Freeside:3:Documentation:Developer/FS/quotation

NAME

FS::quotation - Object methods for quotation records

SYNOPSIS

 use FS::quotation;

 $record = new FS::quotation \%hash;
 $record = new FS::quotation { 'column' => 'value' };

 $error = $record->insert;

 $error = $new_record->replace($old_record);

 $error = $record->delete;

 $error = $record->check;

DESCRIPTION

An FS::quotation object represents a quotation. FS::quotation inherits from FS::Record. The following fields are currently supported:

quotationnum

primary key

prospectnum

prospectnum

custnum

custnum

_date

_date

disabled

disabled

usernum

usernum

METHODS

new HASHREF

Creates a new quotation. To add the quotation to the database, see "insert".

Note that this stores the hash reference, not a distinct copy of the hash it points to. You can ask the object for a copy with the hash method.

insert

Adds this record to the database. If there is an error, returns the error, otherwise returns false.

delete

Delete this record from the database.

replace OLD_RECORD

Replaces the OLD_RECORD with this one in the database. If there is an error, returns the error, otherwise returns false.

check

Checks all fields to make sure this is a valid quotation. If there is an error, returns the error, otherwise returns false. Called by the insert and replace methods.

prospect_main; cust_main; cust_bill_pkg; total_setup; total_recur [ FREQ ]; cust_or_prosect; cust_or_prospect_label_link P

HTML links to either the customer or prospect.

Returns a list consisting of two elements. The first is a text label for the link, and the second is the URL.

enable_previous; convert_cust_main

If this quotation already belongs to a customer, then returns that customer, as an FS::cust_main object.

Otherwise, creates a new customer (FS::cust_main object and record, and associated) based on this quotation's prospect, then orders this quotation's packages as real packages for the customer.

If there is an error, returns an error message, otherwise, returns the newly-created FS::cust_main object.

order

This method is for use with quotations which are already associated with a customer.

Orders this quotation's packages as real packages for the customer.

If there is an error, returns an error message, otherwise returns false.

quotation_pkg; charge

One-time charges, like FS::cust_main::charge()

disable

Disables this quotation (sets disabled to Y, which hides the quotation on prospects and customers).

If there is an error, returns an error message, otherwise returns false.

enable

Enables this quotation.

If there is an error, returns an error message, otherwise returns false.

estimate

Calculates current prices for all items on this quotation, including discounts and taxes, and updates the quotation_pkg records accordingly.

CLASS METHODS

search_sql_where HASHREF

Class method which returns an SQL WHERE fragment to search for parameters specified in HASHREF. Valid parameters are

_date

List reference of start date, end date, as UNIX timestamps.

invnum_min

; invnum_max:; agentnum:; charged

List reference of charged limits (exclusive).

owed

List reference of charged limits (exclusive).

open

flag, return open invoices only

net

flag, return net invoices only

days

; newest_percust

Note: validates all passed-in data; i.e. safe to use with unchecked CGI params.

_items_pkg

Return line item hashes for each package on this quotation. Differs from the base FS::Template_Mixin version in that it recalculates each quoted package first, and doesn't implement the "condensed" option.

SEE ALSO

FS::Record, schema.html from the base documentation.