cdf_Quote Table
Data in the cdf_Quote table must meet the migration criteria specified in Data Requirements for Migration. The following table shows all of the attributes in Microsoft CRM that can be migrated from the cdf_Quote table and the respective attribute names and types in the CDF database. The table also shows whether the attribute is required and whether it is used to create a relationship with other entities. For drop-down lists and Boolean attributes, the table shows the valid values and the default value in Microsoft CRM. The last rows of the table list the Microsoft CRM Quote attributes that cannot be migrated using the Microsoft CRM Data Migration Framework.
Microsoft CRM tab name and attribute label |
CDF attribute name |
CDF type |
Required or Relationship in CDF |
Valid Microsoft CRM values |
Default Microsoft CRM value |
| Not on tab | QuoteId | int (PK) | Required | ||
| StateCode1 | int (state) | 0 (Draft) | 0 | ||
| 1 (Active)
2 (Won) 3 (Closed) |
1 | ||||
| General tab | |||||
| Quote ID | QuoteNumber | nvarchar (100) | Required | ||
| Name | Name | nvarchar (300) | |||
| Potential Customer | AccountId | int | Required2 , Relationship | ||
| AccountIdName3 | nvarchar (160) | ||||
| ContactId | int | Required2 , Relationship | |||
| ContactIdName3 | nvarchar (160) | ||||
| Revision ID | RevisionNumber | int | Required | ||
| Price List | PriceLevelId | int | Relationship | ||
| PriceLevelIdName3 | nvarchar (100) | ||||
| Detail Amount ($) | TotalLineItemAmount4 | money | |||
| Quote Discount (%) | DiscountPercentage | decimal 10 (10,5) | |||
| Quote Discount ($) | DiscountAmount | money | |||
| Pre-Freight Amount ($) | TotalAmountLessFreight4 | money | |||
| Freight Amount ($) | FreightAmount | money | |||
| Total Tax ($) | TotalTax4 | money | |||
| Total Amount ($) | TotalAmount4 | money | |||
| Shipping tab | |||||
| Effective From | EffectiveFrom5 | datetime | |||
| Effective To | EffectiveTo5 | datetime | |||
| Requested Delivery Date | RequestDeliveryBy5 | datetime | |||
| Due By | ExpiresOn5 | datetime | |||
| Shipping Method | ShippingMethodCode | int (picklist) | |||
| ShippingMethodCodeName3 | nvarchar (200) (picklist) | Airborne
DHL FedEx UPS Postal Mail Full Load Will Call |
Null | ||
| Payment Terms | PaymentTermsCode | int (picklist) | |||
| PaymentTermsCodeName3 | nvarchar (200) (picklist) | Net 30
2%10, Net 30 Net 45 Net 60 |
Null | ||
| Freight Terms | FreightTermsCode | int (picklist) | |||
| FreightTermsCodeName3 | nvarchar (200) (picklist) | FOB
No Charge |
Null | ||
| Description | Description | ntext | |||
| Addresses tab | |||||
| Name (Bill To) | BillTo_Name | nvarchar (200) | |||
| Street 1 | BillTo_Line1 | nvarchar (50) | |||
| Street 2 | BillTo_Line2 | nvarchar (50) | |||
| Street 3 | BillTo_Line3 | nvarchar (50) | |||
| City | BillTo_City | nvarchar (50) | |||
| State/Province | BillTo_StateOrProvince | nvarchar (50) | |||
| ZIP/Postal Code | BillTo_PostalCode | nvarchar (20) | |||
| Country/Region | BillTo_Country | nvarchar (50) | |||
| Phone | BillTo_Telephone | nvarchar (50) | |||
| Fax | BillTo_Fax | nvarchar (20) | |||
| Ship To | WillCall | bit | 0 (Address)
1 (Will Call) |
0 | |
| Name (Ship To) | ShipTo_Name | nvarchar (200) | |||
| Street 1 | ShipTo_Line1 | nvarchar (50) | |||
| Street 2 | ShipTo_Line2 | nvarchar (50) | |||
| Street 3 | ShipTo_Line3 | nvarchar (50) | |||
| City | ShipTo_City | nvarchar (50) | |||
| State/Province | ShipTo_StateOrProvince | nvarchar (50) | |||
| ZIP/Postal Code | ShipTo_PostalCode | nvarchar (20) | |||
| Country/Region | ShipTo_Country | nvarchar (50) | |||
| Phone | ShipTo_Telephone | nvarchar (50) | |||
| Fax | ShipTo_Fax | nvarchar (20) | |||
| Administration tab | |||||
| Owner | OwningUser | int | Required, Relationship | ||
| OwningUserName3 | nvarchar (255) | ||||
| Opportunity | OpportunityId | int | Relationship | ||
| OpportunityIdName3 | nvarchar (300) | ||||
| Status Reason | StatusCode1 | int (status) | 1 (In Progress) | For StateCode 0, 1 | |
| 2 (In Progress)
3 (Open) |
For StateCode 1, 2 | ||||
| 4 (Won) | For StateCode 2, 4 | ||||
| 5 (Lost)
6 (Canceled) 7 (Revised) |
For StateCode 3, 5 | ||||
| Not on tab by default | ClosedOn5 | datetime | |||
| ShipTo_FreightTermsCode | int (picklist) | ||||
| ShipTo_FreightTermsCodeName3 | nvarchar (200) (picklist) | Default Value | Default Value | ||
| TotalDiscountAmount4 | money | ||||
| TotalLineItemDiscountAmount4 | money | ||||
| Not migrated | OwningBusinessUnitIdName | ||||
| CreatedBy | |||||
| CreatedOn | |||||
| DeletionStateCode | |||||
| ModifiedBy | |||||
| ModifiedOn | |||||
| VersionNumber | |||||
| CustomerId | |||||
| CustomerIdType | |||||
| OwnerId | |||||
| OwnerIdType | |||||
| OwningTeam | |||||
| SecurityDescriptor |
1 See StateCode and StatusCode Values.
2 Either AccountId or ContactId is required.
3 The field is used only in the CDF database; it is not migrated.
4 This is a calculated attribute in Microsoft CRM. Because Microsoft CRM calculates the value, data in this attribute is not migrated.
5 Values for all attributes of type datetime must be in Coordinated Universal Time (UTC) format CCYY-MM-DD, where CC is the century (00-99), YY is the year (00-99), MM is the month (01-12), and DD is the day of month (01-31), for example, 2003-09-05. If a time is included, it is migrated as the Greenwich Mean Time (GMT) time.