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.)
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.)