quotes_v1
Quote is a financial document provided by a seller to a potential buyer that outlines the estimated cost of goods or services.
| Column | Data type | Description |
|---|---|---|
| id | NUMBER(38,0) | The unique identifier of the quote. |
| reference | VARCHAR(80) | The reference of the quote. |
| status | VARCHAR(8) | The status of the quote. Possible Values: 'Created', 'Sent', 'Accepted', 'Rejected'. |
| created_at | TIMESTAMP_TZ(9) | The timestamp with time zone offset of quote creation. |
| deleted_at | TIMESTAMP_TZ(9) | The timestamp with time zone offset of quote deletion. |
| sent_at | TIMESTAMP_TZ(9) | The timestamp with time zone offset when quote was sent. |
| accepted_at | TIMESTAMP_TZ(9) | The timestamp with time zone offset when quote was accepted. |
| rejected_at | TIMESTAMP_TZ(9) | The timestamp with time zone offset when quote was rejected. |
| is_valid | VARCHAR(3) | Indicates if the quote is valid. |
| valid_until_date | TIMESTAMP_TZ(9) | The timestamp with time zone offset of quote validity. |
| days_to_invalid | NUMBER(9,0) | The number of days for a quote to be invalid. |
| days_open_for | NUMBER(9,0) | The number of days the quote is open for. |
| created_to_sent_in_days | NUMBER(38,2) | The duration between quote 'created_at' and 'sent_at' in days. |
| sent_to_accepted_in_days | NUMBER(38,2) | The duration between quote 'sent_at' and 'accepted_at' in days. |
| sent_to_rejected_in_days | NUMBER(38,2) | The duration between quote 'sent_at' and 'rejected_at' in days. |
| notes | VARCHAR(6000) | Notes associated with the quote. |
| internal_notes | VARCHAR(6000) | Internal notes associated with the quote. |
| flag | VARCHAR(100) | The current flag applied to the quote. The flag is a marker or label used to categorise, prioritise, or highlight specific quotes. |
| flag_colour | VARCHAR(40) | The textual representation of the current flag colour set in the flag definition settings. |
| flag_comment | VARCHAR(2000) | Additional comments or notes associated with the current flag. |
| flag_date | TIMESTAMP_TZ(9) | The timestamp with the timezone offset of when the current flag was set to take effect. |
| flag_owner | VARCHAR(100) | The person responsible for setting or managing a flag. It is used to assign ownership and accountability for flagged items. |
| total_net_amount | NUMBER(9,2) | The total net amount of the quote in the currency defined in the 'currency' column. |
| total_net_amount_gbp | NUMBER(10,2) | The total net amount of the quote converted into GBP based on the exchange rate on the day that the quote is created. |
| total_gross_amount | NUMBER(9,2) | The total gross (net + tax) amount of the quote in the currency defined in the 'currency' column. |
| total_gross_amount_gbp | NUMBER(10,2) | The total gross (net + tax) amount of the quote converted into GBP based on the exchange rate on the day that the quote is created. |
| total_tax_amount | NUMBER(10,2) | The total tax (VAT) amount of the quote in the currency defined in the 'currency' column. |
| total_tax_amount_gbp | NUMBER(10,2) | The total tax (VAT) amount of the quote converted into GBP based on the exchange rate on the day that the quote is created. |
| currency | VARCHAR(3) | The ISO 4217 currency code of the quote currency. |
| contact | VARCHAR(256) | The contact name assigned to the quote. |
| contact_group | VARCHAR(100) | The contact group of the contact assigned to the quote. |
| parent_contact | VARCHAR(256) | The parent contact of the contact responsible for the quote. |
| web_user_name | VARCHAR(100) | The web user responsible for the quote. |
| web_user_group | VARCHAR(400) | The group of the web user responsible for the quote. |
| job_type | VARCHAR(200) | The job type of the job connected to the quote. |
| job_reference | VARCHAR(88) | The job reference of the job connected to the quote. |
| job_group_reference | VARCHAR(80) | The job group reference connected to the quote. |
| sales_opportunity_reference | VARCHAR(80) | The sales opportunity reference connected to the quote. |
| contract_reference | VARCHAR(80) | The contract reference connected to the quote. |
| nominal_code | VARCHAR(100) | A code that represents a specific nominal account or general ledger account used for accounting purposes, project tracking, cost allocation, or analysis in relation to the quote. |
| nominal_code_description | VARCHAR(200) | A description or name that provides additional information about the nominal code used in the quote. |
| department_code | VARCHAR(16) | A code that identifies the specific department or cost center within an organisation that is associated with the quote. |
| department_code_description | VARCHAR(200) | A description or name that provides additional information about the department code used in the quote. |
| delivery_site_name | VARCHAR(256) | The location or site where the products or services specified in the quote are to be delivered. |
| tracking_code_1 | NUMBER(38,0) | A code or identifier used to track or categorise specific information related to the quote when financial integration is set to Xero. This could be used for various purposes such as project tracking, cost allocation, or analysis. |
| tracking_code_2 | NUMBER(38,0) | Another code or identifier used to track or categorise additional information related to the quote when financial integration is set to Xero. Similar to tracking_code_1, it can be used for various purposes based on the organisation's needs. |
| first_line_of_correspondence | VARCHAR(512) | First line of correspondence - This is the initial line of information used to address the recipient of the quote. This field serves as the starting point for any communication related to the transaction and ensures that the document reaches the intended recipient. |
| _job_id | NUMBER(38,0) | The identifier of the job associated with the quote. |
| _job_group_id | NUMBER(38,0) | The identifier of the job group associated with the quote. |
| _contact_id | NUMBER(38,0) | The identifier of the contact associated with the quote. |
| _delivery_site_contact_id | NUMBER(38,0) | The identifier of the delivery site (contact) associated with the quote. |
| _contract_id | NUMBER(38,0) | The identifier of the contract associated with the quote. |
| _sales_opportunity_id | NUMBER(38,0) | The identifier of the sales opportunity associated with the quote. |
| _last_sync_at | TIMESTAMP_TZ(9) | The timestamp with time zone offset of when the quote record was last refreshed. |