MCP Server for Zoho CRM

Build 25.0.9440

SalesOrders

Tracks confirmed sales orders with shipment status, billing terms, and linked invoices; not available in free or standard editions.

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, AccountName_Id, OrderedItems) VALUES ('Sales Order', '1021046000000427104', '[
  {
    "Product_Name": {
      "id": "1021046000000414457"
    },
    "Quantity": 1024,
    "Discount": 99,
    "Tax": 13,
    "List_Price": 176.21,
    "Description": "test description 3"
  }
]');

Required fields for REST API: Subject, OrderedItems.

Required fields for BULK API: Subject, AccountName_Id, OrderedItems.

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

Please note that the REST API honors only the 'id' field of the 'Product_Name' aggregate in the OrderedItems column. The BULK API does not accept any other field in this aggregate.

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 True

Unique identifier for the sales order.

CustomerNo. String False

Customer number associated with the sales order.

SONumber String True

Sales order number.

Subject String False

Subject line or title for the sales order.

DealName_Id String False

Identifier of the related deal.

DealName_Name String True

Name of the related deal.

PurchaseOrder String False

Purchase order number associated with this sales order.

QuoteName_Id String False

Identifier of the related quote.

QuoteName_Name String True

Name of the related quote.

DueDate Date False

Date by which the order is due.

Pending String False

Indicates any pending items or actions for the sales order.

ContactName_Id String False

Identifier of the associated contact.

ContactName_Name String True

Name of the associated contact.

Carrier String False

Shipping carrier for the order.

ExciseDuty Decimal False

Amount of excise duty applied to the sales order.

SalesCommission Decimal False

Sales commission for this order.

Status String False

Current status of the sales order.

AccountName_Id String False

Identifier of the associated account.

AccountName_Name String True

Name of the associated account.

SalesOrderOwner_Id String False

Identifier of the user who owns this sales order.

SalesOrderOwner_FirstName String True

First name of the sales order owner.

SalesOrderOwner_LastName String True

Last name of the sales order owner.

SalesOrderOwner_Email String True

Email address of the sales order owner.

SalesOrderOwner_Name String True

Full name of the sales order owner.

CreatedBy_Id String False

Identifier of the user who created the sales order.

CreatedBy_FirstName String True

First name of the creator.

CreatedBy_LastName String True

Last name of the creator.

CreatedBy_Email String True

Email address of the creator.

CreatedBy_Name String True

Full name of the creator.

ModifiedBy_Id String False

Identifier of the user who last modified the sales order.

ModifiedBy_FirstName String True

First name of the user who last modified the record.

ModifiedBy_LastName String True

Last name of the user who last modified the record.

ModifiedBy_Email String True

Email address of the user who last modified the record.

ModifiedBy_Name String True

Full name of the user who last modified the record.

CreatedTime Datetime False

Date and time the sales order was created.

ModifiedTime Datetime False

Date and time the sales order was last modified.

Tag String False

Tags associated with the sales order.

BillingStreet String False

Street address for billing.

ShippingStreet String False

Street address for shipping.

BillingCity String False

City for billing.

ShippingCity String False

City for shipping.

BillingState String False

State or province for billing.

ShippingState String False

State or province for shipping.

BillingCode String False

Postal or ZIP code for billing.

ShippingCode String False

Postal or ZIP code for shipping.

BillingCountry String False

Country for billing.

ShippingCountry String False

Country for shipping.

SubTotal String True

Subtotal amount before any discounts, taxes, or adjustments.

Discount Decimal False

Discount applied to the sales order.

Tax Decimal False

Tax amount applied to the sales order.

Adjustment Decimal False

Any adjustments made to the total amount.

GrandTotal String True

Total amount after applying discount, tax, and adjustments.

TermsandConditions String False

Terms and conditions related to the sales order.

Description String False

Additional description or notes for the sales order.

OrderedItems String False

List of items included in the sales order.

Locked Bool True

Indicates whether the sales order is locked from editing.

LastActivityTime Datetime False

Date and time of the most recent activity on the sales order.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
DuplicateCheckFields String

Fields used to check for duplicates during an upsert. The REST API supports multiple fields; the BULK API supports only one.

Trigger String

Indicates whether to trigger automation rules during record insertion.

CustomViewId Long

Custom view identifier used to filter this record when the useCOQL parameter is set to false.

Copyright (c) 2025 CData Software, Inc. - All rights reserved.
Build 25.0.9440