estimate
Stores estimates for customer transactions, used for forecasting revenue and tracking pricing before final sale.
Columns
| Name | Type | References | Description |
| althandlingcost | Decimal | The additional handling cost associated with the transaction, typically used to cover extra charges for handling goods. | |
| altsalestotal | Decimal | The alternative total sales amount, often used to track sales under different conditions or scenarios. | |
| altshippingcost | Decimal | The alternative shipping cost, used to track any changes or adjustments to the standard shipping costs. | |
| balance | Decimal | The remaining balance on the account, often used in accounting to track outstanding amounts. | |
| billaddress | String | The billing address associated with the record, typically used for sending invoices or payment-related correspondence. | |
| billaddresslist | String | A list of billing addresses associated with the record, often used when multiple addresses are linked to a single account. | |
| billingaddress | String | The billing address, used for processing payments or generating invoices. | |
| billingschedule | String | The schedule for billing, typically used to manage recurring payments or billing cycles. | |
| billisresidential | String | Indicates whether the billing address is residential, used for shipping and tax purposes. | |
| canhavestackable | Boolean | Indicates whether the items can be stacked for shipping or storage, typically used for logistical purposes. | |
| class | String | The classification associated with the record, often used for categorization or organizational purposes. | |
| consolidatebalance | Decimal | The consolidated balance, typically used to sum balances across different accounts or entities. | |
| couponcode | String | The code for a coupon, typically used for applying discounts to a transaction. | |
| createddate | Datetime | The date and time when the record was created, used for tracking when the record was first entered. | |
| createdfrom | String | The source or origin of the record, often used to link it to a parent record or prior transaction. | |
| currency | String | The currency associated with the record, used to specify the financial denomination for transactions. | |
| currencyname | String | The name of the currency, such as 'USD' or 'EUR', used for clarity in financial records. | |
| currencysymbol | String | The symbol of the currency, such as '$' or '€', used for easier identification of the currency. | |
| customform | String | The custom form used for the record, typically a template customized to the specific needs of the organization. | |
| department | String | The department associated with the record, used for categorization or organizational purposes. | |
| discountitem | String | The item associated with a discount, often used to apply specific discounts to particular products or services. | |
| discountrate | String | The rate at which the discount is applied, often expressed as a percentage of the total price. | |
| discounttotal | Decimal | The total discount amount applied to the transaction, typically subtracted from the total sale. | |
| duedate | Date | The due date for payment, delivery, or another event associated with the transaction or record. | |
| String | The email address associated with the record, used for communication or notification purposes. | ||
| enddate | Date | The end date for the record, typically used to track the expiration or completion of a contract, subscription, or event. | |
| entity | String | The entity associated with the record, such as a customer, employee, or vendor. | |
| entitynexus | String | The nexus (legal or tax jurisdiction) associated with the entity, often used for tax purposes. | |
| entitystatus | String | The current status of the entity, such as 'Active', 'Inactive', or other classifications used for tracking. | |
| entitytaxregnum | String | The tax registration number associated with the entity, used for compliance and tax reporting. | |
| estgrossprofit | Decimal | The estimated gross profit for the record or transaction, typically calculated as revenue minus cost of goods sold. | |
| estgrossprofitpercent | String | The estimated gross profit percentage, used to track the profitability of a transaction or entity. | |
| exchangerate | Decimal | The exchange rate used to convert between different currencies, typically used in multi-currency transactions. | |
| expectedclosedate | Date | The expected closing date for a transaction or deal, often used for sales or project tracking. | |
| externalid | String | An external identifier used to link the record with external systems or services, facilitating integration. | |
| fob | String | The Free On Board (FOB) term for the record, indicating the shipping terms for transportation of goods. | |
| forecasttype | String | The type of forecast associated with the record, often used for sales or financial forecasting. | |
| handlingcost | Decimal | The cost associated with handling goods or services, often used to cover additional operational expenses. | |
| handlingtax1rate | String | The rate of tax applied to the handling cost, typically used for compliance with tax regulations. | |
| handlingtaxcode | String | The tax code associated with the handling cost, used for identifying the appropriate tax category. | |
| includeinforecasthigh | String | Indicates whether the record should be included in high-forecast scenarios, typically used for sales forecasting. | |
| includeinforecastlow | String | Indicates whether the record should be included in low-forecast scenarios, typically used for sales forecasting. | |
| isbasecurrency | Boolean | Indicates whether the currency is the base currency, typically used for multi-currency transactions. | |
| ismultishipto | Boolean | Indicates whether the order can be shipped to multiple addresses, typically used in e-commerce or bulk shipping. | |
| istaxable | Boolean | Indicates whether the record or transaction is subject to tax, typically used for compliance with tax regulations. | |
| job | String | The job associated with the record, typically used to link the record to a specific project or task. | |
| lastmodifieddate | Datetime | The date and time when the record was last modified, used for tracking changes or updates. | |
| leadsource | String | The source of the lead, typically used in sales to track where prospects are coming from. | |
| linkedtrackingnumbers | String | The tracking numbers linked to the record, typically used for shipment tracking and delivery updates. | |
| location | String | The physical or operational location associated with the record, used for managing logistics or services. | |
| memo | String | A note or comment associated with the record, often used for internal communication or clarification. | |
| message | String | The message associated with the record, typically used for communication or notification purposes. | |
| messagesel | String | The selected message or template, used for communication or notification based on predefined templates. | |
| muccpromocodeinstance | String | The specific instance of a promo code being applied to the record, used for tracking promotions. | |
| nexus | String | The legal or tax jurisdiction associated with the record, used for tax calculation and compliance. | |
| onetime | Decimal | The one-time charge or fee associated with the record, typically used for non-recurring charges. | |
| opportunity | String | The opportunity associated with the record, typically used for sales or project tracking. | |
| otherrefnum | String | An alternate reference number associated with the record, often used for cross-referencing in external systems. | |
| partner | String | The business partner associated with the record, used for tracking partnerships or relationships. | |
| probability | String | The probability of a successful outcome for the record, typically used in sales or opportunity tracking. | |
| promocode | String | The promo code associated with the record, used to apply discounts or promotions to transactions. | |
| promocodepluginimpl | String | The implementation of a promo code plugin, used for tracking and applying discount logic. | |
| recurannually | Decimal | The annual recurring charge associated with the record, typically used for subscriptions or recurring services. | |
| recurmonthly | Decimal | The monthly recurring charge associated with the record, typically used for subscriptions or recurring services. | |
| recurquarterly | Decimal | The quarterly recurring charge associated with the record, typically used for subscriptions or recurring services. | |
| recurweekly | Decimal | The weekly recurring charge associated with the record, typically used for subscriptions or recurring services. | |
| returntrackingnumbers | String | The tracking numbers associated with returns, used for managing the return process. | |
| salesgroup | String | The sales group associated with the record, used to track the team responsible for sales. | |
| salesrep | String | The sales representative associated with the record, typically used for tracking sales performance. | |
| shipaddress | String | The shipping address associated with the record, used for order fulfillment and delivery. | |
| shipaddresslist | String | A list of shipping addresses associated with the record, often used when multiple addresses are linked to an order. | |
| shipdate | Date | The date the goods or services are shipped, used for tracking order fulfillment. | |
| shipisresidential | String | Indicates whether the shipping address is residential, typically used for shipping and tax purposes. | |
| shipmethod | String | The method of shipping used for the record, such as 'Standard', 'Express', or 'Overnight'. | |
| shipoverride | String | Indicates whether the shipping method or cost has been overridden, typically used for special cases. | |
| shippingaddress | String | The shipping address associated with the record, used for delivery of goods or services. | |
| shippingcost | Decimal | The cost of shipping associated with the record, used for accounting or logistical purposes. | |
| shippingcostoverridden | String | Indicates whether the shipping cost has been overridden, typically used for special pricing or promotions. | |
| shippingtax1rate | String | The rate of tax applied to the shipping cost, used for tax compliance. | |
| shippingtaxcode | String | The tax code associated with the shipping cost, used for proper tax classification. | |
| source | String | The source of the record, such as 'Website', 'Referral', or 'Direct Sales'. | |
| startdate | Date | The start date for the record, typically used for subscriptions or service agreements. | |
| status | String | The current status of the record, such as 'Pending', 'Completed', 'Shipped', or 'Cancelled'. | |
| statusref | String | The reference status code associated with the record, used for internal tracking or integration purposes. | |
| subsidiary | String | The subsidiary associated with the record, used for tracking entities within a larger corporate structure. | |
| subsidiarytaxregnum | String | The tax registration number for the subsidiary, used for tax reporting and compliance. | |
| subtotal | Decimal | The subtotal for the record, often calculated as the total before taxes or discounts. | |
| syncpartnerteams | Boolean | Indicates whether partner teams should be synchronized with the record, used for managing external collaborations. | |
| syncsalesteams | Boolean | Indicates whether sales teams should be synchronized with the record, used for tracking sales and performance. | |
| taxdetailsoverride | Boolean | Indicates whether tax details have been overridden for the record, typically used for manual adjustments. | |
| taxpointdate | Date | The date when the tax point for the record is established, typically used for tax calculation purposes. | |
| taxpointdateoverride | Boolean | Indicates whether the tax point date has been overridden, typically used for special tax scenarios. | |
| taxregoverride | Boolean | Indicates whether the tax registration has been overridden for the record, used for compliance or custom tax settings. | |
| taxtotal | Decimal | The total tax amount applied to the record, used for financial and tax reporting. | |
| terms | String | The terms of the record, typically used for payment terms or service conditions. | |
| title | String | The title associated with the record, used for categorization or reference purposes. | |
| tobeemailed | Boolean | Indicates whether the record is to be emailed, typically used for communication or document delivery. | |
| tobefaxed | Boolean | Indicates whether the record is to be faxed, typically used for formal communications or paperwork. | |
| tobeprinted | Boolean | Indicates whether the record is to be printed, typically used for document processing or physical records. | |
| total | Decimal | The total amount for the record, often representing the sum of all charges including tax and shipping. | |
| totalcostestimate | Decimal | The estimated total cost for the record, typically used for budgeting or planning purposes. | |
| trackingnumbers | String | The tracking numbers associated with the record, used for shipment tracking and delivery updates. | |
| trandate | Date | The date of the transaction or record entry, typically used for accounting and reporting. | |
| tranid | String | The unique identifier for the transaction, often used for reference in accounting systems. | |
| unbilledorders | Decimal | The total amount for orders that have not yet been billed, typically used for financial tracking. | |
| visibletocustomer | Boolean | Indicates whether the record is visible to the customer, used for customer-facing systems or reports. |