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Quotes

•
Version: 10
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For you as a CRMScript developer, working with quotes means that:

  • You won't have to worry about miscalculating.
  • The sales details can be automatically updated.

CRMScript classes

There are no native CRMScript classes pertaining to quotes. Use the NetServer classes:

  • NSQuoteAgent
  • NSQuote
  • NSQuoteEntity
  • NSProduct
  • NSPriceList
  • NSQuoteVersion
  • NSQuoteAlternative
  • NSQuoteLine
Note

Objects of type NSQuoteAlternative belonging to a specific quote version.

Objects of type NSQuoteLine belonging to a specific quote alternative.

Frequently used fields

Field Description
quote_id ID
SaleId The corresponding sale
QuoteConnectionId The ERP connection used for this quote
ActiveQuoteVersionId The latest version
AcceptedQuoteAlternativeId The alternative accepted by the customer
UseValuesFromQuote Whether to update the sale (Earning, Earning_Percent and Amount)
DocumentId The quote document
PoNumber The purchase order number

For a complete list of fields, see the database reference.

How-tos and examples

  • Create quote
  • Get quote
  • Update quotes and quote versions
  • Quote alternatives and quote lines
  • Products and price lists
  • Quote document
  • Place order
  • Various samples
In This Article
  • CRMScript classes
  • Frequently used fields
  • How-tos and examples
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