SaleQuotes
Return all sale quote types for an AccountRight company file.
Table Specific Information
Select
MYOB allows a subset of columns to be used in the WHERE clause of a SELECT query. These columns may be used with the following operators: =, !=, >, <, >=, <=. In addition, queries with multiple criteria can be executed by combining the criteria with AND and OR operators.
These columns support the above comparison types for server side filtering: ID, BalanceDueAmount, Date, IsTaxInclusive, JournalMemo, Number, ReferralSource, Subtotal, TotalAmount, TotalTax, CustomerPurchaseOrderNumber, CustomerID, CustomerDisplayID, CustomerName, Freight, FreightTaxCodeID, FreightTaxCodeCode, CategoryID, CategoryDisplayID, CategoryName, SalespersonID, SalespersonDisplayID, SalespersonName, TermsDiscount, TermsDiscountDate, TermsDiscountExpiryDate, TermsDiscountForEarlyPayment, TermsDueDate, TermsFinanceCharge, TermsMonthlyChargeForLatePayment, TermsPaymentIsDue, TermsBalanceDueDate. All the other columns and operators are processed client side.
QuoteType supports only equality comparison.
SELECT * FROM SaleQuotes WHERE ID = "7cabea25-6250-4df5-bb37-77eb2d38f803" SELECT * FROM SaleQuotes WHERE BalanceDueAmount = 13 SELECT * FROM SaleQuotes WHERE QuoteType = "Service"
Update
To update an existing bill, along with its Lines, either pass a JSON string to the Lines value or use a temporary table like below.
Note: this will replace all the current Lines with the ones below.
INSERT INTO SaleQuoteItems#TEMP (Total, AccountID, TaxCodeID) VALUES (444.21, "44a7b2bc-0a0e-4381-86fc-9b2c7a479f8f", "bd0f9821-4437-4ec2-9c95-c1bdbdd26c7b") UPDATE PurchaseBills SET QuoteType = "Service", Lines = "SaleQuoteItems#TEMP" WHERE ID = "f979f0e7-1cd8-4fb9-b2c2-9d4546440cf7"
Insert
The following attribute is required when performing an insert: QuoteType, CustomerID.
INSERT INTO SaleQuotes (QuoteType, CustomerID) VALUES ("item", "4635fd9e-82a7-4612-ae15-32c464ef7c48")
Columns
| Name | Type | ReadOnly | References | Description |
| ID [KEY] | Uuid | True |
Unique identifier in the form of a guid. | |
| BalanceDueAmount | Decimal | True |
Amount still payable on the sales quote. | |
| Date | Datetime | True |
The date of the entry. | |
| IsTaxInclusive | Boolean | False |
True indicates the transaction is set to tax inclusive. False indicates the transaction is not tax inclusive. | |
| JournalMemo | String | False |
Journal memo text describing the sale. | |
| Number | String | False |
Sales Quote number. | |
| QuoteType | String | False |
Type of the quote. One of: Item,Service,Professional,TimeBilling,Miscellaneous. | |
| ReferralSource | String | False |
Referral Source selected on the sale quote. | |
| RowVersion | String | True |
Number value that changes upon a record update, can be used for change control but does does not preserve a date or a time. | |
| Subtotal | Decimal | True |
If IsTaxInclusive = false then sum of all tax exclusive line amounts. If IsTaxInclusive = true then sum of all tax inclusive line amounts. | |
| TotalAmount | Decimal | True |
Total amount of the sale quote. | |
| TotalTax | Decimal | True |
Total of all tax amounts applicable to the sale quote. | |
| URI | String | True |
Uniform resource identifier encompasses all types of names and addresses that refer to objects on the web. | |
| CustomerPurchaseOrderNumber | String | False |
Customer PO number. | |
| CustomerID | Uuid | False |
Contacts.ID |
Unique guid identifier belonging to the assigned customer contact. |
| CustomerDisplayID | String | True |
Customer contact Card ID, can also be used as a unique customer contact identifier. | |
| CustomerName | String | True |
Name of the customer contact. | |
| CustomerURI | String | True |
Uniform resource identifier associated with the customer contact object. | |
| Freight | Decimal | False |
Tax inclusive freight amount applicable to the sale quote. | |
| FreightTaxCodeID | Uuid | True |
TaxCodes.ID |
Unique guid identifier belonging to the assigned tax code. |
| FreightTaxCodeCode | String | True |
3 digit tax code. | |
| FreightTaxCodeURI | String | True |
Uniform resource identifier associated with the tax code object. | |
| CategoryID | Uuid | False |
Unique category identifier in the form of a guid. | |
| CategoryDisplayID | String | True |
Display id for the category. | |
| CategoryName | String | True |
Name of the category. | |
| CategoryURI | String | True |
Uniform resource identifier associated with the category object. | |
| SalespersonID | Uuid | False |
Contacts.ID |
Unique identifier in the form of a guid. |
| SalespersonDisplayID | String | True |
Employee contact Card ID. | |
| SalespersonName | String | True |
Selected employee contact name. | |
| SalespersonURI | String | True |
Uniform resource identifier associated with the employee. | |
| TermsDiscount | Decimal | True |
Discount amount that will apply if payment is made in full by the discount date. | |
| TermsDiscountDate | Integer | False |
If PaymentIsDue = CashOnDelivery, PrePaid, InAGivenNumberOfDaysNumber or NumberOfDaysAfterEOM then set the number of days within which the customer must pay to receive discounts. If PaymentIsDue = OnADayOfTheMonth or DayOfMonthAfterEOM then set the day of the month within which the payment must be made to receive discounts. | |
| TermsDiscountExpiryDate | Datetime | True |
Date in which payment must be paid in full in quote to receive discount. | |
| TermsDiscountForEarlyPayment | Double | False |
% discount for early payment. | |
| TermsDueDate | Datetime | True |
Date in which payment is due. | |
| TermsFinanceCharge | Decimal | True |
Late payment fee to be charged if payment is not made in full by the due date. | |
| TermsMonthlyChargeForLatePayment | Double | False |
% monthly charge for late payment. | |
| TermsPaymentIsDue | String | False |
Default Terms of Payment definitions: CashOnDelivery, PrePaid, InAGivenNumberOfDays, OnADayOfTheMonth, NumberOfDaysAfterEOM, DayOfMonthAfterEOM. | |
| TermsBalanceDueDate | Integer | True |
If PaymentIsDue = CashOnDelivery, PrePaid, InAGivenNumberOfDaysNumber or NumberOfDaysAfterEOM then set the number of days within which the customer has to pay invoices. If PaymentIsDue = OnADayOfTheMonth or DayOfMonthAfterEOM then set the day of the month within which the payment must be made to pay invoices. | |
| Lines | String | False |
An array of sale line quote information. | |
| Comment | String | False |
Sales Quotes Comment | |
| ShippingMethod | String | False |
Shipping Method | |
| PromisedDate | Datetime | False |
Transaction Promised Date. |