Difference between revisions of "MYOB Endpoint: SalesProfessionalQuotes"

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Line 73: Line 73:
;BalanceDueAmount
;BalanceDueAmount
:A [[Field Type: Decimal|decimal field]] that provides the outstanding balance of this transaction.
:A [[Field Type: Decimal|decimal field]] that provides the outstanding balance of this transaction.
;Status
:A [[Field Type: Text|text field]] that indicates the status of the quote.
:Possible values are:
:* '''Open'''
:* '''Accepted'''
:* '''Invoiced'''


;LastModified
;LastModified

Latest revision as of 00:44, 3 April 2025

Overview

The MYOB SalesProfessionalQuotes endpoint allows you to get access to service sales quotes within MYOB.


Fields

The following fields are available for the SalesProfessionalQuotes endpoint.

DataFile
A record field that provides the DataFile associated with the data.
UID
A GUID field representing the internal id of this record. This field can be used to link to other endpoints.
Number
A text field that provides the quote number.
Date
A date field that indicates the date of the transaction.
CustomerPurchaseOrderNumber
A text field that provides the customer purchase order number.
Customer
A record field that provides the customer associated with this transaction.
Terms
A record field that provides the terms of this transaction.
IsTaxInclusive
A true/false field that indicates if the amounts are tax inclusive or not.
Lines
A table field that provides the lines of this transaction.
See Lines Fields for more information.
Subtotal
A decimal field that provides the total of all the lines.
TotalTax
A decimal field that provides the total tax amount.
TotalAmount
A decimal field that provides the total amount of this transaction.
Category
A record field that provides the category associated with this transaction.
Salesperson
A record field that provides the salesperson / employee associated with this transaction.
Comment
A text field that provides the comment for the transaction.
JournalMemo
A text field that provides the memo for the transaction.
PromisedDate
A date field that provides the promised date of the transaction.
DeliveryStatus
A text field that provides the delivery status of this transaction.
Possible values are:
  • Email
  • Print
  • PrintAndEmail
  • Nothing
ReferralSource
A text field that provides the referral source for the transaction.
BalanceDueAmount
A decimal field that provides the outstanding balance of this transaction.
Status
A text field that indicates the status of the quote.
Possible values are:
  • Open
  • Accepted
  • Invoiced
LastModified
A date time field that indicates the date and time it was last modified.
RowVersion
A row version field.


Lines Fields

The Lines field contains the following sub-fields.

RowID
A integer field representing the internal id of this row.
Type
A text field that indicates the type of line.
Possible values are:
  • Header
  • Transaction
  • Subtotal
Date
A date field that indicates the date of the transation line.
Description
A text field that provides the line memo for the transaction.
Total
A decimal field that provides the total amount for this line.
Account
A record field that provides the account for this line.
Job
A record field that provides the job for this line.
TaxCode
A record field that provides the tax code for this line.
RowVersion
A row version field.


MYOB API

For a detailed run through of the endpoint, you can see the MYOB API.


Related Fields

Accounts
Cards
Categories
Jobs
Sales
TaxCodes


Related Endpoints

SalesProfessionalInvoices
SalesProfessionalOrders


Related Topics

MYOB Models
MYOB Endpoints