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Quote Entity Metadata

[Applies to: Microsoft Dynamics CRM 2011]

The following information is for the quote entity in a default, uncustomized installation of Microsoft Dynamics CRM. The schema name and early bound class for this entity is Quote.

To view the entity metadata for your organization, install the Metadata Browser solution described in Browse the Metadata for Your Organization.

In This Topic

Entity Metadata

The following table shows the metadata for the quote entity.

 

Entity metadata property Value

EntityLogicalName

quote

OTC

1084

OwnershipType

UserOwned

AutoRouteToOwnerQueue

False

CanBeInManyToMany

True

CanBePrimaryEntityInRelationship

True

CanBeRelatedEntityInRelationship

True

CanCreateAttributes

True

CanCreateCharts

True

CanCreateForms

True

CanCreateViews

True

CanModifyAdditionalSettings

True

CanTriggerWorkflow

True

IsActivity

False

IsActivityParty

True

IsAuditEnabled

False

IsAvailableOffline

True

IsChildEntity

False

IsConnectionsEnabled

canmodifyconnectionsettings

IsCustomEntity

False

IsCustomizable

True

IsDocumentManagementEnabled

True

IsDuplicateDetectionEnabled

True

IsEnabledForCharts

True

IsImportable

True

IsIntersect

False

IsMailMergeEnabled

False

IsManaged

True

IsMappable

True

IsReadingPaneEnabled

True

IsRenameable

True

IsValidForAdvancedFind

True

IsValidForQueue

False

IsVisibleInMobile

False

PrimaryIdAttribute

quoteid

PrimaryNameAttribute

name

ReportViewName

FilteredQuote

RecurrenceBaseEntityLogicalName

Description

Formal offer for products and/or services, proposed at specific prices and related payment terms, which is sent to a prospective customer.

DisplayName

Quote

DisplayCollectionName

Quotes

Privilege Metadata

The following table shows the privilege metadata for the quote entity.

 

PrivilegeName Id Type CanBeBasic CanBeDeep CanBeGlobal CanBeLocal

prvAppendQuote

3027b0b3-192e-432d-851b-acc5dc8eb953

Append

True

True

True

True

prvAppendToQuote

41035df9-7ad8-4af1-8e78-f44672ff1adb

AppendTo

True

True

True

True

prvAssignQuote

01f1fc93-b5b0-4c43-8196-96ab0d0113e6

Assign

True

True

True

True

prvCreateQuote

477dfd23-a640-4ebd-981a-183737963d7f

Create

True

True

True

True

prvDeleteQuote

dcc1d522-dfd6-46fc-bc6c-b90a097ba309

Delete

True

True

True

True

prvOverridePriceEngineQuote

45c781da-db3e-439b-9efe-d1b5484b832f

None

True

True

True

True

prvReadQuote

00a8d04e-ede7-4884-ae18-09c6e55344ca

Read

True

True

True

True

prvShareQuote

fa072959-ec94-4631-b419-91ebd45562d3

Share

True

True

True

True

prvWriteQuote

356f5577-c5c3-44c4-93d9-442b282fa8df

Write

True

True

True

True

Attribute Metadata

The following table shows the attribute metadata for the quote entity.

 

LogicalName SchemaName Type RequiredLevel IsCustomAttribute IsCustomizable IsValidForCreate IsValidForRead IsValidForUpdate CanBeSecuredForCreate CanBeSecuredForRead CanBeSecuredForUpdate IsAuditEnabled IsManaged IsPrimaryId IsPrimaryName IsRenameable IsSecured IsValidForAdvancedFind DisplayName Description DeprecatedVersion

accountid

AccountId

Lookup

None

False

True

False

True

False

False

False

False

True

True

False

False

False

False

False

Account

Unique identifier of the account with which the quote is associated.

billto_addressid

BillTo_AddressId

Uniqueidentifier

None

False

False

True

True

True

False

False

False

False

True

False

False

False

False

False

Bill To Address ID

Unique identifier of the billing address.

billto_city

BillTo_City

String

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Bill To City

City name in the billing address.

billto_contactname

BillTo_ContactName

String

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Bill To Contact Name

Contact name for the billing address.

billto_country

BillTo_Country

String

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Bill To Country/Region

Country/region name in the billing address.

billto_fax

BillTo_Fax

String

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Bill To Fax

Fax number for the billing address.

billto_line1

BillTo_Line1

String

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Bill To Street 1

First line for entering billing address information.

billto_line2

BillTo_Line2

String

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Bill To Street 2

Second line for entering billing address information.

billto_line3

BillTo_Line3

String

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Bill To Street 3

Third line for entering billing address information.

billto_name

BillTo_Name

String

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Bill To Name

Name to enter for the billing address.

billto_postalcode

BillTo_PostalCode

String

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Bill To ZIP/Postal Code

ZIP Code or postal code in the billing address.

billto_stateorprovince

BillTo_StateOrProvince

String

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Bill To State/Province

State or province in the billing address.

billto_telephone

BillTo_Telephone

String

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Bill To Phone

Telephone number associated with the billing address.

campaignid

CampaignId

Lookup

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Source Campaign

Unique identifier of the source campaign associated with the quote.

closedon

ClosedOn

DateTime

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

False

Closed On

Date and time when the quote is to be closed.

contactid

ContactId

Lookup

None

False

True

False

True

False

False

False

False

True

True

False

False

False

False

False

Contact

Unique identifier of the contact associated with the quote.

createdby

CreatedBy

Lookup

None

False

True

False

True

False

False

False

False

False

True

False

False

True

False

True

Created By

Unique identifier of the user who created the quote record.

createdon

CreatedOn

DateTime

None

False

True

False

True

False

False

False

False

False

True

False

False

True

False

True

Created On

Date and time when the quote was created.

createdonbehalfby

CreatedOnBehalfBy

Lookup

None

False

True

False

True

False

False

False

False

False

True

False

False

True

False

True

Created By (Delegate)

Unique identifier of the delegate user who created the quote.

customerid

CustomerId

Customer

SystemRequired

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Potential Customer

Unique identifier of the account or contact associated with the quote.

description

Description

Memo

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Description

Description of the quote.

discountamount

DiscountAmount

Money

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Quote Discount Amount

Discount specified as a monetary amount for the quote.

discountamount_base

DiscountAmount_Base

Money

None

False

True

False

True

False

False

False

False

True

True

False

False

True

False

True

Quote Discount Amount (Base)

Base currency equivalent of the discount specified as a monetary amount for the quote.

discountpercentage

DiscountPercentage

Decimal

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Quote Discount (%)

Discount specified as a percentage for the quote.

effectivefrom

EffectiveFrom

DateTime

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Effective From

Date and time when the quote becomes effective.

effectiveto

EffectiveTo

DateTime

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Effective To

Date that is the last day the quote is in effect.

exchangerate

ExchangeRate

Decimal

None

False

True

False

True

False

False

False

False

True

True

False

False

True

False

True

Exchange Rate

Exchange rate for the currency associated with the quote with respect to the base currency.

expireson

ExpiresOn

DateTime

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Due By

Date when the quote expires.

freightamount

FreightAmount

Money

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Freight Amount

Cost of freight for the quote.

freightamount_base

FreightAmount_Base

Money

None

False

True

False

True

False

False

False

False

True

True

False

False

True

False

True

Freight Amount (Base)

Base currency equivalent of the cost of freight for the quote

freighttermscode

FreightTermsCode

Picklist

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Freight Terms

Freight terms for the quote.

importsequencenumber

ImportSequenceNumber

Integer

None

False

True

True

True

False

False

False

False

True

True

False

False

True

False

True

Import Sequence Number

Unique identifier of the data import or data migration that created this record.

modifiedby

ModifiedBy

Lookup

None

False

True

False

True

False

False

False

False

False

True

False

False

True

False

True

Modified By

Unique identifier of the user who last modified the quote record.

modifiedon

ModifiedOn

DateTime

None

False

True

False

True

False

False

False

False

False

True

False

False

True

False

True

Modified On

Date and time when the quote was last modified.

modifiedonbehalfby

ModifiedOnBehalfBy

Lookup

None

False

True

False

True

False

False

False

False

False

True

False

False

True

False

True

Modified By (Delegate)

Unique identifier of the delegate user who last modified the quote.

name

Name

String

ApplicationRequired

False

True

True

True

True

False

False

False

True

True

False

True

True

False

True

Name

Name of the quote.

opportunityid

OpportunityId

Lookup

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Opportunity

Unique identifier of the opportunity with which the quote is associated.

overriddencreatedon

OverriddenCreatedOn

DateTime

None

False

True

True

True

False

False

False

False

True

True

False

False

True

False

True

Record Created On

Date and time that the record was migrated.

ownerid

OwnerId

Owner

SystemRequired

False

True

True

True

False

False

False

False

True

True

False

False

True

False

True

Owner

Unique identifier of the user or team who owns the quote.

owningbusinessunit

OwningBusinessUnit

Lookup

None

False

True

False

True

False

False

False

False

False

True

False

False

False

False

False

Owning Business Unit

Unique identifier of the business unit that owns the quote.

owningteam

OwningTeam

Lookup

None

False

True

False

True

False

False

False

False

False

True

False

False

False

False

False

Owning Team

Unique identifier of the team who owns the quote.

owninguser

OwningUser

Lookup

None

False

True

False

True

False

False

False

False

False

True

False

False

False

False

False

Owning User

Unique identifier of the user who owns the quote.

paymenttermscode

PaymentTermsCode

Picklist

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Payment Terms

Payment terms for the quote.

pricelevelid

PriceLevelId

Lookup

ApplicationRequired

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Price List

Unique identifier of the price list associated with the quote.

pricingerrorcode

PricingErrorCode

Picklist

None

False

True

True

True

True

False

False

False

True

True

False

False

False

False

False

Pricing Error

Pricing error for the quote.

quoteid

QuoteId

Uniqueidentifier

SystemRequired

False

True

True

True

False

False

False

False

False

True

True

False

True

False

True

Quote

Unique identifier of the quote.

quotenumber

QuoteNumber

String

SystemRequired

False

True

True

True

False

False

False

False

True

True

False

False

True

False

True

Quote ID

Quote number.

requestdeliveryby

RequestDeliveryBy

DateTime

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Requested Delivery Date

Requested delivery date for the quote.

revisionnumber

RevisionNumber

Integer

SystemRequired

False

True

False

True

False

False

False

False

True

True

False

False

True

False

True

Revision ID

Revision number for the quote.

shippingmethodcode

ShippingMethodCode

Picklist

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Shipping Method

Method of shipment for the quote.

shipto_addressid

ShipTo_AddressId

Uniqueidentifier

None

False

False

True

True

True

False

False

False

False

True

False

False

False

False

False

Ship To Address ID

Unique identifier of the shipping address.

shipto_city

ShipTo_City

String

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Ship To City

City name in the shipping address.

shipto_contactname

ShipTo_ContactName

String

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Ship To Contact Name

Contact name for the shipping address.

shipto_country

ShipTo_Country

String

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Ship To Country/Region

Country/region name in the shipping address.

shipto_fax

ShipTo_Fax

String

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Ship To Fax

Fax number for the shipping address.

shipto_freighttermscode

ShipTo_FreightTermsCode

Picklist

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

False

Ship To Freight Terms

Freight terms for the shipping address.

shipto_line1

ShipTo_Line1

String

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Ship To Street 1

First line for entering shipping address information.

shipto_line2

ShipTo_Line2

String

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Ship To Street 2

Second line for entering shipping address information.

shipto_line3

ShipTo_Line3

String

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Ship To Street 3

Third line for entering shipping address information.

shipto_name

ShipTo_Name

String

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Ship To Name

Name to enter for the shipping address.

shipto_postalcode

ShipTo_PostalCode

String

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Ship To ZIP/Postal Code

ZIP Code or postal code in the shipping address.

shipto_stateorprovince

ShipTo_StateOrProvince

String

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Ship To State/Province

State or province in the shipping address.

shipto_telephone

ShipTo_Telephone

String

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Ship To Phone

Telephone number associated with the shipping address.

statecode

StateCode

State

SystemRequired

False

True

False

True

False

False

False

False

True

True

False

False

True

False

True

Status

Status of the quote.

statuscode

StatusCode

Status

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Status Reason

Reason for the status of the quote.

timezoneruleversionnumber

TimeZoneRuleVersionNumber

Integer

None

False

True

True

True

True

False

False

False

False

True

False

False

False

False

False

Time Zone Rule Version Number

For internal use only.

totalamount

TotalAmount

Money

None

False

True

False

True

False

False

False

False

True

True

False

False

True

False

True

Total Amount

Total amount for the quote.

totalamount_base

TotalAmount_Base

Money

None

False

True

False

True

False

False

False

False

True

True

False

False

True

False

True

Total Amount (Base)

Base currency equivalent of the total amount for the quote.

totalamountlessfreight

TotalAmountLessFreight

Money

None

False

True

False

True

False

False

False

False

True

True

False

False

True

False

True

Total Pre-Freight Amount

Total amount minus the freight charges for the quote.

totalamountlessfreight_base

TotalAmountLessFreight_Base

Money

None

False

True

False

True

False

False

False

False

True

True

False

False

True

False

True

Total Pre-Freight Amount (Base)

Base currency equivalent of the total amount minus the freight charges for the quote.

totaldiscountamount

TotalDiscountAmount

Money

None

False

True

False

True

False

False

False

False

True

True

False

False

True

False

True

Total Discount Amount

Total discount for the quote.

totaldiscountamount_base

TotalDiscountAmount_Base

Money

None

False

True

False

True

False

False

False

False

True

True

False

False

True

False

True

Total Discount Amount (Base)

Base currency equivalent of the total discount for the quote.

totallineitemamount

TotalLineItemAmount

Money

None

False

True

False

True

False

False

False

False

True

True

False

False

True

False

True

Total Detail Amount

Total line item amount for the quote.

totallineitemamount_base

TotalLineItemAmount_Base

Money

None

False

True

False

True

False

False

False

False

True

True

False

False

True

False

True

Total Detail Amount (Base)

Base currency equivalent of the total line item amount for the quote.

totallineitemdiscountamount

TotalLineItemDiscountAmount

Money

None

False

True

False

True

False

False

False

False

True

True

False

False

True

False

True

Total Line Item Discount Amount

Total line item discount for the quote.

totallineitemdiscountamount_base

TotalLineItemDiscountAmount_Base

Money

None

False

True

False

True

False

False

False

False

True

True

False

False

True

False

True

Total Line Item Discount Amount (Base)

Base currency equivalent of the total line item discount for the quote.

totaltax

TotalTax

Money

None

False

True

False

True

False

False

False

False

True

True

False

False

True

False

True

Total Tax

Total tax for the quote.

totaltax_base

TotalTax_Base

Money

None

False

True

False

True

False

False

False

False

True

True

False

False

True

False

True

Total Tax (Base)

Base currency equivalent of the total tax for the quote.

transactioncurrencyid

TransactionCurrencyId

Lookup

ApplicationRequired

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Currency

Unique identifier of the currency associated with the quote.

uniquedscid

UniqueDscId

Uniqueidentifier

None

False

False

False

False

False

False

False

False

False

True

False

False

False

False

False

UniqueDscId

For internal use only.

utcconversiontimezonecode

UTCConversionTimeZoneCode

Integer

None

False

True

True

True

True

False

False

False

False

True

False

False

False

False

False

UTC Conversion Time Zone Code

Time zone code that was in use when the record was created.

versionnumber

VersionNumber

BigInt

None

False

False

False

True

False

False

False

False

False

True

False

False

False

False

False

Version Number

Version number of the quote.

willcall

WillCall

Boolean

None

False

True

True

True

True

False

False

False

True

True

False

False

True

False

True

Ship To

Information about whether the customer will call for the quoted products or the products are to be shipped.

One-to-Many Relationships

The following table shows the entities that are the referencing entity in a one-to-many relationship with the quote entity.

 

Relationship schema name Referencing entity

quote_activity_parties

activityparty

Quote_ActivityPointers

activitypointer

Quote_Annotation

annotation

Quote_Appointments

appointment

Quote_AsyncOperations

asyncoperation

Quote_BulkDeleteFailures

bulkdeletefailure

quote_connections1

connection

quote_connections2

connection

Quote_DuplicateMatchingRecord

duplicaterecord

Quote_DuplicateBaseRecord

duplicaterecord

Quote_Emails

email

Quote_Faxes

fax

Quote_Letters

letter

Quote_Phonecalls

phonecall

quote_principalobjectattributeaccess

principalobjectattributeaccess

Quote_ProcessSessions

processsession

Quote_QuoteClose

quoteclose

quote_details

quotedetail

Quote_RecurringAppointmentMasters

recurringappointmentmaster

quote_orders

salesorder

Quote_ServiceAppointments

serviceappointment

Quote_SharepointDocumentLocation

sharepointdocumentlocation

Quote_Tasks

task

userentityinstancedata_quote

userentityinstancedata

Many-to-Many Relationships

The following table shows the many-to-many relationships for the quote entity.

 

Relationship schema name Entity 1 Entity 2 Intersect entity

contactquotes_association

quote

contact

contactquotes

For information about using intersect entities, see Retrieve Records for Many-To-Many Relationships Using Intersect Entities.

Many-to-One Relationships

The following table shows the entities that are the referenced entity in a many-to-one relationship with the quote entity.

 

Relationship schema name Referenced entity

quote_customer_accounts

account

business_unit_quotes

businessunit

campaign_quotes

campaign

quote_customer_contacts

contact

opportunity_quotes

opportunity

owner_quotes

owner

price_level_quotes

pricelevel

lk_quote_modifiedonbehalfby

systemuser

lk_quotebase_modifiedby

systemuser

system_user_quotes

systemuser

lk_quotebase_createdby

systemuser

lk_quote_createdonbehalfby

systemuser

team_quotes

team

transactioncurrency_quote

transactioncurrency

See Also

Microsoft Dynamics CRM 2011
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