Overview
Quote Config POST Help
Summary
This endpoint allows customizations to be made to the Quoted Line Items section of the Quote record.
Request Arguments
| Name |
Type |
Description |
Required |
|
worksheet_columns
|
array
|
A viewdef "fields"-style definition of the columns you want to display in the QLI section. These get
written out to the custom/Products/clients/base/views/quote-data-group-list/quote-data-group-list.php file.
|
True
|
|
worksheet_column_related_fields
|
array
|
Array of the related field names needed for data to be returned for use by the quote-data-group-list
|
True
|
|
summary_columns
|
array
|
A viewdef "fields"-style definition of the columns you want to display in the Quote Summary header section.
These get written out to the
custom/Quotes/clients/base/views/quote-data-grand-totals-header/quote-data-grand-totals-header.php file.
|
True
|
|
summary_columns_related_fields
|
array
|
Array of the related field names needed for data to be
returned for use by the quote-data-grand-totals-header
|
True
|
|
footer_rows
|
array
|
A viewdef "fields"-style definition of the columns you want to display in the Quote Grand Totals
Footer section. These get written out to the
custom/Quotes/clients/base/views/quote-data-grand-totals-footer/quote-data-grand-totals-footer.php file.
|
True
|
|
footer_rows_related_fields
|
array
|
Array of the related field names needed for data to be
returned for use by the quote-data-grand-totals-footer
|
True
|
Sample Request
{
"summary_columns": [
{
"name": "deal_tot",
"label": "LBL_LIST_DEAL_TOT",
"css_class": "quote-totals-row-item",
"related_fields": [
"deal_tot_discount_percentage"
],
"type": "currency",
"labelModule": "Quotes"
},
{
"name": "new_sub",
"css_class": "quote-totals-row-item",
"type": "currency",
"label": "LBL_NEW_SUB",
"labelModule": "Quotes"
},
{
"name": "tax",
"label": "LBL_TAX_TOTAL",
"css_class": "quote-totals-row-item",
"type": "currency",
"labelModule": "Quotes"
},
{
"name": "shipping",
"css_class": "quote-totals-row-item",
"type": "currency",
"label": "LBL_SHIPPING",
"labelModule": "Quotes"
},
{
"name": "total",
"label": "LBL_LIST_GRAND_TOTAL",
"css_class": "quote-totals-row-item",
"type": "currency",
"labelModule": "Quotes"
}
],
"summary_columns_related_fields": [
"base_rate",
"deal_tot",
"deal_tot_usdollar",
"shipping",
"subtotal",
"subtotal_usdollar",
"tax",
"taxable_subtotal"
],
"worksheet_columns": [
{
"name": "line_num",
"label": null,
"widthClass": "cell-xsmall",
"css_class": "line_num tcenter",
"type": "line-num",
"readonly": true
},
{
"name": "quantity",
"label": "LBL_QUANTITY",
"widthClass": "cell-small",
"css_class": "quantity",
"type": "float",
"labelModule": "Products"
},
{
"name": "product_template_name",
"label": "LBL_ITEM_NAME",
"widthClass": "cell-large",
"type": "quote-data-relate",
"required": true,
"labelModule": "Quotes"
},
{
"name": "mft_part_num",
"label": "LBL_MFT_PART_NUM",
"type": "base",
"labelModule": "Products"
},
{
"name": "discount_price",
"label": "LBL_DISCOUNT_PRICE",
"type": "currency",
"convertToBase": true,
"showTransactionalAmount": true,
"related_fields": [
"discount_price",
"currency_id",
"base_rate"
],
"labelModule": "Products"
},
{
"name": "discount",
"type": "fieldset",
"css_class": "quote-discount-percent",
"label": "LBL_DISCOUNT_AMOUNT",
"fields": [
{
"name": "discount_amount",
"label": "LBL_DISCOUNT_AMOUNT",
"type": "discount",
"convertToBase": true,
"showTransactionalAmount": true
},
{
"type": "discount-select",
"name": "discount_select",
"no_default_action": true,
"buttons": [
{
"type": "rowaction",
"name": "select_discount_amount_button",
"label": "LBL_DISCOUNT_AMOUNT",
"event": "button:discount_select_change:click"
},
{
"type": "rowaction",
"name": "select_discount_percent_button",
"label": "LBL_DISCOUNT_PERCENT",
"event": "button:discount_select_change:click"
}
],
"label": "LBL_DISCOUNT_AS_PERCENT"
}
],
"labelModule": "Products"
},
{
"name": "total_amount",
"label": "LBL_LINE_ITEM_TOTAL",
"type": "currency",
"widthClass": "cell-medium",
"showTransactionalAmount": true,
"related_fields": [
"total_amount",
"currency_id",
"base_rate"
],
"labelModule": "Quotes"
}
],
"worksheet_columns_related_fields": [
"base_rate",
"deal_calc",
"discount_amount",
"discount_price",
"discount_select",
"quantity",
"subtotal",
"tax_class",
"total_amount",
"description",
"quote_id",
"name",
"product_template_id",
"product_template_name"
],
"footer_rows": [
{
"name": "new_sub",
"type": "currency"
},
{
"name": "tax",
"type": "currency"
},
{
"name": "shipping",
"type": "quote-footer-currency",
"css_class": "quote-footer-currency",
"default": "0.00"
},
{
"name": "total",
"type": "currency",
"css_class": "grand-total"
}
],
"footer_rows_related_fields": [
"deal_tot",
"deal_tot_usdollar",
"shipping",
"subtotal",
"subtotal_usdollar",
"tax",
"taxable_subtotal"
]
}
Response Arguments
NONE
Response
Saved Config or SugarApiExceptionInvalidParameter
{
"summary_columns": [
{
"name": "deal_tot",
"label": "LBL_LIST_DEAL_TOT",
"css_class": "quote-totals-row-item",
"related_fields": [
"deal_tot_discount_percentage"
],
"type": "currency",
"labelModule": "Quotes"
},
{
"name": "new_sub",
"css_class": "quote-totals-row-item",
"type": "currency",
"label": "LBL_NEW_SUB",
"labelModule": "Quotes"
},
{
"name": "tax",
"label": "LBL_TAX_TOTAL",
"css_class": "quote-totals-row-item",
"type": "currency",
"labelModule": "Quotes"
},
{
"name": "shipping",
"css_class": "quote-totals-row-item",
"type": "currency",
"label": "LBL_SHIPPING",
"labelModule": "Quotes"
},
{
"name": "total",
"label": "LBL_LIST_GRAND_TOTAL",
"css_class": "quote-totals-row-item",
"type": "currency",
"labelModule": "Quotes"
}
],
"worksheet_columns": [
{
"name": "line_num",
"label": null,
"widthClass": "cell-xsmall",
"css_class": "line_num tcenter",
"type": "line-num",
"readonly": true
},
{
"name": "quantity",
"label": "LBL_QUANTITY",
"widthClass": "cell-small",
"css_class": "quantity",
"type": "float",
"labelModule": "Products"
},
{
"name": "product_template_name",
"label": "LBL_ITEM_NAME",
"widthClass": "cell-large",
"type": "quote-data-relate",
"required": true,
"labelModule": "Quotes"
},
{
"name": "mft_part_num",
"label": "LBL_MFT_PART_NUM",
"type": "base",
"labelModule": "Products"
},
{
"name": "discount_price",
"label": "LBL_DISCOUNT_PRICE",
"type": "currency",
"convertToBase": true,
"showTransactionalAmount": true,
"related_fields": [
"discount_price",
"currency_id",
"base_rate"
],
"labelModule": "Products"
},
{
"name": "discount",
"type": "fieldset",
"css_class": "quote-discount-percent",
"label": "LBL_DISCOUNT_AMOUNT",
"fields": [
{
"name": "discount_amount",
"label": "LBL_DISCOUNT_AMOUNT",
"type": "discount",
"convertToBase": true,
"showTransactionalAmount": true
},
{
"type": "discount-select",
"name": "discount_select",
"no_default_action": true,
"buttons": [
{
"type": "rowaction",
"name": "select_discount_amount_button",
"label": "LBL_DISCOUNT_AMOUNT",
"event": "button:discount_select_change:click"
},
{
"type": "rowaction",
"name": "select_discount_percent_button",
"label": "LBL_DISCOUNT_PERCENT",
"event": "button:discount_select_change:click"
}
],
"label": "LBL_DISCOUNT_AS_PERCENT"
}
],
"labelModule": "Products"
},
{
"name": "total_amount",
"label": "LBL_LINE_ITEM_TOTAL",
"type": "currency",
"widthClass": "cell-medium",
"showTransactionalAmount": true,
"related_fields": [
"total_amount",
"currency_id",
"base_rate"
],
"labelModule": "Quotes"
}
],
"footer_rows": [
{
"name": "new_sub",
"type": "currency"
},
{
"name": "tax",
"type": "currency"
},
{
"name": "shipping",
"type": "quote-footer-currency",
"css_class": "quote-footer-currency",
"default": "0.00"
},
{
"name": "total",
"type": "currency",
"css_class": "grand-total"
}
],
"summary_columns_related_fields": [
"base_rate",
"deal_tot",
"deal_tot_usdollar",
"shipping",
"subtotal",
"subtotal_usdollar",
"tax",
"taxable_subtotal"
],
"worksheet_columns_related_fields": [
"base_rate",
"deal_calc",
"discount_amount",
"discount_price",
"discount_select",
"quantity",
"subtotal",
"tax_class",
"total_amount",
"description",
"quote_id",
"name",
"product_template_id",
"product_template_name"
],
"footer_rows_related_fields": [
"deal_tot",
"deal_tot_usdollar",
"shipping",
"subtotal",
"subtotal_usdollar",
"tax",
"taxable_subtotal"
]
}
Change Log
| Version |
Change |
|
v11.3
|
Added /Quotes/config POST endpoint.
|