SalesEstimates
Query SalesEstimates in Sage Business Cloud Accounting.
Table Specific Information
Query the available SalesEstimates
Select
The driver uses the Sage Accounting API to process search criteria that refer to ContactId,StatusId,Search,FromDate,ToDate,UpdatedOrCreatedSince,HasAttachments columns. The driver processes other filters client-side within the driver.
- ContactId supports the '=' operator.
- StatusId supports the '=' operator.
- Search supports the '=' operator.
- FromDate supports the '=' operator.
- ToDate supports the '=' operator.
- UpdatedOrCreatedSince supports the '=' operator.
- HasAttachments supports the '=' operator.
For example, the following queries are processed server side:
SELECT * FROM SalesEstimates WHERE ContactId = 'abc' SELECT * FROM SalesEstimates WHERE StatusId = 'abc' SELECT * FROM SalesEstimates WHERE Search = 'abc' SELECT * FROM SalesEstimates WHERE FromDate = '2018-12-15' SELECT * FROM SalesEstimates WHERE ToDate = '2018-12-15' SELECT * FROM SalesEstimates WHERE UpdatedOrCreatedSince = '2018-12-15' SELECT * FROM SalesEstimates WHERE HasAttachments = 'abc'
Insert
Create a simple sales estimate.
INSERT INTO [SalesEstimates] (ContactName, MainAddressId, Editable) VALUES ('test', '1', 'true')
Update
Updates are performed based on Id.
UPDATE SalesEstimates SET Reference = 'abc' WHERE Id = '123'
Delete
You must specify the Id of the SalesEstimates to delete it.
DELETE FROM SalesEstimates WHERE id = '123'
Columns
Name | Type | ReadOnly | References | Description |
Id [KEY] | String | False |
The unique identifier for the item | |
DisplayedAs | String | False |
The name of the resource | |
Reference | String | False |
The reference for the estimate | |
BaseCurrencyTotalAmount | String | False |
The total amount of the estimate in base currency | |
MainAddressId | String | False |
Addresses.Id |
The unique identifier for the item |
BaseCurrencyNetAmount | String | False |
The net amount of the estimate in base currency | |
BaseCurrencyShippingTaxBreakdownAggregate | String | False |
The shipping tax breakdown for the estimate in base currency | |
ProfitAnalysisTotalProfit | String | False |
The profit amount | |
ProfitAnalysisTotalDescription | String | False |
The description | |
ProfitAnalysisTotalTotalSale | String | False |
The total sale | |
ProfitAnalysisTotalTotalCost | String | False |
The total cost | |
ProfitAnalysisTotalProfitPercentage | String | False |
The profit percentage | |
LineBreakdownAggregate | String | False |
The breakdown of profit per line | |
ContactName | String | False |
The name of the contact when the estimate was created | |
SentByEmail | Bool | False |
Indicates whether the estimate has been emailed | |
ShippingTaxBreakdownAggregate | String | False |
The shipping tax breakdown for the estimate | |
TotalDiscountAmount | String | False |
The discount amount on the estimate | |
TaxAmount | String | False |
The tax amount of the estimate | |
PaymentsAllocationsTotalDiscount | String | False |
The total discount of all payments and allocations | |
WithholdingTaxRate | String | False |
IRPF withheld Tax Rate (Spain only) | |
TotalAmount | String | False |
The total amount of the estimate | |
ExchangeRate | String | False |
The exchange rate for the estimate | |
EstimateNumberPrefix | String | False |
The estimate number prefix | |
ContactId | String | False |
Contacts.Id |
The unique identifier for the item |
TaxAddressRegionDisplayedAs | String | False |
The name of the resource | |
TaxAddressRegionLegacyId | Int | False |
The legacy ID for the item | |
TaxAddressRegionId | String | False |
The unique identifier for the item | |
TaxCalculationMethod | String | False |
The tax calculation method, if applicable, for this sales invoice, returns invoice, cash or retailer. | |
TermsAndConditions | String | False |
Estimate terms and conditions | |
ShippingTaxRateDisplayedAs | String | False |
The name of the resource | |
ShippingTaxRateLegacyId | Int | False |
The legacy ID for the item | |
ShippingTaxRateId | String | False |
The unique identifier for the item | |
Sent | Bool | False |
Indicates whether the estimate has been sent | |
DeliveryAddressFreeForm | String | False |
The free-form delivery address of the estimate | |
BaseCurrencyWithholdingTaxAmount | String | False |
IRPF withheld Tax Amount (Spain only) in the base currency | |
DeliveryAddressId | String | False |
Addresses.Id |
The unique identifier for the item |
WithholdingTaxAmount | String | False |
IRPF withheld Tax Amount (Spain only) | |
UpdatedAt | Datetime | True |
The datetime when the item was last updated | |
LegacyId | Int | False |
The legacy ID for the item | |
TaxAnalysisAggregate | String | False |
The estimate tax analysis | |
BaseCurrencyShippingTotalAmount | String | False |
The total shipping amount in base currency | |
InverseExchangeRate | String | False |
The inverse exchange rate for the estimate | |
TotalQuantity | String | False |
The total quantity of the estimate | |
StatusDisplayedAs | String | False |
The quote status name | |
StatusId | String | False |
The quote status id | |
SalesQuoteLineItemAggregate | String | False |
The estimate lines of the estimate | |
DetailedTaxAnalysisBaseCurrencyTotalGoodsAmount | String | False |
The total base currency amount relating to goods for all tax rates | |
DetailedTaxAnalysisBaseCurrencyTotalTax | String | False |
The base currency total tax amount for all tax rates | |
DetailedTaxAnalysisTotalRetailerTax | String | False |
The total retailer tax amount for all tax rates | |
DetailedTaxAnalysisBaseCurrencyTotal | String | False |
The total base currency amount for all tax rates | |
DetailedTaxAnalysisTotalGoodsAmount | String | False |
The total amount relating to goods for all tax rates | |
DetailedTaxAnalysisTotalNet | String | False |
The total net amount for all tax rates | |
DetailedTaxAnalysisBaseCurrencyTotalServicesAmount | String | False |
The total base currency amount relating to services for all tax rates | |
DetailedTaxAnalysisBaseCurrencyTotalNet | String | False |
The base currency total net amount for all tax rates | |
DetailedTaxAnalysisTotalServicesAmount | String | False |
The total amount relating to services for all tax rates | |
DetailedTaxAnalysisTotal | String | False |
The total amount for all tax rates | |
DetailedTaxAnalysisTotalTax | String | False |
The total tax amount for all tax rates | |
ExpiryDate | String | False |
The expiry date of the estimate | |
BaseCurrencyShippingTaxAmount | String | False |
The tax shipping amount in base currency | |
ShippingTaxAmount | String | False |
The tax shipping amount. NOTE: This is not required for POST/PUT requests as the shipping tax is calculated based on the shipping_net_amount and the shipping_tax_rate. | |
CreatedAt | Datetime | True |
The datetime when the item was created | |
PaymentsAllocationsTotalAmount | String | False |
The total amount of all payments and allocations | |
TaxReconciled | Bool | False |
Indicates if the quote/estimate is tax reconciled or not. | |
Editable | Bool | False |
Indicates whether artefact can be edited | |
ShippingTotalAmount | String | False |
The total shipping amount | |
InvoiceDisplayedAs | String | False |
The name of the resource | |
InvoiceLegacyId | Int | False |
The legacy ID for the item | |
InvoiceId | String | False |
The unique identifier for the item | |
BaseCurrencyShippingNetAmount | String | False |
The net shipping amount in base currency | |
ShippingNetAmount | String | False |
The net shipping amount | |
CurrencyDisplayedAs | String | False |
The name of the resource | |
CurrencyLegacyId | Int | False |
The legacy ID for the item | |
CurrencyId | String | False |
The unique identifier for the item | |
EstimateNumber | String | False |
The generated estimate number | |
Notes | String | False |
Estimate notes | |
MainAddressFreeForm | String | False |
The free-form main address of the estimate | |
TotalPaid | String | False |
The total paid amount of the estimate including any payments, allocations and discounts | |
Date | Datetime | True |
The date of the estimate | |
BaseCurrencyTaxAmount | String | False |
The tax amount of the estimate in base currency | |
BaseCurrencyTotalDiscountAmount | String | False |
The discount amount on the estimate in base currency | |
Search | String | False | ||
FromDate | Datetime | True | ||
ToDate | Datetime | True | ||
HasAttachments | String | True |