msdyn_quotelinetransactioncategory Entity Reference

List of transaction categories that will be considered as costs when computing the profit of a quote line.

Added by: Project Service Automation Solution

Messages

Message Web API Operation SDK Assembly
Assign PATCH [org URI]/api/data/v9.0/msdyn_quotelinetransactioncategories(msdyn_quotelinetransactioncategoryid)
Update ownerid property.
AssignRequest
Create POST [org URI]/api/data/v9.0/msdyn_quotelinetransactioncategories
See Create
CreateRequest or
Create
Delete DELETE [org URI]/api/data/v9.0/msdyn_quotelinetransactioncategories(msdyn_quotelinetransactioncategoryid)
See Delete
DeleteRequest or
Delete
GrantAccess GrantAccess Action GrantAccessRequest
IsValidStateTransition IsValidStateTransition Function IsValidStateTransitionRequest
ModifyAccess ModifyAccess Action ModifyAccessRequest
Retrieve GET [org URI]/api/data/v9.0/msdyn_quotelinetransactioncategories(msdyn_quotelinetransactioncategoryid)
See Retrieve
RetrieveRequest or
Retrieve
RetrieveMultiple GET [org URI]/api/data/v9.0/msdyn_quotelinetransactioncategories
See Query Data
RetrieveMultipleRequest or
RetrieveMultiple
RetrievePrincipalAccess RetrievePrincipalAccess Function RetrievePrincipalAccessRequest
RetrieveSharedPrincipalsAndAccess RetrieveSharedPrincipalsAndAccess Function RetrieveSharedPrincipalsAndAccessRequest
RevokeAccess RevokeAccess Action RevokeAccessRequest
SetState PATCH [org URI]/api/data/v9.0/msdyn_quotelinetransactioncategories(msdyn_quotelinetransactioncategoryid)
Update statecode and statuscode properties.
SetStateRequest
Update PATCH [org URI]/api/data/v9.0/msdyn_quotelinetransactioncategories(msdyn_quotelinetransactioncategoryid)
See Update
UpdateRequest or
Update

Entity Properties

Property Value
CollectionSchemaName msdyn_quotelinetransactioncategories
DisplayCollectionName Quote Line Transaction Categories
DisplayName Quote Line Transaction Category
EntitySetName msdyn_quotelinetransactioncategories
IsBPFEntity False
LogicalCollectionName msdyn_quotelinetransactioncategories
LogicalName msdyn_quotelinetransactioncategory
OwnershipType UserOwned
PrimaryIdAttribute msdyn_quotelinetransactioncategoryid
PrimaryNameAttribute msdyn_description
SchemaName msdyn_quotelinetransactioncategory

Writable attributes

These attributes return true for either IsValidForCreate or IsValidForUpdate (usually both). Listed by SchemaName.

ImportSequenceNumber

Property Value
Description Sequence number of the import that created this record.
DisplayName Import Sequence Number
Format None
IsValidForForm False
IsValidForRead True
IsValidForUpdate False
LogicalName importsequencenumber
MaxValue 2147483647
MinValue -2147483648
RequiredLevel None
Type Integer

msdyn_BillingType

Property Value
Description Select whether the transaction category will be charged to the customer. Valid values are Chargeable, Non-chargeable, Complimentary. Project transactions in chargeable categories only will affect the total on the eventual invoice
DisplayName Billing Type
IsValidForForm True
IsValidForRead True
LogicalName msdyn_billingtype
RequiredLevel None
Type Picklist

msdyn_BillingType Options

Value Label
192350000 Non Chargeable
192350001 Chargeable
192350002 Complimentary
192350003 Not Available

msdyn_description

Property Value
Description Type the name of the custom entity.
DisplayName Description
FormatName Text
IsLocalizable False
IsValidForForm True
IsValidForRead True
LogicalName msdyn_description
MaxLength 100
RequiredLevel None
Type String

msdyn_QuoteLine

Property Value
Description (Deprecated) Quote line corresponding to this record
DisplayName (Deprecated) Quote Line
FormatName Text
IsLocalizable False
IsValidForForm True
IsValidForRead True
LogicalName msdyn_quoteline
MaxLength 100
RequiredLevel None
Type String

msdyn_QuoteLineId

Property Value
Description Unique identifier for Quote Line associated with Quote Line Transaction Category.
DisplayName Quote Line
IsValidForForm True
IsValidForRead True
LogicalName msdyn_quotelineid
RequiredLevel None
Targets quotedetail
Type Lookup

msdyn_quotelinetransactioncategoryId

Property Value
Description Shows the entity instances.
DisplayName Quote Line Transaction Category
IsValidForForm False
IsValidForRead True
IsValidForUpdate False
LogicalName msdyn_quotelinetransactioncategoryid
RequiredLevel SystemRequired
Type Uniqueidentifier

msdyn_QuoteLineTransactionClassification

Property Value
Description Select the transaction classification on the quote line. 4 classifications are supported: Select the time, Expense, Material and Fee. For Fixed price quote lines, milestone transaction type is also supported
DisplayName Quote Line Transaction Classification
IsValidForForm True
IsValidForRead True
LogicalName msdyn_quotelinetransactionclassification
RequiredLevel ApplicationRequired
Targets msdyn_quotelinetransactionclassification
Type Lookup

msdyn_TransactionCategory

Property Value
Description Shows the transaction classification for this quote line.
DisplayName Transaction Category
IsValidForForm True
IsValidForRead True
IsValidForUpdate False
LogicalName msdyn_transactioncategory
RequiredLevel ApplicationRequired
Targets msdyn_transactioncategory
Type Lookup

msdyn_TransactionClassification

Property Value
Description Transaction type corresponding to this record
DisplayName Transaction Classification
IsValidForForm True
IsValidForRead True
LogicalName msdyn_transactionclassification
RequiredLevel None
Type Picklist

msdyn_TransactionClassification Options

Value Label
192350000 Time
192350001 Expense
192350002 Material
192350003 Milestone
192350004 Fee
690970000 Commission
690970001 Additional
690970002 Tax

OverriddenCreatedOn

Property Value
DateTimeBehavior UserLocal
Description Date and time that the record was migrated.
DisplayName Record Created On
Format DateOnly
IsValidForForm False
IsValidForRead True
IsValidForUpdate False
LogicalName overriddencreatedon
RequiredLevel None
Type DateTime

OwnerId

Added by: Active Solution Solution

Property Value
Description Owner Id
DisplayName Owner
IsValidForForm True
IsValidForRead True
LogicalName ownerid
RequiredLevel SystemRequired
Targets systemuser,team
Type Owner

OwnerIdType

Added by: Active Solution Solution

Property Value
Description Owner Id Type
DisplayName
IsValidForForm False
IsValidForRead True
LogicalName owneridtype
RequiredLevel SystemRequired
Type EntityName

statecode

Property Value
Description Status of the Quote Line Transaction Category
DisplayName Status
IsValidForCreate False
IsValidForForm True
IsValidForRead True
LogicalName statecode
RequiredLevel SystemRequired
Type State

statecode Options

Value Label DefaultStatus InvariantName
0 Active 1 Active
1 Inactive 2 Inactive

statuscode

Property Value
Description Reason for the status of the Quote Line Transaction Category
DisplayName Status Reason
IsValidForForm True
IsValidForRead True
LogicalName statuscode
RequiredLevel None
Type Status

statuscode Options

Value Label State
1 Active 0
2 Inactive 1

TimeZoneRuleVersionNumber

Property Value
Description For internal use only.
DisplayName Time Zone Rule Version Number
Format None
IsValidForForm False
IsValidForRead True
LogicalName timezoneruleversionnumber
MaxValue 2147483647
MinValue -1
RequiredLevel None
Type Integer

UTCConversionTimeZoneCode

Property Value
Description Time zone code that was in use when the record was created.
DisplayName UTC Conversion Time Zone Code
Format None
IsValidForForm False
IsValidForRead True
LogicalName utcconversiontimezonecode
MaxValue 2147483647
MinValue -1
RequiredLevel None
Type Integer

Read-only attributes

These attributes return false for both IsValidForCreate or IsValidForUpdate. Listed by SchemaName.

CreatedBy

Added by: Active Solution Solution

Property Value
Description Unique identifier of the user who created the record.
DisplayName Created By
IsValidForForm True
IsValidForRead True
LogicalName createdby
RequiredLevel None
Targets systemuser
Type Lookup

CreatedByName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName createdbyname
MaxLength 100
RequiredLevel None
Type String

CreatedByYomiName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName createdbyyominame
MaxLength 100
RequiredLevel SystemRequired
Type String

CreatedOn

Property Value
DateTimeBehavior UserLocal
Description Date and time when the record was created.
DisplayName Created On
Format DateAndTime
IsValidForForm True
IsValidForRead True
LogicalName createdon
RequiredLevel None
Type DateTime

CreatedOnBehalfBy

Added by: Active Solution Solution

Property Value
Description Unique identifier of the delegate user who created the record.
DisplayName Created By (Delegate)
IsValidForForm True
IsValidForRead True
LogicalName createdonbehalfby
RequiredLevel None
Targets systemuser
Type Lookup

CreatedOnBehalfByName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName createdonbehalfbyname
MaxLength 100
RequiredLevel None
Type String

CreatedOnBehalfByYomiName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName createdonbehalfbyyominame
MaxLength 100
RequiredLevel SystemRequired
Type String

ModifiedBy

Added by: Active Solution Solution

Property Value
Description Unique identifier of the user who modified the record.
DisplayName Modified By
IsValidForForm True
IsValidForRead True
LogicalName modifiedby
RequiredLevel None
Targets systemuser
Type Lookup

ModifiedByName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName modifiedbyname
MaxLength 100
RequiredLevel None
Type String

ModifiedByYomiName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName modifiedbyyominame
MaxLength 100
RequiredLevel SystemRequired
Type String

ModifiedOn

Property Value
DateTimeBehavior UserLocal
Description Date and time when the record was modified.
DisplayName Modified On
Format DateAndTime
IsValidForForm True
IsValidForRead True
LogicalName modifiedon
RequiredLevel None
Type DateTime

ModifiedOnBehalfBy

Added by: Active Solution Solution

Property Value
Description Unique identifier of the delegate user who modified the record.
DisplayName Modified By (Delegate)
IsValidForForm True
IsValidForRead True
LogicalName modifiedonbehalfby
RequiredLevel None
Targets systemuser
Type Lookup

ModifiedOnBehalfByName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName modifiedonbehalfbyname
MaxLength 100
RequiredLevel None
Type String

ModifiedOnBehalfByYomiName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName modifiedonbehalfbyyominame
MaxLength 100
RequiredLevel SystemRequired
Type String

msdyn_QuoteLineIdName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName msdyn_quotelineidname
MaxLength 100
RequiredLevel None
Type String

msdyn_QuoteLineTransactionClassificationName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName msdyn_quotelinetransactionclassificationname
MaxLength 100
RequiredLevel None
Type String

msdyn_TransactionCategoryName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName msdyn_transactioncategoryname
MaxLength 100
RequiredLevel None
Type String

OwnerIdName

Added by: Active Solution Solution

Property Value
Description Name of the owner
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName owneridname
MaxLength 100
RequiredLevel SystemRequired
Type String

OwnerIdYomiName

Added by: Active Solution Solution

Property Value
Description Yomi name of the owner
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName owneridyominame
MaxLength 100
RequiredLevel SystemRequired
Type String

OwningBusinessUnit

Added by: Active Solution Solution

Property Value
Description Unique identifier for the business unit that owns the record
DisplayName Owning Business Unit
IsValidForForm False
IsValidForRead True
LogicalName owningbusinessunit
RequiredLevel None
Targets businessunit
Type Lookup

OwningTeam

Added by: Active Solution Solution

Property Value
Description Unique identifier for the team that owns the record.
DisplayName Owning Team
IsValidForForm False
IsValidForRead True
LogicalName owningteam
RequiredLevel None
Targets team
Type Lookup

OwningUser

Added by: Active Solution Solution

Property Value
Description Unique identifier for the user that owns the record.
DisplayName Owning User
IsValidForForm False
IsValidForRead True
LogicalName owninguser
RequiredLevel None
Targets systemuser
Type Lookup

VersionNumber

Added by: Active Solution Solution

Property Value
Description Version Number
DisplayName Version Number
IsValidForForm False
IsValidForRead True
LogicalName versionnumber
MaxValue 9223372036854775807
MinValue -9223372036854775808
RequiredLevel None
Type BigInt

One-To-Many Relationships

Listed by SchemaName.

msdyn_quotelinetransactioncategory_SyncErrors

Added by: System Solution Solution

Same as syncerror entity msdyn_quotelinetransactioncategory_SyncErrors Many-To-One relationship.

Property Value
ReferencingEntity syncerror
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_quotelinetransactioncategory_SyncErrors
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_quotelinetransactioncategory_DuplicateMatchingRecord

Added by: System Solution Solution

Same as duplicaterecord entity msdyn_quotelinetransactioncategory_DuplicateMatchingRecord Many-To-One relationship.

Property Value
ReferencingEntity duplicaterecord
ReferencingAttribute duplicaterecordid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_quotelinetransactioncategory_DuplicateMatchingRecord
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_quotelinetransactioncategory_DuplicateBaseRecord

Added by: System Solution Solution

Same as duplicaterecord entity msdyn_quotelinetransactioncategory_DuplicateBaseRecord Many-To-One relationship.

Property Value
ReferencingEntity duplicaterecord
ReferencingAttribute baserecordid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_quotelinetransactioncategory_DuplicateBaseRecord
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_quotelinetransactioncategory_AsyncOperations

Added by: System Solution Solution

Same as asyncoperation entity msdyn_quotelinetransactioncategory_AsyncOperations Many-To-One relationship.

Property Value
ReferencingEntity asyncoperation
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_quotelinetransactioncategory_AsyncOperations
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: NoCascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_quotelinetransactioncategory_MailboxTrackingFolders

Added by: System Solution Solution

Same as mailboxtrackingfolder entity msdyn_quotelinetransactioncategory_MailboxTrackingFolders Many-To-One relationship.

Property Value
ReferencingEntity mailboxtrackingfolder
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_quotelinetransactioncategory_MailboxTrackingFolders
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_quotelinetransactioncategory_ProcessSession

Added by: System Solution Solution

Same as processsession entity msdyn_quotelinetransactioncategory_ProcessSession Many-To-One relationship.

Property Value
ReferencingEntity processsession
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_quotelinetransactioncategory_ProcessSession
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: NoCascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_quotelinetransactioncategory_BulkDeleteFailures

Added by: System Solution Solution

Same as bulkdeletefailure entity msdyn_quotelinetransactioncategory_BulkDeleteFailures Many-To-One relationship.

Property Value
ReferencingEntity bulkdeletefailure
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_quotelinetransactioncategory_BulkDeleteFailures
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_quotelinetransactioncategory_PrincipalObjectAttributeAccesses

Added by: System Solution Solution

Same as principalobjectattributeaccess entity msdyn_quotelinetransactioncategory_PrincipalObjectAttributeAccesses Many-To-One relationship.

Property Value
ReferencingEntity principalobjectattributeaccess
ReferencingAttribute objectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_quotelinetransactioncategory_PrincipalObjectAttributeAccesses
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_quotelinetransactioncategory_Annotations

Added by: System Solution Solution

Same as annotation entity msdyn_quotelinetransactioncategory_Annotations Many-To-One relationship.

Property Value
ReferencingEntity annotation
ReferencingAttribute objectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_quotelinetransactioncategory_Annotations
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

Many-To-One Relationships

Each Many-To-One relationship is defined by a corresponding One-To-Many relationship with the related entity. Listed by SchemaName.

lk_msdyn_quotelinetransactioncategory_createdby

Added by: System Solution Solution

See systemuser Entity lk_msdyn_quotelinetransactioncategory_createdby One-To-Many relationship.

lk_msdyn_quotelinetransactioncategory_createdonbehalfby

Added by: System Solution Solution

See systemuser Entity lk_msdyn_quotelinetransactioncategory_createdonbehalfby One-To-Many relationship.

lk_msdyn_quotelinetransactioncategory_modifiedby

Added by: System Solution Solution

See systemuser Entity lk_msdyn_quotelinetransactioncategory_modifiedby One-To-Many relationship.

lk_msdyn_quotelinetransactioncategory_modifiedonbehalfby

Added by: System Solution Solution

See systemuser Entity lk_msdyn_quotelinetransactioncategory_modifiedonbehalfby One-To-Many relationship.

user_msdyn_quotelinetransactioncategory

Added by: System Solution Solution

See systemuser Entity user_msdyn_quotelinetransactioncategory One-To-Many relationship.

team_msdyn_quotelinetransactioncategory

Added by: System Solution Solution

See team Entity team_msdyn_quotelinetransactioncategory One-To-Many relationship.

business_unit_msdyn_quotelinetransactioncategory

Added by: System Solution Solution

See businessunit Entity business_unit_msdyn_quotelinetransactioncategory One-To-Many relationship.

msdyn_msdyn_transactioncategory_msdyn_quotelinetransactioncategory_TransactionCategory

See msdyn_transactioncategory Entity msdyn_msdyn_transactioncategory_msdyn_quotelinetransactioncategory_TransactionCategory One-To-Many relationship.

msdyn_quotedetail_msdyn_quotelinetransactioncat

Added by: Sales Solution

See quotedetail Entity msdyn_quotedetail_msdyn_quotelinetransactioncat One-To-Many relationship.

msdyn_quotelinetransactionclassification_msdyn_quotelinetransactioncategory_QuoteLineTransactionCla

See msdyn_quotelinetransactionclassification Entity msdyn_quotelinetransactionclassification_msdyn_quotelinetransactioncategory_QuoteLineTransactionCla One-To-Many relationship.

See also

About the Entity Reference
Programming reference for Dynamics 365 Customer Engagement
Web API Reference
msdyn_quotelinetransactioncategory EntityType