Table Crm_Deals

Entity

Potential deals (Opportunities). Entity: Crm_Deals

Owner Tables Hierarchy

Gen_Documents

Summary

Name	Type	Description
Campaign_Id	`uniqueidentifier`	The marketing campaign to which this opportunity belongs.
Deal_Id	`uniqueidentifier` `PK`
Deal_Status	`char(3)` Allowed: `INP`, `SUC`, `UNS`	Current status of this deal. 'SUC' = Successful, 'UNS' = Unsuccessful, 'INP' = In progress
Dealer_Id	`uniqueidentifier`	The external dealer, which provided the opportunity
Document_Id	`uniqueidentifier`
Expected_Revenue	`decimal(18, 2)`	Expected total revenue. For automatically renewed contracts it's the amount until the first renewal.
Expected_Revenue_Currency_Id	`uniqueidentifier`	The currency of Expected Revenue
Is_Released	`bit` Readonly	True if the document is not void and its state is released or greater. Deprecated
Is_Single_Execution	`bit` Readonly	Specifies whether the document is a single execution of its order document.
Leading_Sales_Person_Id	`uniqueidentifier`	The sales person, responsible for the opportunity
Lost_To_Competitor_Id	`uniqueidentifier`	When not null, specifies the competitor to which we lost the deal.
Lost_To_Competitor_Solution_Id	`uniqueidentifier`	When not null, specifies the competitor solution to which we lost the deal.
Marketing_Solution_Id	`uniqueidentifier`	The marketing solution, in which the potential client is interested.
Party_Id	`uniqueidentifier`	The prospect customers party. The party might not yet have a customer record.
Revenue_End_Date	`datetime`	Expected date on which the last revenue from this deal will occur.
Revenue_Start_Date	`datetime`	Expected date on which revenue from this deal will start.
Row_Version	`timestamp`
Success_Probability	`decimal(3, 2)`	Probability of success of that opportunity in percents (for example, 15 percent is stored as 0.15).

Columns

Campaign_Id

The marketing campaign to which this opportunity belongs.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	no
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Crm_Campaigns
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Campaign_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Deal_Id

Property	Value
Auto Complete	no
Data Filter	no
Default Value	NewGuid
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	yes (order: 1)
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	no

Deal_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	no

Deal_Status

Current status of this deal. 'SUC' = Successful, 'UNS' = Unsuccessful, 'INP' = In progress

Property	Value
Allowed Values	`INP`, `SUC`, `UNS`
Auto Complete	no
Data Filter	no
Default Value	INP
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	3
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	char(3)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Deal_Status - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	no

Dealer_Id

The external dealer, which provided the opportunity

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	no
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Crm_Dealers
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Long
User Login	no
Visible	no

Dealer_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Document_Id

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	yes
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Gen_Documents
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	no

Document_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	no

Expected_Revenue

Expected total revenue. For automatically renewed contracts it's the amount until the first renewal.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	0
Enter Stop	yes
Format	N2
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	Sum
Supports EQUALS_IN	no
Type	decimal(18, 2)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Expected_Revenue - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
GreaterThanOrLessThan	None	no	no

Expected_Revenue_Currency_Id

The currency of Expected Revenue

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Gen_Currencies
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier
UI Memo Editor	no
UI Width	Short
User Login	no
Visible	yes

Expected_Revenue_Currency_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	yes

Is_Released

True if the document is not void and its state is released or greater. Deprecated

Property	Value
Auto Complete	no
Data Filter	no
Default Value	False
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	yes
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	bit
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	no

Is_Released - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	yes

Is_Single_Execution

Specifies whether the document is a single execution of its order document.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	False
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	yes
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	bit
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	no

Is_Single_Execution - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	yes

Leading_Sales_Person_Id

The sales person, responsible for the opportunity

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Crm_Sales_Persons
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Leading_Sales_Person_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	no

Lost_To_Competitor_Id

When not null, specifies the competitor to which we lost the deal.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Crm_Competitors
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Lost_To_Competitor_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Lost_To_Competitor_Solution_Id

When not null, specifies the competitor solution to which we lost the deal.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Depends On	Lost_To_Competitor_Id
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Crm_Competitor_Solutions
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Lost_To_Competitor_Solution_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Marketing_Solution_Id

The marketing solution, in which the potential client is interested.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Crm_Marketing_Solutions
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Marketing_Solution_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Party_Id

The prospect customers party. The party might not yet have a customer record.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Gen_Parties
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Party_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	no

Revenue_End_Date

Expected date on which the last revenue from this deal will occur.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	CurrentDate
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	datetime
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Revenue_End_Date - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
GreaterThanOrLessThan	None	no	no

Revenue_Start_Date

Expected date on which revenue from this deal will start.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	CurrentDate
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	datetime
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Revenue_Start_Date - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
GreaterThanOrLessThan	None	no	no

Row_Version

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	timestamp
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	no

Success_Probability

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

Property	Value
Attributes	IsPercent
Auto Complete	no
Data Filter	no
Default Value	0
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2147483647
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	decimal(3, 2)
UI Memo Editor	no
UI Width	Short
User Login	no
Visible	yes

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