Crm.Presales.Offers Entity
Namespace: Crm.Presales
Inherited From: General.Documents.Documents
Offers (quotes) for sales of products. Can contain variants and choice groups. The user can select some approved lines and generate Sales Order. Entity: Crm_Offers
Default Visualization
Default Display Text Format:
{DocumentType.TypeName:T} {DocumentNo}{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
- Crm.Presales.Offers
- Crm.Presales.OfferLines
- General.Documents.DocumentAmounts
- General.Documents.DocumentComments
- General.Documents.DocumentDistributedAmounts
- General.Documents.DocumentFileAttachments
- General.Documents.DocumentFulfillments
- General.Documents.DocumentLineAmounts
- General.Documents.DocumentParties
- General.Documents.DocumentPrints
- General.Documents.DocumentStateChanges
Attributes
| Name | Type | Description |
|---|---|---|
| AcceptedOn | datetime nullable | The date on which the customer accepted the offer. null if the offer is not yet accepted or the date is unknown. Filter(ge;le) |
| 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) |
| 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) |
| Id | guid | |
| 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 |
| Notes | string (254) nullable | Notes for this Offer. |
| 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) |
| PaymentDueDate | datetime nullable | The last term for payment. Filter(ge;le) |
| 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) |
| RequiredDeliveryDate | date nullable | When not null, specifies required delivery date for all offer lines. When the lines contain different delivery dates, this is null. 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. |
| ValidTill | datetime nullable | Last date when the offer is valid. null means the offer has no specific validity date. Filter(ge;le) |
| 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) |
| 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) |
| Customer | Customers | The customer to which the products are offered. Required Filter(multi eq) |
| Deal | Deals (nullable) | The opportunity (deal) on which this offer is based. Filter(multi eq) |
| DocumentCurrency | Currencies | The currency in which the document is issued. All amounts are in this currency. Required 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) |
| EndCustomerParty | Parties (nullable) | The end customer is the customer of the dealer. It is stored for information purposes only. The end customer may not have customer definition; any party can be used. Filter(multi eq) Introduced in version 21.1.2.96 |
| 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) |
| 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) |
| 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) |
| PaymentType | PaymentTypes (nullable) | Way of payment. null means that no specific way of payment was offered. Filter(multi eq) |
| PriceList | PriceLists (nullable) | The price list, based on which the prices are selected. Initially copied from the definition of the Customer. 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) |
| RecipientPerson | Persons (nullable) | The offer recipient. It should be employee of the customer. null means that there is no default recipient or he/she is unknown. Filter(multi eq) |
| 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) |
| SalesPerson | SalesPersons (nullable) | Responsible sales person. null when no sales person was assigned. Filter(multi eq) |
| 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) |
| ShipToCustomer | Customers (nullable) | The customer to whom to ship the sales order. Usually it is a customer entry for a sub-party of the primary customer. Filter(multi eq) |
| Store | Stores (nullable) | The store, from which the products will be sold. When null, the store is unknown or N/A. Filter(multi eq) |
| 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 | OfferLines | List of OfferLine(Crm.Presales.OfferLines.md) child objects, based on the Crm.Presales.OfferLine.Offer(Crm.Presales.OfferLines.md#offer) 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
AcceptedOn
The date on which the customer accepted the offer. null if the offer is not yet accepted or the date is unknown. Filter(ge;le)
Type: datetime nullable
Category: System
Supported Filters: GreaterThanOrLessThan
Supports Order By: False
Show in UI: ShownByDefault
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
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
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
Notes
Notes for this Offer.
Type: string (254) nullable
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Maximum Length: 254
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
PaymentDueDate
The last term for payment. Filter(ge;le)
Type: datetime nullable
Category: System
Supported Filters: GreaterThanOrLessThan
Supports Order By: False
Show in UI: ShownByDefault
Front-End Recalc Expressions:
obj.DocumentDate.AddDays( Convert( IIF( ( obj.ShipToCustomer.DefaultPaymentTermDays != 0), obj.ShipToCustomer.DefaultPaymentTermDays, obj.Customer.DefaultPaymentTermDays), Double))
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
RequiredDeliveryDate
When not null, specifies required delivery date for all offer lines. When the lines contain different delivery dates, this is null. Filter(ge;le)
Type: date nullable
Category: System
Supported Filters: GreaterThanOrLessThan
Supports Order By: False
Show in UI: ShownByDefault
Front-End Recalc Expressions:
obj.DocumentDate.AddDays( Convert( IIF( ( obj.ShipToCustomer.DefaultDeliveryTermDays != 0), obj.ShipToCustomer.DefaultDeliveryTermDays, obj.Customer.DefaultDeliveryTermDays), Double))
obj.Lines.Select( c => OfferLinesRepository.RequiredDeliveryDateAttribute.GetUntypedValue( c, False)).Distinct( ).OnlyIfSingle( )
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
ValidTill
Last date when the offer is valid. null means the offer has no specific validity date. Filter(ge;le)
Type: datetime nullable
Category: System
Supported Filters: GreaterThanOrLessThan
Supports Order By: False
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
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
Customer
The customer to which the products are offered. Required Filter(multi eq)
Type: Customers
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault
Deal
The opportunity (deal) on which this offer is based. Filter(multi eq)
Type: Deals (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: HiddenByDefault
DocumentCurrency
The currency in which the document is issued. All amounts are in this currency. Required Filter(multi eq)
Type: Currencies
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault
Back-End Default Expression:
obj.ShipToCustomer.DefaultCurrency.IfNullThen( obj.Customer.DefaultCurrency).IfNullThen( obj.DocumentCurrency).IfNullThen( obj.EnterpriseCompany.BaseCurrency)
Front-End Recalc Expressions:
obj.ShipToCustomer.DefaultCurrency.IfNullThen( obj.Customer.DefaultCurrency).IfNullThen( obj.DocumentCurrency).IfNullThen( obj.EnterpriseCompany.BaseCurrency)
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
EndCustomerParty
The end customer is the customer of the dealer. It is stored for information purposes only. The end customer may not have customer definition; any party can be used. Filter(multi eq) Introduced in version 21.1.2.96
Type: Parties (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault
Front-End Recalc Expressions:
obj.Lines.Select( c => c.LineEndCustomerParty).Distinct( ).OnlyIfSingle( )
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
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
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
PaymentType
Way of payment. null means that no specific way of payment was offered. Filter(multi eq)
Type: PaymentTypes (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault
Front-End Recalc Expressions:
obj.ShipToCustomer.DefaultPaymentType.IfNullThen( obj.Customer.DefaultPaymentType).IfNullThen( obj.PaymentType)
PriceList
The price list, based on which the prices are selected. Initially copied from the definition of the Customer. Filter(multi eq)
Type: PriceLists (nullable)
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
RecipientPerson
The offer recipient. It should be employee of the customer. null means that there is no default recipient or he/she is unknown. Filter(multi eq)
Type: Persons (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault
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
SalesPerson
Responsible sales person. null when no sales person was assigned. Filter(multi eq)
Type: SalesPersons (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault
Front-End Recalc Expressions:
DetermineSalesPerson( obj.Transaction, obj.EnterpriseCompany, new [] {obj.Customer, obj.ShipToCustomer})
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
ShipToCustomer
The customer to whom to ship the sales order. Usually it is a customer entry for a sub-party of the primary customer. Filter(multi eq)
Type: Customers (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault
Front-End Recalc Expressions:
DetermineShipToCustomer( obj.Transaction, obj.EnterpriseCompany, obj.EnterpriseCompanyLocation, obj.Customer)
Store
The store, from which the products will be sold. When null, the store is unknown or N/A. Filter(multi eq)
Type: Stores (nullable)
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault
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: stringvoidType
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
SubDocumentsVoid the document and all of its sub-documents, even the released ones.
Model Value: 2
Domain API Value: 'VoidWithReleased
SubDocuments'Optional: True
Default Value: VoidDocumentresetParentState
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: pdfprintout
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: stringsearch
The search text - searches by value or description. Can contain wildcard character %.
Type: string
Optional: True
Default Value: nullexactMatch
If true the search text should be equal to the property value
Type: boolean
Optional: True
Default Value: FalseorderByDescription
If true the result is ordered by Description instead of Value. Note that ordering is not always possible.
Type: boolean
Optional: True
Default Value: Falsetop
The top clause - default is 10
Type: int32
Optional: True
Default Value: 10skip
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: UsersnotificationClass
The notification class.
Type: stringsubject
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
- R28607 Offer - At Least One Selected Line
- R28640 Offer - Generate Deal
- R37196 Offer - Assign Sales Person
Front-End Business Rules
None
Generations
None
API
Domain API Query: https://demodb.my.erp.net/api/domain/odata/Crm_Presales_Offers?$top=10
Domain API Query Builder: https://demodb.my.erp.net/api/domain/querybuilder#Crm_Presales_Offers?$top=10