Excel Add-In for Zoho CRM

Build 24.0.9062

SalesOrders

Create, update, delete, and query information regarding sales orders. Not available in free and standard ZohoCRM accounts.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

Insert


INSERT INTO SalesOrders (Subject, ProductDetails) VALUES ('Sales Order', '[
            { 
              "product": { 
                "Product_Code": "12342321", 
                "name": "Egg", 
                "id": "3276571000000184076" 
              }, 
              "quantity": 1024, 
              "Discount": 0, 
              "total_after_discount": 1239.04, 
              "net_total": 1239.04, 
              "book": null, 
              "Tax": 0, 
              "list_price": 1.21, 
              "unit_price": 1.21, 
              "quantity_in_stock": -1024, 
              "total": 1239.04, 
              "id": "3276571000000184104", 
              "product_description": null, 
              "line_tax": [] 
            } 
          ]')

Required fields: Subject, OrderedItems

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM SalesOrders WHERE Id = '3152079000000153079'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE SalesOrders SET Description = 'Changed from the API.' WHERE Id = '3152079000000493027'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns

Name Type ReadOnly Description
Id [KEY] String False

The unique identifier for this record.

Subject String False

The subject of the sales order.

SalesOrderOwner_Id String False

The Id of the owner of the sales order.

SalesOrderOwner_FirstName String True

The First Name of the owner of the sales order.

SalesOrderOwner_LastName String True

The Last Name of the owner of the sales order.

SONumber String False

The sales order number.

DealName_Id String False

The Id of the deal regarding this sales order.

CustomerNo_ String False

The number of the customer regarding this sales order.

EndDate String False

The end date of the sales order.

PurchaseOrder String False

The purchase order linked to this sales order.

DueDate Date False

The due date of this sales order.

QuoteName_Id String False

The Id of the quote related to this sales order.

ContactName_Id String False

The Id of the contact of this sales order.

Pending String False

The pending status of this sales order.

ExciseDuty Double False

The amount of excise duty of this sales order.

Carrier String False

The carrier of this sales order.

Status String False

The status of this sales order.

SalesCommission Double False

The commission of sales for this sales order.

CreatedBy_Id String False

The Id of the User who created the record.

Tag String False

A list of tags related to this record.

Layout_Id String False

The Id of the layout used in this sales order.

CreatedTime Datetime False

The time when the record was created.

AccountName_Id String False

The Id of the account of this sales order.

ModifiedTime Datetime False

The time when the record was modified.

ModifiedBy_Id String False

The Id of the User who modified the record.

ModifiedBy_FirstName String False

The First Name of the User who modified the record.

ModifiedBy_LastName String False

The Last Name of the User who modified the record.

BillingStreet String False

The billing street of the record.

ShippingStreet String False

The shipping street of the record.

BillingCity String False

The billing city of the record.

ShippingCity String False

The shipping city of the record.

BillingState String False

The billing state of the record.

ShippingState String False

The shipping state of the record.

BillingCode String False

The billing code of the record.

ShippingCode String False

The shipping code of the record.

BillingCountry String False

The billing country of the record.

ShippingCountry String False

The shipping country of the record.

ProductDetails String False

A json aggregate of the product details related to this sales order.

SubTotal Double True

The sub total price of the sales order.

Discount Double False

The amount of discount applied to this sales order.

Tax Double True

The amount of tax applied to this sales order.

Adjustment Double False

The amount of adjustment applied to this sales order.

GrandTotal Double True

The grand total of the sales order.

TermsandConditions String False

The terms and conditions of the sales order.

Description String False

The description of the sales order.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Name Type Description
DuplicateCheckFields String

The field/s to be used for checking in an upsert.

CustomViewId Long

The custom view Id to be used for filtering this record. Will work when useCOQL=false.

OrderedItems String

Ordered Items SubForm. This column can only be used for Insert and Update.

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Build 24.0.9062