Transaction Management Fields on Quote

Standard and custom fields extend the standard Quote object for use in Transaction Management to represent information about quotes. This object is available in API version 60.0 and later.

Special Access Rules 

To view these fields, you must have the Revenue Cloud Advanced license. See Quote for fields on the platform object.

Fields 

AdjustmentDistributionLogic 

Type: picklist

Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: Specifies how the overall discount amount is distributed among all the quote line items that have prices associated with them.

The amount distributed is either the value specified in the AppliedDiscountAmount field or the difference between the values in the calculated TotalPrice and the user-specified TotalPriceOverride fields.

Valid values are:

  • Equal—Distributes the discount amount equally among all the quote line items.
  • Proportionate—Distributes the discount amount in proportion to the ListPriceTotal values of the quote line items.

Available in API version 65.0 and later.

AppliedDiscount 

Type: percent

Properties: Create, Filter, Nillable, Sort, Update

Description: The percent discount applied to each quote line item. Available in API version 65.0 and later.

AppliedDiscountAmount 

Type: currency

Properties: Create, Filter, Nillable, Sort, Update

Description: The discount amount that’s distributed among all the quote line items that have prices associated with them. This amount is distributed based on the logic specified in the AdjustmentDistributionLogic field. Available in API version 65.0 and later.

LastPricedDate 

Type: dateTime

Properties: Filter, Nillable, Sort

Description: The date when the quote is last priced.

OriginalActionType 

Type: picklist

Properties: Filter, Group, Nillable, Restricted picklist, Sort

Description: Specifies the action that created the quote.

Valid values are:

  • Amend—Indicates that the quote was created to amend assets.
  • Cancel—Indicates that the quote was created to cancel assets.
  • Renew—Indicates that the quote was created to renew assets.
  • Transfer—Indicates that the quote was created to transfer assets.

Available in API version 61.0 and later.

PartnerAccountId 

Type: reference

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: ID of the related partner account.

This field is a relationship field.

Relationship Name: PartnerAccount

Relationship Type: Lookup

Refers To: Account

TotalPriceOverride 

Type: currency

Properties: Create, Filter, Nillable, Sort, Update

Description: The value that the TotalPrice field must be set to by applying overall discounts.

Transaction Management calculates the overall discount amount by finding the difference between the value in the calculated TotalPrice field and the value in this field. It then uses the logic specified in the AdjustmentDistributionLogic field to distribute the discount amount among all the quote line items that have prices associated with them.

Available in API version 65.0 and later.

TotalPriceWithTax 

Type: currency

Properties: Filter, Nillable, Sort

Description: The sum of TotalPrice and TotalTaxAmount.

This field is available only when you turn on Add Estimated Tax to Quotes and Orders settings and enable Revenue Cloud in your org.

Available in API version 64.0 and later.

TotalTaxAmount 

Type: currency

Properties: Filter, Nillable, Sort

Description: The total amount of all taxes.

This field is available only when you turn on Add Estimated Tax to Quotes and Orders settings and enable Revenue Cloud in your org.

Available in API version 64.0 and later.

This field is a calculated field.

TransactionType 

Type: picklist

Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: Specifies the type of quote being processed.

Valid value is:

  • AdvancedConfigurator—Indicates that the transaction must be processed by using the configuration rules and constraints set up in Constraint Rules Engine.

Available in API version 62.0 and later.

ValidationResult 

Type: picklist

Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: Specifies whether the quote was configured and priced.

This field serves as a staleness indicator. When this value is blank, pricing is up-to-date. When this value is set, it signals that the quote needs attention before its pricing can be trusted.

Valid values are:

  • Blank/null—Specifies that the quote pricing is current and valid.
  • MissingContributor—Specifies that the quote contains a derived product but not its pricing source. This occurs when the quote contains derived products without its necessary pricing sources.
  • TransactionIncomplete—Specifies that the quote wasn’t configured and priced. This typically occurs when a line item or action is modified outside the standard pricing flow, such as saving changes through a method other than the Place Quote or Place Sales Transaction API.

Available in API version 61.0 and later.