Sales Transaction Input

Input representation of the details of the request to place a sales transaction, such as a quote or an order.

JSON Example

This is a sample request to create a sales transaction for a quote. This example also skips tax calculation by specifying a value for the optional taxPref property.

1{
2  "pricingPref": "System",
3  "catalogRatesPref": "Skip",
4  "configurationPref": {
5    "configurationMethod": "Skip",
6    "configurationOptions": {
7      "validateProductCatalog": true,
8      "validateAmendRenewCancel": true,
9      "executeConfigurationRules": true,
10      "addDefaultConfiguration": true
11    }
12  },
13  "taxPref": "Skip",
14  "contextDetails": {
15    "contextId": "e055bb18-d4e8-41c3-881e-0132b9561708"
16  },
17  "graph": {
18    "graphId": "createQuote",
19    "records": [
20      {
21        "referenceId": "refQuote",
22        "record": {
23          "attributes": {
24            "method": "POST",
25            "type": "Quote"
26          },
27          "Name": "Quote_Acme",
28          "Pricebook2Id": "01sDU000000JvhbYAC"
29        }
30      },
31      {
32        "referenceId": "refQuoteLine0",
33        "record": {
34          "attributes": {
35            "type": "QuoteLineItem",
36            "method": "POST"
37          },
38          "QuoteId": "@{refQuote.id}",
39          "Product2Id": "01tDU000000F7b8YAC",
40          "PricebookEntryId": "01uDU000000fxt2YAA",
41          "UnitPrice": 100,
42          "Quantity": "1",
43          "StartDate": "2024-10-29",
44          "EndDate": "2025-03-01",
45          "PeriodBoundary": "Anniversary"
46        }
47      },
48      {
49        "referenceId": "refQuoteLine1",
50        "record": {
51          "attributes": {
52            "type": "QuoteLineItem",
53            "method": "POST"
54          },
55          "QuoteId": "@{refQuote.id}",
56          "Product2Id": "01tLT00000AA2M9YAL",
57          "PricebookEntryId": "01uLT000007PTafYAG",
58          "Quantity": "1"
59        }
60      },
61      {
62        "referenceId": "refQuoteLineItemAttribute1",
63        "record": {
64          "attributes": {
65            "type": "QuoteLineItemAttribute",
66            "method": "POST"
67          },
68          "QuoteLineItemId": "@{refQuoteLine0.id}",
69          "AttributeDefinitionId": "0tjRT0000000XbtYAE",
70          "AttributeValue": "True"
71        }
72      },
73      {
74        "referenceId": "refQuoteLineRelationship1",
75        "record": {
76          "attributes": {
77            "type": "QuoteLineRelationship",
78            "method": "POST"
79          },
80          "ProductRelationshipTypeId": "0yoLT000000wHq6YAE",
81          "ProductRelatedComponentId": "0dSLT00000076IP2AY",
82          "MainQuoteLineId": "@{refQuoteLine0.id}",
83          "AssociatedQuoteLineId": "@{refQuoteLine1.id}",
84          "AssociatedQuoteLinePricing": "NotIncludedInBundlePrice"
85        }
86      }
87    ]
88  }
89}

This sample request assigns a TransactionProcessingType record to a quote without any additional preferences. In this example, the TransactionType value for a record is set to a TransactionProcessingType record. See TransactionProcessingType tooling object for more details.

1{
2  "pricingPref": "Force",
3  "contextDetails": {
4    "contextId": "f1c9e3e1c335f7959a88de09d3a867cc2b95e08709b99de8e2edeb8f5039e8ed",
5    "scope": "Session"
6  },
7  "graph": {
8    "graphId": "updateQuote",
9    "records": [
10      {
11        "referenceId": "refQuote",
12        "record": {
13          "attributes": {
14            "type": "Quote",
15            "method": "POST"
16          },
17          "OpportunityId": "006xx000001a2oWAAQ",
18          "PriceBook2Id": "01sxx0000005ptpAAA",
19          "TransactionType": "SkipPricingAndRunTax",
20          "Name": "Quote_No_Tax_System"
21        }
22      },
23      {
24        "referenceId": "refQLI1",
25        "record": {
26          "attributes": {
27            "type": "QuoteLineItem",
28            "method": "POST"
29          },
30          "QuoteId": "@{refQuote.id}",
31          "UnitPrice": 49.99,
32          "Product2Id": "01txx0000006i2aAAA",
33          "PricebookEntryId": "01uxx0000008yX0AAI",
34          "Quantity": 10
35        }
36      }
37    ]
38  }
39}

This is a sample request to insert, update, or delete a quote line item.

1{
2  {
3  "pricingPref": "System",
4  "catalogRatesPref": "Skip",
5  "configurationPref": {
6    "configurationMethod": "Skip",
7    "configurationOptions": {
8      "validateProductCatalog": true,
9      "validateAmendRenewCancel": true,
10      "executeConfigurationRules": true,
11      "addDefaultConfiguration": true
12    }
13  },
14  "contextDetails": {
15    "contextId": "e055bb18-d4e8-41c3-881e-0132b9561708"
16  },
17  "graph": {
18    "graphId": "updateQuote",
19    "records": [
20      {
21        "referenceId": "refQuote",
22        "record": {
23          "attributes": {
24            "method": "PATCH",
25            "type": "Quote",
26            "id": "801xx000003GZ9bAAG"
27          }
28        }
29      },
30      {
31        "referenceId": "refQuoteLine0",
32        "record": {
33          "attributes": {
34            "type": "QuoteLineItem",
35            "method": "PATCH",
36            "id": "402xx000003KY5vJGH"
37          },
38          "Quantity": "5"
39        }
40      }
41    ]
42  }
43}

This is a sample request to define grouping of quote line items.

1{
2  "pricingPref": "Force",
3  "catalogRatesPref": "Skip",
4  "configurationPref": {
5    "configurationMethod": "Skip",
6    "configurationOptions": {
7      "validateProductCatalog": true,
8      "validateAmendRenewCancel": true,
9      "executeConfigurationRules": true,
10      "addDefaultConfiguration": true
11    }
12  },
13  "contextDetails": {
14    "contextId": "e055bb18-d4e8-41c3-881e-0132b9561708"
15  },
16  "graph": {
17    "graphId": "groupQuoteLines",
18    "records": [
19      {
20        "referenceId": "refQuote",
21        "record": {
22          "attributes": {
23            "method": "PATCH",
24            "type": "Quote",
25            "id": "801xx000003GZ9bAAG"
26          }
27        }
28      },
29      {
30        "referenceId": "refQuoteLine0",
31        "record": {
32          "attributes": {
33            "type": "QuoteLineItem",
34            "method": "PATCH",
35            "id": "402xx000003KY5vJGH"
36          },
37          "QuoteLineGroupId": "@{refQuote.id}"
38        }
39      }
40    ]
41  }
42}

This is s a sample request for the initial grouping of the quote with all the quote lines assigned to the first group.

1{
2  "pricingPref": "Force",
3  "catalogRatesPref": "Skip",
4  "graph": {
5    "graphId": "groupQuote",
6    "records": [
7      {
8        "referenceId": "refQuote",
9        "record": {
10          "attributes": {
11            "type": "Quote",
12            "method": "PATCH",
13            "id": "0Q0xx0000004CAmCAM"
14          }
15        }
16      },
17      {
18        "referenceId": "refQlg1",
19        "record": {
20          "attributes": {
21            "type": "QuoteLineGroup",
22            "method": "POST",
23            "action": "GroupAll"
24          },
25          "Name": "From PST API Group",
26          "QuoteId": "@{refQuote.id}"
27        }
28      }
29    ]
30  }
31}

This is a sample request to ungroup a quote but retain the quote lines.

1{
2   "catalogRatesPref": "Skip",
3   "pricingPref": "Force",
4   "graph": {
5      "graphId": "ungroupQuote",
6      "records": [
7         {
8            "referenceId": "refQuote", 
9            "record": {
10               "attributes": {
11                  "type": "Quote",
12                  "method": "PATCH",
13                  "id":"0Q0xx0000004C99CAE"
14               },
15               "Name": "Grouped Quote with PST API"
16            }
17         },
18         {
19            "referenceId": "refQlg1",
20            "record": {
21               "attributes": {
22                  "type": "QuoteLineGroup",
23                  "method": "DELETE",
24                  "id": "402xx000003KY5vJGH",
25                  "action": "Ungroup"
26               }
27            }
28         }
29      ]
30   }
31}

This is a sample request to create a new group.

1{
2   "catalogRatesPref": "Skip",
3   "pricingPref": "Force",
4   "graph": {
5      "graphId": "createGroup",
6      "records": [
7         {
8            "referenceId": "refQuote",
9            "record": {
10               "attributes": {
11                  "type": "Quote",
12                  "method": "PATCH",
13                  "id":"0Q0xx0000004C99CAE"
14               },
15               "Name": "Grouped Quote with PST API"
16            }
17         },
18         {
19            "referenceId": "refQlg1",
20            "record": {
21               "attributes": {
22                  "type": "QuoteLineGroup",
23                  "method": "POST"
24               },
25               "Name": "From PQ API Group",
26               "QuoteId": "@{refQuote.id}"
27            }
28         }
29      ]
30   }
31}

This example shows a sample request to delete a group.

1{
2   "catalogRatesPref": "Skip",
3   "pricingPref": "Force",
4   "graph": {
5      "graphId": "deleteGroup",
6      "records": [
7         {
8            "referenceId": "refQuote",
9            "record": {
10               "attributes": {
11                  "type": "Quote",
12                  "method": "PATCH",
13                  "id":"0Q0xx0000004C99CAE"
14               },
15               "Name": "Grouped Quote with PST API"
16            }
17         },
18         {
19            "referenceId": "refQlg1",
20            "record": {
21               "attributes": {
22                  "type": "QuoteLineGroup",
23                  "method": "DELETE",
24                  "id": "402xx000003KY5vJGH",
25                  "action": "DeleteGroup"
26               }
27            }
28         }
29      ]
30   }
31}

This is a sample request to group order items based on criteria.

1{
2    "catalogRatesPref": "Skip",
3    "pricingPref": "Force",
4    "graph": {
5        "graphId": "groupOrderItems",
6        "records": [
7            {
8                "referenceId": "refOrder",
9                "record": {
10                    "attributes": {
11                        "type": "Order",
12                        "method": "PATCH",
13                        "id": "0Q0xx0000004C99CAE"
14                    }
15                }
16            },
17            {
18                "referenceId": "refOlg1",
19                "record": {
20                    "attributes": {
21                        "type": "OrderItemGroup",
22                        "method": "POST",
23                        "action": "GroupBy",
24                        "criteria": {
25                            "BillingFrequency2": null
26                        }
27                    },
28                    "Name": "Billing Frequency: ",
29                    "OrderId": "@{refOrder.id}"
30                }
31            },
32            {
33                "referenceId": "g1",
34                "record": {
35                    "attributes": {
36                        "type": "OrderItemGroup",
37                        "method": "POST",
38                        "action": "GroupBy",
39                        "criteria": {
40                            "BillingFrequency2": "Monthly"
41                        }
42                    },
43                    "Name": "Billing Frequency: Monthly",
44                    "OrderId": "@{refOrder.id}"
45                }
46            }
47        ]
48    }
49}

This is a sample request to save changes to a ramp deal by using context ID. The context ID is returned by the Ramp Deal APIs. See Create Ramp Deal (POST).

1{
2  "pricingPref": "Force",
3  "contextDetails": {
4    "contextId": "f1c9e3e1c335f7959a88de09d3a867cc2b95e08709b99de8e2edeb8f5039e8ed",
5    "scope": "Session"
6  },
7  "graph": {
8    "graphId": "updateQuote",
9    "records": [
10      {
11        "referenceId": "refQuote",
12        "record": {
13          "attributes": {
14            "type": "Quote",
15            "method": "PATCH",
16            "id": "0Q0xx0000004DQ4CAM"
17          }
18        }
19      }
20    ]
21  }
22}

To see examples that specify actions to create ramp deals for groups, see Group Ramp Action Input.

To see examples that apply to usage-based products, see Usage-Based Product Input.

Properties

Name	Type	Description	Required or Optional	Available Version
`catalogRatesPref`	String	Rate card entries defined in the catalog that must be fetched for sales items with usage-based pricing during the creation of the sales transaction. Valid values are `Fetch` —Retrieves the rate card entries defined in the catalog for sales items during the creation of the sales transaction; or `Skip` —Skips the retrieval of rate card entries for sales items during the creation of the sales transaction. The default value is `Skip`. This property is available when the Usage-Based Selling feature is enabled.	Optional	63.0
`configurationPref`	Configurator Preference Input	Configuration preference during the quote process. These preferences ensure that quotes are defined as per the requirement.	Optional	63.0
`contextDetails`	Context Input	Context details that are created for a sales transaction.	Required if the `graph` property isn’t specified.	63.0
`graph`	Object Graph Input	The sObject graph of the sales transaction to be ingested. You can perform create, update, or delete operations on objects from the Sales Transaction context definition by using this property. Additionally, perform create, update, or delete operations on custom objects and fields in your extended context definition. To create custom objects that are at the grandchildren level from a line item, you must create the hierarchy of objects until the grandchild object in the same request.	Required if the `contextDetails` property isn’t specified.	63.0
`groupRampAction`	String	Specifies the action ‌that you want to perform on group ramp segments. You can also convert a non-ramped group into a ramped group. To add or delete ramped line items from multiple group ramp segments, specify the applicable values in the `graph` property. See Group Ramp Action Input to refer to examples.	Optional	65.0
`pricingPref`	String	Pricing preference during the creation of a sales transaction. The default value is `System`.	Optional	63.0
`taxPref`	String	Specifies whether to execute or skip the tax calculation step for each sales transaction record. Valid value is `Skip`. If you don’t specify this value, then tax calculation request is performed by default.	Optional	65.0

Valid groupRampAction values:

AddProducts—Adds rampable products to group ramp segments.
DeleteProducts—Deletes ramped products.
EditGroup—Converts a non-ramped group into a group ramp segment, or edit group ramp segment attributes such as name and description, except the start and end dates.
EditRampSchedule—Edits details of the group ramp segments, including start and end dates.
DeleteSegment—Deletes the first or last segment in a group ramp schedule.
ConvertToNonRampedGroup—Converts the first or last group ramp segment into a non-ramped group.

Valid pricingPref values:

Force—Enforces pricing during the creation of sales transactions.
Skip—Skips pricing during the creation of sales transactions.
System—Determines whether a pricing calculation is required.
Group Ramp Action Input

Understand the sample request to specify group ramp actions during initial sale.