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URL | Verbs | Function |
|---|---|---|
/CRMQuote | GET | Query a list of CRM Quotes |
/CRMQuote/<reference> | GET | Query a single CRM Quote |
| /CRMQuote | POST | Create a new CRM Quote |
| /CRMQuote/<reference> | POST | Update an existing CRM Quote |
Supported modifiers
Query String | Definition | Sample |
|---|---|---|
| type | Query CRM Quotes based on their type | type=Sales |
| modifiedSince | Return CRM Quotes modified since a nominated date and time | modifiedSince=2013-02-28T16:45:00 |
| treeName and treeBranch | Return a list of CRM Quotes assigned to a nominated branch of a nominated tree | treeName=Colour-AUS&treeBranch=Blue |
| status | Return a list of CRM Quotes for the status. Valid options are OPEN and CLOSED | status=OPEN |
| quoteStage | Return a list of CRM Quotes for the stage. Valid options come from the Quote Stage setup | quoteStage=WON |
Security Linked Menu
Menu Item | Located |
|---|---|
| Quotes | CRM / Sales & Marketing |
| Return Authorities | CRM / Sales & Marketing |
| Counter Sales | CRM / Counter Sales |
| Quotes | CRM / Service & Support |
| Quotes | CRM / Bookings Management |
| Donations | CRM / Fund Raising |
| Pledges | CRM / Pledges |
| Panel | ||||
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<?xml version="1.0" encoding="UTF-8"?> <CRMQuote>
<Edition>15</Edition>
<OidString>5588.2</OidString>
<EntryTimeStamp>2008-01-06T09:47:14</EntryTimeStamp>
<EntryUser>SUPER</EntryUser>
<ModifiedTimeStamp>2008-01-06T09:47:34</ModifiedTimeStamp>
<ModifiedUser>SUPER</ModifiedUser>
<QuoteNumber>1000</QuoteNumber>
<Summary>Quote on PC system for Schools</Summary>
<CreatedBy>SUPER</CreatedBy>
<Notes/>
<CustomerOrderNo/>
<CreatedDate>2008-01-17</CreatedDate>
<ExpiryDate>2008-02-05</ExpiryDate>
<WonLostDate/>
<SentDate/>
<ExpectedDate/>
<IsLocked>true</IsLocked>
<IsPrimary>false</IsPrimary>
<IsCustomerOrderSighted>false</IsCustomerOrderSighted>
<IsApproved>false</IsApproved>
<IsContractPricingPosted>false</IsContractPricingPosted>
<IsInvoiceReseller>false</IsInvoiceReseller>
<QuoteStage>WON</QuoteStage>
<ConfidencePercentage>80.00</ConfidencePercentage>
<Discount>0.00</Discount>
<Tax>1848.07</Tax>
<Net>18480.70</Net>
<Total>20328.77</Total>
<Margin>0.00</Margin>
<Cost>0.00</Cost>
<Organisation>1000</Organisation>
<Contact>10000</Contact>
<Lead>1000</Lead>
<Campaign>1005</Campaign>
<SalesPerson>SAMPSS</SalesPerson>
<QuoteType>Sales</QuoteType> <CRMBranch>01</CRMBranch>
<Address>
<Contact/>
<Address1/>
<Address2/>
<Address3/>
<Suburb/>
<Postcode/>
<State/>
<Country>AUS</Country>
<TZone/>
<PhoneBH/>
<PhoneAH/>
<Fax/>
<Email/>
<Web/>
<Mobile/>
</Address>
<LineItems collection='true' count='1'>
<CRMLineItem>
<LineType>CR</LineType>
<LineNumber>1</LineNumber>
<OidString>5532.2</OidString>
<Edition>4</Edition>
<TaxCode>GST Free</TaxCode>
<TaxType>Inclusive</TaxType>
<Quantity>10.0000</Quantity>
<DiscountPercentage>0.00</DiscountPercentage>
<Amount>18480.70</Amount>
<DiscountAmount>0.00</DiscountAmount>
<TaxAmount>1848.07</TaxAmount>
<TaxPercentage>10.0000</TaxPercentage>
<UnitPrice>2032.8770</UnitPrice>
<StandardText/>
<Product>1001</Product>
<Description>EDU Primary School PC Solution</Description>
<SubCode/>
<IsHoldCost>false</IsHoldCost>
<IsRevisionHoldPrice>false</IsRevisionHoldPrice>
</CRMLineItem>
</LineItems>
</CRMQuote> |
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