CData Python Connector for SugarCRM

Build 25.0.9454

Quotes

Stores sales quote records containing pricing proposals for potential deals. This table supports deal negotiation, approval workflows, and quote-to-order execution.

Columns

Name Type ReadOnly Description
Account_Id String True

The unique identifier (Id) of the account that is associated with this quote. This value links the quote to the customer or organization involved in the transaction.

Account_Name String True

The display name of the account that is associated with this quote. This value is shown in the user interface for readability and reporting.

Acl_Team_Names String True

The list of team names that are associated with this quote record. This value supports collaboration, access control, and visibility filtering.

Acl_Team_Set_Id String False

The Id of the set of teams that have access to this quote. This value is used to manage shared team permissions across the organization.

Assigned_User_Id String False

The Id of the user who is responsible for managing or following up on this quote. This assignment determines ownership and workflow accountability.

Assigned_User_Name String True

The display name of the user who is assigned to this quote. This value is shown in the user interface for clarity and reporting.

Base_Rate String False

The exchange rate factor that is applied to convert the quote amount from its original currency to the base currency. This value supports multi-currency financial reporting.

Billing_Account_Id String True

The Id of the billing account that is associated with this quote. This value links the quote to the account responsible for billing and invoicing.

Billing_Account_Name String False

The display name of the billing account that is associated with this quote. This value is shown for readability and billing reference.

Billing_Address_City String False

The city portion of the billing address for this quote. This value is used for invoicing and record documentation.

Billing_Address_Country String False

The country portion of the billing address for this quote. This value supports compliance and geographic reporting.

Billing_Address_Postalcode String False

The postal or ZIP code portion of the billing address for this quote. This value supports delivering accurate billing and invoicing correspondence.

Billing_Address_State String False

The state or region portion of the billing address for this quote. This value supports mailing, taxation, and regulatory requirements.

Billing_Address_Street String False

The street address that is associated with the billing location for this quote. This value is used for invoicing and account documentation.

Billing_Contact_Id String True

The Id of the billing contact person for this quote. This value determines who receives billing and invoicing communications.

Billing_Contact_Name String True

The display name of the billing contact associated with this quote. This value is shown in the interface and reports for clarity.

Bundles String True

The list of product or service bundles that are included in this quote. This value supports item grouping and multi-product pricing.

Created_By String True

The Id of the user who created this quote record. This value identifies the record author for auditing and ownership tracking.

Created_By_Name String True

The display name of the user who created this quote record. This value is shown in the interface and reports.

Currency_Id String False

The Id of the currency that is associated with the financial values in this quote. This value supports multi-currency configuration and conversion.

Currency_Name String True

The display name of the currency that is used for financial amounts in this quote. This value is shown for readability in the user interface.

Currency_Symbol String True

The symbol that represents the currency used in this quote (for example, '$', '€', or '£'). This value supports formatted display.

Date_Entered Datetime True

The date and time when this quote record was created. This value supports timeline reference and audit tracking.

Date_Modified Datetime True

The date and time when this quote record was most recently updated. This value supports change tracking and version transparency.

Date_Order_Shipped Date False

The date when the order that is associated with this quote was shipped. This value supports fulfillment and delivery tracking.

Date_Quote_Closed Date False

The date when the quote was finalized, accepted, or closed. This value supports sales pipeline and performance analysis.

Date_Quote_Expected_Closed Date False

The projected closing date for the quote. This value supports forecasting and opportunity planning.

Deal_Tot Decimal True

The total deal amount for this quote before currency conversions. This value reflects the overall monetary value of the quote.

Deal_Tot_Discount_Percentage Double True

The percentage discount that is applied to the total deal value. This value influences pricing strategy and profitability evaluation.

Deal_Tot_Usdollar Decimal True

The total deal amount expressed in United States Dollars (USD). This value supports standardized reporting.

Deleted Bool False

A Boolean field that returns a value of 'true' when this quote record is marked as deleted. It returns a value of 'false' when the record remains active and available for use.

Denorm_Billing_Account_Name String False

The stored display name of the billing account used for search, filtering, or reporting efficiency.

Description String False

A detailed description of the quote. This field can include negotiation context, customer notes, or decision-support details.

Discount Decimal True

The discount amount that is applied to the quote before the final total is calculated. This value affects pricing and margin evaluation.

Following Bool False

A Boolean field that returns a value of 'true' when the current user is following this quote to receive activity updates. It returns a value of 'false' when the user is not following the record.

Id [KEY] String True

The Id for this quote record. This value references the quote across related modules, workflows, and reporting.

Locked_Fields String True

The list of fields that are restricted from editing for this quote. This value ensures that system-governed fields remain protected.

Modified_By_Name String True

The display name of the user who most recently modified this quote record. This value provides visibility into update history.

Modified_User_Id String True

The Id of the user who most recently updated this quote record. This value identifies the source of the most recent change activity.

My_Favorite Bool False

A Boolean field that returns a value of 'true' when the record is marked as a favorite by the current user. It returns a value of 'false' when it is not marked as a favorite.

Name String False

The name of the quote. This value is used as the primary label throughout the system.

New_Sub Decimal True

The value of new subscription-based revenue included in the quote. This value supports subscription revenue tracking.

New_Sub_Usdollar Decimal True

The new subscription revenue amount that is expressed in USDs. This value supports standardized reporting.

Opportunity_Id String True

The Id of the opportunity that is associated with this quote. This value connects the quote to a sales pipeline activity.

Opportunity_Name String True

The display name of the opportunity that is associated with this quote. This value provides clarity in reports and UI references.

Order_Stage String False

The stage of the order process that is associated with this quote. This value supports sales cycle progression and fulfillment planning.

Original_Po_Date Date False

The date of the original purchase order associated with this quote. This value supports historical and contractual review.

Payment_Terms String False

The agreed payment terms for the quote, such as the net period or installment conditions. This value supports invoicing and contract structuring.

Purchase_Order_Num String False

The purchase order number that is associated with the quote. This value is used for billing alignment and audit reference.

Quote_Num Int False

The sequential quote number that identifies this quote within the organization's quoting process. This value supports internal tracking and reference.

Quote_Stage String False

The current stage of the quote in the sales process (for example, 'draft', 'negotiation', or 'finalized'. This value supports pipeline and forecasting analysis.

Quote_Type String False

The classification of the quote, such as new business or existing business. This value supports reporting and revenue attribution.

Renewal Bool True

A Boolean field that returns a value of 'true' when this quote represents a renewal of an existing contract or purchase. It returns a value of 'false' when it does not represent a renewal.

Shipper_Id String False

The Id of the shipper or shipping provider that is associated with this quote. This value supports delivery logistics and fulfillment coordination.

Shipper_Name String True

The display name of the shipper that is associated with this quote. This value is shown in the user interface and reports.

Shipping Decimal True

The total shipping cost that is applied to this quote. This value contributes to the final pricing calculation.

Shipping_Account_Id String True

The Id of the account to which shipping charges are billed. This value supports billing alignment and financial reporting.

Shipping_Account_Name String True

The display name of the account responsible for shipping charges. This value is shown in the user interface for clarity.

Shipping_Address_City String False

The city portion of the shipping address that is associated with this quote. This value supports delivery and address record accuracy.

Shipping_Address_Country String False

The country portion of the shipping address that is associated with this quote. This value supports geographic, regulatory, and customs considerations.

Shipping_Address_Postalcode String False

The postal or ZIP code portion of the shipping address that is associated with this quote. This value supports delivery accuracy and routing.

Shipping_Address_State String False

The state or region portion of the shipping address. This value supports location-based taxation and delivery coordination.

Shipping_Address_Street String False

The street address that is associated with the shipping location for this quote. This value is used for delivery and documentation.

Shipping_Contact_Id String True

The Id of the shipping contact person for this quote. This value identifies the individual responsible for receiving or coordinating shipment.

Shipping_Contact_Name String True

The display name of the shipping contact associated with this quote. This value provides clarity in correspondence and reporting.

Shipping_Usdollar Decimal True

The total shipping cost expressed in USDs. This value supports standardized reporting across currencies.

Show_Line_Nums Bool False

A Boolean field that returns a value of 'true' when line item numbers are displayed in the quote. It returns a value of 'false' when line item numbers are hidden.

Subtotal Decimal True

The subtotal amount of the quote before taxes, fees, and adjustments are applied. This value reflects the base pricing of products and services.

Subtotal_Usdollar Decimal True

The subtotal amount expressed in USDs. This value supports multi-currency normalization.

Sync_Key String True

The synchronization key that is used to match this quote record with external systems. This value ensures data consistency across integrations.

Tag String False

The tags that are associated with this quote. Tags support flexible grouping, categorization, and filtering across records.

Tax Decimal True

The total tax amount applied to the quote. This value is calculated based on applicable tax rates and taxable components.

Tax_Usdollar Decimal True

The tax amount expressed in USDs. This value supports standardized reporting.

Taxable_Subtotal Decimal True

The portion of the quote subtotal that is subject to taxation. This value represents the taxable basis before tax is applied.

Taxrate_Id String False

The Id of the tax rate that is applied to this quote. This value determines which tax percentage is used in the calculation.

Taxrate_Name String True

The display name of the tax rate that is applied to this quote. This value is shown in the user interface and reports.

Taxrate_Value Decimal True

The numeric value of the tax rate that is applied to this quote, expressed as a percentage. This value directly influences the tax calculation.

Team_Count String False

The number of teams that are associated with this quote. This value indicates collaboration scope and access distribution.

Team_Id String False

The Id of the primary team that is responsible for this quote. This value establishes ownership for permissions and visibility.

Team_Name String False

The display name of the primary team that is associated with this quote. This value is shown in the interface for clarity and reporting.

Team_Set_Id String False

The Id of the set of teams that share access to this quote. This value supports multi-team collaboration and permission distribution.

Total Decimal True

The total amount of the quote after taxes, shipping, and discounts are applied. This value represents the final pricing amount.

Total_Usdollar Decimal True

The total quote amount expressed in USDs. This value supports standardized financial reporting across currencies.

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Build 25.0.9454