Kaizen #41 - System-defined fields and their default values in the Inventory Modules #API

Hello everyone!

Welcome back to another post in the Kaizen series!

This week, we will discuss the system-defined fields and their default values in the inventory modules in Zoho CRM.

To know what are system-defined fields in a module, and how to identify system-defined fields, refer to Kaizen #40 System-defined fields and their default values in Leads #API.

The inventory modules in Zoho CRM include Quotes, Invoices, Sales Orders, and Purchase Orders.

We will cover the following in this post:

System-defined non-mandatory fields and their default values in the inventory modules
System-defined mandatory fields

System-defined non-mandatory fields and their default values for the inventory modules

The following table gives the list of all the system-defined non-mandatory fields in the Standard Layout of the inventory modules.

Module API Name	Field API Name	JSON Type	CRM Field Type	Default Values
Quotes, Invoices, Sales_Orders, Purchase_Orders	Owner	JSON object	Lookup	The name and ID of the current user.
Quotes	Quote_Stage	string	Picklist	Draft
Quotes, Invoices, Sales_Orders	Account_Name	JSON object	Lookup	None
Quotes, Sales_Orders	Deal_Name	JSON object	Lookup	None
Quotes	Valid_Till	string	Date	Null
Quotes, Sales_Orders, Purchase_Orders	Carrier	string	Picklist	FedEx
Quotes	Team	string	Single Line	Null
Quotes, Invoices, Sales_Orders, Purchase_Orders	Contact_Name	JSON object	Lookup	None
Quotes, Invoices, Sales_Orders, Purchase_Orders	Billing_Street, Shipping_Street, Billing_City, Shipping_City, Billing_State, Shipping_State, Billing_Code, Shipping_Code, Billing_Country, Shipping_Country	string	Single Line	Null
Quotes, Invoices, Sales_Orders, Purchase_Orders	Sub_Total (read-only)	double	--	Null
Quotes, Invoices, Sales_Orders, Purchase_Orders	Discount	double	--	Loads the tax configured for the product if you have enabled "Auto populate the associated taxes of the products in the inventory line items." option. If not, the default value is 0.
Quotes, Invoices, Sales_Orders, Purchase_Orders	Adjustment	double	Number	0
Quotes, Invoices, Sales_Orders, Purchase_Orders	Grand_Total (read-only)	double	--	The calculated grand total of all the line items added.
Quotes, Invoices, Sales_Orders, Purchase_Orders	Terms_and_Conditions	string	Multi-Line	Null
Quotes, Invoices, Sales_Orders, Purchase_Orders	Description	string	Multi-Line	Null
Quotes, Invoices, Sales_Orders, Purchase_Orders	Created_By (read-only)	JSON object	--	The name and ID of the user who created the record.
Quotes, Invoices, Sales_Orders, Purchase_Orders	Modified_By (read-only)	JSON object	--	The name and ID of the user who last modified the record.
Quotes, Invoices, Sales_Orders, Purchase_Orders	Created_Time (read-only)	string	--	The date and time at which the record was created
Quotes, Invoices, Sales_Orders, Purchase_Orders	Modified_Time (read-only)	string	--	The date and time at which the record was last modified.
Quotes, Invoices, Sales_Orders, Purchase_Orders	Tag	JSON array	--	Null
Invoices, Sales_Orders, Purchase_Orders	Status	string	Picklist	Created
Invoices, Sales_Orders, Purchase_Orders	Currency	string	--	The currency of the organization.
Invoices, Sales_Orders, Purchase_Orders	Exchange_Rate	double	--	The exchange rate set for the organization.
Invoices	Invoice_Date	string	Date	Current Date
Invoices	Sales_Order	JSON object	Lookup	Null
Invoices, Sales_Orders, Purchase_Orders	Due_Date	string	Date	Null
Invoices, Sales_Orders	Purchase_Order	JSON object	Lookup	None
Invoices, Sales_Orders, Purchase_Orders	Excise_Duty	double	Currency	Null
Invoices, Sales_Orders, Purchase_Orders	Sales_Commission	double	Currency	Null
Sales_Orders	Customer_No	string	--	None
Sales_Orders	Pending	string	Single Line	Null
Sales_Orders	Quote_Name	JSON object	Lookup	None
Purchase_Orders	Vendor_Name	JSON object	Lookup	None
Purchase_Orders	PO_Date	string	Date	Current Date
Purchase_Orders	Requisition_No	string	Single Line	Null
Purchase_Orders	Tracking_Number	string	Single Line	Null

Note:

You can choose to set different default values for fields with picklist, multi-select picklist, and checkbox CRM field types.
You can refer to the Sample Attributes section of our Insert Records API for an example on adding values to the above fields (except the ones that are marked read-only).

System-defined mandatory field for the Inventory modules:

Module Name	Field API Name	JSON Type	CRM Field Type	Default Values
Quotes, Invoices, Sales_Orders,Purchase_Orders	Subject	string	Single Line	Null
Quotes, Invoices, Sales_Orders, Purchase_Orders	Product_Details	JSON array	Lookup	None
Purchase_Orders	Vendor_Name	JSON object	Lookup	None

Note:

You can choose to alter the properties of the system-defined/custom fields in standard/custom layouts. The details of all the fields in all the layouts will be retrieved in the fields metadata API response.
You can also choose to set default values for a few field types like picklist, multi-select picklist, and checkbox.
To know more about handling product line items in the inventory modules via API, refer to our post, Kaizen #9 - Handling Product Line Items in the Inventory Modules #API.

We hope you found this post useful. Write to us at support@zohocrm.com if you have any questions, or let us know in the comment section.

Cheers!

Previous 'Kaizen' - System-defined fields and their default values in Leads #API

Next 'Kaizen' - Parameters in all GET Requests #API

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