The purpose of this document is to cover Quote Listings using JSON. The following areas will be covered:
- Quote Listing Fields
- Find Fields Function
Requirements:
- Users must have O4. To learn more about moving forward with O4, email OASIS Sales at sales@oasissalessoftware.com or 501-843-6750.
- Users must create bearer tokens in O4 to authorize the call in an external API software.
Quote Listing Fields - JSON
JSON is used to retrieve/display the fields within the "Quote Listing" segment.
A group of JSON APIs perform the OASIS function of searching in one of the OASIS applications using the "Find" feature and showing the columns available in the "Preferences" feature.
To retrieve a list of all "Quote Listing" fields and "Find" searchable fields, use the following URL:
https://{BASE_URL}/API?ajax=QuoteListing&help=all
OASIS Website Interface Information:
The BASE_URL is the O4 URL provided by OASIS.
The BASE_URL consists of {web address/environment}
What OASIS application information is being looked up:
ajax=QuoteListing
What OASIS application information is being Returned:
&help=all (will retrieve and display all fields in the OASIS application - Quote Listing)
Sample URL:
https://{BASE_URL}/API? ajax=QuoteListing&help=all
Note: this call will return all QuoteListing fields and Find fields from the OASIS application of "QuoteListing"
Below are the "Quote Listing" field names and their type.
| Name | Type | Definition |
| Project | Text | Project ID |
| Location | Text | Location of the Quote |
| LocationState | Text | State where the Quote is located |
|
Bill |
Text | Billing Name for Quote |
| BillDate | Date | Date of Billing for Quote |
| RADate | Date | Request for Approval Date |
| BillName | Text | Billing Address Name |
| BillLine1 | Text | Billing Address Line 1 |
| BillLine2 | Text | Billing Address Line 2 |
| BillCity | Text | Billing Address City |
| BillState | Text | Billing Address State |
| BillZip | Text | Billing Address Zip Code |
| BillCountry | Text | Billing Address Country |
| BillCounty | Text | Billing Address County |
| CreateDate | Date | Creation Date of Quote |
| CreateTerritoryID | Text | Workgroup ID of Quote Creator |
| CreateUser | Text | User who created Quote |
| DBID | Text | Database Identifier |
| ExpirationDate | Text | Expiration date of the quote |
| FileCode | Text | Reference code for external storage |
| FileDate | Date | Date Quote was filed externally |
| InternalNotes | Text | Notes visible to OASIS users only |
| LockedBy | Text | ID of user responsible for locked status of quote |
| QuoteID | Text | Quote Identifier |
| QuoteLocked | Text | Quote Locked status |
| QuoteNotes | Text |
Customer-facing notes on a Quote |
| QuoteYear | Text | Year of Quote |
| Remarks | Text | Remarks on the Quote Notes tab |
| ShipName | Text | Shipping Address Name |
| ShipLine1 | Text | Shipping Address Line 1 |
| ShipLine2 | Text | Shipping Address Line 2 |
| ShipCity | Text | Shipping Address City |
| ShipState | Text | Shipping Address State |
| ShipZip | Text | Shipping Address Zip Code |
| ShipMark | Text | Shipping Address ? |
| Specialization | Text | Internal use only |
| VerticalMarket | Text | User set field denoting the vertical market of the quote to the company |
| BSID | Text | Buy/sell identifier |
| Representatives | Text | Representative(s) of the quote |
| CustomerID | Text | Customer - ID |
| Spec Registered | Text | Y = (Out of territory spec registration) |
| Contractor Assigned To | Text | Assigned person to the Contractor of the Quote on Order |
| Status | Text | Current Status of Quote |
| Sell Price | Currency | Price quoted for the Customer |
| Sell Comm | Currency | Commission amount or percentage for the sell price |
| Sell Over | Currency | Overage amount or percentage for the sell price |
| Sell Profit | Currency | Profit amount or percentage for the sell price |
| Sell Earn | Currency | Earnings amount or percentage for the sell price |
| Quoter | Text | Person who is quoting the job/phase |
| CSR | Text | Customer Service Representative |
| Specifiers | Text | Specified persons with customizable roles assigned to a Quote |
| Contractor | Text | Contractor on quote |
| QuoteNumber | Text | Number of quote |
| QuoteType | Text | Denotes the type of quote |
| Accounts | Text | Sales accounts on phase |
| UpdateDate | Date | Date of last update made to Quote |
| UpdateUser | Text | Identity of user who made last update to Quote |
| Last Attachment Date | Date | Date of last attachment added to Quote |
| Last Snapshot Date | Date | Last major change to quote (For instance, Quote printed and sent to customer) |
| Owner | Text | Business or person who owns the job site |
| Start Date | Date | Date user estimates job will begin |
| Original Bid Date | Date | Original (first) date of bid |
| Completion Date | Date | Date the project is estimated to be complete |
| Valuation | Currency | User estimated value of the job |
| Specified Project | Text | Were items represented by this company specified on the project |
| Important Project | Text | Designation of importance status |
| External Project Number | Text | Denotes the external website's identifier for this job |
| Project Rank | Text | Rank of project related to order |
| Phase | Text | Phase of the project |
| Agencies | Text | Agencies associated with the order |
| Customers | Text | Customer(s) of the job |
| PAT Valuation | Currency | Machine Learning estimate of project valuation (requires users to fill out the project valuation fields) |
| Alias | Text | Alternate name quote is known by |
Note: fields such as KEY Long MFG Field, are user "Search Keys" and can be setup by the user and will appear as KEY $, where $ is whatever they setup. PAT means Prediction Analysis Tool
Find Fields Function - JSON
To find a specific "Quote Listing" field(s), use the JSON "Find" function.
A group of JSON APIs perform the common OASIS function of searching in one of the OASIS applications using the "Find" feature and showing the columns available in the "Preferences" feature.
The result will be an object with an array with each returned row under the key "Listing" as found in the URL below:
http://{BASE_URL}/API? ajax=QuoteListing&Quote=123&Listing=Quote,Status,Total%20Price
OASIS Website Interface Information:
The BASE_URL is the O4 URL provided by OASIS.
The BASE_URL consists of {web address/environment}
What OASIS application information is being looked up:
ajax=QuoteListing&Quote=123
What OASIS application information is being Returned:
Listing= Quote,Status,Total%20Price
Sample URL:
http://{BASE_URL}/API? ajax=QuoteListing&Listing=Quote,Status,Total%20Price
Below are the "Quote Listing" find fields (name) and the caption (name returned).
|
Method |
Name |
Caption |
Definition |
|
SQL |
Project | Project | Name of related project |
|
SQL |
Location | Location | Location of project |
|
SQL |
LocationState | LocationState | State where project is located |
|
SQL |
Quote | Quote | Quote |
|
SQL |
MFGQuote | MFGQuote | Manufacturer quote values on quote |
|
SQL |
PartNumber | PartNumber | Part Numbers on the quote |
|
SQL |
FixtureType | FixtureType | Item fixture type |
|
SQL |
ExternalCode | ExternalCode | Reference code for use by software outside OASIS |
|
SQL |
FileCode | FileCode | Reference code for physical external storage |
|
SQL |
CreateDate | CreateDate | Creation date of quote |
|
SQL |
UpdateDate | UpdateDate | Date of last update for the quote |
|
SQL |
BidDate | BidDate | Date quote is being bid on |
|
SQL |
BlankBidDate | BlankBidDate | Bid date absent for quote |
|
SQL |
OriginalBidDate | OriginalBidDate | Original (first) date quote is being bid on |
|
SQL |
ExpirationDate | ExpirationDate | Date quote validity expires |
|
SQL |
Active | Active | Active status of quote |
|
SQL |
Inactive | Inactive | Inactive status of quote |
|
SQL |
Specified | Specified | Specified status of quote |
|
SQL |
Important | Important | Important status of quote |
|
SQL |
NationalAccount | NationalAccount | National Account status of quote |
|
SQL |
SpecRegistration | SpecRegistration | Spec Registration status of quote |
|
SQL |
BidBoard | BidBoard | Quote is checked to appear on bid board |
|
SQL |
Rank | Rank | Rank of quote |
|
SQL |
QuoteStatus | Quote Status | Current status of quote |
|
SQL |
VerticalMarket | Vertical Market | User-set field denoting the Vertical Market of the quote to the company |
|
SQL |
DailyQuote | Daily Quote | Daily Quote status |
|
SQL |
(Simple)Quote | (Simple)Quote | (Simple) Quote status |
|
SQL |
ProjectBid | Project Bid | Project Bid status of quote |
| Calculated | MinSell | Min Sell | Minimum Sell Price of quote |
| Calculated | MinSellEarnings | Min Sell Earnings | Minimum Earnings of quote |
| Calculated | MinLevel1 | Min Level1 | Minimum Level1 Sell Price of quote |
| Calculated | MinLevel1Earnings | Min Level1 Earnings | Minimum Level1 Earnings of quote |
| Calculated | MinLevel2 | Min Level2 | Minimum Level2 Sell Price of quote |
| Calculated | MinLevel2Earnings | Min Level2 Earnings | Minimum Level2 Earnings of quote |
| Calculated | MinLevel3 | Min Level3 | Minimum Level3 Sell Price of Quote |
| Calculated | MinLevel3Earnings | Min Level3 Earnings | Minimum Level3 Earnings of Quote |
| Calculated | MaxSell | Max Sell | Maximum Sell Price of Quote |
| Calculated | MaxSellEarnings | Max Sell Earnings | Maximum Earnings of Quote |
| Calculated | MaxLevel1 | Max Level1 | Minimum Level1 Sell Price of Quote |
| Calculated | MaxLevel1Earnings | Max Level1 Earnings | Maximum Level1 Earnings of Quote |
| Calculated | MaxLevel2 | Max Level2 | Minimum Level2 Sell Price of Quote |
| Calculated | MaxLevel2Earnings | Max Level2 Earnings | Maximum Level2 Earnings of Quote |
| Calculated | MaxLevel3 | Max Level3 | Minimum Level3 Sell Price of Quote |
| Calculated | MaxLevel3Earnings | Max Level3 Earnings | Maximum Level3 Earnings of Quote |
|
SQL |
Quoter | Quoter | Person who created the quote |
|
SQL |
SalesAccount | Sales Account | Sales Account assigned to quote |
|
SQL |
NoSalesAccount | No Sales Account | No Sales Account assigned to Quote |
|
SQL |
SalesAccountsNot100% | Sales Accounts Not 100% | Sales Account credit less than 100% assigned |
|
SQL |
CSR | CSR | CSR assigned to quote |
|
SQL |
CustomerAssignedTo | Customer Assigned To | Assigned person to the customer on the quote |
|
SQL |
ContractorAssignedTo | Contractor Assigned To | Assigned person to the contractor on the quote |
|
SQL |
AssignedFollowUp | Assigned Follow Up | Follow up person assigned to quote |
|
SQL |
Workgroup | Workgroup | Workgroup assigned to quote |
|
SQL |
Locked | Locked | Locked status of quote |
|
SQL |
Manufacturer | Manufacturer | Manufacturer assigned to quote |
|
SQL |
ParentManufacturer | Parent Manufacturer | Parent manufacturer assigned to quote |
|
SQL |
Customer | Customer | Customer assigned to quote |
|
SQL |
ParentCustomer | Parent Customer | Parent Customer assigned to quote |
|
SQL |
Contractor | Contractor | Contractor assigned to quote |
|
SQL |
Representative | Representative | Representative(s) assigned to quote |
|
SQL |
HasSubmittal | Has Submittal | Quote has submittal |
|
SQL |
NoSubmittal | No Submittal | Quote does not have submittal |
|
SQL |
PriorApproval | Prior Approval | Prior approval required |
|
SQL |
RADate | RA Date | Request for approval date range |
|
SQL |
SubmittedOn | Submitted On | Submittal submitted on date range |
|
SQL |
Specifiers | Specifiers | Specifiers field |
|
SQL |
Influences | Influences | Influences field |
|
SQL |
SpecifierRole | Specifier Role | Role of specifier |
|
SQL |
Specifier | Specifier | Selected specifier(s) for quote |
|
SQL |
CustomerAssignedSales | Customer Assigned Sales | Sales account assigned to customer |
|
SQL |
QuoteAssignedSales | Quote Assigned Sales | Sales Account assigned to quote |
|
SQL |
HasSpecifier | Has Specifier | Quote has specifier(s) |
|
SQL |
NoSpecifier | No Specifier | Quote has no specifier(s) |
|
SQL |
UnknownSpecifier | Unknown Specifier | Unknown status of specifier(s) |
|
SQL |
LowGC | Low GC | Lowest general contractor according to price |
|
SQL |
LowEC | Low EC | Lowest electrical contractor according to price |
|
SQL |
LowDistributor | Low Distributor | Lowest distributor according to price |
|
SQL |
Notes | Notes | Customer facing notes |
|
SQL |
InternalNotes | Internal Notes | Notes internal to OASIS |
|
SQL |
AttDescription | Attachment Description | Description of attachment(s) |
|
SQL |
AttNote | Attachment Note | Note regarding attachment(s) |
|
SQL |
AttColor | Attachment Color | User-specified color coding of attachment title(s) |
|
SQL |
AttCategory | Attachment Category | User-specified category of attachment(s) |
Note: method of "SQL" is a static/hard query and runs quickly. Method of "calculated" will run through every transaction and takes a lot longer.
Note: in the "Name" column, if there is a space between two words, that infers that "%20" needs to go between the two words. Ex: Total Price = Total%20Price.
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