Update quote
Updates to a quote mostly target the alternatives and quote lines. You will, however, see some changes to the quote properties when dealing with quote documents and placing orders.
When updating quotes, you'll always be working on the latest version.
Update version
This example extends the expiration date by 1 week:
NSQuoteAgent qa;
NSQuoteVersion version = qa.GetQuoteVersion(3);
version.SetExpirationDate(version.GetExpirationDate().addDays(7));
version = qa.SaveQuoteVersion(version);
printLine("New expiration date: " + version.GetExpirationDate().toString());
Tip
Remember to call SaveQuoteVersion() whenever you update a version!
NSQuoteVersion CreateAndSaveQuoteVersion(Integer quoteVersionId)
Creates a new version based on another version of the same quote. This is your only option when you want to edit a sent quote.
NSQuoteAgent qa;
NSQuoteVersion version = qa.CreateAndSaveQuoteVersion(2);
NSQuoteLine RecalculateQuoteLine(NSQuoteLine quoteLine, String[] changedFields)
Many numbers in a quote line depend on each other, and changing 1 will affect others. The quote connector recalculates and updates those values so that you don't have to worry about miscalculating. All you have to do is call RecalculateQuoteLine() to signal which fields have changed.
For example, if you change the quantity, the total price and VAT amount should change too.
When to recalculate:
- Quantity
- DiscountAmount
- DiscountPercent
- ListPrice
When any of these fields are changed, you must recalculate. The format is TableName.FieldName.
NSQuoteAgent qa;
NSQuoteLine line = qa.GetQuoteLine(2);
printLine("Total price before: line.GetTotalPrice().toString(2));
line.SetQuantity(line.GetQuantity()*2);
String[] changedFields;
changedFields.pushBack("QuoteLine.Quantity");
line = qa.RecalculateQuoteLine(line, changedFields);
line = qa.SaveQuoteLine(line);
printLine("Total price after: line.GetTotalPrice().toString(2));
This example doubles the existing quantity.
Void MoveQuoteLine(Integer quoteLineId, Bool direction)
Re-sorts the quote lines of an alternative by moving a specific line up or down.
Direction:
- true = move line up
- false = move line down
NSQuoteAgent qa;
qa.MoveQuoteLine(2,true);
Delete quote line
Integer quoteLineId = 7;
NSQuoteAgent qa;
qa.DeleteQuoteLine(quoteLineId);
Delete quote alternative
Integer quoteAlternativeId = 13;
NSQuoteAgent qa;
qa.DeleteQuoteAlternative(quoteAlternativeId);
Delete quote
Caution
Always check before deleting. There might be legal and/or financial reasons to keep quote info in the system.
Integer quoteId = 13;
NSQuoteAgent qa;
qa.DeleteQuote(quoteId);
References
Frequently used QuoteVersion fields
| Field | Description |
|---|---|
| quoteversion_id | ID |
| QuoteId | Parent quote |
| State | |
| LikelyQuoteAlternativeId | Alt. most likely to be accepted used to calculate probable income |
| SentDate | When the version was sent to the customer |
| FollowupId | The follow-up created when the version was sent |
| ExpirationDate | The last date on which the offer is valid |
| Rank | The version number |
For a complete list of fields, see the database reference.