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How to request sales quotation status ?


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Hi,

In the sale quotation, there is a State field and a Status field.
 

The State field corresponds to CLOSED_STATUS/CLOSED_STATUS_DB in the database.
accepted values : won / lost / no decision / null

I can't find the Status information in the database, and I need it for data migration.

Does anyone have any information on this subject?

Best answer by Jens

Hi ​@Abdul 

For setting the STATE Win/Lost you have to add the method Order_Quotation_api.Set_Quotation_Lost__ or Order_Quotation_api.Set_Quotation_Won__

There is also a method Order_Quotation_api.Set_Quotation_Close__ which can set the STATE to Win or Lost and also the STATUS to close to the Order Quotation at once.

If you only want to close the order_quotation then you can use the method Order_quotation_API.Close__

Only an example and not the whole solution:

New and Modify are set to No and no view name needed in this tab.
 
You have to add values for the mapping (yellow-marked - either Source colomn or Default value, if there is a value in source column then this will be mapped otherwise the default value will be used.)

 

/Jens

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4 replies

Abdul
Hero (Partner)
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  • Hero (Partner)
  • 189 replies
  • March 20, 2025

Hi ​@Wampyrae,

If I am recalling correctly then you can find Status column as OBJSTATE and ROWSTATE in ORDER_QUOTATION view and ORDER_QUOTATION_TAB respectively.

 

Regards

Abdul Rehman


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  • Author
  • Sidekick (Customer)
  • 6 replies
  • March 20, 2025

Hi ​@Abdul ,

You’re right.

I already know OBJSTATE field with quick report, but with the default migration file mapping, this field don’t show.

I tried to manually add OBJSTATE in the file mapping … and it’s working !!
This field is hidden in data migration. ;)

Thanks for your help.

Regards


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  • Author
  • Sidekick (Customer)
  • 6 replies
  • March 20, 2025

Back,

This database field is readable, but not writable.

I think this is information not stored in the database, but a dynamic field (dependent on the value of other fields).

Do you know the rules used to manage this information (Status, not State) ?

Regards


Jens
Hero (Employee)
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  • Hero (Employee)
  • 123 replies
  • Answer
  • March 20, 2025

Hi ​@Abdul 

For setting the STATE Win/Lost you have to add the method Order_Quotation_api.Set_Quotation_Lost__ or Order_Quotation_api.Set_Quotation_Won__

There is also a method Order_Quotation_api.Set_Quotation_Close__ which can set the STATE to Win or Lost and also the STATUS to close to the Order Quotation at once.

If you only want to close the order_quotation then you can use the method Order_quotation_API.Close__

Only an example and not the whole solution:

New and Modify are set to No and no view name needed in this tab.
 
You have to add values for the mapping (yellow-marked - either Source colomn or Default value, if there is a value in source column then this will be mapped otherwise the default value will be used.)

 

/Jens


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