Table Crm_Offers

Entity

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

Owner Tables Hierarchy

Gen_Documents

Summary

Name	Type	Description
Accepted_On	`datetime`	The date on which the customer accepted the offer. NULL if the offer is not yet accepted or the date is unknown.
Customer_Id	`uniqueidentifier`	The customer to which the products are offered.
Deal_Id	`uniqueidentifier`	The opportunity (deal) on which this offer is based.
Document_Currency_Id	`uniqueidentifier`	The currency in which the document is issued. All amounts are in this currency
Document_Id	`uniqueidentifier`
End_Customer_Party_Id	`uniqueidentifier`	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.
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.
Notes	`nvarchar(254)`
Offer_Id	`uniqueidentifier` `PK`
Payment_Due_Date	`datetime`	The last term for payment
Payment_Type_Id	`uniqueidentifier`	Way of payment. NULL means that no specific way of payment was offered
Price_List_Id	`uniqueidentifier`	The price list, based on which the prices are selected. Initially copied from the definition of the Customer.
Recipient_Person_Id	`uniqueidentifier`	The offer recipient. It should be employee of the customer. NULL means that there is no default recipient or he/she is unknown
Required_Delivery_Date	`date`	When not NULL, specifies required delivery date for all offer lines. When the lines contain different delivery dates, this is NULL.
Row_Version	`timestamp`
Sales_Person_Id	`uniqueidentifier`	Responsible sales person. NULL when no sales person was assigned.
Ship_To_Customer_Id	`uniqueidentifier`	The customer to whom to ship the sales order. Usually it is a customer entry for a sub-party of the primary customer
Store_Id	`uniqueidentifier`	The store, from which the products will be sold. When NULL, the store is unknown or N/A.
Valid_Till	`datetime`	Last date when the offer is valid. NULL means the offer has no specific validity date

Columns

Accepted_On

The date on which the customer accepted the offer. NULL if the offer is not yet accepted or the date is unknown.

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
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	datetime (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Accepted_On - Supported Filters

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

Customer_Id

The customer to which the products are offered.

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_Customers
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

Customer_Id - Supported Filters

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

Deal_Id

The opportunity (deal) on which this offer is based.

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_Deals
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	no

Deal_Id - Supported Filters

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

Document_Currency_Id

The currency in which the document is issued. All amounts are in this currency

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	Gen_Currencies
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

Document_Currency_Id - Supported Filters

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

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	yes

End_Customer_Party_Id

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.

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 (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

End_Customer_Party_Id - Supported Filters

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

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

Notes

Property	Value
Attributes	IsLongString
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	no
Ignore for Insert Order	no
Is Entity Name	no
Max Length	254
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	nvarchar(254) (Allows NULL)
UI Memo Editor	no
UI Width	Long
User Login	no
Visible	no

Offer_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

Offer_Id - Supported Filters

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

Payment_Due_Date

The last term for payment

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	datetime (Allows NULL)
UI Memo Editor	no
UI Width	100
User Login	no
Visible	yes

Payment_Due_Date - Supported Filters

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

Payment_Type_Id

Way of payment. NULL means that no specific way of payment was offered

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	Cash_Payment_Types
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	100
User Login	no
Visible	yes

Payment_Type_Id - Supported Filters

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

Price_List_Id

The price list, based on which the prices are selected. Initially copied from the definition of the Customer.

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_Price_Lists
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	100
User Login	no
Visible	yes

Price_List_Id - Supported Filters

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

Recipient_Person_Id

The offer recipient. It should be employee of the customer. NULL means that there is no default recipient or he/she is unknown

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	Cm_Persons
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

Recipient_Person_Id - Supported Filters

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

Required_Delivery_Date

When not NULL, specifies required delivery date for all offer lines. When the lines contain different delivery dates, this is NULL.

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
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	date (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Required_Delivery_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

Sales_Person_Id

Responsible sales person. NULL when no sales person was assigned.

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_Sales_Persons
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	100
User Login	no
Visible	yes

Sales_Person_Id - Supported Filters

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

Ship_To_Customer_Id

The customer to whom to ship the sales order. Usually it is a customer entry for a sub-party of the primary customer

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_Customers
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

Ship_To_Customer_Id - Supported Filters

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

Store_Id

The store, from which the products will be sold. When NULL, the store is unknown or N/A.

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	Inv_Stores
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

Store_Id - Supported Filters

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

Valid_Till

Last date when the offer is valid. NULL means the offer has no specific validity date

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
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	datetime (Allows NULL)
UI Memo Editor	no
UI Width	100
User Login	no
Visible	yes

Valid_Till - Supported Filters

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

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