Professional

Attribute Details

• UIDGuid (36)
• Unique guid identifier created for a professional sale quote.
  ONLY required for updating an existing professional sale quote.
  NOT required when creating a new professional sale quote.
• Number String (13)
• quote Sale number, if left blank on POST/PUT will auto increment based on last recorded #
• DateDateTime
• Transaction date entry, format YYYY-MM-DD HH:MM:SS { 'Date': '2018-11-12 00:00:00' }
• CustomerPurchaseOrderNumberString (255)
• Customer PO number.
• Customer
• The following set of information pulls through details for the Customer contact
• • UIDGuid (36)
  • Foreign Key: Unique guid identifier belonging to the customer assigned to the professional sale quote.
  • NameString (50)
  • Name of the customer.
  • DisplayIDString (15)
  • Customer contact Card ID, can also be used as a unique customer contact identifier.
  • URIString
  • Uniform resource identifier associated with the customer object.
• Terms
• The following set of information pulls through customer payment terms.
  
  Please note: When posting a new sale quote, if you do not set the terms, default payment terms from the customer contact card will be substituted instead.
• • PaymentIsDueString
  • Default Terms of Payment definitions:
    CashOnDelivery
    PrePaid
    InAGivenNumberOfDays
    OnADayOfTheMonth
    NumberOfDaysAfterEOM
    DayOfMonthAfterEOM
    
  • DiscountDate Integer
  • If PaymentIsDue = CashOnDelivery, PrePaid, InAGivenNumberOfDaysNumber or NumberOfDaysAfterEOM then set the number of days within which the customer must pay to receive discounts.
    
    If PaymentIsDue = OnADayOfTheMonth or DayOfMonthAfterEOM then set the day of the month within which the payment must be made to receive discounts.
  • BalanceDueDate Integer
  • If PaymentIsDue = CashOnDelivery, PrePaid, InAGivenNumberOfDaysNumber or NumberOfDaysAfterEOM then set the number of days within which the customer has to pay invoices.
    
    If PaymentIsDue = OnADayOfTheMonth or DayOfMonthAfterEOM then set the day of the month within which the payment must be made to pay invoices.
  • DiscountForEarlyPayment Double (99.99%)
  • % discount for early payment.
  • MonthlyChargeForLatePayment Double (99.99%)
  • % monthly charge for late payment.
  • DiscountExpiryDateDateTime
  • Date in which payment must be paid in full in quote to receive discount, format YYYY-MM-DD HH:MM:SS { 'Date': '2018-11-16 00:00:00' }
  • DiscountDecimal (13.2)
  • Discount amount that will apply if payment is made in full by the discount date.
  • DueDateDateTime
  • Date in which payment is due, format YYYY-MM-DD HH:MM:SS { 'Date': '2018-11-21 00:00:00' }
  • FinanceChargeDecimal (13.2)
  • Late payment fee to be charged if payment is not made in full by the due date.
• IsTaxInclusiveBoolean
• True indicates the transaction is tax inclusive with Total values to be keyed in tax-inclusive.
  
  False indicates the transaction is not tax inclusive with Total values to be keyed in tax-exclusive.
• Lines []
• An array of sale line quote information
• • RowID Integer
  • Sequence of the entry within the professional sale quote set.
    REQUIRED only when passing the RowVersion for updating an existing professional sale line.
  • TypeString
  • Line type, can consist of the following:
    Transaction - All fields detailed in Lines array are consumable.
    Header - Only allows you to POST to Description element.
    Subtotal - Calculated value that is read-only.
  • DateDateTime
  • Date attached to the line entry., format YYYY-MM-DD HH:MM:SS { 'Date': '2018-11-01 00:00:00' }
  • DescriptionString (1000)
  • Description text for the sale line.
  • TotalDecimal (13.2)
  • Dollar amount for each individual line.
  • Account
  • The following set of information pulls through details for an Account
  • • UIDGuid (36)
    • Foreign Key: Unique identifier for the account in the form of a guid.
    • NameString (30)
    • Account name belonging to the account record.
    • DisplayIDString (6)
    • Account code format includes separator ie 4-1200{ 'DisplayID': '4-1200' }
    • URIString
    • Uniform resource identifier associated with the account object.
  • Job
  • The following set of information pulls through the details for a job
  • • UID GUID (36)
    • Foreign Key: Unique guid identifier belonging to the job for the line of the professional sale quote.
    • Number String (30)
    • Number assigned to the job
    • Name String (30)
    • Name assigned to the job
    • URI String
    • Uniform resource identifier associated with the job object
  • TaxCode
  • The following set of information pulls through the details for the Tax Code
  • • UID GUID (36)
    • Foreign Key: Unique tax code identifier in the form of a guid
    • Code String (3)
    • 3 digit code assigned to the tax code.
    • URI String
    • Uniform resource identifier associated with the tax code object.
  • RowVersion String
  • ONLY required on PUT(Update) for updating an existing professional sale line.
    NOT required when creating a new professional sale quote.
• SubtotalDecimal (13.2)
• If IsTaxInclusive = false then sum of all tax exclusive line amounts.
  If IsTaxInclusive = true then sum of all tax inclusive line amounts.
• TotalTaxDecimal (13.2)
• Total of all tax amounts applicable to the sale quote.
• TotalAmountDecimal (13.2)
• Total amount of the sale quote.
• Category
• The following outlines category information for the professional sale quote.
• • UID GUID (36)
  • Foreign Key: Unique guid identifier belonging to the category assigned to the sale quote
  • Name String (30)
  • Name of the category
  • DisplayID String (15)
  • Display id for the category
  • URI String
  • Uniform resource identifier associated with the category object
• Salesperson
• The following set of information pulls through details for the an employee contact.
• • UIDGuid (36)
  • Foreign Key: Unique employee contact identifier in the form of a guid.
  • NameString (50)
  • Selected employee contact name.
  • DisplayIDString (15)
  • Employee contact Card ID, can also be used as a unique employee contact identifier.
  • URIString
  • Uniform resource identifier associated with the employee contact object.
• CommentString (2000)
• Sale quote comment.
• JournalMemoString (255)
• Journal memo text describing the sale.
• PromisedDateDateTime
• Transaction promised date, format YYYY-MM-DD HH:MM:SS { 'PromisedDate': '2018-11-12 00:00:00' }
• DeliveryStatusString (20)
• quote delivery status assigned:
  Print = ToBePrinted
  Email = ToBeEmailed
  PrintAndEmail = ToBePrintedAndEmailed
  Nothing = AlreadyPrintedOrSent
• ReferralSourceString (20)
• Referral Source selected on the sale quote.
• BalanceDueAmountDecimal (13.2)
• Amount still payable on the sale quote.
• LastModifiedDateTime
• DateTime of the last time this resource was modified through a direct action to the object. eg a field was updated.
• URIString
• Uniform resource identifier encompasses all types of names and addresses that refer to objects on the web.
• RowVersionString
• Number value that changes upon a record update, can be used for change control but does does not preserve a date or a time.
  ONLY required for updating an existing professional sale quote.
  NOT required when creating a new professional sale quote.

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