One item or service position on a Quote. Usually generated by copying OpportunityLine rows (opportunityLineId links back) or ServiceOrderLine rows in the estimate flow, carrying over item, quantity, unit price, tax group and discount fields. Has its own isApproved/isDeclined pair, set line-by-line when the header's PerformApproval or PerformDecline action runs - so per-line approval state mirrors the quote decision.
Fields
| Field | Label | Type | Required | What it does |
AlternateItemId | Alternate Item | Lookup → Item | | |
Amount | Amount | Calculated (calculated) | | |
ApplyPostTaxDiscount | Apply Post Tax Discount | Boolean | Yes | |
AssetServiceContractLineId | Asset Service Contract Line | Lookup → AssetServiceContractLine | | |
BaseAmount | Base Amount | Calculated (calculated) | | |
CashDiscountAmount2 | Cash Discount Amount | Currency | | |
ContractDiscount | Contract Discount | Percent | | |
ContractDiscountAmount | Contract Discount Amount | Currency | | |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Discount | Discount | Currency | | Discount Percent |
Discount2 | Discount2 | Decimal | | |
DiscountAmount | Discount Amount | Currency | | |
DiscountAmount2 | Cash Discount Amount | Currency | | |
DurationInHours | Duration In Hours | Decimal | | |
ExternalId | External | Text | | |
GrossAmount | Gross Amount | Calculated (calculated) | | |
HealthCheckRecommendationId | Health Check Recommendation | Lookup | | |
Id | Id | Guid | Yes | |
IncludeinPackage | Include in Package | Boolean | Yes | |
IsApproved | Approved | Boolean | Yes | |
IsDeclined | Declined | Boolean | Yes | |
IsPackageService | Package Service | Boolean | Yes | |
IsPriceBundled | Price Bundled | Boolean | Yes | |
ItemComponentId | Item Component | Lookup → ItemComponent | | |
ItemId | Item | Lookup → Item | Yes | |
ItemLotTypeId | Item Lot Type | Lookup → ItemLotType | | |
ItemName | Item Name | Text | | |
ItemServiceContractId | Item Service Contract | Lookup → ItemServiceContract | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
NetDiscount | Net Discount | Calculated (calculated) | | |
NetSchemeDiscount | Net Scheme Discount | Calculated (calculated) | | |
OpportunityLineId | Opportunity Line | Lookup → OpportunityLine | | |
OriginalItemId | Original Item | Lookup → Item | | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PackageClassification | Package Classification | PickList | | Values: Optional Item, Mandatory Item, Standard BOM Item. |
PackageQuoteLineId | Package Quote Line | Lookup | | |
PostingType | Posting Type | PickList | | Values: Post To Expenses, Auto Generate Claims. |
PriceAsOnDate | Price As On Date | Date | | |
PriceListId | Price List | Lookup → PriceList | | |
PriceListRuleId | Price List Rule | Lookup → PriceListRule | | |
Quantity | Quantity | Number | | |
QuoteDiscount | Quote Discount | Calculated (calculated) | | |
QuoteId | Quote | Lookup → Quote | Yes | |
RecommendationType | Recommendation Type | PickList | | |
RecordTypeId | Record Type | Guid, hidden | | |
SchemeBenefitId | Scheme Benefit | Lookup → SchemeBenefit | | |
SchemeDiscount | SchemeDiscount | Decimal | | |
SchemeDiscountAmount | Scheme Discount Amount | Currency | | |
SchemeLineId | Scheme Slab | Lookup → SchemeLine | | |
SchemeRewardPoints | SchemeRewardPoints | Decimal | | |
ServiceContractId | Service Contract | Lookup | | |
ServiceContractSplit2 | Service Contract Split 2 | Lookup | | |
ServiceContractSplit3 | Service Contract Split 3 | Lookup | | |
ServiceContractWeightage | Service Contract Weightage | Calculated (calculated) | | |
ServiceContractWeightage2 | ServiceContractWeightage2 | Decimal | | |
ServiceContractWeightage3 | ServiceContractWeightage3 | Decimal | | |
ServiceOrderLineId | Service Order Line | Lookup → ServiceOrderLine | | |
ServiceRecommendationId | Service Recommendation | Lookup → ServiceRecommendation | | |
ServiceRequestLineId | ServiceRequestLine | Guid | | |
SKUId | SKU | Lookup → SKU | | |
Tax1 | Tax1 | Currency | | |
Tax1Name | TaxName1 | Text | | |
Tax1Rate | TaxRate1 | Currency | | |
Tax1Type | TaxType1 | Text | | |
Tax2 | Tax2 | Currency | | |
Tax2Name | TaxName2 | Text | | |
Tax2Rate | TaxRate2 | Currency | | |
Tax2Type | TaxType2 | Text | | |
Tax3 | Tax3 | Currency | | |
Tax3Name | TaxName3 | Text | | |
Tax3Rate | TaxRate3 | Currency | | |
Tax3Type | TaxType3 | Text | | |
Tax4 | Tax4 | Currency | | |
Tax4Name | TaxName4 | Text | | |
Tax4Rate | TaxRate4 | Currency | | |
Tax4Type | TaxType4 | Text | | |
Tax5 | Tax5 | Currency | | |
Tax5Name | TaxName5 | Text | | |
Tax5Rate | TaxRate5 | Currency | | |
Tax5Type | TaxType5 | Text | | |
Tax6 | Tax6 | Currency | | |
Tax6Name | TaxName6 | Text | | |
Tax6Rate | TaxRate6 | Currency | | |
Tax6Type | TaxType6 | Text | | |
TaxAmount | Tax Amount | Currency | | |
TaxGroupId | Tax Group | Lookup → TaxGroup | | |
UIProps | UI Props | Text | | |
UnitPrice | Unit Price | Currency | | |
UnitPrice2 | Unit Price 2 | Currency | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
UsageReading | Usage Reading (Hours) | Number | | |
UsageReadingHours | UsageReadingHours | Decimal | | |
Actions
| Action | Label | Type | What it does |
BulkDelete | Delete | Delete | Delete |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Edit |
New | New | New | New |
New2 | New | NewInline | QAP |