Create Sales Quote Policy


Description

The policy for the CreateSalesQuote web method.

ID

16106f07-2c64-41fe-b08d-f2386624dceb

Behaviors

The following behaviors are defined for this policy:

Assign Batch Prefix

Description: Will determine if a prefix for the batch Id will be provided

Type: Internal

ID: dc788b46-e2ae-4b7a-80c2-00cb40dcf76f

Behavior Options:

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Name

Description

Parameters

ID

No Prefix

No prefix will be specified for the Batch Id

None

1

Specify Prefix

A prefix will be specified for the Batch Id

Prefix

2


Selected option: No Prefix

Calculate Unit Price Behavior

Description: Will determine whether the unit price and total amount will be automatically calculated

Type: Internal

ID: 2e873316-fee1-460e-8da1-12167013401b

Behavior Options:

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Name

Description

Parameters

ID

Do Not Calculate

Do not calculate unit price and line total amount

None

0

Calculate

Calculate unit price and line total amount

None

1


Selected option: Calculate

Calculate Total Amount Behavior

Description: Will determine whether the total amount on the sales line will be automatically calculated

Type: Internal

ID: 41233b06-db1a-4050-b4af-207eb2c908b3

Behavior Options:

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Name

Description

Parameters

ID

Do Not Calculate

Do not calculate line total amount

None

0

Calculate

Automatically calculate total amount

None

1


Selected option: Calculate

Include Promotions Behavior

Description: Will determine the application of promotions to the line (i.e. percentage off, value off, or quantity fee)

Type: External

ID: 2e58b57c-8fe1-4e98-bf04-371621f8e8b7

Behavior Options:

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Name

Description

Parameters

ID

Do Not Include

Do not include promotions

None

0

Include

Include promotions

None

1


Selected option: Do Not Include

Default Warehouse Behavior

Description: Will determine the default warehouseId to be used when creating a sales document

Type: Internal

ID: 758c758e-13fc-42cc-a508-57a8abe04dcd

Behavior Options:

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Name

Description

Parameters

ID

Use Setup Value

The warehouse Id will default from the customer ship-to address on the sales document header; if empty then the warehouse Id will default from Sales Order Processing Setup

None

0

Specify Default

Specify the default warehouse Id

Default Warehouse Parameter

1


Selected option: Use Setup Value

Default Document Type Id Behavior

Description: Will determine the default document type Id to be used when creating a sales document

Type: External

ID: 16fb38cc-d635-4b5e-8235-6235fa828062

Behavior Options:

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Name

Description

Parameters

ID

Use Setup Value

Use default document type Id from Sales Setup

None

0

Specify Default

Specify the default document type Id

Default Type Id Parameter

1


Selected option: Use Setup Value

Create Components Behavior

Description: will determine whether kit components are being provided

Type: Internal

ID: f3903ab2-6964-451e-b9be-682c6ca6a89e

Behavior Options:

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Name

Description

Parameters

ID

Automatically Create Components

Automatically create components

None

0

Components Will Be Provided

Components will be provided

None

1


Selected option: Automatically Create Components

Check Hold Behavior

Description: Will determine whether the customer's hold status will be checked when the document is created

Type: Internal

ID: 626a4d44-dd14-4a1c-a344-69a8dac9d3a3

Behavior Options:

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Name

Description

Parameters

ID

Override Hold

Override hold

None

0

Cancel Document

Cancel document

None

1


Selected option: Cancel Document

Create Commissions Behavior

Description: Will determine whether commissions will be automatically created or manually provided

Type: Internal

ID: ed4b65bd-554a-41bd-b870-86eb41670cd8

Behavior Options:

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Name

Description

Parameters

ID

Commissions Will Be Provided

Commissions will be provided

None

0

Automatically Create Commissions

Automatically create commissions

None

1


Selected option: Automatically Create Commissions

Miscellaneous Tax Behavior

Description: Will determine whether the miscellaneous amount on the document is taxable and if taxable where the miscellaneous tax schedule Id defaults from

Type: Internal

ID: 799cbafa-207a-4e42-8141-d9f281fc2ba9

Behavior Options:

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Name

Description

Parameters

ID

Default From Setup

Default From Setup

None

0

Taxable

Taxable

None

1

Nontaxable

Nontaxable

None

2

Base On Customer

Base On Customer

None

3


Selected option: Default From Setup

Create Batch

Description: Specifies the naming method to use when a new batch is created by the web service, if the name of the batch was not supplied

Type: Internal

ID: 5855c79b-17a8-43b6-ab4f-db52e64fd0bd

Behavior Options:

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Name

Description

Parameters

ID

Hourly

The batch name will use the following format: Numeric representation of year, month, and day, followed by the letter "H" and then the hour in 24-hour format. For example, 20060710H17 represents July 10, 2006 at 5 p.m

None

1

Daily

The batch name will use the following format: Numeric representation of the year, month, and day. For example, 20060710 represents July 10, 2006

None

2

Weekly

The batch name will use the following format: Numeric representation of the year, followed by the letter "W", the numeric representation of the current week in the year, and finally the value specified by the Day of Week behavior. For example, 2006W2802 represents Tuesday of the 28th week of 2006

None

3


Selected option: Hourly

Freight Tax Behavior

Description: Will determine whether the freight amount on the document is taxable and if taxable where the freight tax schedule Id defaults from

Type: Internal

ID: 9a601da7-bf3a-4da2-b70f-e30f5798158f

Behavior Options:

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Name

Description

Parameters

ID

Default From Setup

Default From Setup

None

0

Taxable

Taxable

None

1

Nontaxable

Nontaxable

None

2

Base On Customer

Base On Customer

None

3


Selected option: Default From Setup

Day of Week

Description: If the Create Batch behavior is set to Weekly, specifies the value to use in the day of the week portion of the batch name created by the web service

Type: Internal

ID: c4f96f80-69bd-4a67-ac0f-f019fa79bb1c

Behavior Options:

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Name

Description

Parameters

ID

Monday

The value "01" representing Monday

None

1

Tuesday

The value "02" representing Tuesday

None

2

Wednesday

The value "03" representing Wednesday

None

3

Thursday

The value "04" representing Thursday

None

4

Friday

The value "05" representing Friday

None

5

Saturday

The value "06" representing Saturday

None

6

Sunday

The value "07" representing Sunday

None

7


Selected option: Monday


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