Quote Entity Metadata

Article
10/04/2013

[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

Privilege Metadata

Attribute Metadata

One-to-Many Relationships

Many-to-Many Relationships

Many-to-One Relationships

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
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

Quote Entity Metadata

In This Topic

Entity Metadata

Privilege Metadata

Attribute Metadata

One-to-Many Relationships

Many-to-Many Relationships

Many-to-One Relationships

See Also

Reference

Concepts

Additional resources