Table of Contents

Crm.Presales.Deals Entity

Namespace: Crm.Presales
Inherited From: General.Documents.Documents

Potential deals (Opportunities). Entity: Crm_Deals

Default Visualization

Default Display Text Format:
{Party} - {DocumentType} {DocumentNo}{StateTagsAttribute}{StateTagsAttribute}
Default Search Members:
DocumentNo
Code Data Member:
DocumentNo
Category: Documents
Show in UI: ShownByDefault
Layout category attribute: DocumentTypeId

Track Changes

Min level: 0 - Do not track changes
Max level: 4 - Track object attribute and blob changes

Aggregate

An aggregate is a cluster of domain objects that can be treated as a single unit.

Aggregate Tree

Attributes

Name Type Description
AdjustmentNumber int32 Consecutive number of the correction that this document is applying to the adjusted document. Required Default(0) ReadOnly (Inherited from Documents)
AdjustmentTime datetime nullable Date/time when the document last has been adjusted by corrective document. Filter(ge;le) ReadOnly (Inherited from Documents)
AdjustmentUser string (64) nullable The user who adjusted the document. ReadOnly (Inherited from Documents)
CompleteTime datetime nullable Date and time when the document was completed (State set to Completed). Filter(ge;le) ReadOnly (Inherited from Documents)
CreationTime datetime Date/Time when the document was created. Required Default(Now) Filter(ge;le) ReadOnly (Inherited from Documents)
CreationUser string (64) The login name of the user, who created the document. Required Filter(like) ReadOnly (Inherited from Documents)
DealStatus DealStatus Current status of this deal. 'SUC' = Successful, 'UNS' = Unsuccessful, 'INP' = In progress. Required Default("INP") Filter(multi eq)
DisplayText string Uses the repository DisplayTextFormat to build the display text from the attributes and references of current object.
DocumentDate date The date on which the document was issued. Required Default(Today) Filter(eq;ge;le) ORD (Inherited from Documents)
DocumentNo string (20) Document number, unique within Document_Type_Id. Required Filter(eq;like) ORD (Inherited from Documents)
DocumentNotes string (max) nullable Notes for this Document. (Inherited from Documents)
DocumentVersion int32 Consecutive version number, starting with 1. Each update produces a new version of the document. Required Default(1) Filter(eq;ge;le) ReadOnly (Inherited from Documents)
EntityName string (64) The entity name of the document header. Required Filter(eq) ORD ReadOnly (Inherited from Documents)
ExpectedRevenue Amount (18, 2) Expected total revenue. For automatically renewed contracts it's the amount until the first renewal. Currency: ExpectedRevenueCurrency Required Default(0) Filter(ge;le)
Id guid
IsReleased boolean OBSOLETE! Do not use! True if the document is not void and its state is released or greater. Deprecated. Obsolete Required Default(false) Filter(eq) ReadOnly Obsoleted in version 22.1.6.61
IsSingleExecution boolean Specifies whether the document is a single execution of its order document. Required Default(false) Filter(eq) ReadOnly
ObjectVersion int32 The latest version of the extensible data object for the aggregate root for the time the object is loaded from the database. Can be used for optimistic locking.
ParentDocument
RelationshipType		 ParentDocument
RelationshipType nullable		 Type of relationship between the current document and the parent document(s). Affects the constraints for execution/completion for the documents. Possible values: 'S' = 'Subtask', 'N' = 'Next task'. ReadOnly (Inherited from Documents)
PlanningOnly boolean Indicates that the document is used only for planning (and as consequence its state cannot be greater than Planned). Required Default(false) ReadOnly (Inherited from Documents)
ReadOnly boolean True - the document is read only; false - the document is not read only. Required Default(false) ReadOnly (Inherited from Documents)
ReferenceDate datetime nullable Indicates the date, when the event, described by the document, actually occurred. Generally, the document should be created at the date of the event. However, if the document is created later than the event, this field contains the date of the actual event. If the field is empty, this means that the document was created at the date of the actual event and Document Date is indicative of the date of the event. Contrast this with CreationTime, which indicates when the document was entered into the system. So, generally: Reference Date <= DocumentDate <= CreationTime. Default(Today) Filter(ge;le) (Inherited from Documents)
ReferenceDocumentNo string (20) nullable The number of the document (issued by the other party), which was the reason for the creation of the current document. The numebr should be unique within the party documents. Filter(eq;like) (Inherited from Documents)
ReleaseTime datetime nullable Date and time when the document was released (State set to Released). Filter(ge;le) ReadOnly (Inherited from Documents)
RevenueEndDate datetime Expected date on which the last revenue from this deal will occur. Required Default(Today) Filter(ge;le)
RevenueStartDate datetime Expected date on which revenue from this deal will start. Required Default(Today) Filter(ge;le)
State DocumentState The current system state of the document. Allowed values: 0=New;5=Corrective;10=Computer Planned;20=Human Planned;30=Released;40=Completed;50=Closed. Required Default(0) Filter(multi eq;ge;le) ReadOnly (Inherited from Documents)
StateTagsAttribute string Specifies the state of the document.
SuccessProbability decimal (3, 2) Probability of success of that opportunity in percents (for example, 15 percent is stored as 0.15). Required Default(0)
Void boolean True if the document is null and void. Required Default(false) Filter(eq) ReadOnly (Inherited from Documents)
VoidReason string (254) nullable Reason for voiding the document, entered by the user. ReadOnly (Inherited from Documents)
VoidTime datetime nullable Date/time when the document has become void. Filter(ge;le) ReadOnly (Inherited from Documents)
VoidUser string (64) nullable The user who voided the document. ReadOnly (Inherited from Documents)

References

Name Type Description
AccessKey AccessKeys (nullable) The access key, containing the user permissions for this document. null means that all users have unlimited permissions. Filter(multi eq) (Inherited from Documents)
AdjustedDocument Documents (nullable) The primary document, which the current document adjusts. null when this is not an adjustment document. Filter(multi eq) ReadOnly (Inherited from Documents)
AssignedToUser Users (nullable) The user to which this document is assigned for handling. null means that the document is not assigned to specific user. Filter(multi eq) (Inherited from Documents)
Campaign Campaigns (nullable) The marketing campaign to which this opportunity belongs. Filter(multi eq) Introduced in version 24.1.0.67
CurrencyDirectory CurrencyDirectories (nullable) The currency directory, containing all the convertion rates, used by the document. null means that the document does not need currency convertions. Filter(multi eq) (Inherited from Documents)
Dealer Dealers (nullable) The external dealer, which provided the opportunity. Filter(multi eq)
DocumentType DocumentTypes The user defined type of the document. Determines document behaviour, properties, additional amounts, validation, generations, etc. Required Filter(multi eq) (Inherited from Documents)
EnterpriseCompany EnterpriseCompanies The enterprise company which issued the document. Required Filter(multi eq) (Inherited from Documents)
EnterpriseCompanyLocation CompanyLocations (nullable) The enterprise company location which issued the document. null means that there is only one location within the enterprise company and locations are not used. Filter(multi eq) (Inherited from Documents)
ExpectedRevenueCurrency Currencies The currency of Expected Revenue. Required Filter(multi eq)
FromCompanyDivision CompanyDivisions (nullable) The division of the company, issuing the document. null when the document is not issued by any specific division. Filter(multi eq) (Inherited from Documents)
FromParty Parties The party which issued the document. Required Filter(multi eq) (Inherited from Documents)
LeadingSalesPerson SalesPersons The sales person, responsible for the opportunity. Required Filter(multi eq)
LostToCompetitor Competitors (nullable) When not null, specifies the competitor to which we lost the deal. Filter(multi eq) Introduced in version 22.1.4.72
LostToCompetitorSolution CompetitorSolutions (nullable) When not null, specifies the competitor solution to which we lost the deal. Filter(multi eq) Introduced in version 22.1.4.72
MarketingSolution MarketingSolutions (nullable) The marketing solution, in which the potential client is interested. Filter(multi eq) Introduced in version 22.1.4.42
MasterDocument Documents In a multi-document tree, this is the root document, that created the whole tree. If this is the root it is equal to Id. Required Filter(multi eq) (Inherited from Documents)
Parent Documents (nullable) In a multi-document tree, this is the direct parent document. If this is the root it is null. Filter(multi eq) (Inherited from Documents)
Party Parties The prospect customers party. The party might not yet have a customer record. Required Filter(multi eq)
PrimeCauseDocument Documents (nullable) The document that is the prime cause for creation of the current document. Filter(multi eq) (Inherited from Documents)
ResponsiblePerson Persons (nullable) The person that is responsible for this order or transaction. It could be the sales person, the orderer, etc. Filter(multi eq) (Inherited from Documents)
ReverseOfDocument Documents (nullable) The document which the current document is reverse of. Filter(multi eq) ReadOnly (Inherited from Documents)
Sequence Sequences (nullable) The sequence that will be used to give new numbers to the documents of this type. Filter(multi eq) ReadOnly (Inherited from Documents)
ToCompanyDivision CompanyDivisions (nullable) The division of the company, receiving the document. null when the document is not received by any specific division. Filter(multi eq) (Inherited from Documents)
ToParty Parties (nullable) The party which should receive the document. Filter(multi eq) (Inherited from Documents)
UserStatus DocumentTypeUserStatuses (nullable) The user status of this document if applicable for this document type. null means unknown or not yet set. Filter(multi eq) ReadOnly (Inherited from Documents)

Child Collections

Name Type Description
Comments DocumentComments List of DocumentComment(General.Documents.DocumentComments.md) child objects, based on the General.Documents.DocumentComment.Document(General.Documents.DocumentComments.md#document) back reference (Inherited from Documents)
DistributedAmounts DocumentDistributedAmounts List of DocumentDistributed<br />Amount(General.Documents.DocumentDistributedAmounts.md) child objects, based on the General.Documents.DocumentDistributedAmount.Document(General.Documents.DocumentDistributedAmounts.md#document) back reference (Inherited from Documents)
DocumentAmounts DocumentAmounts List of DocumentAmount(General.Documents.DocumentAmounts.md) child objects, based on the General.Documents.DocumentAmount.Document(General.Documents.DocumentAmounts.md#document) back reference (Inherited from Documents)
FileAttachments DocumentFileAttachments List of DocumentFileAttachment(General.Documents.DocumentFileAttachments.md) child objects, based on the General.Documents.DocumentFileAttachment.Document(General.Documents.DocumentFileAttachments.md#document) back reference (Inherited from Documents)
Fulfillments DocumentFulfillments List of DocumentFulfillment(General.Documents.DocumentFulfillments.md) child objects, based on the General.Documents.DocumentFulfillment.Document(General.Documents.DocumentFulfillments.md#document) back reference (Inherited from Documents)
LineAmounts DocumentLineAmounts List of DocumentLineAmount(General.Documents.DocumentLineAmounts.md) child objects, based on the General.Documents.DocumentLineAmount.Document(General.Documents.DocumentLineAmounts.md#document) back reference (Inherited from Documents)
Lines DealLines List of DealLine(Crm.Presales.DealLines.md) child objects, based on the Crm.Presales.DealLine.Deal(Crm.Presales.DealLines.md#deal) back reference
Parties DocumentParties List of DocumentParty(General.Documents.DocumentParties.md) child objects, based on the General.Documents.DocumentParty.Document(General.Documents.DocumentParties.md#document) back reference (Inherited from Documents)
Prints DocumentPrints List of DocumentPrint(General.Documents.DocumentPrints.md) child objects, based on the General.Documents.DocumentPrint.Document(General.Documents.DocumentPrints.md#document) back reference (Inherited from Documents)
StateChanges DocumentStateChanges List of DocumentStateChange(General.Documents.DocumentStateChanges.md) child objects, based on the General.Documents.DocumentStateChange.Document(General.Documents.DocumentStateChanges.md#document) back reference (Inherited from Documents)

Attribute Details

AdjustmentNumber

Consecutive number of the correction that this document is applying to the adjusted document. Required Default(0) ReadOnly (Inherited from Documents)

Type: int32
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Default Value: 0
Show in UI: HiddenByDefault

AdjustmentTime

Date/time when the document last has been adjusted by corrective document. Filter(ge;le) ReadOnly (Inherited from Documents)

Type: datetime nullable
Category: System
Supported Filters: GreaterThanOrLessThan
Supports Order By: False
Show in UI: HiddenByDefault

AdjustmentUser

The user who adjusted the document. ReadOnly (Inherited from Documents)

Type: string (64) nullable
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Maximum Length: 64
Show in UI: HiddenByDefault

CompleteTime

Date and time when the document was completed (State set to Completed). Filter(ge;le) ReadOnly (Inherited from Documents)

Type: datetime nullable
Category: System
Supported Filters: GreaterThanOrLessThan
Supports Order By: False
Show in UI: HiddenByDefault

CreationTime

Date/Time when the document was created. Required Default(Now) Filter(ge;le) ReadOnly (Inherited from Documents)

Type: datetime
Category: System
Supported Filters: GreaterThanOrLessThan
Supports Order By: False
Default Value: CurrentDateTime
Show in UI: HiddenByDefault

CreationUser

The login name of the user, who created the document. Required Filter(like) ReadOnly (Inherited from Documents)

Type: string (64)
Category: System
Supported Filters: Like
Supports Order By: False
Maximum Length: 64
Show in UI: HiddenByDefault

DealStatus

Current status of this deal. 'SUC' = Successful, 'UNS' = Unsuccessful, 'INP' = In progress. Required Default("INP") Filter(multi eq)

Type: DealStatus
Category: System
Allowed values for the DealStatus(Crm.Presales.Deals.md#dealstatus) data attribute
Allowed Values (Crm.Presales.DealsRepository.DealStatus Enum Members)

Value Description
InProgress InProgress value. Stored as 'INP'.
Database Value: 'INP'
Model Value: 0
Domain API Value: 'InProgress'
Successful Successful value. Stored as 'SUC'.
Database Value: 'SUC'
Model Value: 1
Domain API Value: 'Successful'
Unsuccessful Unsuccessful value. Stored as 'UNS'.
Database Value: 'UNS'
Model Value: 2
Domain API Value: 'Unsuccessful'

Supported Filters: Equals, EqualsIn
Supports Order By: False
Default Value: InProgress
Show in UI: ShownByDefault

DisplayText

Uses the repository DisplayTextFormat to build the display text from the attributes and references of current object.

Type: string
Category: Calculated Attributes
Supported Filters: NotFilterable
Supports Order By: ****
Show in UI: HiddenByDefault

DocumentDate

The date on which the document was issued. Required Default(Today) Filter(eq;ge;le) ORD (Inherited from Documents)

Type: date
Indexed: True
Category: System
Supported Filters: Equals, GreaterThanOrLessThan
Supports Order By: True
Default Value: CurrentDate
Show in UI: ShownByDefault

DocumentNo

Document number, unique within Document_Type_Id. Required Filter(eq;like) ORD (Inherited from Documents)

Type: string (20)
Indexed: True
Category: System
Supported Filters: Equals, Like
Supports Order By: True
Maximum Length: 20
Show in UI: ShownByDefault

DocumentNotes

Notes for this Document. (Inherited from Documents)

Type: string (max) nullable
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Maximum Length: 2147483647
Show in UI: HiddenByDefault

DocumentVersion

Consecutive version number, starting with 1. Each update produces a new version of the document. Required Default(1) Filter(eq;ge;le) ReadOnly (Inherited from Documents)

Type: int32
Category: System
Supported Filters: Equals, GreaterThanOrLessThan
Supports Order By: False
Default Value: 1
Show in UI: HiddenByDefault

EntityName

The entity name of the document header. Required Filter(eq) ORD ReadOnly (Inherited from Documents)

Type: string (64)
Indexed: True
Category: System
Supported Filters: Equals
Supports Order By: True
Maximum Length: 64
Show in UI: CannotBeShown

ExpectedRevenue

Expected total revenue. For automatically renewed contracts it's the amount until the first renewal. Currency: ExpectedRevenueCurrency Required Default(0) Filter(ge;le)

Type: Amount (18, 2)
Category: System
Supported Filters: GreaterThanOrLessThan
Supports Order By: False
Default Value: Constant
Show in UI: ShownByDefault

Id

Type: guid
Indexed: True
Category: System
Supported Filters: Equals, EqualsIn
Default Value: NewGuid
Show in UI: CannotBeShown

IsReleased

OBSOLETE! Do not use! True if the document is not void and its state is released or greater. Deprecated. Obsolete Required Default(false) Filter(eq) ReadOnly Obsoleted in version 22.1.6.61

Type: boolean
Category: System
Supported Filters: Equals
Supports Order By: False
Default Value: False
Show in UI: HiddenByDefault

IsSingleExecution

Specifies whether the document is a single execution of its order document. Required Default(false) Filter(eq) ReadOnly

Type: boolean
Category: System
Supported Filters: Equals
Supports Order By: False
Default Value: False
Show in UI: HiddenByDefault

ObjectVersion

The latest version of the extensible data object for the aggregate root for the time the object is loaded from the database. Can be used for optimistic locking.

Type: int32
Category: Extensible Data Object
Supported Filters: NotFilterable
Supports Order By: ****
Show in UI: HiddenByDefault

ParentDocumentRelationshipType

Type of relationship between the current document and the parent document(s). Affects the constraints for execution/completion for the documents. Possible values: 'S' = 'Subtask', 'N' = 'Next task'. ReadOnly (Inherited from Documents)

Type: ParentDocument
RelationshipType nullable
Category: System
Relationship between parent and child documents
Allowed Values (General.Documents.ParentDocumentRelationshipType Enum Members)

Value Description
Subtask The child document is a sub-task of the parent document. (Complete child to complete parent)
Database Value: 'S'
Model Value: 0
Domain API Value: 'Subtask'
NextTask The child document is next task of the parent document. (Complete parent to complete child)
Database Value: 'N'
Model Value: 1
Domain API Value: 'NextTask'
IndependentTask The document is not dependent of neither child nor parent document.
Database Value: 'I'
Model Value: 2
Domain API Value: 'IndependentTask'

Supported Filters: NotFilterable
Supports Order By: False
Show in UI: HiddenByDefault

PlanningOnly

Indicates that the document is used only for planning (and as consequence its state cannot be greater than Planned). Required Default(false) ReadOnly (Inherited from Documents)

Type: boolean
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Default Value: False
Show in UI: HiddenByDefault

ReadOnly

True - the document is read only; false - the document is not read only. Required Default(false) ReadOnly (Inherited from Documents)

Type: boolean
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Default Value: False
Show in UI: HiddenByDefault

ReferenceDate

Indicates the date, when the event, described by the document, actually occurred. Generally, the document should be created at the date of the event. However, if the document is created later than the event, this field contains the date of the actual event. If the field is empty, this means that the document was created at the date of the actual event and Document Date is indicative of the date of the event. Contrast this with CreationTime, which indicates when the document was entered into the system. So, generally: Reference Date <= DocumentDate <= CreationTime. Default(Today) Filter(ge;le) (Inherited from Documents)

Type: datetime nullable
Category: System
Supported Filters: GreaterThanOrLessThan
Supports Order By: False
Default Value: CurrentDate
Show in UI: HiddenByDefault

ReferenceDocumentNo

The number of the document (issued by the other party), which was the reason for the creation of the current document. The numebr should be unique within the party documents. Filter(eq;like) (Inherited from Documents)

Type: string (20) nullable
Category: System
Supported Filters: Equals, Like
Supports Order By: False
Maximum Length: 20
Show in UI: HiddenByDefault

ReleaseTime

Date and time when the document was released (State set to Released). Filter(ge;le) ReadOnly (Inherited from Documents)

Type: datetime nullable
Category: System
Supported Filters: GreaterThanOrLessThan
Supports Order By: False
Show in UI: HiddenByDefault

RevenueEndDate

Expected date on which the last revenue from this deal will occur. Required Default(Today) Filter(ge;le)

Type: datetime
Category: System
Supported Filters: GreaterThanOrLessThan
Supports Order By: False
Default Value: CurrentDate
Show in UI: ShownByDefault

Front-End Recalc Expressions:
IIF( ( obj.RevenueStartDate >= obj.RevenueEndDate), obj.RevenueStartDate, obj.RevenueEndDate)

RevenueStartDate

Expected date on which revenue from this deal will start. Required Default(Today) Filter(ge;le)

Type: datetime
Category: System
Supported Filters: GreaterThanOrLessThan
Supports Order By: False
Default Value: CurrentDate
Show in UI: ShownByDefault

State

The current system state of the document. Allowed values: 0=New;5=Corrective;10=Computer Planned;20=Human Planned;30=Released;40=Completed;50=Closed. Required Default(0) Filter(multi eq;ge;le) ReadOnly (Inherited from Documents)

Type: DocumentState
Category: System
Enumeration of document system states
Allowed Values (General.Documents.DocumentState Enum Members)

Value Description
New New document, just created. Can be edited. (Stored as 0).
Database Value: 0
Model Value: 0
Domain API Value: 'New'
Adjustment Document which adjusts other released documents. (Stored as 5).
Database Value: 5
Model Value: 5
Domain API Value: 'Adjustment'
Planned Planned by the system for future releasing. (Stored as 10).
Database Value: 10
Model Value: 10
Domain API Value: 'Planned'
FirmPlanned Planned by operator for future releasing. (Stored as 20).
Database Value: 20
Model Value: 20
Domain API Value: 'FirmPlanned'
Released Released document. Changes can be applied only through adjustment documents. (Stored as 30).
Database Value: 30
Model Value: 30
Domain API Value: 'Released'
Completed Work has completed. (Stored as 40).
Database Value: 40
Model Value: 40
Domain API Value: 'Completed'
Closed The document is audited and closed. Adjustments are not allowed, but reopening is allowed. (Stored as 50).
Database Value: 50
Model Value: 50
Domain API Value: 'Closed'

Supported Filters: Equals, GreaterThanOrLessThan, EqualsIn
Supports Order By: False
Default Value: 0
Show in UI: HiddenByDefault

StateTagsAttribute

Specifies the state of the document.

Type: string
Category: Calculated Attributes
Supported Filters: NotFilterable
Supports Order By: ****
Show in UI: HiddenByDefault

SuccessProbability

Probability of success of that opportunity in percents (for example, 15 percent is stored as 0.15). Required Default(0)

Type: decimal (3, 2)
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Default Value: 0
Show in UI: ShownByDefault

Void

True if the document is null and void. Required Default(false) Filter(eq) ReadOnly (Inherited from Documents)

Type: boolean
Indexed: True
Category: System
Supported Filters: Equals
Supports Order By: False
Default Value: False
Show in UI: HiddenByDefault

VoidReason

Reason for voiding the document, entered by the user. ReadOnly (Inherited from Documents)

Type: string (254) nullable
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Maximum Length: 254
Show in UI: HiddenByDefault

VoidTime

Date/time when the document has become void. Filter(ge;le) ReadOnly (Inherited from Documents)

Type: datetime nullable
Category: System
Supported Filters: GreaterThanOrLessThan
Supports Order By: False
Show in UI: HiddenByDefault

VoidUser

The user who voided the document. ReadOnly (Inherited from Documents)

Type: string (64) nullable
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Maximum Length: 64
Show in UI: HiddenByDefault

Reference Details

AccessKey

The access key, containing the user permissions for this document. null means that all users have unlimited permissions. Filter(multi eq) (Inherited from Documents)

Type: AccessKeys (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: CannotBeShown

Remarks
Supported permissions

Permission Type
Update -
Delete -
Administer (manage security) -

AdjustedDocument

The primary document, which the current document adjusts. null when this is not an adjustment document. Filter(multi eq) ReadOnly (Inherited from Documents)

Type: Documents (nullable)
Indexed: True
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: HiddenByDefault

AssignedToUser

The user to which this document is assigned for handling. null means that the document is not assigned to specific user. Filter(multi eq) (Inherited from Documents)

Type: Users (nullable)
Indexed: True
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

Campaign

The marketing campaign to which this opportunity belongs. Filter(multi eq) Introduced in version 24.1.0.67

Type: Campaigns (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

CurrencyDirectory

The currency directory, containing all the convertion rates, used by the document. null means that the document does not need currency convertions. Filter(multi eq) (Inherited from Documents)

Type: CurrencyDirectories (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: HiddenByDefault

Dealer

The external dealer, which provided the opportunity. Filter(multi eq)

Type: Dealers (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: HiddenByDefault

DocumentType

The user defined type of the document. Determines document behaviour, properties, additional amounts, validation, generations, etc. Required Filter(multi eq) (Inherited from Documents)

Type: DocumentTypes
Indexed: True
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

EnterpriseCompany

The enterprise company which issued the document. Required Filter(multi eq) (Inherited from Documents)

Type: EnterpriseCompanies
Indexed: True
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: HiddenByDefault

EnterpriseCompanyLocation

The enterprise company location which issued the document. null means that there is only one location within the enterprise company and locations are not used. Filter(multi eq) (Inherited from Documents)

Type: CompanyLocations (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: HiddenByDefault

ExpectedRevenueCurrency

The currency of Expected Revenue. Required Filter(multi eq)

Type: Currencies
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

Back-End Default Expression:
obj.EnterpriseCompany.BaseCurrency

Front-End Recalc Expressions:
IIF( ( obj.ExpectedRevenueCurrency != null), obj.ExpectedRevenueCurrency, obj.EnterpriseCompany.BaseCurrency)

FromCompanyDivision

The division of the company, issuing the document. null when the document is not issued by any specific division. Filter(multi eq) (Inherited from Documents)

Type: CompanyDivisions (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: HiddenByDefault

FromParty

The party which issued the document. Required Filter(multi eq) (Inherited from Documents)

Type: Parties
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: HiddenByDefault

LeadingSalesPerson

The sales person, responsible for the opportunity. Required Filter(multi eq)

Type: SalesPersons
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

LostToCompetitor

When not null, specifies the competitor to which we lost the deal. Filter(multi eq) Introduced in version 22.1.4.72

Type: Competitors (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

LostToCompetitorSolution

When not null, specifies the competitor solution to which we lost the deal. Filter(multi eq) Introduced in version 22.1.4.72

Type: CompetitorSolutions (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

MarketingSolution

The marketing solution, in which the potential client is interested. Filter(multi eq) Introduced in version 22.1.4.42

Type: MarketingSolutions (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

MasterDocument

In a multi-document tree, this is the root document, that created the whole tree. If this is the root it is equal to Id. Required Filter(multi eq) (Inherited from Documents)

Type: Documents
Indexed: True
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: HiddenByDefault

Parent

In a multi-document tree, this is the direct parent document. If this is the root it is null. Filter(multi eq) (Inherited from Documents)

Type: Documents (nullable)
Indexed: True
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: HiddenByDefault

Party

The prospect customers party. The party might not yet have a customer record. Required Filter(multi eq)

Type: Parties
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault

PrimeCauseDocument

The document that is the prime cause for creation of the current document. Filter(multi eq) (Inherited from Documents)

Type: Documents (nullable)
Indexed: True
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: HiddenByDefault

ResponsiblePerson

The person that is responsible for this order or transaction. It could be the sales person, the orderer, etc. Filter(multi eq) (Inherited from Documents)

Type: Persons (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: HiddenByDefault

ReverseOfDocument

The document which the current document is reverse of. Filter(multi eq) ReadOnly (Inherited from Documents)

Type: Documents (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: HiddenByDefault

Sequence

The sequence that will be used to give new numbers to the documents of this type. Filter(multi eq) ReadOnly (Inherited from Documents)

Type: Sequences (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: HiddenByDefault

ToCompanyDivision

The division of the company, receiving the document. null when the document is not received by any specific division. Filter(multi eq) (Inherited from Documents)

Type: CompanyDivisions (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: HiddenByDefault

ToParty

The party which should receive the document. Filter(multi eq) (Inherited from Documents)

Type: Parties (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: HiddenByDefault

Back-End Default Expression:
obj.ObtainToParty( )

UserStatus

The user status of this document if applicable for this document type. null means unknown or not yet set. Filter(multi eq) ReadOnly (Inherited from Documents)

Type: DocumentTypeUserStatuses (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: HiddenByDefault

API Methods

Methods that can be invoked in public APIs.

ChangeState

Changes the document state to the specified new state (Inherited from Documents)
Return Type: void
Declaring Type: Documents
Domain API Request: POST

Parameters

  • newState
    The desired new state of the document
    Type: General.Documents.DocumentState
    Enumeration of document system states
    Allowed Values (General.Documents.DocumentState Enum Members)

    Value Description
    New New document, just created. Can be edited. (Stored as 0).
    Model Value: 0
    Domain API Value: 'New'
    Adjustment Document which adjusts other released documents. (Stored as 5).
    Model Value: 5
    Domain API Value: 'Adjustment'
    Planned Planned by the system for future releasing. (Stored as 10).
    Model Value: 10
    Domain API Value: 'Planned'
    FirmPlanned Planned by operator for future releasing. (Stored as 20).
    Model Value: 20
    Domain API Value: 'FirmPlanned'
    Released Released document. Changes can be applied only through adjustment documents. (Stored as 30).
    Model Value: 30
    Domain API Value: 'Released'
    Completed Work has completed. (Stored as 40).
    Model Value: 40
    Domain API Value: 'Completed'
    Closed The document is audited and closed. Adjustments are not allowed, but reopening is allowed. (Stored as 50).
    Model Value: 50
    Domain API Value: 'Closed'

  • userStatus
    The desired new user status of the document. Can be null.
    Type: DocumentTypeUserStatuses
    Optional: True
    Default Value: null

The process of changing the document state is very labor intensive and includes validation, generation of sub-documents and some other document-specific tasks. The state changing process might be very time-consuming, usually ranging from 500 to 5000 milliseconds. Document states usually can only be advanced to higher states, but there are exceptions from this rule. Database settings and configuration options might affect the allowed state changes. Numerous kinds of document-specific and generic exceptions can be thrown during the process.

ProcessSingleRoute

Processes the document route. (Inherited from Documents)
Return Type: void
Declaring Type: Documents
Domain API Request: POST

Parameters

  • route

    Type: Routes

  • processForLowerDocumentStates

    Type: boolean

Complete

Changes the document state to Completed with all Release-ed sub-documents (Inherited from Documents)
Return Type: void
Declaring Type: Documents
Domain API Request: POST

Parameters

  • completion
    How the sub-documents will be completed, if at all
    Type: General.Documents.DocumentCompletion
    Determines how Document will be completed
    Allowed Values (General.Documents.DocumentCompletion Enum Members)

    Value Description
    OnlyDocument Only the document will be completed
    Model Value: 0
    Domain API Value: 'OnlyDocument'
    WithAllChildren The document, along with is sub-documents, will be completed
    Model Value: 1
    Domain API Value: 'WithAllChildren'
    WithReleasedChildren The document, along with its Release-ed sub-documents, will be completed
    Model Value: 2
    Domain API Value: 'WithReleasedChildren'

The process of changing the document state is very labor intensive and includes validation, generation of sub-documents and some other document-specific tasks. The state changing process might be very time-consuming, usually ranging from 500 to 5000 milliseconds. Document states usually can only be advanced to higher states, but there are exceptions from this rule. Database settings and configuration options might affect the allowed state changes. Numerous kinds of document-specific and generic exceptions can be thrown during the process.

MakeVoid

Makes the document void. The operation is irreversible. (Inherited from Documents)
Return Type: void
Declaring Type: Documents
Domain API Request: POST

Parameters

  • reason
    The reason for voiding the document.
    Type: string

  • voidType
    The type of void operation to execute.
    Type: General.Documents.DocumentsRepositoryBase.VoidType
    Specifies the type of void operation
    Allowed Values (General.Documents.DocumentsRepositoryBase.VoidType Enum Members)

    Value Description
    VoidDocument Void only the document. If there are sub-documents, the operation might fail.
    Model Value: 0
    Domain API Value: 'VoidDocument'
    VoidWithSubDocuments Void the document and its non-released sub-documents. If there are released sub-documents, the operation might fail.
    Model Value: 1
    Domain API Value: 'VoidWithSubDocuments'
    VoidWithReleased
    SubDocuments    		 Void the document and all of its sub-documents, even the released ones.
    Model Value: 2
    Domain API Value: 'VoidWithReleased
    SubDocuments'

    Optional: True
    Default Value: VoidDocument

  • resetParentState
    Resets the parent state of document.
    Type: boolean
    Optional: True
    Default Value: True

GetPrintout

Gets a document printout as a file. The returned value is Base64 string representation of the file contents. This method creates DocumentPrint(General.Documents.DocumentPrints.md). (Inherited from Documents)
Return Type: string
Declaring Type: Documents
Domain API Request: POST

Parameters

  • fileFormat
    The file format: pdf, html, xlsx, xls, docx, txt and png. The default format is 'pdf'.
    Type: string
    Optional: True
    Default Value: pdf

  • printout
    The printout defined for the document type of the document. If null the default printout of the document type is used.
    Type: Printouts
    Optional: True
    Default Value: null

Recalculate

The document and all of its owned objects will be altered to become valid. (Inherited from Documents)
Return Type: void
Declaring Type: Documents
Domain API Request: POST

In some cases the objects in child collection of the document depend on values from other child objects. This method ensures that all child objects are properly validated. The changes are only in memory and are not committed to the server.

GetAllParentDocuments

Gets all parent documents, traversing the parent document chain by using the Parent property. (Inherited from Documents)
Return Type: Collection Of Documents
Declaring Type: Documents
Domain API Request: GET

Parameters

  • includeSelf
    if set to true the current document is included.
    Type: boolean
    Optional: True
    Default Value: False

GetAllowedCustomPropertyValues

Gets the allowed values for the specified custom property for this entity object. If supported the result is ordered by property value. Some property value sources do not support ordering - in that case the result is not ordered.
Return Type: Collection Of CustomPropertyValue
Declaring Type: EntityObject
Domain API Request: GET

Parameters

  • customPropertyCode
    The code of the custom property
    Type: string

  • search
    The search text - searches by value or description. Can contain wildcard character %.
    Type: string
    Optional: True
    Default Value: null

  • exactMatch
    If true the search text should be equal to the property value
    Type: boolean
    Optional: True
    Default Value: False

  • orderByDescription
    If true the result is ordered by Description instead of Value. Note that ordering is not always possible.
    Type: boolean
    Optional: True
    Default Value: False

  • top
    The top clause - default is 10
    Type: int32
    Optional: True
    Default Value: 10

  • skip
    The skip clause - default is 0
    Type: int32
    Optional: True
    Default Value: 0

CreateNotification

Create a notification immediately in a separate transaction, and send a real-time event to the user.
Return Type: void
Declaring Type: EntityObject
Domain API Request: POST

Parameters

  • user
    The user.
    Type: Users

  • notificationClass
    The notification class.
    Type: string

  • subject
    The notification subject.
    Type: string

CreateCopy

Duplicates the object and its child objects belonging to the same aggregate. The duplicated objects are not saved to the data source but remain in the same transaction as the original object.
Return Type: EntityObject
Declaring Type: EntityObject
Domain API Request: POST

Business Rules

None

Front-End Business Rules

Generations

API

Domain API Query: https://demodb.my.erp.net/api/domain/odata/Crm_Presales_Deals?$top=10

Domain API Query Builder: https://demodb.my.erp.net/api/domain/querybuilder#Crm_Presales_Deals?$top=10

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