discount Amount field converted to the system's default base currency for reporting purposes. The calculation uses the exchange rate specified in the Currencies area.
Public propertyTotalTax Shows the total of the Tax amounts specified on all products included in the quote, included in the Total Amount due calculation for the quote.
Public propertyTotalTax_Base Shows the Total Tax field converted to the system's default base currency for reporting purposes. The calculation uses the exchange rate specified in the Currencies area.
Public propertytransactioncurrency_quote N:1 transactioncurrency_quote
Public propertyTransactionCurrencyId Choose the local currency for the record to make sure budgets are reported in the correct currency.
Public propertyTraversedPath For internal use only.
Public propertyuserentityinstancedata_quote 1:N userentityinstancedata_quote
Public propertyUTCConversionTimeZoneCode Time zone code that was in use when the record was created.
Public propertyVersionNumber Version number of the quote.
Public propertyWillCall Select whether the products included in the quote should be shipped to the specified address or held until the customer calls with further pick up or delivery instructions.
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Methods
 NameDescription
Public methodContains
(Inherited from Entity)
Public methodEqualsDetermines whether the specified object is equal to the current object.
(Inherited from Object)
Protected methodFinalizeAllows an object to try to free resources and perform other cleanup operations before it is reclaimed by garbage collection.
(Inherited from Object)
Public methodGetAttributeValue``1
(Inherited from Entity)
Protected methodGetFormattedAttributeValue
(Inherited from Entity)
Public methodGetHashCodeServes as the default hash function.
(Inherited from Object)
Protected methodGetRelatedEntities``1
(Inherited from Entity)
Protected methodGetRelatedEntity``1
(Inherited from Entity)
Public methodGetTypeGets the Type of the current instance.
(Inherited from Object)
Protected methodMemberwiseCloneCreates a shallow copy of the current Object.
(Inherited from Object)
Protected methodSetAttributeValue
(Inherited from Entity)
Protected methodSetRelatedEntities``1
(Inherited from Entity)
Protected methodSetRelatedEntity``1
(Inherited from Entity)
Public methodToEntity``1
(Inherited from Entity)
Public methodToEntityReference
(Inherited from Entity)
Public methodToStringReturns a string that represents the current object.
(Inherited from Object)
Public methodTryGetAttributeValue``1
(Inherited from Entity)
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Events
Fields
See Also