CRMHeaderBaseType

CRM Header Type for detailing the generic information for a CRM Noun

Complex type information

Content

• Sequence [1..1]
  from type DocumentIdentificationBaseType
  ID [0..1]    Is the Identifiers of the given instance of an entity within the scope of the integration. The schemeAgencyID attribute identifies the party that provided or knows this party by the given identifier.
  RevisionID [0..1]    Is the revision of the semantically named document. The combination of the ID and its revision uniquely identifies the associated entity.
  VariationID [0..1]    
  DocumentIDSet [0..*]    
  from type HeaderBaseType
  LastModificationDateTime [0..1]    The datetime on which the object was last modified
  DocumentDateTime [0..1]    The date that document was created within the system of record.
  from group FreeFormTextGroup
  Description [0..*]    
  Note [0..*]    
  from group ReferencesGroup
  DocumentReference [0..*]    
  Attachment [0..*]    The Attachment represents binary data files that may be included within a BOD. These files replace the paper specifications and drawings attached to a BOD definition to clearly communicate design requirements. This Data Type is optional. Attachment usage is further defined by its position.
  from type StatusHeaderBaseType
  Status [0..*]    Indicates the status of the associated object by providing the Status Code along with a description and when the status is effective.
  1. Name [0..1]    Identifies the Name of the object in which associated.
  2. CloseReasonCode [0..1]    Reason code for why the lead/opportunity was closed.
  3. Interests [0..1]    Type of transaction the person or entity is interest in Ex. in case of Automobile, Buy. Sell. Lease or Trade, in some other business New, Renewal.
  4. TotalAmount [0..1]    Indicates the total amount of the object associated. This includes the Price and the total of all the charges, allowances and taxes.
  5. BudgetedAmount [0..1]    The budgeted amount of performing this activity.
  6. ReceivedCode [0..1]    Method in which the lead was received.
  7. SourceID [0..1]    Idenfifies the source that brought the associated entity.
  8. CustomerParty [0..1]    Is the organization that is the end customer of the goods or services being provided in the associated transaction.
  9. OwnerParty [0..1]    This is used to identify who or which organization owns the item or part. The content of this field is user defined based on a specific Customer or Supplier. Synonyms are Vendor Consignment ID, Supplier Consignment ID
  10. SalesContact [0..1]    Identifies the sales contact and sales department/organization that is responsible for the sale that the instance is associated.
  11. CompetitorParty [0..*]    Indicates the organizations that are competing for this business.
  12. MarketingProgram [0..*]    Indicates the Marketing Campaign that the Lead is eligible for
  13. QuoteReference [0..*]    Is a reference to a Quote
  14. SalesActivity [0..*]    An associated sales activity as a result of the lead/opportunity.
  15. SalesTask [0..*]    Specifies details of a task within the sales cycle such as who created it, who owns it, what the status is, task Priority, Planned Start and End Date

Attributes

None

Used by

• Element OpportunityHeader via derived type OpportunityHeaderType
• Element SalesLeadHeader via derived type SalesLeadHeaderType

Type inheritance chain

• DocumentIdentificationBaseType
  • HeaderBaseType
    • StatusHeaderBaseType
      • CRMHeaderBaseType
        • extended by OpportunityHeaderBaseType
          • extended by OpportunityHeaderType
        • extended by SalesLeadHeaderBaseType
          • extended by SalesLeadHeaderType