Sales Quotations
In ScopeTechnical: SalesQuotationTable | ID: D365FO-SLS-SALESQUOTATIONTABLE-SALES_QUOTATIONS
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Review the broader sequencing and dependencies for this domain
Migration Details
- Complexity
- Medium
- Sequencing
- Stage 3 - Open Transactions
- Typical Sources
- ERPLegacy
Classification
- Object Type
- dictionary
Target Structure
- Load Approach
- Table
- Target Objects
- SalesQuotationTable
Field Definitions(5)
Rules & Considerations(40)
constraint
validation
Sample Load Data(4)
| _scenario | CustAccountR | QuotationIdRPK | CurrencyCodeR | QuotationDateR | ValidTo | LanguageId | SalesGroup | SalesTaker | CustomerName | QuotationName | ShippingSiteId | QuotationStatus | PaymentTermsName | DeliveryTermsCode | ModeOfDeliveryCode | DeliveryAddressCity | DeliveryAddressName | ShippingWarehouseId | DeliveryAddressState | DeliveryAddressStreet | RequestedDeliveryDate | DeliveryAddressZipCode | DefaultDimensionDisplayValue | DeliveryAddressCountryRegionId | SalesResponsiblePersonWorkerNumber | Dimension | Dimension2_ | InvoiceAccount | ContactPersonId | TotalDiscountPercentage | CustomerPurchaseOrderReference | SalesOriginCode | CustomerGroupCode | TotalDiscountAmount |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Example values from field definitions | US-001 | SQ-2023-001 | USD | 2023-10-26 | 2023-11-26 | en-us | WEST-S | JGARCIA | Contoso Inc. | Annual Software License Renewal | USMF | 1 | NET30 | FOB | TRUCK | Seattle | Contoso Main Office | WH1 | WA | 123 Main St | 2023-12-01 | 98101 | 500000-010-001 | US | 000101 | — | — | — | — | — | — | — | — | — |
| Quotation with specific invoice account and dimensions | US-003 | SQ-2023-002 | EUR | 2023-10-25 | 2023-12-25 | de | — | — | Fabrikam GmbH | New Equipment Installation | — | 0 | NET60 | — | — | — | — | — | — | — | — | — | 400100-FR001-DEP001 | DE | 000202 | DEP001 | PRJ005 | US-004 | FABCONTACT1 | 2.50 | PO-FAB-2023-01 | — | — | — |
| Quotation with minimal data, 'Sent' status | US-005 | SQ-2023-003 | CAD | 2023-10-20 | 2023-11-20 | — | — | MSMITH | Alpine Ski House | Consulting Services | — | 1 | — | — | — | — | — | — | — | — | — | — | — | — | 000303 | — | — | — | — | — | — | WEB | SMALL | 50.00 |
Example values from field definitions
- CustAccountR
- US-001
- QuotationIdRPK
- SQ-2023-001
- CurrencyCodeR
- USD
- QuotationDateR
- 2023-10-26
- ValidTo
- 2023-11-26
- LanguageId
- en-us
- SalesGroup
- WEST-S
- SalesTaker
- JGARCIA
- CustomerName
- Contoso Inc.
- QuotationName
- Annual Software License Renewal
- ShippingSiteId
- USMF
- QuotationStatus
- 1
- PaymentTermsName
- NET30
- DeliveryTermsCode
- FOB
- ModeOfDeliveryCode
- TRUCK
- DeliveryAddressCity
- Seattle
- DeliveryAddressName
- Contoso Main Office
- ShippingWarehouseId
- WH1
- DeliveryAddressState
- WA
- DeliveryAddressStreet
- 123 Main St
- RequestedDeliveryDate
- 2023-12-01
- DeliveryAddressZipCode
- 98101
- DefaultDimensionDisplayValue
- 500000-010-001
- DeliveryAddressCountryRegionId
- US
- SalesResponsiblePersonWorkerNumber
- 000101
- Dimension
- —
- Dimension2_
- —
- InvoiceAccount
- —
- ContactPersonId
- —
- TotalDiscountPercentage
- —
- CustomerPurchaseOrderReference
- —
- SalesOriginCode
- —
- CustomerGroupCode
- —
- TotalDiscountAmount
- —
Quotation with specific invoice account and dimensions
- CustAccountR
- US-003
- QuotationIdRPK
- SQ-2023-002
- CurrencyCodeR
- EUR
- QuotationDateR
- 2023-10-25
- ValidTo
- 2023-12-25
- LanguageId
- de
- SalesGroup
- —
- SalesTaker
- —
- CustomerName
- Fabrikam GmbH
- QuotationName
- New Equipment Installation
- ShippingSiteId
- —
- QuotationStatus
- 0
- PaymentTermsName
- NET60
- DeliveryTermsCode
- —
- ModeOfDeliveryCode
- —
- DeliveryAddressCity
- —
- DeliveryAddressName
- —
- ShippingWarehouseId
- —
- DeliveryAddressState
- —
- DeliveryAddressStreet
- —
- RequestedDeliveryDate
- —
- DeliveryAddressZipCode
- —
- DefaultDimensionDisplayValue
- 400100-FR001-DEP001
- DeliveryAddressCountryRegionId
- DE
- SalesResponsiblePersonWorkerNumber
- 000202
- Dimension
- DEP001
- Dimension2_
- PRJ005
- InvoiceAccount
- US-004
- ContactPersonId
- FABCONTACT1
- TotalDiscountPercentage
- 2.50
- CustomerPurchaseOrderReference
- PO-FAB-2023-01
- SalesOriginCode
- —
- CustomerGroupCode
- —
- TotalDiscountAmount
- —
Quotation with minimal data, 'Sent' status
- CustAccountR
- US-005
- QuotationIdRPK
- SQ-2023-003
- CurrencyCodeR
- CAD
- QuotationDateR
- 2023-10-20
- ValidTo
- 2023-11-20
- LanguageId
- —
- SalesGroup
- —
- SalesTaker
- MSMITH
- CustomerName
- Alpine Ski House
- QuotationName
- Consulting Services
- ShippingSiteId
- —
- QuotationStatus
- 1
- PaymentTermsName
- —
- DeliveryTermsCode
- —
- ModeOfDeliveryCode
- —
- DeliveryAddressCity
- —
- DeliveryAddressName
- —
- ShippingWarehouseId
- —
- DeliveryAddressState
- —
- DeliveryAddressStreet
- —
- RequestedDeliveryDate
- —
- DeliveryAddressZipCode
- —
- DefaultDimensionDisplayValue
- —
- DeliveryAddressCountryRegionId
- —
- SalesResponsiblePersonWorkerNumber
- 000303
- Dimension
- —
- Dimension2_
- —
- InvoiceAccount
- —
- ContactPersonId
- —
- TotalDiscountPercentage
- —
- CustomerPurchaseOrderReference
- —
- SalesOriginCode
- WEB
- CustomerGroupCode
- SMALL
- TotalDiscountAmount
- 50.00
Rule Validation Summary
- Source Rule Count
- 40
- Governed Rule Count
- 40