quotedetail EntityType

Product line item in a quote. The details include such information as product ID, description, quantity, and cost.

Entity Set Path
[organization URI]/api/data/v9.0/quotedetails
Base Type
crmbaseentity
Display Name
Quote Line
Primary Key
quotedetailid
Primary Key Attribute
productidname
Operations Supported
POST GET PATCH DELETE

Properties

Properties represent fields of data stored in the entity.Some properties are read-only.

Name Type Details
baseamount Edm.Decimal

Shows the total price of the quote product, based on the price per unit, volume discount, and quantity.

Display Name: Amount

baseamount_base Edm.Decimal

Value of the Amount in base currency.

Display Name: Amount (Base)

Read Only
createdon Edm.DateTimeOffset

Date and time when the record was created.

Display Name: Created On

Read Only
description Edm.String

Type additional information to describe the quote product, such as manufacturing details or acceptable substitutions.

Display Name: Description

exchangerate Edm.Decimal

Shows the conversion rate of the record's currency. The exchange rate is used to convert all money fields in the record from the local currency to the system's default currency.

Display Name: Exchange Rate

Read Only
extendedamount Edm.Decimal

Shows the total amount due for the quote product, based on the sum of the unit price, quantity, discounts ,and tax.

Display Name: Extended Amount

extendedamount_base Edm.Decimal

Value of the Extended Amount in base currency.

Display Name: Extended Amount (Base)

Read Only
importsequencenumber Edm.Int32

Sequence number of the import that created this record.

Display Name: Import Sequence Number

ispriceoverridden Edm.Boolean

Select whether the price per unit is fixed at the value in the specified price list or can be overridden by users who have edit rights to the quote product.

Display Name: Price Overridden

Default Options
Value Label
1 Override Price
0 Use Default
isproductoverridden Edm.Boolean

Select whether the product exists in the Microsoft Dynamics 365 product catalog or is a write-in product specific to the quote.

Display Name: Select Product

Default Options
Value Label
1 Write In
0 Existing
lineitemnumber Edm.Int32

Type the line item number for the quote product to easily identify the product in the quote and make sure it's listed in the correct order.

Display Name: Line Item Number

manualdiscountamount Edm.Decimal

Type the manual discount amount for the quote product to deduct any negotiated or other savings from the product total on the quote.

Display Name: Manual Discount

manualdiscountamount_base Edm.Decimal

Value of the Manual Discount in base currency.

Display Name: Manual Discount (Base)

Read Only
modifiedon Edm.DateTimeOffset

Date and time when the record was modified.

Display Name: Modified On

Read Only
msdyn_billingmethod Edm.Int32

Billing method for the project quote line. Valid values are Time and Material and Fixed Price

Display Name: Billing Method

Default Options
Value Label
192350000 Time and Material
192350001 Fixed Price
msdyn_billingstartdate Edm.DateTimeOffset

Enter the estimated start date for the billing frequency on the project.

Display Name: Billing Start Date

msdyn_budgetamount Edm.Decimal

Enter the amount the customer has set aside or is willing to pay for the quote component.

Display Name: Budget Amount

msdyn_budgetamount_base Edm.Decimal

Value of the Budget Amount in base currency.

Display Name: Budget Amount (Base)

Read Only
msdyn_costamount Edm.Decimal

Shows the total cost price of the product based on the cost price per unit and quantity.

Display Name: Cost Amount

msdyn_costamount_base Edm.Decimal

Value of the CostAmount in base currency.

Display Name: CostAmount (Base)

Read Only
msdyn_costpriceperunit Edm.Decimal

Cost price per unit of the product. The default is the cost price of the product.

Display Name: Cost Price Per Unit

msdyn_costpriceperunit_base Edm.Decimal

Value of the Cost Price Per Unit in base currency.

Display Name: Cost Price Per Unit (Base)

Read Only
msdyn_duration Edm.Int32

Duration of the service associated with the quote line

Display Name: Duration

msdyn_enddate Edm.DateTimeOffset

End date of the service associated with the quote line

Display Name: End Date

msdyn_estimatedcost Edm.Decimal

The estimated cost of this quote line

Display Name: EstimatedCost

msdyn_estimatedcost_base Edm.Decimal

Value of the EstimatedCost in base currency.

Display Name: EstimatedCost (Base)

Read Only
msdyn_estimatedmargin Edm.Decimal

The estimated margin of this quote line

Display Name: Estimated Margin

msdyn_estimatedrevenue Edm.Decimal

The estimated revenue of this quote line

Display Name: EstimatedRevenue

msdyn_estimatedrevenue_base Edm.Decimal

Value of the EstimatedRevenue in base currency.

Display Name: EstimatedRevenue (Base)

Read Only
msdyn_importdetailsfromagreement Edm.Boolean

Display Name: ImportDetailsFromAgreement

Default Options
Value Label
1 Yes
0 No
msdyn_includeexpense Edm.Boolean

Select whether to include expenses in the quote line.

Display Name: Include Expense

Default Options
Value Label
1 Yes
0 No
msdyn_includefee Edm.Boolean

Select whether to include fees in the quote line.

Display Name: Include Fee

Default Options
Value Label
1 Yes
0 No
msdyn_includematerial Edm.Boolean

Select whether to include materials in the quote line.

Display Name: Include Material

Default Options
Value Label
1 Yes
0 No
msdyn_includetime Edm.Boolean

Select whether to include time transactions in the quote line.

Display Name: Include Time

Default Options
Value Label
1 Yes
0 No
msdyn_linedescription Edm.String

abstracts description for product based lines vs write-in products or project based lines

Display Name: Quote Line Description

Read Only
Is Computed
msdyn_linetype Edm.Int32

The field to distinguish the quote lines to be of project service or field service

Display Name: Line Type

Default Options
Value Label
690970000 Project Service Line
690970001 Field Service Line
msdyn_opportunityline Edm.String

Shows the opportunity line related to this quote line.

Display Name: Opportunity Line

msdyn_startdate Edm.DateTimeOffset

Start Date of the service associated with the quote Line

Display Name: Start Date

msdyn_taxable Edm.Boolean

States whether this is taxable

Display Name: Taxable

Default Options
Value Label
1 Yes
0 No
overriddencreatedon Edm.DateTimeOffset

Date and time that the record was migrated.

Display Name: Record Created On

parentbundleid Edm.Guid

Choose the parent bundle associated with this product

Display Name: Parent Bundle

priceperunit Edm.Decimal

Type the price per unit of the quote product. The default is to the value in the price list specified on the quote for existing products.

Display Name: Price Per Unit

priceperunit_base Edm.Decimal

Value of the Price Per Unit in base currency.

Display Name: Price Per Unit (Base)

Read Only
pricingerrorcode Edm.Int32

Select the type of pricing error, such as a missing or invalid product, or missing quantity.

Display Name: Pricing Error

Default Options
Value Label
0 None
1 Detail Error
2 Missing Price Level
3 Inactive Price Level
4 Missing Quantity
5 Missing Unit Price
6 Missing Product
7 Invalid Product
8 Missing Pricing Code
9 Invalid Pricing Code
10 Missing UOM
11 Product Not In Price Level
12 Missing Price Level Amount
13 Missing Price Level Percentage
14 Missing Price
15 Missing Current Cost
16 Missing Standard Cost
17 Invalid Price Level Amount
18 Invalid Price Level Percentage
19 Invalid Price
20 Invalid Current Cost
21 Invalid Standard Cost
22 Invalid Rounding Policy
23 Invalid Rounding Option
24 Invalid Rounding Amount
25 Price Calculation Error
26 Invalid Discount Type
27 Discount Type Invalid State
28 Invalid Discount
29 Invalid Quantity
30 Invalid Pricing Precision
31 Missing Product Default UOM
32 Missing Product UOM Schedule
33 Inactive Discount Type
34 Invalid Price Level Currency
35 Price Attribute Out Of Range
36 Base Currency Attribute Overflow
37 Base Currency Attribute Underflow
productassociationid Edm.Guid

Unique identifier of the product line item association with bundle in the quote

Display Name: Bundle Item Association

productdescription Edm.String

Type a name or description to identify the type of write-in product included in the quote.

Display Name: Write-In Product

productname Edm.String

Calculated field that will be populated by name and description of the product.

Display Name: Product Name

producttypecode Edm.Int32

Product Type

Display Name: Product type

Default Options
Value Label
1 Product
2 Bundle
3 Required Bundle Product
4 Optional Bundle Product
5 Project-based Service
propertyconfigurationstatus Edm.Int32

Status of the property configuration.

Display Name: Property Configuration

Default Options
Value Label
0 Edit
1 Rectify
2 Not Configured
quantity Edm.Decimal

Type the amount or quantity of the product requested by the customer.

Display Name: Quantity

quotedetailid Edm.Guid

Unique identifier of the product line item in the quote.

Display Name: Quote Product

quotestatecode Edm.Int32

Status of the quote product.

Display Name: Quote Status

Read Only
requestdeliveryby Edm.DateTimeOffset

Enter the delivery date requested by the customer for the quote product.

Display Name: Requested Delivery Date

sequencenumber Edm.Int32

Unique identifier of the data that maintains the sequence.

Display Name: Sequence Number

shipto_addressid Edm.Guid

Unique identifier of the shipping address.

Display Name: Ship To Address ID

shipto_city Edm.String

Type the city for the customer's shipping address.

Display Name: Ship To City

shipto_contactname Edm.String

Type the primary contact name at the customer's shipping address.

Display Name: Ship To Contact Name

shipto_country Edm.String

Type the country or region for the customer's shipping address.

Display Name: Ship To Country/Region

shipto_fax Edm.String

Type the fax number for the customer's shipping address.

Display Name: Ship To Fax

shipto_freighttermscode Edm.Int32

Select the freight terms to make sure shipping orders are processed correctly.

Display Name: Freight Terms

Default Options
Value Label
1 FOB
2 No Charge
shipto_line1 Edm.String

Type the first line of the customer's shipping address.

Display Name: Ship To Street 1

shipto_line2 Edm.String

Type the second line of the customer's shipping address.

Display Name: Ship To Street 2

shipto_line3 Edm.String

Type the third line of the shipping address.

Display Name: Ship To Street 3

shipto_name Edm.String

Type a name for the customer's shipping address, such as "Headquarters" or "Field office", to identify the address.

Display Name: Ship To Name

shipto_postalcode Edm.String

Type the ZIP Code or postal code for the shipping address.

Display Name: Ship To ZIP/Postal Code

shipto_stateorprovince Edm.String

Type the state or province for the shipping address.

Display Name: Ship To State/Province

shipto_telephone Edm.String

Type the phone number for the customer's shipping address.

Display Name: Ship To Phone

tax Edm.Decimal

Type the tax amount for the quote product.

Display Name: Tax

tax_base Edm.Decimal

Value of the Tax in base currency.

Display Name: Tax (Base)

Read Only
timezoneruleversionnumber Edm.Int32

For internal use only.

Display Name: Time Zone Rule Version Number

utcconversiontimezonecode Edm.Int32

Time zone code that was in use when the record was created.

Display Name: UTC Conversion Time Zone Code

versionnumber Edm.Int64

Version Number

Display Name: Version Number

Read Only
volumediscountamount Edm.Decimal

Shows the discount amount per unit if a specified volume is purchased. Configure volume discounts in the Product Catalog in the Settings area.

Display Name: Volume Discount

Read Only
volumediscountamount_base Edm.Decimal

Value of the Volume Discount in base currency.

Display Name: Volume Discount (Base)

Read Only
willcall Edm.Boolean

Select whether the quote product should be shipped to the specified address or held until the customer calls with further pick up or delivery instructions.

Display Name: Ship To

Default Options
Value Label
1 Will Call
0 Address

Lookup Properties

Lookup properties are read-only, computed properties which contain entity primary key Edm.Guid data for one or more corresponding single-valued navigation properties. More information: Lookup properties and Retrieve data about lookup properties.

Name Single-valued navigation property Description
_createdby_value createdby

Shows who created the record.

_createdonbehalfby_value createdonbehalfby

Shows who created the record on behalf of another user.

_modifiedby_value modifiedby

Shows who last updated the record.

_modifiedonbehalfby_value modifiedonbehalfby

Shows who last updated the record on behalf of another user.

_msdyn_agreement_value msdyn_Agreement

The agreement that will be connected to this quote

_msdyn_invoicefrequency_value msdyn_invoicefrequency

Select the frequency for the automatic invoice creation job to create the invoice.

_msdyn_pricelist_value msdyn_PriceList

The price list associated for the service account on this quote line

_msdyn_project_value msdyn_Project

Select the project related to this quote line.

_msdyn_salestaxcode_value msdyn_SalesTaxCode

The sales tax code

_msdyn_serviceaccount_value msdyn_ServiceAccount

The service account for this quote line

_msdyn_serviceterritory_value msdyn_ServiceTerritory

Service territory of this service

_ownerid_value createdby

Owner Id

_owningbusinessunit_value createdby

Unique identifier for the business unit that owns the record

_owningteam_value owningteam

Unique identifier for the team that owns the record.

_owninguser_value owninguser

Unique identifier for the user that owns the record.

_productid_value productid

Choose the product to include on the quote to link the product's pricing and other information to the quote.

_quoteid_value quoteid

Unique identifier of the quote for the quote product.

_salesrepid_value salesrepid

Choose the user responsible for the sale of the quote product.

_transactioncurrencyid_value transactioncurrencyid

Choose the local currency for the record to make sure budgets are reported in the correct currency.

_uomid_value uomid

Choose the unit of measurement for the base unit quantity for this purchase, such as each or dozen.

Single-valued navigation properties

Single-valued navigation properties represent lookup fields where a single entity can be referenced. Each single-valued navigation property has a corresponding partner collection-valued navigation property on the related entity.

Name Type Partner
createdby systemuser lk_quotedetailbase_createdby
createdonbehalfby systemuser lk_quotedetail_createdonbehalfby
modifiedby systemuser lk_quotedetailbase_modifiedby
modifiedonbehalfby systemuser lk_quotedetail_modifiedonbehalfby
msdyn_Agreement msdyn_agreement msdyn_msdyn_agreement_quotedetail_Agreement
msdyn_invoicefrequency msdyn_invoicefrequency msdyn_msdyn_invoicefrequency_quotedetail_invoicefrequency
msdyn_PriceList pricelevel msdyn_pricelevel_quotedetail_PriceList
msdyn_Project msdyn_project msdyn_msdyn_project_quotedetail_Project
msdyn_SalesTaxCode msdyn_taxcode msdyn_msdyn_taxcode_quotedetail_SalesTaxCode
msdyn_ServiceAccount account msdyn_account_quotedetail_ServiceAccount
msdyn_ServiceTerritory territory msdyn_territory_quotedetail_ServiceTerritory
owningteam team team_quotedetail
owninguser systemuser user_quotedetail
parentbundleid_quotedetail quotedetail quotedetail_parent_quotedetail
productassociationid_productassociation productassociation productAssociation_quote_details
productid product product_quote_details
quoteid quote quote_details
salesrepid systemuser system_user_quotedetail
transactioncurrencyid transactioncurrency transactioncurrency_quotedetail
uomid uom unit_of_measurement_quote_details

Collection-valued navigation properties

Collection-valued navigation properties represent collections of entities which may represent either a one-to-many (1:N) or many-to-many (N:N) relationship between the entities.

Name Type Partner
QuoteDetail_AsyncOperations asyncoperation regardingobjectid_quotedetail
QuoteDetail_BulkDeleteFailures bulkdeletefailure regardingobjectid_quotedetail
QuoteDetail_Dynamicpropertyinstance dynamicpropertyinstance regardingobjectid_quotedetail
quotedetail_MailboxTrackingFolders mailboxtrackingfolder regardingobjectid_quotedetail
quotedetail_parent_quotedetail quotedetail parentbundleid_quotedetail
quotedetail_principalobjectattributeaccess principalobjectattributeaccess objectid_quotedetail
QuoteDetail_ProcessSessions processsession regardingobjectid_quotedetail
QuoteDetail_SyncErrors syncerror regardingobjectid_quotedetail_syncerror

Operations

The following operations can be used with the quotedetail entity type.

Name Binding
CalculatePrice Not Bound
msdyn_CreateQuoteLineDetailsFromEstimate Entity
msdyn_GenerateQuoteLineInvoiceSchedule Entity
msdyn_GenerateQuoteLineScheduleOfValues Entity
msdyn_GetProjectMapForQuoteLine Entity
msdyn_GetQuoteLineChargeability Entity
RetrieveProductProperties Entity

Solutions

The following solutions include the quotedetail entity type.

Name Description
Field Service Microsoft Dynamics 365 for Field Service allows organizations of any size to deliver intelligent, world class field service, managing all aspects of the end-to-end field service management cycle. Features include scheduling, mobile, asset management, inventory control, customer notifications, and resource utilization controls that help maximize efficiency and minimize costs.
Sales Dynamics 365 workload for sales.
Project Service Automation Microsoft Dynamics 365 for Project Service Automation is an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. Project Service gives you the tools you need to: Estimate, quote, and contract work; Plan and assign resources; Enable team collaboration; Capture time, expense, and progress data for real-time insights and accurate invoicing.

See also