EstimateDetails
To list, add, update and delete details of an estimate.
Table Specific Information
Select
The 本製品 uses the Zoho Books API to process WHERE clause conditions built with the following column and operator:
- EstimateId supports the '=' and IN operators.
NOTE: EstimateId is required to query EstimateDetails.
The rest of the filter is executed client-side in the 本製品.
For example:
SELECT * FROM EstimateDetails WHERE EstimateId = '1894553000000077244' SELECT * FROM EstimateDetails WHERE EstimateId IN (SELECT EstimateId FROM Estimates) SELECT * FROM EstimateDetails WHERE EstimateId IN ('1894553000000077244','1894553000000077245')
Insert
INSERT can be executed by specifying the Customerid and lineitems columns. The columns that are not read-only can be inserted optionally. The following is an example of how to insert into this table.
INSERT INTO EstimateLineItems#TEMP (Name, itemid) VALUES ('Cloth-Jeans1', '3285934000000104097')
INSERT INTO EstimateDetails (Customerid, lineitems) VALUES ('3285934000000104002', EstimateLineItems#Temp)
INSERT can also be executed by specifying the LineItems column as a JSON array. The following is an example of how to insert using JSON array into this table.
INSERT INTO EstimateDetails (CustomerId, LineItems) VALUES ('3255827000000081003', '[{"Name":"Cloth-Jeans3", "ItemId":"3285934000000104097"}]')
Update
UPDATE can be executed by specifying the EstimateId in the WHERE Clause. The columns that are not read-only can be updated.
For example:
INSERT INTO EstimateLineItems#TEMP (Name, itemid) VALUES ('Cloth-Jeans12', '3285934000000104097')
UPDATE EstimateDetails SET Customerid = '3285934000000104002', lineitems = 'EstimateLineItems#Temp' WHERE EstimateId = '3285934000000263048'
UPDATE can also be executed by specifying the LineItems column as a JSON array. The following is an example of how to update using JSON array into this table.
UPDATE EstimateDetails SET CustomerId = '3285934000000085043', LineItems = '[{"Name":"Cloth-Jeans", "ItemId":"3285934000000104097"}]' WHERE EstimateId = '3285934000000263048'
Delete
DELETE can be executed by specifying the EstimateId in the WHERE Clause
For example:
DELETE FROM EstimateDetails WHERE EstimateId = '3285934000000263048'
Columns
Name | Type | ReadOnly | References | SupportedOperators | Description |
EstimateId [KEY] | String | True |
Estimates.EstimateId |
Id of an estimate. | |
Adjustment | Decimal | False |
Adjustments made to the estimate. | ||
AdjustmentDescription | String | False |
Description of adjustments made to the estimate. | ||
AllowPartialPayments | Boolean | True |
Check if estimate allows partial payments. | ||
ApproverId | String | True |
Users.UserId |
Id of an approver. | |
AttachmentName | String | True |
Name of the attachment. | ||
AvataxUseCode | String | False |
Used to group like customers for exemption purposes. It is a custom value that links customers to a tax rule. | ||
AvataxExemptNo | String | False |
Exemption certificate number of the customer. | ||
BcyAdjustment | Decimal | True |
Adjustment made for base currency. | ||
BcyDiscountTotal | Decimal | True |
Total amount get on discount for base currency. | ||
BcyShippingCharge | Decimal | True |
Shipping charge applied for base currency. | ||
BcySubTotal | Decimal | True |
Sub total of base currency. | ||
BcyTaxTotal | Decimal | True |
Total tax applied for the base currency. | ||
BcyTotal | Decimal | True |
Total Base Currency. | ||
BillingAddress | String | True |
Billing address of a estimate. | ||
BillingAddressAttention | String | True |
Name of a person in billing address. | ||
BillingAddressCity | String | True |
City of a billing address. | ||
BillingAddressCountry | String | True |
Country of a billing address. | ||
BillingAddressFax | String | True |
Fax of a billing address. | ||
BillingAddressPhone | String | True |
Phone number of a billing address. | ||
BillingAddressState | String | True |
State of a billing address. | ||
BillingAddressStreet2 | String | True |
Street two of a billing address. | ||
BillingAddressZip | String | True |
ZIP code of a billing address. | ||
CanSendInMail | Boolean | True |
Check if the estimate can be send in mail. | ||
ClientViewedTime | Datetime | True |
Time when client viewed the estimate. | ||
ColorCode | String | True |
Color code for estimate. | ||
ContactPersons | String | False |
Contact persons of a contact. | ||
ContactCategory | String | True |
Category for contact. | ||
CreatedById | String | True |
Users.UserId |
Id of a user who has created estimate. | |
CreatedTime | Datetime | True |
Time at which the estimate was created. | ||
CustomFields | String | False |
Custom fields of the contact. | ||
CurrencyCode | String | True |
Currency code of the customer's currency. | ||
CurrencyId | String | True |
Currencies.CurrencyId |
Currency Id of the customer's currency. | |
CurrencySymbol | String | True |
Currency symbol of the customer's currency. | ||
CurrentSubStatus | String | True |
Current sub status of an estimate . | ||
CurrentSubStatusId | String | True |
Current sub status Id of an estimate . | ||
CustomerDefaultBillingAddress | String | True |
Customer default billing address of an estimate. | ||
CustomerDefaultBillingAddressCity | String | True |
City of a customer default billing address. | ||
CustomerDefaultBillingAddressCountry | String | True |
Country of a customer default billing address. | ||
CustomerDefaultBillingAddressFax | String | True |
Fax of a customer default billing address. | ||
CustomerDefaultBillingAddressPhone | String | True |
Phone number of a customer default billing address. | ||
CustomerDefaultBillingAddressState | String | True |
State of a customer default billing address. | ||
CustomerDefaultBillingAddressStateCode | String | True |
State code of a customer default billing address. | ||
CustomerDefaultBillingAddressStreet2 | String | True |
Street two of a customer default billing address. | ||
CustomerDefaultBillingAddressZip | String | True |
ZIP code of a customer default billing address. | ||
CustomerId | String | False |
Contacts.ContactId |
Id of the customer or vendor. | |
CustomerName | String | True |
Name of the customer or vendor. | ||
Date | Date | False |
Date of an estimate. | ||
Discount | String | False |
Discount applied for estimate. | ||
DiscountAppliedOnAmount | Decimal | True |
Discount applied on amount for estimate. | ||
DiscountPercent | Decimal | True |
Percent of discount applied for estimate. | ||
DiscountTotal | Decimal | True |
Total discount applied for estimate. | ||
DiscountType | String | False |
Type of discount applied for estimate. | ||
EstimateNumber | String | False |
Number of estimate. | ||
EstimateUrl | String | True |
URL of estimate. | ||
ExchangeRate | Decimal | False |
Exchange rate of the currency. | ||
ExpiryDate | Date | False |
Expiration date of estimate. | ||
InvoiceConversionType | String | True |
Conversion type of an invoice in estimate. | ||
IsConvertedToOpen | Boolean | True |
Check if the estimate is converted to open. | ||
IsDiscountBeforeTax | Boolean | False |
Check if the discount is applied before tax. . | ||
IsInclusiveTax | Boolean | False |
Check if the expense is inclusive tax. | ||
IsPreGst | Boolean | True |
Check if estimate includes pre GST. | ||
IsTransactionCreated | Boolean | True |
Check if the transaction os created for estimate. | ||
IsViewedByClient | Boolean | True |
Check if the estimate is viewed by client. | ||
LastModifiedById | String | True |
Users.UserId |
Id of the user last modified. | |
LastModifiedTime | Datetime | True |
The time of last modification of the estimate. | ||
LineItems | String | False |
Line items of an estimate. | ||
Notes | String | False |
Notes of Estimate. | ||
Orientation | String | True |
Orientation of page. | ||
PageHeight | String | True |
Height of page. | ||
PageWidth | String | True |
Width of page. | ||
PricePrecision | Integer | True |
The precision for the price. | ||
ProjectId | String | False |
Id of a project. | ||
ProjectName | String | True |
Name of a project. | ||
ProjectCustomerId | String | True |
Id of a customer. | ||
ProjectCustomerName | String | True |
Name of a customer. | ||
ProjectDescription | String | True |
Details about the project. | ||
ProjectStatus | String | True |
Status of the project. | ||
ProjectBillingType | String | True |
Type of billing. | ||
ProjectRate | Decimal | True |
Overall rate of the project. | ||
ReferenceNumber | String | False |
Reference number of estimates. | ||
PlaceOfSupply | String | False |
The place of supply is where a transaction is considered to have occurred for VAT purposes. | ||
TaxSpecification | String | True |
Working of tax when specifying special tax options and tax methods for earnings codes. | ||
VatTreatment | String | False |
VAT treatment for the estimates. | ||
IsTaxable | Boolean | True |
Check if estimate is taxble. | ||
GstNo | String | False |
GST number. | ||
GstTreatment | String | False |
Choose whether the estimate is GST registered/unregistered/consumer/overseas. . | ||
TaxTreatment | String | False |
VAT treatment for the Estimate. | ||
ReverseChargeTaxTotal | String | True |
Total amount of tax reverse charge. | ||
CanSendEstimateSms | String | True |
Check if the estimate can send the estimate SMS. | ||
RetainerPercentage | String | True |
Percentage of the retainer in estimate. | ||
AcceptRetainer | Boolean | True |
Check if estimate can accept the retainer. | ||
RoundoffValue | Decimal | True |
Rounding off the values to precise number. | ||
SalespersonId | String | False |
Id of a sales person. | ||
SalespersonName | String | False |
Name of a sales person. | ||
ShippingAddress | String | True |
Shipment Address. | ||
ShippingAddressAttention | String | True |
Name of a person of shipping address. | ||
ShippingAddressCity | String | True |
City of a shipping address. | ||
ShippingAddressCountry | String | True |
Country of a shipping address. | ||
ShippingAddressFax | String | True |
Fax of a shipping address. | ||
ShippingAddressPhone | String | True |
Phone number of a shipping address. | ||
ShippingAddressState | String | True |
State of a shipping address. | ||
ShippingAddressStreet2 | String | True |
Street two of a shipping address. | ||
ShippingAddressZip | String | True |
Zip of a shipping address. | ||
ShippingCharge | Decimal | False |
Shipping charge of estimates. | ||
Status | String | True |
Status of the estimate. | ||
SubTotal | Decimal | True |
Sub total of estimates. | ||
SubTotalExclusiveOfDiscount | Decimal | True |
Subtotal amount which are exclusive of discount. | ||
SubTotalInclusiveOfTax | Decimal | True |
Subtotal amount which are inclusive of tax. | ||
SubmittedBy | String | True |
Detail of the user who has submitted the estimate. | ||
SubmittedDate | Date | True |
Date when estimate was submitted. | ||
SubmitterId | String | True |
Users.UserId |
Id of the submitter. | |
TaxId | String | False |
Taxes.TaxId |
Id of the tax. | |
TaxTotal | Decimal | True |
Total amount of tax. | ||
TemplateId | String | False |
Id of a template. | ||
TemplateName | String | True |
Name of a template. | ||
TemplateType | String | True |
Type of a template. | ||
Terms | String | False |
Terms and Conditions apply of a estimate. | ||
Total | Decimal | True |
Total of estimates. | ||
TransactionRoundingType | String | True |
Type of round off used for transaction. | ||
Unit | String | False |
Unit of the line item e.g. kgs, Nos. |
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 |
Send | Boolean |
Send the invoice to the contact person(s) associated with the invoice. Allowed values true and false. |