Quote, Order and Invoice Entities
Microsoft Dynamics CRM 2011 supports robust quote, sales order (order), and invoice building. You can build a quote by selecting products directly from the product catalog, specifying the price list (such as wholesale or retail) and the requested number of units, and applying volume discounts and manual discounts, assuming that you have the privileges to enter them. Multiple pricing models are supported, such as wholesale versus retail, and discounting can be done by line item based on volume or manual override. In addition, overall discounts can be applied to the whole quote.
A quote is a formal offer for products or services proposed at specific prices and related payment terms that is sent to a prospective customer. You can create a quote, save it as a draft, and specify whether it is active (presented to the customer) or closed (completed, either as an order or not). A quote can have a due date (when it was promised to the customer), effective dates (when it must be accepted or rejected by), and the requested delivery dates. In addition, a quote can contain many "ship to" addresses (by line item) or a "will call" setting for items to be picked up by the customer.
If a quote is created from an opportunity, Microsoft Dynamics CRM will use the products associated with the opportunity as the basis for the draft. When a quote is converted to an order, the user has the choice to keep it open or close it. If the user chooses to close the opportunity, the final revenue amount is recorded.
A quote can be associated with the following entities:
One or more products and one price list
One or more competitors
One or more notes and attachments
One or more customer addresses
The quote detail (quote product) entity represents a line item in a quote. Each quote can have multiple quote detail (quote product) records.
The quote close activity entity represents an activity that is generated when a quote is closed.
A sales order (order) is a quote that has been accepted. This entity is called an order in Microsoft Dynamics CRM.
An invoice is an order that has been billed.
|If you convert a quote to the sales order or sales order to the invoice, the total price on newly created sales order or invoice is automatically locked. This means that pricing changes in the product catalog are not affecting the total amount of the sales order or invoice. To change the totals in the sales order or invoice to reflect new product catalog prices, unlock the prices by using the UnlockSalesOrderPricingRequest message or the UnlockInvoicePricingRequest message. To relock the sales order or invoice total price, use the LockSalesOrderPricingRequest message or the LockInvoicePricingRequest message.|
TasksSample: Set Negative Prices in Opportunities, Quotes and Sales Orders
Sample: Process Quotes, Sales Orders and Invoices
Sample: Fulfill a Sales Order
ConceptsQuote Entity Messages and Methods
Quote Entity Metadata
Quote Entity OptionSet Attribute Metadata
QuoteDetail (Quote Product) Entity Messages and Methods
QuoteDetail (Quote Product) Entity Metadata
QuoteDetail (Quote Product) Entity OptionSet Attribute Metadata
QuoteClose Activity Entity Messages and Methods
QuoteClose Activity Entity Metadata
QuoteClose Activity Entity OptionSet Attribute Metadata
SalesOrder (Order) Entity Messages and Methods
SalesOrder (Order) Entity Metadata
SalesOrder (Order) Entity OptionSet Attribute Metadata
SalesOrderDetail (Order Product) Entity Messages and Methods
SalesOrderDetail (Order Product) Entity Metadata
SalesOrderDetail (Order Product) Entity OptionSet Attribute Metadata
OrderClose Activity Entity Messages and Methods
OrderClose Activity Entity Metadata
OrderClose Activity Entity OptionSet Attribute Metadata
Invoice Entity Messages and Methods
Invoice Entity Metadata
Invoice Entity OptionSet Attribute Metadata
InvoiceDetail (Invoice Product) Entity Messages and Methods
InvoiceDetail (Invoice Product) Entity Metadata
InvoiceDetail (Invoice Product) Entity OptionSet Attribute Metadata
Other ResourcesSales Entities (Lead, Opportunity, Competitor, Quote, Order, Invoice)
Microsoft Dynamics CRM 2011
Send comments about this topic to Microsoft.
© 2013 Microsoft Corporation. All rights reserved.