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Update Sales Quote Policy

Description

The policy for the UpdateSalesQuote web method.

ID

b654838b-dec7-4742-a8c8-fab1957a4985

Behaviors

The following behaviors are defined for this policy:

  • Calculate Unit Price Behavior
  • Calculate Total Amount Behavior
  • Include Promotions Behavior
  • Default Warehouse Behavior
  • Default Document Type Id Behavior
  • Create Components Behavior
  • Check Hold Behavior
  • Create Commissions Behavior
  • Miscellaneous Tax Behavior
  • Freight Tax Behavior

Calculate Unit Price Behavior

Description: Will determine whether the unit price and total amount will be automatically calculated

Type: Internal

ID: 2e873316-fee1-460e-8da1-12167013401b

Behavior Options:

Name

Description

Parameters

ID

Do Not Calculate

Do not calculate unit price and line total amount

None

0

Calculate

Calculate unit price and line total amount

None

1


Selected option: Calculate

Calculate Total Amount Behavior

Description: Will determine whether the total amount on the sales line will be automatically calculated

Type: Internal

ID: 41233b06-db1a-4050-b4af-207eb2c908b3

Behavior Options:

Name

Description

Parameters

ID

Do Not Calculate

Do not calculate line total amount

None

0

Calculate

Automatically calculate total amount

None

1


Selected option: Calculate

Include Promotions Behavior

Description: Will determine the application of promotions to the line (i.e. percentage off, value off, or quantity fee)

Type: External

ID: 2e58b57c-8fe1-4e98-bf04-371621f8e8b7

Behavior Options:

Name

Description

Parameters

ID

Do Not Include

Do not include promotions

None

0

Include

Include promotions

None

1


Selected option: Do Not Include

Default Warehouse Behavior

Description: Will determine the default warehouseId to be used when creating a sales document

Type: Internal

ID: 758c758e-13fc-42cc-a508-57a8abe04dcd

Behavior Options:

Name

Description

Parameters

ID

Use Setup Value

The warehouse Id will default from the customer ship-to address on the sales document header; if empty then the warehouse Id will default from Sales Order Processing Setup

None

0

Specify Default

Specify the default warehouse Id

Default Warehouse Parameter

1


Selected option: Use Setup Value

Default Document Type Id Behavior

Description: Will determine the default document type Id to be used when creating a sales document

Type: External

ID: 16fb38cc-d635-4b5e-8235-6235fa828062

Behavior Options:

Name

Description

Parameters

ID

Use Setup Value

Use default document type Id from Sales Setup

None

0

Specify Default

Specify the default document type Id

Default Type Id Parameter

1


Selected option: Use Setup Value

Create Components Behavior

Description: will determine whether kit components are being provided

Type: Internal

ID: f3903ab2-6964-451e-b9be-682c6ca6a89e

Behavior Options:

Name

Description

Parameters

ID

Automatically Create Components

Automatically create components

None

0

Components Will Be Provided

Components will be provided

None

1


Selected option: Automatically Create Components

Check Hold Behavior

Description: Will determine whether the customer's hold status will be checked when the document is created

Type: Internal

ID: 626a4d44-dd14-4a1c-a344-69a8dac9d3a3

Behavior Options:

Name

Description

Parameters

ID

Override Hold

Override hold

None

0

Cancel Document

Cancel document

None

1


Selected option: Cancel Document

Create Commissions Behavior

Description: Will determine whether commissions will be automatically created or manually provided

Type: Internal

ID: ed4b65bd-554a-41bd-b870-86eb41670cd8

Behavior Options:

Name

Description

Parameters

ID

Commissions Will Be Provided

Commissions will be provided

None

0

Automatically Create Commissions

Automatically create commissions

None

1


Selected option: Automatically Create Commissions

Miscellaneous Tax Behavior

Description: Will determine whether the miscellaneous amount on the document is taxable and if taxable where the miscellaneous tax schedule Id defaults from

Type: Internal

ID: 799cbafa-207a-4e42-8141-d9f281fc2ba9

Behavior Options:

Name

Description

Parameters

ID

Default From Setup

Default From Setup

None

0

Taxable

Taxable

None

1

Nontaxable

Nontaxable

None

2

Base On Customer

Base On Customer

None

3


Selected option: Default From Setup

Freight Tax Behavior

Description: Will determine whether the freight amount on the document is taxable and if taxable where the freight tax schedule Id defaults from

Type: Internal

ID: 9a601da7-bf3a-4da2-b70f-e30f5798158f

Behavior Options:

Name

Description

Parameters

ID

Default From Setup

Default From Setup

None

0

Taxable

Taxable

None

1

Nontaxable

Nontaxable

None

2

Base On Customer

Base On Customer

None

3


Selected option: Default From Setup

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