Sales document defaults
Default header values for new sales quotes and orders of one commercial unit or site, such as validity days, delivery, and incoterm.
Fields
The API name is what the API, MCP and the CLI use.
| Name | API name | Type | Required | Description |
|---|---|---|---|---|
| ID | id | Record ID | Yes | |
| Validity (days) | validityDays | Whole Number | Yes | Number of days after the quote date when the quote expires, unless the user sets another date. |
| Delivery | delivery | Constant | Delivery address, method, and schedule for fulfillment. | |
| Incoterm | incoterm | Constant | Fixed option from the allowed set for this field. | |
| Terms and conditions | salestermsconditionId | Reference | Published terms and conditions copied onto new quotes and orders when none are chosen. | |
| Created by | createdBy | User | ||
| Created at | createdAt | Date and Time | Yes | |
| Updated by | updatedBy | User | ||
| Updated at | updatedAt | Date and Time | Yes | |
| Blocked by | blockedBy | User | ||
| Blocked at | blockedAt | Date and Time | ||
| Archived by | archivedBy | User | ||
| Archived at | archivedAt | Date and Time |
Relations
| Field | Points to | Kind |
|---|---|---|
Terms and conditions salestermsconditionId | Sales terms and conditions | reference |
Actions
What you can do with a record. Every action also sends the webhook event salesdocumentdefaults.<action>. Reads (find, get, count) work on every table.
| Name | API name | Description | Where |
|---|---|---|---|
| Create | create | Add a new document defaults. | App · WebMCP · API · MCP · CLI |
| Edit | update | Save changes to this document defaults. | App · WebMCP · API · MCP · CLI |
| Block | block | Stop edits and deletion of this document defaults. It stays visible and can still appear on existing documents. Unblock to edit again. | App · WebMCP · API · MCP · CLI |
| Unblock | unblock | Allow edits and deletion of this document defaults again. | App · WebMCP · API · MCP · CLI |
| Archive | archive | Retire this document defaults from daily use. It leaves active lists and pickers, and most actions stop. Unarchive to restore it. | App · WebMCP · API · MCP · CLI |
| Restore | unarchive | Return this document defaults to active lists and actions. | App · WebMCP · API · MCP · CLI |
| Delete | delete | Delete this document defaults and the data that belongs with it. This cannot be undone. | App · WebMCP · API · MCP · CLI |