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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