- MilestoneData
Kanbert (v1)
MilestoneData
{ "id": "string", "title": "string", "po_number": "string", "group": { "id": "string", "title": "string" }, "dependency_phase_id": "string", "dependency_milestone_id": "string", "date": "2019-08-24", "created_at": "2019-08-24T14:15:22Z", "computed_fields": { "property1": 0, "property2": 0 } }
OfferData
open Offer in draft |
approval_pending Offer was submitted for internal approval |
approval_approved Offer was internally approved |
transformed Customer approved offer |
cancelled Customer declined offer |
Offer skipped internal approval process - can also be true if offer is still open, due to reopening
Can be used to add an identifier to the client from an external system, must be unique
Can be used to add an identifier to the client from an external system, must be unique
If originated from external system origin is added
The key is the field name for your custom field, value type depends on the field type
Can be used to add an identifier to the client from an external system, must be unique
Can be used to add an identifier to the project from an external system, must be unique
Can be used to add an identifier to the client from an external system, must be unique
If originated from external system origin is added
The key is the field name for your custom field, value type depends on the field type
Excluding all discounts
Does not reflect total value over performance range
Including unit discount (not offer discounts)
Does not reflect total value over performance range
Excluding all discounts
Does not reflect total value over performance range
Including unit discount (not offer discounts)
Does not reflect total value over performance range
Can be used to add an identifier to the project from an external system, must be unique
If originated from external system origin is added
Can be used to add an identifier to the client from an external system, must be unique
If originated from external system origin is added
The key is the field name for your custom field, value type depends on the field type
If true, the unit will be excluded from offer-wide discounts
If true, the amount will multiply discount absolute
If true, purchase_amount will be in sync with amount
Interval if payment partial type is monthly or `yearly
| Type | Interval | Description |
|---|---|---|
once | any | Once per offer |
monthly | 1 | Every month in performance range |
monthly | 3 | Every 3 months in performance range |
monthly | 6 | Every 6 monthsin performance range |
yearly | 1 | Every year in performance range |
yearly | 3 | Every 3 years in performance range |
yearly | 6 | Every 6 years in performance range |
Can be used to add an identifier to the client from an external system, must be unique
If originated from external system origin is added
Can be used to add an identifier to the project from an external system, must be unique
If originated from external system origin is added
Can be used to add an identifier to the client from an external system, must be unique
If originated from external system origin is added
The key is the field name for your custom field, value type depends on the field type
Interval if payment partial type is monthly or `yearly
| Type | Interval | Description |
|---|---|---|
once | any | Once per offer |
monthly | 1 | Every month in performance range |
monthly | 3 | Every 3 months in performance range |
monthly | 6 | Every 6 monthsin performance range |
yearly | 1 | Every year in performance range |
yearly | 3 | Every 3 years in performance range |
yearly | 6 | Every 6 years in performance range |
{ "id": "string", "offer_number": "string", "title": "string", "status": "open", "approvals_needed": 0, "is_direct_approved": true, "date_of_offer": "2019-08-24T14:15:22Z", "date_of_expiry": "2019-08-24T14:15:22Z", "performance_range_start": "2019-08-24T14:15:22Z", "performance_range_end": "2019-08-24T14:15:22Z", "locale": "string", "currency": "string", "address": "string", "address_changed": true, "company": { "id": "string", "external_id": "string", "external_origin": "string", "vendor_identifier": "string", "company_name": "string", "locale": "string", "tax_uid": "string", "taxation_enabled": true, "iban": "string", "bic": "string", "email": "string", "email_general": "string", "phone": "string", "fax": "string", "homepage": "string", "invoices_by_post": false, "invoices_by_email": false, "business_field": { … }, "company_size": { … }, "company_revenue": { … }, "person_attention_to": "string", "address_invoice_title": "string", "address_invoice_street": "string", "address_invoice_house": "string", "address_invoice_street2": "string", "address_invoice_zip": "string", "address_invoice_state": "string", "address_invoice_town": "string", "address_invoice_country": { … }, "address_invoice_is_delivery": true, "delivery_person_attention_to": "string", "address_delivery_title": "string", "address_delivery_street": "string", "address_delivery_house": "string", "address_delivery_street2": "string", "address_delivery_zip": "string", "address_delivery_state": "string", "address_delivery_town": "string", "address_delivery_country": { … }, "client": { … }, "tags": [ … ], "contacts": [ … ], "custom_fields": "['custom_field_1' => 'value', 'custom_field_2' => true]", "created_at": "2019-08-24T14:15:22Z", "updated_at": "2019-08-24T14:15:22Z", "deleted_at": "2019-08-24T14:15:22Z", "contact_company": { … } }, "editor": { "id": "string", "first_name": "string", "last_name": "string", "email": "string", "type": "user", "space": { … } }, "client": { "id": "string", "external_id": "string", "external_origin": "string", "name": "string", "shortcode": "string", "primary_contact": { … }, "origin_space": { … } }, "project": { "id": "string", "external_id": "string", "external_origin": "string", "title": "string", "shortcode": "string", "po_number": "string", "project_type": { … }, "status": "string", "is_acquisition": true, "is_private": true, "start_date": "2019-08-24", "end_date": "2019-08-24", "client": { … }, "tags": [ … ], "custom_fields": "['custom_field_1' => 'value', 'custom_field_2' => true]", "origin_space": { … }, "team": [ … ], "guests": [ … ], "computed_fields": { … } }, "taxation_enabled": true, "sum_net": 0, "sum_tax": 0, "sum_gross": 0, "sum_external_costs": 0, "line_items": [ { … } ], "external_costs": [ { … } ], "created_at": "2019-08-24T14:15:22Z", "updated_at": "2019-08-24T14:15:22Z", "deleted_at": "2019-08-24T14:15:22Z", "computed_fields": { "property1": 0, "property2": 0 } }