Quote table/entity reference (Microsoft Dynamics 365)

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

Messages

The following table lists the messages for the Quote table. Messages represent operations that can be performed on the table. They may also be events.

Name Is Event?	Web API Operation	SDK for .NET
Assign Event: True	PATCH /quotes(quoteid) Update the ownerid property.	AssignRequest
Associate Event: True	Associate records	Associate records
CloseIncident Event: True	CloseIncident action	CloseIncidentRequest
CloseQuote Event: True	CloseQuote action	CloseQuoteRequest
ConvertQuoteToSalesOrder Event: False	ConvertQuoteToSalesOrder action	ConvertQuoteToSalesOrderRequest
Create Event: True	POST /quotes See Create	Create records
CreateMultiple Event: True	CreateMultiple	CreateMultipleRequest
Delete Event: True	DELETE /quotes(quoteid) See Delete	Delete records
Disassociate Event: True	Disassociate records	Disassociate records
GenerateQuoteFromOpportunity Event: True	GenerateQuoteFromOpportunity action	GenerateQuoteFromOpportunityRequest
GetQuantityDecimal Event: False	GetQuantityDecimal function	GetQuantityDecimalRequest
GetQuoteProductsFromOpportunity Event: False	GetQuoteProductsFromOpportunity action	GetQuoteProductsFromOpportunityRequest
GrantAccess Event: True	GrantAccess	GrantAccessRequest
ModifyAccess Event: True	ModifyAccess	ModifyAccessRequest
Retrieve Event: True	GET /quotes(quoteid) See Retrieve	Retrieve records
RetrieveMultiple Event: True	GET /quotes See Query data	Query data
RetrievePrincipalAccess Event: True	RetrievePrincipalAccess	RetrievePrincipalAccessRequest
RetrieveSharedPrincipalsAndAccess Event: True	RetrieveSharedPrincipalsAndAccess	RetrieveSharedPrincipalsAndAccessRequest
ReviseQuote Event: False	ReviseQuote action	ReviseQuoteRequest
RevokeAccess Event: True	RevokeAccess	RevokeAccessRequest
Rollup Event: False	Rollup	RollupRequest
SetState Event: True	PATCH /quotes(quoteid) Update the statecode and statuscode properties.	SetStateRequest
Update Event: True	PATCH /quotes(quoteid) See Update	Update records
UpdateMultiple Event: True	UpdateMultiple	UpdateMultipleRequest
Upsert Event: False	PATCH /quotes(quoteid) See Upsert a table row	UpsertRequest
UpsertMultiple Event: False	UpsertMultiple	UpsertMultipleRequest
WinOpportunity Event: True	WinOpportunity action	WinOpportunityRequest
WinQuote Event: True	WinQuote action	WinQuoteRequest

Events

The following table lists the events for the Quote table. Events are messages that exist so that you can subscribe to them. Unless you added the event, you shouldn't invoke the message, only subscribe to it.

Name	Web API Operation	SDK for .NET
CalculatePrice	CalculatePrice	CalculatePriceRequest

Properties

The following table lists selected properties for the Quote table.

Property	Value
DisplayName	Quote
DisplayCollectionName	Quotes
SchemaName	Quote
CollectionSchemaName	Quotes
EntitySetName	quotes
LogicalName	quote
LogicalCollectionName	quotes
PrimaryIdAttribute	quoteid
PrimaryNameAttribute	name
TableType	Standard
OwnershipType	UserOwned

Writable columns/attributes

These columns/attributes return true for either IsValidForCreate or IsValidForUpdate (usually both). Listed by SchemaName.

• BillTo_AddressId
• BillTo_City
• BillTo_ContactName
• BillTo_Country
• BillTo_Fax
• BillTo_Line1
• BillTo_Line2
• BillTo_Line3
• BillTo_Name
• BillTo_PostalCode
• BillTo_StateOrProvince
• BillTo_Telephone
• CampaignId
• ClosedOn
• CustomerId
• CustomerIdType
• Description
• DiscountAmount
• DiscountPercentage
• EffectiveFrom
• EffectiveTo
• EmailAddress
• ExpiresOn
• FreightAmount
• FreightTermsCode
• ImportSequenceNumber
• LastOnHoldTime
• Name
• OpportunityId
• OverriddenCreatedOn
• OwnerId
• OwnerIdType
• PaymentTermsCode
• PriceLevelId
• PricingErrorCode
• ProcessId
• QuoteCreationMethod
• QuoteId
• QuoteNumber
• RequestDeliveryBy
• ShippingMethodCode
• ShipTo_AddressId
• ShipTo_City
• ShipTo_ContactName
• ShipTo_Country
• ShipTo_Fax
• ShipTo_FreightTermsCode
• ShipTo_Line1
• ShipTo_Line2
• ShipTo_Line3
• ShipTo_Name
• ShipTo_PostalCode
• ShipTo_StateOrProvince
• ShipTo_Telephone
• SkipPriceCalculation
• SLAId
• StageId
• StateCode
• StatusCode
• TimeZoneRuleVersionNumber
• TotalAmount
• TotalAmountLessFreight
• TotalDiscountAmount
• TotalLineItemAmount
• TotalLineItemDiscountAmount
• TotalTax
• TransactionCurrencyId
• TraversedPath
• UTCConversionTimeZoneCode
• WillCall

BillTo_AddressId

Property	Value
Description	Unique identifier of the billing address.
DisplayName	Bill To Address ID
IsValidForForm	False
IsValidForRead	True
LogicalName	billto_addressid
RequiredLevel	None
Type	Uniqueidentifier

BillTo_City

Property	Value
Description	Type the city for the customer's billing address.
DisplayName	Bill To City
IsValidForForm	True
IsValidForRead	True
LogicalName	billto_city
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	80

BillTo_ContactName

Property	Value
Description	Type the primary contact name at the customer's billing address.
DisplayName	Bill To Contact Name
IsValidForForm	True
IsValidForRead	True
LogicalName	billto_contactname
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	150

BillTo_Country

Property	Value
Description	Type the country or region for the customer's billing address.
DisplayName	Bill To Country/Region
IsValidForForm	True
IsValidForRead	True
LogicalName	billto_country
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	80

BillTo_Fax

Property	Value
Description	Type the fax number for the customer's billing address.
DisplayName	Bill To Fax
IsValidForForm	True
IsValidForRead	True
LogicalName	billto_fax
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	50

BillTo_Line1

Property	Value
Description	Type the first line of the customer's billing address.
DisplayName	Bill To Street 1
IsValidForForm	True
IsValidForRead	True
LogicalName	billto_line1
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	250

BillTo_Line2

Property	Value
Description	Type the second line of the customer's billing address.
DisplayName	Bill To Street 2
IsValidForForm	True
IsValidForRead	True
LogicalName	billto_line2
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	250

BillTo_Line3

Property	Value
Description	Type the third line of the billing address.
DisplayName	Bill To Street 3
IsValidForForm	True
IsValidForRead	True
LogicalName	billto_line3
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	250

BillTo_Name

Property	Value
Description	Type a name for the customer's billing address, such as "Headquarters" or "Field office", to identify the address.
DisplayName	Bill To Name
IsValidForForm	True
IsValidForRead	True
LogicalName	billto_name
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	200

BillTo_PostalCode

Property	Value
Description	Type the ZIP Code or postal code for the billing address.
DisplayName	Bill To ZIP/Postal Code
IsValidForForm	True
IsValidForRead	True
LogicalName	billto_postalcode
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	20

BillTo_StateOrProvince

Property	Value
Description	Type the state or province for the billing address.
DisplayName	Bill To State/Province
IsValidForForm	True
IsValidForRead	True
LogicalName	billto_stateorprovince
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	50

BillTo_Telephone

Property	Value
Description	Type the phone number for the customer's billing address.
DisplayName	Bill To Phone
IsValidForForm	True
IsValidForRead	True
LogicalName	billto_telephone
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	50

CampaignId

Property	Value
Description	Shows the campaign that the order was created from.
DisplayName	Source Campaign
IsValidForForm	True
IsValidForRead	True
LogicalName	campaignid
RequiredLevel	None
Type	Lookup
Targets	campaign

ClosedOn

Property	Value
Description	Enter the date when the quote was closed to indicate the expiration, revision, or cancellation date.
DisplayName	Closed On
IsValidForForm	True
IsValidForRead	True
LogicalName	closedon
RequiredLevel	None
Type	DateTime
CanChangeDateTimeBehavior	False
DateTimeBehavior	DateOnly
Format	DateOnly
ImeMode	Inactive
SourceTypeMask	0

CustomerId

Property	Value
Description	Select the customer account or contact to provide a quick link to additional customer details, such as account information, activities, and opportunities.
DisplayName	Potential Customer
IsValidForForm	True
IsValidForRead	True
LogicalName	customerid
RequiredLevel	ApplicationRequired
Type	Customer
Targets	account, contact

CustomerIdType

Property	Value
Description
DisplayName	Potential Customer Type
IsValidForForm	False
IsValidForRead	True
LogicalName	customeridtype
RequiredLevel	ApplicationRequired
Type	EntityName

Description

Property	Value
Description	Type additional information to describe the quote, such as the products or services offered or details about the customer's product preferences.
DisplayName	Description
IsValidForForm	True
IsValidForRead	True
LogicalName	description
RequiredLevel	None
Type	Memo
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	2000

DiscountAmount

Property	Value
Description	Type the discount amount for the quote if the customer is eligible for special savings.
DisplayName	Quote Discount Amount
IsValidForForm	True
IsValidForRead	True
LogicalName	discountamount
RequiredLevel	None
Type	Money
ImeMode	Disabled
IsBaseCurrency	False
MaxValue	1000000000000
MinValue	0
Precision	2
PrecisionSource	2 (TransactionCurrency.CurrencyPrecision)

DiscountPercentage

Property	Value
Description	Type the discount rate that should be applied to the Detail Amount field to include additional savings for the customer in the quote.
DisplayName	Quote Discount (%)
IsValidForForm	True
IsValidForRead	True
LogicalName	discountpercentage
RequiredLevel	None
Type	Decimal
ImeMode	Disabled
MaxValue	100
MinValue	0
Precision	2
SourceTypeMask	0

EffectiveFrom

Property	Value
Description	Enter the date when the quote pricing is effective or was first communicated to the customer.
DisplayName	Effective from
IsValidForForm	True
IsValidForRead	True
LogicalName	effectivefrom
RequiredLevel	None
Type	DateTime
CanChangeDateTimeBehavior	False
DateTimeBehavior	UserLocal
Format	DateOnly
ImeMode	Inactive
SourceTypeMask	0

EffectiveTo

Property	Value
Description	Enter the expiration date or last day the quote pricing is effective for the customer.
DisplayName	Effective to
IsValidForForm	True
IsValidForRead	True
LogicalName	effectiveto
RequiredLevel	None
Type	DateTime
CanChangeDateTimeBehavior	False
DateTimeBehavior	UserLocal
Format	DateOnly
ImeMode	Inactive
SourceTypeMask	0

EmailAddress

Property	Value
Description	The primary email address for the entity.
DisplayName	Email Address
IsValidForForm	True
IsValidForRead	True
LogicalName	emailaddress
RequiredLevel	None
Type	String
Format	Email
FormatName	Email
ImeMode	Auto
IsLocalizable	False
MaxLength	100

ExpiresOn

Property	Value
Description	Enter the date a decision or order is due from the customer to indicate the expiration date of the quote.
DisplayName	Due By
IsValidForForm	True
IsValidForRead	True
LogicalName	expireson
RequiredLevel	None
Type	DateTime
CanChangeDateTimeBehavior	False
DateTimeBehavior	DateOnly
Format	DateOnly
ImeMode	Inactive
SourceTypeMask	0

FreightAmount

Property	Value
Description	Type the cost of freight or shipping for the products included in the quote for use in calculating the Total Amount field.
DisplayName	Freight Amount
IsValidForForm	True
IsValidForRead	True
LogicalName	freightamount
RequiredLevel	None
Type	Money
ImeMode	Disabled
IsBaseCurrency	False
MaxValue	1000000000000
MinValue	0
Precision	2
PrecisionSource	2 (TransactionCurrency.CurrencyPrecision)

FreightTermsCode

Property	Value
Description	Select the freight terms to make sure shipping charges are processed correctly.
DisplayName	Freight Terms
IsValidForForm	True
IsValidForRead	True
LogicalName	freighttermscode
RequiredLevel	None
Type	Picklist
DefaultFormValue	-1
GlobalChoiceName	quote_freighttermscode

FreightTermsCode Choices/Options

Value	Label
1	FOB
2	No Charge

ImportSequenceNumber

Property	Value
Description	Sequence number of the import that created this record.
DisplayName	Import Sequence Number
IsValidForForm	False
IsValidForRead	True
LogicalName	importsequencenumber
RequiredLevel	None
Type	Integer
MaxValue	2147483647
MinValue	-2147483648

LastOnHoldTime

Property	Value
Description	Contains the date time stamp of the last on hold time.
DisplayName	Last On Hold Time
IsValidForForm	True
IsValidForRead	True
LogicalName	lastonholdtime
RequiredLevel	None
Type	DateTime
CanChangeDateTimeBehavior	False
DateTimeBehavior	UserLocal
Format	DateAndTime
ImeMode	Inactive
SourceTypeMask	0

Name

Property	Value
Description	Type a descriptive name for the quote.
DisplayName	Name
IsValidForForm	True
IsValidForRead	True
LogicalName	name
RequiredLevel	ApplicationRequired
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	300

OpportunityId

Property	Value
Description	Choose the opportunity that the quote is related to for reporting and analytics.
DisplayName	Opportunity
IsValidForForm	True
IsValidForRead	True
LogicalName	opportunityid
RequiredLevel	None
Type	Lookup
Targets	opportunity

OverriddenCreatedOn

Property	Value
Description	Date and time that the record was migrated.
DisplayName	Record Created On
IsValidForForm	False
IsValidForRead	True
LogicalName	overriddencreatedon
RequiredLevel	None
Type	DateTime
CanChangeDateTimeBehavior	False
DateTimeBehavior	UserLocal
Format	DateOnly
ImeMode	Inactive
SourceTypeMask	0

OwnerId

Property	Value
Description	Owner Id
DisplayName	Owner
IsValidForForm	True
IsValidForRead	True
LogicalName	ownerid
RequiredLevel	SystemRequired
Type	Owner
Targets	systemuser, team

OwnerIdType

Property	Value
Description	Owner Id Type
DisplayName
IsValidForForm	False
IsValidForRead	True
LogicalName	owneridtype
RequiredLevel	SystemRequired
Type	EntityName

PaymentTermsCode

Property	Value
Description	Select the payment terms to indicate when the customer needs to pay the total amount.
DisplayName	Payment Terms
IsValidForForm	True
IsValidForRead	True
LogicalName	paymenttermscode
RequiredLevel	None
Type	Picklist
DefaultFormValue	-1
GlobalChoiceName	quote_paymenttermscode

PaymentTermsCode Choices/Options

Value	Label
1	Net 30
2	2% 10, Net 30
3	Net 45
4	Net 60

PriceLevelId

Property	Value
Description	Choose the price list associated with this record to make sure the products associated with the campaign are offered at the correct prices.
DisplayName	Price List
IsValidForForm	True
IsValidForRead	True
LogicalName	pricelevelid
RequiredLevel	ApplicationRequired
Type	Lookup
Targets	pricelevel

PricingErrorCode

Property	Value
Description	Pricing error for the quote.
DisplayName	Pricing Error
IsValidForForm	False
IsValidForRead	True
LogicalName	pricingerrorcode
RequiredLevel	None
Type	Picklist
DefaultFormValue	0
GlobalChoiceName	qooi_pricingerrorcode

PricingErrorCode Choices/Options

Value	Label
0	None
1	Detail Error
2	Missing Price Level
3	Inactive Price Level
4	Missing Quantity
5	Missing Unit Price
6	Missing Product
7	Invalid Product
8	Missing Pricing Code
9	Invalid Pricing Code
10	Missing UOM
11	Product Not In Price Level
12	Missing Price Level Amount
13	Missing Price Level Percentage
14	Missing Price
15	Missing Current Cost
16	Missing Standard Cost
17	Invalid Price Level Amount
18	Invalid Price Level Percentage
19	Invalid Price
20	Invalid Current Cost
21	Invalid Standard Cost
22	Invalid Rounding Policy
23	Invalid Rounding Option
24	Invalid Rounding Amount
25	Price Calculation Error
26	Invalid Discount Type
27	Discount Type Invalid State
28	Invalid Discount
29	Invalid Quantity
30	Invalid Pricing Precision
31	Missing Product Default UOM
32	Missing Product UOM Schedule
33	Inactive Discount Type
34	Invalid Price Level Currency
35	Price Attribute Out Of Range
36	Base Currency Attribute Overflow
37	Base Currency Attribute Underflow
38	Transaction currency is not set for the product price list item

ProcessId

Property	Value
Description	Contains the id of the process associated with the entity.
DisplayName	Process Id
IsValidForForm	False
IsValidForRead	True
LogicalName	processid
RequiredLevel	None
Type	Uniqueidentifier

QuoteCreationMethod

Property	Value
Description
DisplayName	Creation Method
IsValidForForm	True
IsValidForRead	True
LogicalName	quotecreationmethod
RequiredLevel	None
Type	Picklist
DefaultFormValue	776160000
GlobalChoiceName	quotecreationmethod

QuoteCreationMethod Choices/Options

Value	Label
776160000	Unknown
776160001	Revision

QuoteId

Property	Value
Description	Unique identifier of the quote.
DisplayName	Quote
IsValidForForm	False
IsValidForRead	True
LogicalName	quoteid
RequiredLevel	SystemRequired
Type	Uniqueidentifier

QuoteNumber

Property	Value
Description	Shows the quote number for customer reference and searching capabilities. The number cannot be modified.
DisplayName	Quote ID
IsValidForForm	True
IsValidForRead	True
LogicalName	quotenumber
RequiredLevel	SystemRequired
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	100

RequestDeliveryBy

Property	Value
Description	Enter the delivery date requested by the customer for all products in the quote.
DisplayName	Requested Delivery Date
IsValidForForm	True
IsValidForRead	True
LogicalName	requestdeliveryby
RequiredLevel	None
Type	DateTime
CanChangeDateTimeBehavior	False
DateTimeBehavior	UserLocal
Format	DateOnly
ImeMode	Inactive
SourceTypeMask	0

ShippingMethodCode

Property	Value
Description	Select a shipping method for deliveries sent to this address.
DisplayName	Shipping Method
IsValidForForm	True
IsValidForRead	True
LogicalName	shippingmethodcode
RequiredLevel	None
Type	Picklist
DefaultFormValue	-1
GlobalChoiceName	quote_shippingmethodcode

ShippingMethodCode Choices/Options

Value	Label
1	Airborne
2	DHL
3	FedEx
4	UPS
5	Postal Mail
6	Full Load
7	Will Call

ShipTo_AddressId

Property	Value
Description	Unique identifier of the shipping address.
DisplayName	Ship To Address ID
IsValidForForm	False
IsValidForRead	True
LogicalName	shipto_addressid
RequiredLevel	None
Type	Uniqueidentifier

ShipTo_City

Property	Value
Description	Type the city for the customer's shipping address.
DisplayName	Ship To City
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_city
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	80

ShipTo_ContactName

Property	Value
Description	Type the primary contact name at the customer's shipping address.
DisplayName	Ship To Contact Name
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_contactname
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	150

ShipTo_Country

Property	Value
Description	Type the country or region for the customer's shipping address.
DisplayName	Ship To Country/Region
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_country
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	80

ShipTo_Fax

Property	Value
Description	Type the fax number for the customer's shipping address.
DisplayName	Ship To Fax
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_fax
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	50

ShipTo_FreightTermsCode

Property	Value
Description	Select the freight terms to make sure shipping orders are processed correctly.
DisplayName	Ship To Freight Terms
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_freighttermscode
RequiredLevel	None
Type	Picklist
DefaultFormValue	-1
GlobalChoiceName	quote_shipto_freighttermscode

ShipTo_FreightTermsCode Choices/Options

Value	Label
1	Default Value

ShipTo_Line1

Property	Value
Description	Type the first line of the customer's shipping address.
DisplayName	Ship To Street 1
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_line1
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	250

ShipTo_Line2

Property	Value
Description	Type the second line of the customer's shipping address.
DisplayName	Ship To Street 2
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_line2
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	250

ShipTo_Line3

Property	Value
Description	Type the third line of the shipping address.
DisplayName	Ship To Street 3
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_line3
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	250

ShipTo_Name

Property	Value
Description	Type a name for the customer's shipping address, such as "Headquarters" or "Field office", to identify the address.
DisplayName	Ship To Name
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_name
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	200

ShipTo_PostalCode

Property	Value
Description	Type the ZIP Code or postal code for the shipping address.
DisplayName	Ship To ZIP/Postal Code
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_postalcode
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	20

ShipTo_StateOrProvince

Property	Value
Description	Type the state or province for the shipping address.
DisplayName	Ship To State/Province
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_stateorprovince
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	50

ShipTo_Telephone

Property	Value
Description	Type the phone number for the customer's shipping address.
DisplayName	Ship To Phone
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_telephone
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	50

SkipPriceCalculation

Property	Value
Description	Skip Price Calculation (For Internal use)
DisplayName	Skip Price Calculation
IsValidForForm	False
IsValidForRead	True
LogicalName	skippricecalculation
RequiredLevel	None
Type	Picklist
DefaultFormValue	0
GlobalChoiceName	qooi_skippricecalculation

SkipPriceCalculation Choices/Options

Value	Label
0	DoPriceCalcAlways
1	SkipPriceCalcOnRetrieve

SLAId

Property	Value
Description	Choose the service level agreement (SLA) that you want to apply to the quote record.
DisplayName	SLA
IsValidForForm	True
IsValidForRead	True
LogicalName	slaid
RequiredLevel	None
Type	Lookup
Targets	sla

StageId

Property	Value
Description	Contains the id of the stage where the entity is located.
DisplayName	(Deprecated) Stage Id
IsValidForForm	False
IsValidForRead	True
LogicalName	stageid
RequiredLevel	None
Type	Uniqueidentifier

StateCode

Property	Value
Description	Shows whether the quote is draft, active, won, or closed. Only draft quotes can be edited.
DisplayName	Status
IsValidForForm	True
IsValidForRead	True
LogicalName	statecode
RequiredLevel	SystemRequired
Type	State
DefaultFormValue	0
GlobalChoiceName	quote_statecode

StateCode Choices/Options

Value	Details
0	Label: Draft DefaultStatus: 1 InvariantName: Draft
1	Label: Active DefaultStatus: 2 InvariantName: Active
2	Label: Won DefaultStatus: 4 InvariantName: Won
3	Label: Closed DefaultStatus: 7 InvariantName: Closed

StatusCode

Property	Value
Description	Select the quote's status.
DisplayName	Status Reason
IsValidForForm	True
IsValidForRead	True
LogicalName	statuscode
RequiredLevel	None
Type	Status
DefaultFormValue	-1
GlobalChoiceName	quote_statuscode

StatusCode Choices/Options

Value	Details
1	Label: In Progress State:0 TransitionData: None
2	Label: In Progress State:1 TransitionData: None
3	Label: Open State:1 TransitionData: None
4	Label: Won State:2 TransitionData: None
5	Label: Lost State:3 TransitionData: None
6	Label: Canceled State:3 TransitionData: None
7	Label: Revised State:3 TransitionData: None

TimeZoneRuleVersionNumber

Property	Value
Description	For internal use only.
DisplayName	Time Zone Rule Version Number
IsValidForForm	False
IsValidForRead	True
LogicalName	timezoneruleversionnumber
RequiredLevel	None
Type	Integer
MaxValue	2147483647
MinValue	-1

TotalAmount

Property	Value
Description	Shows the total amount due, calculated as the sum of the products, discounts, freight, and taxes for the quote.
DisplayName	Total amount
IsValidForForm	True
IsValidForRead	True
LogicalName	totalamount
RequiredLevel	None
Type	Money
ImeMode	Disabled
IsBaseCurrency	False
MaxValue	922337203685477
MinValue	-922337203685477
Precision	2
PrecisionSource	2 (TransactionCurrency.CurrencyPrecision)

TotalAmountLessFreight

Property	Value
Description	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.
DisplayName	Total Pre-Freight Amount
IsValidForForm	True
IsValidForRead	True
LogicalName	totalamountlessfreight
RequiredLevel	None
Type	Money
ImeMode	Disabled
IsBaseCurrency	False
MaxValue	922337203685477
MinValue	-922337203685477
Precision	2
PrecisionSource	2 (TransactionCurrency.CurrencyPrecision)

TotalDiscountAmount

Property	Value
Description	Shows the total discount amount, based on the discount price and rate entered on the quote.
DisplayName	Total Discount Amount
IsValidForForm	True
IsValidForRead	True
LogicalName	totaldiscountamount
RequiredLevel	None
Type	Money
ImeMode	Disabled
IsBaseCurrency	False
MaxValue	922337203685477
MinValue	-922337203685477
Precision	2
PrecisionSource	2 (TransactionCurrency.CurrencyPrecision)

TotalLineItemAmount

Property	Value
Description	Shows the sum of all existing and write-in products included on the quote, based on the specified price list and quantities.
DisplayName	Total Detail Amount
IsValidForForm	True
IsValidForRead	True
LogicalName	totallineitemamount
RequiredLevel	None
Type	Money
ImeMode	Disabled
IsBaseCurrency	False
MaxValue	922337203685477
MinValue	-922337203685477
Precision	2
PrecisionSource	2 (TransactionCurrency.CurrencyPrecision)

TotalLineItemDiscountAmount

Property	Value
Description	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
DisplayName	Total Line Item Discount Amount
IsValidForForm	True
IsValidForRead	True
LogicalName	totallineitemdiscountamount
RequiredLevel	None
Type	Money
ImeMode	Disabled
IsBaseCurrency	False
MaxValue	922337203685477
MinValue	-922337203685477
Precision	2
PrecisionSource	2 (TransactionCurrency.CurrencyPrecision)

TotalTax

Property	Value
Description	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.
DisplayName	Total Tax
IsValidForForm	True
IsValidForRead	True
LogicalName	totaltax
RequiredLevel	None
Type	Money
ImeMode	Disabled
IsBaseCurrency	False
MaxValue	922337203685477
MinValue	-922337203685477
Precision	2
PrecisionSource	2 (TransactionCurrency.CurrencyPrecision)

TransactionCurrencyId

Property	Value
Description	Choose the local currency for the record to make sure budgets are reported in the correct currency.
DisplayName	Currency
IsValidForForm	True
IsValidForRead	True
LogicalName	transactioncurrencyid
RequiredLevel	ApplicationRequired
Type	Lookup
Targets	transactioncurrency

TraversedPath

Property	Value
Description	A comma separated list of string values representing the unique identifiers of stages in a Business Process Flow Instance in the order that they occur.
DisplayName	(Deprecated) Traversed Path
IsValidForForm	False
IsValidForRead	True
LogicalName	traversedpath
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	1250

UTCConversionTimeZoneCode

Property	Value
Description	Time zone code that was in use when the record was created.
DisplayName	UTC Conversion Time Zone Code
IsValidForForm	False
IsValidForRead	True
LogicalName	utcconversiontimezonecode
RequiredLevel	None
Type	Integer
MaxValue	2147483647
MinValue	-1

WillCall

Property	Value
Description	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.
DisplayName	Ship To
IsValidForForm	True
IsValidForRead	True
LogicalName	willcall
RequiredLevel	None
Type	Boolean
GlobalChoiceName	quote_willcall
DefaultValue	False
True Label	Will Call
False Label	Address

Read-only columns/attributes

These columns/attributes return false for both IsValidForCreate and IsValidForUpdate. Listed by SchemaName.

• AccountId
• BillTo_Composite
• ContactId
• CreatedBy
• CreatedOn
• CreatedOnBehalfBy
• CustomerIdName
• CustomerIdYomiName
• DiscountAmount_Base
• ExchangeRate
• FreightAmount_Base
• ModifiedBy
• ModifiedOn
• ModifiedOnBehalfBy
• OnHoldTime
• OwnerIdName
• OwnerIdYomiName
• OwningBusinessUnit
• OwningTeam
• OwningUser
• RevisionNumber
• ShipTo_Composite
• SLAInvokedId
• TotalAmount_Base
• TotalAmountLessFreight_Base
• TotalDiscountAmount_Base
• TotalLineItemAmount_Base
• TotalLineItemDiscountAmount_Base
• TotalTax_Base
• UniqueDscId
• VersionNumber

AccountId

Property	Value
Description	Unique identifier of the account with which the quote is associated.
DisplayName	Account
IsValidForForm	False
IsValidForRead	True
LogicalName	accountid
RequiredLevel	None
Type	Lookup
Targets	account

BillTo_Composite

Property	Value
Description	Shows the complete Bill To address.
DisplayName	Bill To Address
IsValidForForm	True
IsValidForRead	True
LogicalName	billto_composite
RequiredLevel	None
Type	Memo
Format	TextArea
FormatName	TextArea
ImeMode	Auto
IsLocalizable	False
MaxLength	1000

ContactId

Property	Value
Description	Unique identifier of the contact associated with the quote.
DisplayName	Contact
IsValidForForm	False
IsValidForRead	True
LogicalName	contactid
RequiredLevel	None
Type	Lookup
Targets	contact

CreatedBy

Property	Value
Description	Shows who created the record.
DisplayName	Created By
IsValidForForm	True
IsValidForRead	True
LogicalName	createdby
RequiredLevel	None
Type	Lookup
Targets	systemuser

CreatedOn

Property	Value
Description	Date and time when the record was created.
DisplayName	Created On
IsValidForForm	True
IsValidForRead	True
LogicalName	createdon
RequiredLevel	None
Type	DateTime
CanChangeDateTimeBehavior	False
DateTimeBehavior	UserLocal
Format	DateAndTime
ImeMode	Inactive
SourceTypeMask	0

CreatedOnBehalfBy

Property	Value
Description	Shows who created the record on behalf of another user.
DisplayName	Created By (Delegate)
IsValidForForm	True
IsValidForRead	True
LogicalName	createdonbehalfby
RequiredLevel	None
Type	Lookup
Targets	systemuser

CustomerIdName

Property	Value
Description
DisplayName
IsValidForForm	False
IsValidForRead	True
LogicalName	customeridname
RequiredLevel	ApplicationRequired
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	160

CustomerIdYomiName

Property	Value
Description
DisplayName
IsValidForForm	False
IsValidForRead	True
LogicalName	customeridyominame
RequiredLevel	ApplicationRequired
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	450

DiscountAmount_Base

Property	Value
Description	Value of the Quote Discount Amount in base currency.
DisplayName	Quote Discount Amount (Base)
IsValidForForm	True
IsValidForRead	True
LogicalName	discountamount_base
RequiredLevel	None
Type	Money
ImeMode	Disabled
IsBaseCurrency	True
MaxValue	922337203685477
MinValue	-922337203685477
Precision	4
PrecisionSource	2 (TransactionCurrency.CurrencyPrecision)

ExchangeRate

Property	Value
Description	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.
DisplayName	Exchange Rate
IsValidForForm	True
IsValidForRead	True
LogicalName	exchangerate
RequiredLevel	None
Type	Decimal
ImeMode	Disabled
MaxValue	100000000000
MinValue	1E-12
Precision	12
SourceTypeMask	0

FreightAmount_Base

Property	Value
Description	Value of the Freight Amount in base currency.
DisplayName	Freight Amount (Base)
IsValidForForm	True
IsValidForRead	True
LogicalName	freightamount_base
RequiredLevel	None
Type	Money
ImeMode	Disabled
IsBaseCurrency	True
MaxValue	922337203685477
MinValue	-922337203685477
Precision	4
PrecisionSource	2 (TransactionCurrency.CurrencyPrecision)

ModifiedBy

Property	Value
Description	Shows who last updated the record.
DisplayName	Modified By
IsValidForForm	True
IsValidForRead	True
LogicalName	modifiedby
RequiredLevel	None
Type	Lookup
Targets	systemuser

ModifiedOn

Property	Value
Description	Date and time when the record was modified.
DisplayName	Modified On
IsValidForForm	True
IsValidForRead	True
LogicalName	modifiedon
RequiredLevel	None
Type	DateTime
CanChangeDateTimeBehavior	False
DateTimeBehavior	UserLocal
Format	DateAndTime
ImeMode	Inactive
SourceTypeMask	0

ModifiedOnBehalfBy

Property	Value
Description	Shows who last updated the record on behalf of another user.
DisplayName	Modified By (Delegate)
IsValidForForm	True
IsValidForRead	True
LogicalName	modifiedonbehalfby
RequiredLevel	None
Type	Lookup
Targets	systemuser

OnHoldTime

Property	Value
Description	Shows the duration in minutes for which the quote was on hold.
DisplayName	On Hold Time (Minutes)
IsValidForForm	True
IsValidForRead	True
LogicalName	onholdtime
RequiredLevel	None
Type	Integer
MaxValue	2147483647
MinValue	-2147483648

OwnerIdName

Property	Value
Description	Name of the owner
DisplayName
IsValidForForm	False
IsValidForRead	True
LogicalName	owneridname
RequiredLevel	SystemRequired
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	100

OwnerIdYomiName

Property	Value
Description	Yomi name of the owner
DisplayName
IsValidForForm	False
IsValidForRead	True
LogicalName	owneridyominame
RequiredLevel	SystemRequired
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	100

OwningBusinessUnit

Property	Value
Description	Unique identifier for the business unit that owns the record
DisplayName	Owning Business Unit
IsValidForForm	True
IsValidForRead	True
LogicalName	owningbusinessunit
RequiredLevel	None
Type	Lookup
Targets	businessunit

OwningTeam

Property	Value
Description	Unique identifier for the team that owns the record.
DisplayName	Owning Team
IsValidForForm	False
IsValidForRead	True
LogicalName	owningteam
RequiredLevel	None
Type	Lookup
Targets	team

OwningUser

Property	Value
Description	Unique identifier for the user that owns the record.
DisplayName	Owning User
IsValidForForm	False
IsValidForRead	True
LogicalName	owninguser
RequiredLevel	None
Type	Lookup
Targets	systemuser

RevisionNumber

Property	Value
Description	Shows the version number of the quote for revision history tracking.
DisplayName	Revision ID
IsValidForForm	True
IsValidForRead	True
LogicalName	revisionnumber
RequiredLevel	SystemRequired
Type	Integer
MaxValue	2147483647
MinValue	0

ShipTo_Composite

Property	Value
Description	Shows the complete Ship To address.
DisplayName	Ship To Address
IsValidForForm	True
IsValidForRead	True
LogicalName	shipto_composite
RequiredLevel	None
Type	Memo
Format	TextArea
FormatName	TextArea
ImeMode	Auto
IsLocalizable	False
MaxLength	1000

SLAInvokedId

Property	Value
Description	Last SLA that was applied to this quote. This field is for internal use only.
DisplayName	Last SLA applied
IsValidForForm	False
IsValidForRead	True
LogicalName	slainvokedid
RequiredLevel	None
Type	Lookup
Targets	sla

TotalAmount_Base

Property	Value
Description	Value of the Total Amount in base currency.
DisplayName	Total Amount (Base)
IsValidForForm	True
IsValidForRead	True
LogicalName	totalamount_base
RequiredLevel	None
Type	Money
ImeMode	Disabled
IsBaseCurrency	True
MaxValue	922337203685477
MinValue	-922337203685477
Precision	4
PrecisionSource	2 (TransactionCurrency.CurrencyPrecision)

TotalAmountLessFreight_Base

Property	Value
Description	Value of the Total Pre-Freight Amount in base currency.
DisplayName	Total Pre-Freight Amount (Base)
IsValidForForm	True
IsValidForRead	True
LogicalName	totalamountlessfreight_base
RequiredLevel	None
Type	Money
ImeMode	Disabled
IsBaseCurrency	True
MaxValue	922337203685477
MinValue	-922337203685477
Precision	4
PrecisionSource	2 (TransactionCurrency.CurrencyPrecision)

TotalDiscountAmount_Base

Property	Value
Description	Value of the Total Discount Amount in base currency.
DisplayName	Total Discount Amount (Base)
IsValidForForm	True
IsValidForRead	True
LogicalName	totaldiscountamount_base
RequiredLevel	None
Type	Money
ImeMode	Disabled
IsBaseCurrency	True
MaxValue	922337203685477
MinValue	-922337203685477
Precision	4
PrecisionSource	2 (TransactionCurrency.CurrencyPrecision)

TotalLineItemAmount_Base

Property	Value
Description	Value of the Total Detail Amount in base currency.
DisplayName	Total Detail Amount (Base)
IsValidForForm	True
IsValidForRead	True
LogicalName	totallineitemamount_base
RequiredLevel	None
Type	Money
ImeMode	Disabled
IsBaseCurrency	True
MaxValue	922337203685477
MinValue	-922337203685477
Precision	4
PrecisionSource	2 (TransactionCurrency.CurrencyPrecision)

TotalLineItemDiscountAmount_Base

Property	Value
Description	Value of the Total Line Item Discount Amount in base currency.
DisplayName	Total Line Item Discount Amount (Base)
IsValidForForm	True
IsValidForRead	True
LogicalName	totallineitemdiscountamount_base
RequiredLevel	None
Type	Money
ImeMode	Disabled
IsBaseCurrency	True
MaxValue	922337203685477
MinValue	-922337203685477
Precision	4
PrecisionSource	2 (TransactionCurrency.CurrencyPrecision)

TotalTax_Base

Property	Value
Description	Value of the Total Tax in base currency.
DisplayName	Total Tax (Base)
IsValidForForm	True
IsValidForRead	True
LogicalName	totaltax_base
RequiredLevel	None
Type	Money
ImeMode	Disabled
IsBaseCurrency	True
MaxValue	922337203685477
MinValue	-922337203685477
Precision	4
PrecisionSource	2 (TransactionCurrency.CurrencyPrecision)

UniqueDscId

Property	Value
Description	For internal use only.
DisplayName	Unique Dsc ID
IsValidForForm	False
IsValidForRead	False
LogicalName	uniquedscid
RequiredLevel	None
Type	Uniqueidentifier

VersionNumber

Property	Value
Description	Version Number
DisplayName	Version Number
IsValidForForm	False
IsValidForRead	True
LogicalName	versionnumber
RequiredLevel	None
Type	BigInt
MaxValue	9223372036854775807
MinValue	-9223372036854775808

Many-to-One relationships

These relationships are many-to-one. Listed by SchemaName.

• business_unit_quotes
• campaign_quotes
• lk_quote_createdonbehalfby
• lk_quote_modifiedonbehalfby
• lk_quotebase_createdby
• lk_quotebase_modifiedby
• manualsla_quote
• opportunity_quotes
• owner_quotes
• price_level_quotes
• processstage_quotes
• quote_customer_accounts
• quote_customer_contacts
• sla_quote
• system_user_quotes
• team_quotes
• transactioncurrency_quote

business_unit_quotes

One-To-Many Relationship: businessunit business_unit_quotes

Property	Value
ReferencedEntity	businessunit
ReferencedAttribute	businessunitid
ReferencingAttribute	owningbusinessunit
ReferencingEntityNavigationPropertyName	owningbusinessunit
IsHierarchical
CascadeConfiguration	Archive: Restrict Assign: NoCascade Delete: Restrict Merge: NoCascade Reparent: NoCascade RollupView: NoCascade Share: NoCascade Unshare: NoCascade

campaign_quotes

One-To-Many Relationship: campaign campaign_quotes

Property	Value
ReferencedEntity	campaign
ReferencedAttribute	campaignid
ReferencingAttribute	campaignid
ReferencingEntityNavigationPropertyName	campaignid
IsHierarchical
CascadeConfiguration	Archive: NoCascade Assign: NoCascade Delete: RemoveLink Merge: NoCascade Reparent: NoCascade RollupView: NoCascade Share: NoCascade Unshare: NoCascade

lk_quote_createdonbehalfby

One-To-Many Relationship: systemuser lk_quote_createdonbehalfby

Property	Value
ReferencedEntity	systemuser
ReferencedAttribute	systemuserid
ReferencingAttribute	createdonbehalfby
ReferencingEntityNavigationPropertyName	createdonbehalfby
IsHierarchical
CascadeConfiguration	Archive: NoCascade Assign: NoCascade Delete: NoCascade Merge: NoCascade Reparent: NoCascade RollupView: NoCascade Share: NoCascade Unshare: NoCascade

lk_quote_modifiedonbehalfby

One-To-Many Relationship: systemuser lk_quote_modifiedonbehalfby

Property	Value
ReferencedEntity	systemuser
ReferencedAttribute	systemuserid
ReferencingAttribute	modifiedonbehalfby
ReferencingEntityNavigationPropertyName	modifiedonbehalfby
IsHierarchical
CascadeConfiguration	Archive: NoCascade Assign: NoCascade Delete: NoCascade Merge: NoCascade Reparent: NoCascade RollupView: NoCascade Share: NoCascade Unshare: NoCascade

lk_quotebase_createdby

One-To-Many Relationship: systemuser lk_quotebase_createdby

Property	Value
ReferencedEntity	systemuser
ReferencedAttribute	systemuserid
ReferencingAttribute	createdby
ReferencingEntityNavigationPropertyName	createdby
IsHierarchical
CascadeConfiguration	Archive: NoCascade Assign: NoCascade Delete: NoCascade Merge: NoCascade Reparent: NoCascade RollupView: NoCascade Share: NoCascade Unshare: NoCascade

lk_quotebase_modifiedby

One-To-Many Relationship: systemuser lk_quotebase_modifiedby

Property	Value
ReferencedEntity	systemuser
ReferencedAttribute	systemuserid
ReferencingAttribute	modifiedby
ReferencingEntityNavigationPropertyName	modifiedby
IsHierarchical
CascadeConfiguration	Archive: NoCascade Assign: NoCascade Delete: NoCascade Merge: NoCascade Reparent: NoCascade RollupView: NoCascade Share: NoCascade Unshare: NoCascade

manualsla_quote

One-To-Many Relationship: sla manualsla_quote

Property	Value
ReferencedEntity	sla
ReferencedAttribute	slaid
ReferencingAttribute	slaid
ReferencingEntityNavigationPropertyName	sla_quote_sla
IsHierarchical
CascadeConfiguration	Archive: NoCascade Assign: NoCascade Delete: RemoveLink Merge: NoCascade Reparent: NoCascade RollupView: NoCascade Share: NoCascade Unshare: NoCascade

opportunity_quotes

One-To-Many Relationship: opportunity opportunity_quotes

Property	Value
ReferencedEntity	opportunity
ReferencedAttribute	opportunityid
ReferencingAttribute	opportunityid
ReferencingEntityNavigationPropertyName	opportunityid
IsHierarchical
CascadeConfiguration	Archive: NoCascade Assign: Cascade Delete: Cascade Merge: NoCascade Reparent: NoCascade RollupView: NoCascade Share: NoCascade Unshare: NoCascade

owner_quotes

One-To-Many Relationship: owner owner_quotes

Property	Value
ReferencedEntity	owner
ReferencedAttribute	ownerid
ReferencingAttribute	ownerid
ReferencingEntityNavigationPropertyName	ownerid
IsHierarchical
CascadeConfiguration	Archive: NoCascade Assign: NoCascade Delete: NoCascade Merge: NoCascade Reparent: NoCascade RollupView: NoCascade Share: NoCascade Unshare: NoCascade

price_level_quotes

One-To-Many Relationship: pricelevel price_level_quotes

Property	Value
ReferencedEntity	pricelevel
ReferencedAttribute	pricelevelid
ReferencingAttribute	pricelevelid
ReferencingEntityNavigationPropertyName	pricelevelid
IsHierarchical
CascadeConfiguration	Archive: NoCascade Assign: NoCascade Delete: Restrict Merge: NoCascade Reparent: NoCascade RollupView: NoCascade Share: NoCascade Unshare: NoCascade

processstage_quotes

One-To-Many Relationship: processstage processstage_quotes

Property	Value
ReferencedEntity	processstage
ReferencedAttribute	processstageid
ReferencingAttribute	stageid
ReferencingEntityNavigationPropertyName	stageid_processstage
IsHierarchical
CascadeConfiguration	Archive: NoCascade Assign: NoCascade Delete: NoCascade Merge: NoCascade Reparent: NoCascade RollupView: NoCascade Share: NoCascade Unshare: NoCascade

quote_customer_accounts

One-To-Many Relationship: account quote_customer_accounts

Property	Value
ReferencedEntity	account
ReferencedAttribute	accountid
ReferencingAttribute	customerid
ReferencingEntityNavigationPropertyName	customerid_account
IsHierarchical
CascadeConfiguration	Archive: NoCascade Assign: Cascade Delete: Cascade Merge: Cascade Reparent: Cascade RollupView: NoCascade Share: Cascade Unshare: Cascade

quote_customer_contacts

One-To-Many Relationship: contact quote_customer_contacts

Property	Value
ReferencedEntity	contact
ReferencedAttribute	contactid
ReferencingAttribute	customerid
ReferencingEntityNavigationPropertyName	customerid_contact
IsHierarchical
CascadeConfiguration	Archive: NoCascade Assign: Cascade Delete: Cascade Merge: Cascade Reparent: Cascade RollupView: NoCascade Share: Cascade Unshare: Cascade

sla_quote

One-To-Many Relationship: sla sla_quote

Property	Value
ReferencedEntity	sla
ReferencedAttribute	slaid
ReferencingAttribute	slainvokedid
ReferencingEntityNavigationPropertyName	slainvokedid_quote_sla
IsHierarchical
CascadeConfiguration	Archive: NoCascade Assign: NoCascade Delete: RemoveLink Merge: NoCascade Reparent: NoCascade RollupView: NoCascade Share: NoCascade Unshare: NoCascade

system_user_quotes

One-To-Many Relationship: systemuser system_user_quotes

Property	Value
ReferencedEntity	systemuser
ReferencedAttribute	systemuserid
ReferencingAttribute	owninguser
ReferencingEntityNavigationPropertyName	owninguser
IsHierarchical
CascadeConfiguration	Archive: NoCascade Assign: NoCascade Delete: NoCascade Merge: NoCascade Reparent: NoCascade RollupView: NoCascade Share: NoCascade Unshare: NoCascade

team_quotes

One-To-Many Relationship: team team_quotes

Property	Value
ReferencedEntity	team
ReferencedAttribute	teamid
ReferencingAttribute	owningteam
ReferencingEntityNavigationPropertyName	owningteam
IsHierarchical
CascadeConfiguration	Archive: NoCascade Assign: NoCascade Delete: NoCascade Merge: NoCascade Reparent: NoCascade RollupView: NoCascade Share: NoCascade Unshare: NoCascade

transactioncurrency_quote

One-To-Many Relationship: transactioncurrency transactioncurrency_quote

Property	Value
ReferencedEntity	transactioncurrency
ReferencedAttribute	transactioncurrencyid
ReferencingAttribute	transactioncurrencyid
ReferencingEntityNavigationPropertyName	transactioncurrencyid
IsHierarchical
CascadeConfiguration	Archive: Restrict Assign: NoCascade Delete: Restrict Merge: NoCascade Reparent: NoCascade RollupView: NoCascade Share: NoCascade Unshare: NoCascade

One-to-Many relationships

These relationships are one-to-many. Listed by SchemaName.

• lk_opportunitysalesprocess_quoteid
• quote_activity_parties
• Quote_ActivityPointers
• quote_adx_inviteredemptions
• quote_adx_portalcomments
• Quote_Annotation
• Quote_Appointments
• Quote_AsyncOperations
• Quote_BulkDeleteFailures
• quote_chats
• quote_connections1
• quote_connections2
• quote_details
• Quote_DuplicateBaseRecord
• Quote_DuplicateMatchingRecord
• Quote_Emails
• Quote_Faxes
• Quote_Letters
• Quote_MailboxTrackingFolder
• quote_msdyn_copilottranscripts
• quote_msdyn_ocliveworkitems
• quote_msdyn_ocsessions
• quote_msfp_alerts
• quote_msfp_surveyinvites
• quote_msfp_surveyresponses
• quote_orders
• Quote_Phonecalls
• quote_principalobjectattributeaccess
• Quote_ProcessSessions
• Quote_QuoteClose
• quote_QuoteCloses
• Quote_RecurringAppointmentMasters
• Quote_ServiceAppointments
• Quote_SharepointDocumentLocation
• Quote_SocialActivities
• Quote_SyncErrors
• Quote_Tasks
• slakpiinstance_quote

lk_opportunitysalesprocess_quoteid

Many-To-One Relationship: opportunitysalesprocess lk_opportunitysalesprocess_quoteid

Property	Value
ReferencingEntity	opportunitysalesprocess
ReferencingAttribute	quoteid
ReferencedEntityNavigationPropertyName	quote_opportunitysalesprocess
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: UseCollectionName Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

quote_activity_parties

Many-To-One Relationship: activityparty quote_activity_parties

Property	Value
ReferencingEntity	activityparty
ReferencingAttribute	partyid
ReferencedEntityNavigationPropertyName	quote_activity_parties
IsCustomizable	False
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

Quote_ActivityPointers

Many-To-One Relationship: activitypointer Quote_ActivityPointers

Property	Value
ReferencingEntity	activitypointer
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	Quote_ActivityPointers
IsCustomizable	False
AssociatedMenuConfiguration	AvailableOffline: True Behavior: UseCollectionName Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

quote_adx_inviteredemptions

Many-To-One Relationship: adx_inviteredemption quote_adx_inviteredemptions

Property	Value
ReferencingEntity	adx_inviteredemption
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	quote_adx_inviteredemptions
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

quote_adx_portalcomments

Many-To-One Relationship: adx_portalcomment quote_adx_portalcomments

Property	Value
ReferencingEntity	adx_portalcomment
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	quote_adx_portalcomments
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

Quote_Annotation

Many-To-One Relationship: annotation Quote_Annotation

Property	Value
ReferencingEntity	annotation
ReferencingAttribute	objectid
ReferencedEntityNavigationPropertyName	Quote_Annotation
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

Quote_Appointments

Many-To-One Relationship: appointment Quote_Appointments

Property	Value
ReferencingEntity	appointment
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	Quote_Appointments
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

Quote_AsyncOperations

Many-To-One Relationship: asyncoperation Quote_AsyncOperations

Property	Value
ReferencingEntity	asyncoperation
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	Quote_AsyncOperations
IsCustomizable	False
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

Quote_BulkDeleteFailures

Many-To-One Relationship: bulkdeletefailure Quote_BulkDeleteFailures

Property	Value
ReferencingEntity	bulkdeletefailure
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	Quote_BulkDeleteFailures
IsCustomizable	False
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

quote_chats

Many-To-One Relationship: chat quote_chats

Property	Value
ReferencingEntity	chat
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	quote_chats
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

quote_connections1

Many-To-One Relationship: connection quote_connections1

Property	Value
ReferencingEntity	connection
ReferencingAttribute	record1id
ReferencedEntityNavigationPropertyName	quote_connections1
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: UseCollectionName Group: Details Label: MenuId: null Order: 100 QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

quote_connections2

Many-To-One Relationship: connection quote_connections2

Property	Value
ReferencingEntity	connection
ReferencingAttribute	record2id
ReferencedEntityNavigationPropertyName	quote_connections2
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: 100 QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

quote_details

Many-To-One Relationship: quotedetail quote_details

Property	Value
ReferencingEntity	quotedetail
ReferencingAttribute	quoteid
ReferencedEntityNavigationPropertyName	quote_details
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: CRMActivity.RetrieveByObject ViewId: 4ec5bd8a-5580-49aa-bd6e-1368ad611b6a

Quote_DuplicateBaseRecord

Many-To-One Relationship: duplicaterecord Quote_DuplicateBaseRecord

Property	Value
ReferencingEntity	duplicaterecord
ReferencingAttribute	baserecordid
ReferencedEntityNavigationPropertyName	Quote_DuplicateBaseRecord
IsCustomizable	False
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

Quote_DuplicateMatchingRecord

Many-To-One Relationship: duplicaterecord Quote_DuplicateMatchingRecord

Property	Value
ReferencingEntity	duplicaterecord
ReferencingAttribute	duplicaterecordid
ReferencedEntityNavigationPropertyName	Quote_DuplicateMatchingRecord
IsCustomizable	False
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

Quote_Emails

Many-To-One Relationship: email Quote_Emails

Property	Value
ReferencingEntity	email
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	Quote_Emails
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

Quote_Faxes

Many-To-One Relationship: fax Quote_Faxes

Property	Value
ReferencingEntity	fax
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	Quote_Faxes
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

Quote_Letters

Many-To-One Relationship: letter Quote_Letters

Property	Value
ReferencingEntity	letter
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	Quote_Letters
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

Quote_MailboxTrackingFolder

Many-To-One Relationship: mailboxtrackingfolder Quote_MailboxTrackingFolder

Property	Value
ReferencingEntity	mailboxtrackingfolder
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	Quote_MailboxTrackingFolder
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

quote_msdyn_copilottranscripts

Many-To-One Relationship: msdyn_copilottranscript quote_msdyn_copilottranscripts

Property	Value
ReferencingEntity	msdyn_copilottranscript
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	quote_msdyn_copilottranscripts
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

quote_msdyn_ocliveworkitems

Many-To-One Relationship: msdyn_ocliveworkitem quote_msdyn_ocliveworkitems

Property	Value
ReferencingEntity	msdyn_ocliveworkitem
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	quote_msdyn_ocliveworkitems
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

quote_msdyn_ocsessions

Many-To-One Relationship: msdyn_ocsession quote_msdyn_ocsessions

Property	Value
ReferencingEntity	msdyn_ocsession
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	quote_msdyn_ocsessions
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

quote_msfp_alerts

Many-To-One Relationship: msfp_alert quote_msfp_alerts

Property	Value
ReferencingEntity	msfp_alert
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	quote_msfp_alerts
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

quote_msfp_surveyinvites

Many-To-One Relationship: msfp_surveyinvite quote_msfp_surveyinvites

Property	Value
ReferencingEntity	msfp_surveyinvite
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	quote_msfp_surveyinvites
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

quote_msfp_surveyresponses

Many-To-One Relationship: msfp_surveyresponse quote_msfp_surveyresponses

Property	Value
ReferencingEntity	msfp_surveyresponse
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	quote_msfp_surveyresponses
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

quote_orders

Many-To-One Relationship: salesorder quote_orders

Property	Value
ReferencingEntity	salesorder
ReferencingAttribute	quoteid
ReferencedEntityNavigationPropertyName	quote_orders
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: CRMSalesOrder.RetrieveByObject ViewId: 71f7da6e-2772-4097-89d1-3670ff8348bb

Quote_Phonecalls

Many-To-One Relationship: phonecall Quote_Phonecalls

Property	Value
ReferencingEntity	phonecall
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	Quote_Phonecalls
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

quote_principalobjectattributeaccess

Many-To-One Relationship: principalobjectattributeaccess quote_principalobjectattributeaccess

Property	Value
ReferencingEntity	principalobjectattributeaccess
ReferencingAttribute	objectid
ReferencedEntityNavigationPropertyName	quote_principalobjectattributeaccess
IsCustomizable	False
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

Quote_ProcessSessions

Many-To-One Relationship: processsession Quote_ProcessSessions

Property	Value
ReferencingEntity	processsession
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	Quote_ProcessSessions
IsCustomizable	False
AssociatedMenuConfiguration	AvailableOffline: True Behavior: UseCollectionName Group: Details Label: MenuId: null Order: 110 QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

Quote_QuoteClose

Many-To-One Relationship: quoteclose Quote_QuoteClose

Property	Value
ReferencingEntity	quoteclose
ReferencingAttribute	quoteid
ReferencedEntityNavigationPropertyName	Quote_QuoteClose
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

quote_QuoteCloses

Many-To-One Relationship: quoteclose quote_QuoteCloses

Property	Value
ReferencingEntity	quoteclose
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	quote_QuoteCloses
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

Quote_RecurringAppointmentMasters

Many-To-One Relationship: recurringappointmentmaster Quote_RecurringAppointmentMasters

Property	Value
ReferencingEntity	recurringappointmentmaster
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	Quote_RecurringAppointmentMasters
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

Quote_ServiceAppointments

Many-To-One Relationship: serviceappointment Quote_ServiceAppointments

Property	Value
ReferencingEntity	serviceappointment
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	Quote_ServiceAppointments
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

Quote_SharepointDocumentLocation

Many-To-One Relationship: sharepointdocumentlocation Quote_SharepointDocumentLocation

Property	Value
ReferencingEntity	sharepointdocumentlocation
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	Quote_SharepointDocumentLocation
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

Quote_SocialActivities

Many-To-One Relationship: socialactivity Quote_SocialActivities

Property	Value
ReferencingEntity	socialactivity
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	Quote_SocialActivities
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

Quote_SyncErrors

Many-To-One Relationship: syncerror Quote_SyncErrors

Property	Value
ReferencingEntity	syncerror
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	Quote_SyncErrors
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

Quote_Tasks

Many-To-One Relationship: task Quote_Tasks

Property	Value
ReferencingEntity	task
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	Quote_Tasks
IsCustomizable	True
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

slakpiinstance_quote

Many-To-One Relationship: slakpiinstance slakpiinstance_quote

Property	Value
ReferencingEntity	slakpiinstance
ReferencingAttribute	regarding
ReferencedEntityNavigationPropertyName	slakpiinstance_quote
IsCustomizable	False
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

Many-to-Many relationships

These relationships are many-to-many. Listed by SchemaName.

contactquotes_association

See contact contactquotes_association Many-To-Many Relationship

Property	Value
IntersectEntityName	contactquotes
IsCustomizable	False
SchemaName	contactquotes_association
IntersectAttribute	quoteid
NavigationPropertyName	contactquotes_association
AssociatedMenuConfiguration	AvailableOffline: True Behavior: DoNotDisplay Group: Details Label: MenuId: null Order: QueryApi: null ViewId: 00000000-0000-0000-0000-000000000000

See also

Dataverse table/entity reference
Dataverse Web API Reference