Sales Orders
Retrieves all sales orders using the default slicer (SalesOrderSlicerModel).
Parameters
Name In Type Required Details Description
Limitquery integerNo format: int32 default: 2147483647 Maximum number of records to return. Defaults to `int.MaxValue`.
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
Schemas:
SalesOrderModel
Retrieves sales orders using the provided slicer model.
Parameters
Name In Type Required Details Description
Limitquery integerNo format: int32 default: 2147483647 Optional maximum number of records to return. Defaults to `int.MaxValue`.
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
Schemas:
SalesOrderModel
SalesOrderSlicerModel
Creates a new Sales Order.
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
Schemas:
SalesOrderModel
Deletes the specified Sales Order.
Parameters
Name In Type Required Details Description
SalesOrderIDpath stringYes The unique identifier of the Sales Order to delete.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
404
Not Found
Retrieves a single Sales Order by its unique identifier.
Parameters
Name In Type Required Details Description
SalesOrderIDpath stringYes The unique identifier of the Sales Order to retrieve.
This value is required and must match an existing Sales Order.
updateattributesquery booleanNo default: false Optional. Indicates whether attribute (display) should be performed.
Defaults to `false`. Enable only when the client needs display attributes recalculated.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
{
"instanceID": "example_001",
"organizationID": "example_001",
"salesOrderID": "example_001",
"salesQuoteID": "example_001",
"billTo": {
"customerID": "example_001",
"customerNumber": "example",
"customerName": "Example name",
"address": "example",
"city": "example",
"state": "example",
"postalCode": "example",
"country": "example"
},
"shipTo": {
"shipToID": "example_001",
"customerID": "example_001",
"name": "Example name",
"number": "example",
"address": "example",
"city": "example",
"state": "example",
"postalCode": "example"
},
"endCustomer": {
"endCustomerID": "example_001",
"customerID": "example_001",
"name": "Example name",
"number": "example",
"address": "example",
"city": "example",
"state": "example",
"postalCode": "example"
},
"contacts": "example"
}
404
Not Found
Schemas:
SalesOrderModel
Updates the basic fields of the specified Sales Order.
Parameters
Name In Type Required Details Description
SalesOrderIDpath stringYes The unique identifier of the Sales Order to update.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
404
Not Found
Schemas:
SalesOrderModel
Adds a change order entry to the specified Sales Order.
Parameters
Name In Type Required Details Description
SalesOrderIDpath stringYes The unique identifier of the Sales Order.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
404
Not Found
Schemas:
ChangeOrderModel
Updates the customer information for the specified Sales Order.
Parameters
Name In Type Required Details Description
SalesOrderIDpath stringYes The unique identifier of the Sales Order whose customer information should be updated.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
404
Not Found
Schemas:
SalesOrderModel
Uploads a document for the specified Sales Order.
Parameters
Name In Type Required Details Description
SalesOrderIDpath stringYes The unique identifier of the Sales Order.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
404
Not Found
Schemas:
DocumentUploadModel
Deletes a document from the specified Sales Order and removes the associated file(s).
Parameters
Name In Type Required Details Description
SalesOrderIDpath stringYes The unique identifier of the Sales Order.
DocumentIDpath stringYes The unique identifier of the document to delete.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
404
Not Found
Retrieves a stored document for the specified Sales Order and streams it to the client.
Parameters
Name In Type Required Details Description
SalesOrderIDpath stringYes The unique identifier of the Sales Order.
DocumentIDpath stringYes The unique identifier of the document.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
404
Not Found
Sends a Sales Order as a PDF email to a specified person.
Parameters
Name In Type Required Details Description
SalesOrderIDpath stringYes The unique identifier of the Sales Order to email.
PersonIDquery stringNo The unique identifier of the recipient person.
Formatquery stringNo default: pdf enum: pdf The output format (default: "pdf"). Supported values: `pdf`.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
404
Not Found
Schemas:
EmailMessageModel
Retrieves the latest (maximum) planned completion date for the specified Sales Order.
Parameters
Name In Type Required Details Description
SalesOrderIDpath stringYes The unique identifier of the Sales Order whose finish date should be retrieved.
This value is required.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"2026-01-15T12:00:00Z"
404
Not Found
Updates the history entries for the specified Sales Order.
Parameters
Name In Type Required Details Description
SalesOrderIDpath stringYes The unique identifier of the Sales Order whose history should be updated.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
404
Not Found
Schemas:
SalesOrderModel
Updates the item collection for the specified Sales Order.
Parameters
Name In Type Required Details Description
SalesOrderIDpath stringYes The unique identifier of the Sales Order whose items should be updated.
requiredStatusquery stringNo Optional status that must still match when the database write occurs.
requireUnchangedquery booleanNo default: false When true, requires the stored last-update timestamp to match the submitted document.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
404
Not Found
Schemas:
SalesOrderModel
Deletes a specific item from the specified Sales Order.
Parameters
Name In Type Required Details Description
SalesOrderIDpath stringYes The unique identifier of the Sales Order.
itemandqtyidpath stringYes The unique identifier of the item to delete.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
404
Not Found
Updates the line items for the specified Sales Order and synchronizes related Production Orders.
Parameters
Name In Type Required Details Description
SalesOrderIDpath stringYes The unique identifier of the Sales Order whose line items should be updated.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
404
Not Found
Schemas:
SalesOrderModel
Deletes a specific line item from the specified Sales Order.
Parameters
Name In Type Required Details Description
SalesOrderIDpath stringYes The unique identifier of the Sales Order.
lineitemidpath stringYes The unique identifier of the line item to delete.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
404
Not Found
Retrieves the Production Orders associated with the specified Sales Order and Line Item.
Parameters
Name In Type Required Details Description
SalesOrderIDpath stringYes The unique identifier of the Sales Order.
LineItemIDpath stringYes The unique identifier of the Line Item.
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
{
"instanceID": "example_001",
"productionOrderID": "example_001",
"number": "example",
"productionOrderNumber": "example",
"parentProductionOrderID": "example_001",
"status": 0,
"statusText": "example",
"sequenceNumber": 0
}
Schemas:
ProductionOrderModel
Updates the notes for the specified Sales Order.
Parameters
Name In Type Required Details Description
SalesOrderIDpath stringYes The unique identifier of the Sales Order whose notes should be updated.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
404
Not Found
Schemas:
SalesOrderModel
Adds a note to the specified Sales Order.
Parameters
Name In Type Required Details Description
SalesOrderIDpath stringYes The unique identifier of the Sales Order.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
404
Not Found
Schemas:
NoteModel
Generates a PDF for the specified Sales Order using the provided template.
Parameters
Name In Type Required Details Description
SalesOrderIDpath stringYes The unique identifier of the Sales Order to render as a PDF.
DocumentIDquery stringNo Optional template DocumentID.
If omitted or invalid, the default Sales Order template is used.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
application/pdf
"example"
404
Not Found
Parameters
Name In Type Required Details Description
SalesOrderIDpath stringYes The `SalesOrderID` route parameter. Required.
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
Updates the status of the specified Sales Order.
Parameters
Name In Type Required Details Description
SalesOrderIDpath stringYes The unique identifier of the Sales Order whose status should be updated.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
404
Not Found
Schemas:
SalesOrderStatusUpdateModel
Parameters
Name In Type Required Details Description
SalesOrderIDpath stringYes The `SalesOrderID` route parameter. Required.
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
Updates the tag collection for the specified Sales Order.
Parameters
Name In Type Required Details Description
SalesOrderIDpath stringYes The unique identifier of the Sales Order whose tags should be updated.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
404
Not Found
Schemas:
SalesOrderModel
Retrieves configuration analysis results for the specified Product ID.
Parameters
Name In Type Required Details Description
ProductIDquery stringNo The unique identifier of the product whose configuration analysis should be retrieved.
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
Schemas:
ConfigurationAnalysisMonthModel
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
Schemas:
RecordTextIntegerModel
SalesOrderSlicerModel
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
Schemas:
RecordTextIntegerModel
SalesOrderSlicerModel
Retrieves all Sales Orders associated with the specified Customer ID.
Parameters
Name In Type Required Details Description
CustomerIDpath stringYes The unique identifier of the customer whose Sales Orders should be retrieved.
This value is required.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
404
Not Found
Schemas:
SalesOrderModel
Retrieves multiple Sales Orders by their unique identifiers.
Parameters
Name In Type Required Details Description
updateattributesquery booleanNo default: false Optional. Indicates whether attribute hydration should be performed
for each returned Sales Order. Defaults to `false`.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
404
Not Found
Schemas:
SalesOrderModel
Retrieves the Sales Order associated with the specified Sales Quote ID.
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The unique identifier of the Sales Quote whose Sales Order should be retrieved.
This value is required.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
{
"instanceID": "example_001",
"organizationID": "example_001",
"salesOrderID": "example_001",
"salesQuoteID": "example_001",
"billTo": {
"customerID": "example_001",
"customerNumber": "example",
"customerName": "Example name",
"address": "example",
"city": "example",
"state": "example",
"postalCode": "example",
"country": "example"
},
"shipTo": {
"shipToID": "example_001",
"customerID": "example_001",
"name": "Example name",
"number": "example",
"address": "example",
"city": "example",
"state": "example",
"postalCode": "example"
},
"endCustomer": {
"endCustomerID": "example_001",
"customerID": "example_001",
"name": "Example name",
"number": "example",
"address": "example",
"city": "example",
"state": "example",
"postalCode": "example"
},
"contacts": "example"
}
404
Not Found
Schemas:
SalesOrderModel
Retrieves the count of Sales Orders matching the provided slicer criteria.
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
Schemas:
SalesOrderSlicerModel
Updates the "Created By" user information for one or more Sales Orders.
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
Schemas:
UpdateCreatedByModel
Retrieves all Sales Orders created by the specified user.
Parameters
Name In Type Required Details Description
UserIDpath stringYes The unique identifier of the user whose created Sales Orders should be retrieved.
This value is required.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
404
Not Found
Schemas:
SalesOrderModel
Retrieves all customers that have associated Sales Orders.
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
Schemas:
CustomerModel
Retrieves the maximum `DaysElapsed` value across all Sales Orders.
This endpoint is typically used by UI components that need to compute
dynamic range filters or determine the upper bound for elapsed‑day
visualizations.
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
Exports all Sales Order line items as a CSV file.
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
Schemas:
SalesOrderSlicerModel
Parameters
Name In Type Required Details Description
fromquery stringNo format: date-time The `from` query-string parameter.
toquery stringNo format: date-time The `to` query-string parameter.
bundlequery booleanNo default: false The `bundle` query-string parameter. Optional; defaults to `False`.
downloadquery booleanNo default: false The `download` query-string parameter. Optional; defaults to `False`.
includeLogquery booleanNo default: false The `includeLog` query-string parameter. Optional; defaults to `False`.
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
{
"exported": 0,
"resultFileName": "Example name",
"resultUrl": "example",
"logFileName": "Example name",
"logUrl": "example",
"calculationLog": "example"
}
Schemas:
SalesOrderProfitabilityExportResponseModel
Parameters
Name In Type Required Details Description
fileNamepath stringYes The `fileName` route parameter. Required.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
404
Not Found
Parameters
Name In Type Required Details Description
fromquery stringNo format: date-time The `from` query-string parameter.
toquery stringNo format: date-time The `to` query-string parameter.
Responses
400
401
500
202
503
400
Bad Request
401
Unauthorized
500
Internal Server Error
202
Accepted
503
Service Unavailable
Parameters
Name In Type Required Details Description
jobIDpath stringYes The `jobID` route parameter. Required.
Responses
400
401
500
400
Bad Request
401
Unauthorized
500
Internal Server Error
Parameters
Name In Type Required Details Description
jobIDpath stringYes The `jobID` route parameter. Required.
filepath stringYes The `file` route parameter. Required.
Responses
400
401
500
400
Bad Request
401
Unauthorized
500
Internal Server Error
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
Exports a summary of Sales Orders as a CSV file.
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
Schemas:
SalesOrderSlicerModel
Exports the specified XML template used for Sales Order processing.
Parameters
Name In Type Required Details Description
TemplateIDquery stringNo The unique identifier of the XML template.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
404
Not Found
Retrieves the finish dates for the specified list of Sales Order IDs.
Parameters
Name In Type Required Details Description
SalesOrderIDsquery array of stringNo A list of Sales Order IDs for which finish dates should be retrieved.
This value is required and must contain at least one ID.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
404
Not Found
Schemas:
SalesOrderFinishDateModel
Imports Sales Orders from an uploaded file.
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
{
"importID": "example_001",
"messages": "example",
"errors": "example",
"status": "example",
"operationType": "example",
"linesProcessed": 0,
"fileName": "Example name",
"timeRequired": 0
}
Schemas:
ImportResultModel
Retrieves the most recent import results for Sales Orders.
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
{
"importID": "example_001",
"messages": "example",
"errors": "example",
"status": "example",
"operationType": "example",
"linesProcessed": 0,
"fileName": "Example name",
"timeRequired": 0
}
Schemas:
ImportResultModel
Retrieves all Sales Orders created or updated Month‑To‑Date (MTD).
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
Schemas:
SalesOrderModel
Retrieves a paged list of Sales Orders using the provided slicer and paging parameters.
Parameters
Name In Type Required Details Description
Pagepath integerYes format: int32 The page number to retrieve. Must be `>= 1`.
RecordsPerPagequery integerNo format: int32 The number of records per page. Must be `>= 1`.
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
Schemas:
SalesOrderModel
SalesOrderSlicerModel
Validates a public Sales Order key.
Parameters
Name In Type Required Details Description
keyquery stringNo The public key to validate.
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
Retrieves all Sales Order work items, including associated Production Orders,
grouped and sequenced for scheduling.
This endpoint returns the same data as `Schedule` and is used by the
Velosity scheduling engine to build work queues.
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
Schemas:
SalesOrderWorkModel
Searches for Sales Orders whose order number matches or partially matches the provided value.
Parameters
Name In Type Required Details Description
ordernumberpath stringYes The order number or partial order number to search for.
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
Schemas:
SalesOrderModel
Returns a slim SLA report for Sales Orders matching the slicer, computing the SLA ceiling
using the hierarchy: Product Standard Leadtime -> Product Max Days -> Customer Max Days.
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
Schemas:
SalesOrderSlaModel
SalesOrderSlicerModel
Retrieves the Sales Order Status state machine definition.
Returns the full state machine graph used by Velosity to validate and
transition Sales Order status values.
The response includes states, transitions, and metadata suitable for
visualization or workflow validation.
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
{
"mermaid": "example_001"
}
Schemas:
StateMachineDiagramModel
Retrieves the list of allowed next statuses for a given Sales Order status.
Parameters
Name In Type Required Details Description
Statuspath stringYes enum: DRAFT, RESERVED, ONHOLD, RELEASED, CANCELLED, FINISHED, COMPLETED, SHIPPEDPARTIAL, SHIPPED The current Sales Order status.
Must be a valid status value defined in Velosity.Sales.SalesOrderModel. Internal constants: `DRAFT`, `RESERVED`, `ONHOLD`, `RELEASED`, `CANCELLED`, `FINISHED`, `COMPLETED`, `SHIPPEDPARTIAL`, `SHIPPED`.
Responses
400
401
500
200
404
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
404
Not Found
Triggers an asynchronous Sales Order status check operation.
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
Retrieves all Sales Order work items, including associated Production Orders,
grouped and sequenced for scheduling.
This endpoint returns the same data as `Schedule` and is used by the
Velosity scheduling engine to build work queues.
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
Schemas:
SalesOrderWorkModel
Retrieves all Sales Orders created or updated Year‑To‑Date (YTD).
Responses
400
401
500
200
400
Bad Request
401
Unauthorized
500
Internal Server Error
200
OK
text/plain
"example"
Schemas:
SalesOrderModel
SalesQuotes
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
SalesQuoteSlicerModel
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
SalesQuoteModel
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
SalesQuoteModel
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
SalesQuoteModel
Update Delivery
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
DeliveryOptionIDpath stringYes The `DeliveryOptionID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
SalesQuoteModel
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
DocumentUploadModel
ProblemDetails
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
DocumentIDpath stringYes The `DocumentID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
DocumentIDpath stringYes The `DocumentID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Responses
200
400
401
200
OK
400
Bad Request
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
PersonIDquery stringNo The `PersonID` query-string parameter.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
EmailMessageModel
ProblemDetails
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
SalesQuoteModel
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
requiredStatusquery stringNo The `requiredStatus` query-string parameter.
requireUnchangedquery booleanNo default: false The `requireUnchanged` query-string parameter. Optional; defaults to `False`.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
SalesQuoteModel
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ItemAndQtyModel
ProblemDetails
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
itemandqtyidpath stringYes The `itemandqtyid` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
ItemIDpath stringYes The `ItemID` route parameter. Required.
Responses
200
400
401
404
200
OK
application/json
{
"costSource": "example",
"unitCost": 0,
"policyID": "example_001",
"policyVersion": "example",
"policySource": "example",
"targetMarginPercent": 0,
"unitPrice": 0,
"currencyID": "example_001"
}
400
Bad Request
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
404
Not Found
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
GovernedItemPricingModel
ProblemDetails
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
SalesQuoteModel
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
LineItemModel
ProblemDetails
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
lineitemidpath stringYes The `lineitemid` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
LineItemIDpath stringYes The `LineItemID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
LineItemIDpath stringYes The `LineItemID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
SalesQuoteModel
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
SalesQuoteModel
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
NoteModel
ProblemDetails
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
SalesQuoteModel
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
keyquery stringNo The `key` query-string parameter.
Responses
200
400
401
404
409
200
OK
application/json
0
400
Bad Request
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
404
Not Found
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
409
Conflict
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
SalesQuotePaymentTokenRequestModel
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Schemas:
PurchaseOrderPaymentUploadModel
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Responses
200
400
401
403
404
200
OK
application/json
0
400
Bad Request
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
403
Forbidden
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
404
Not Found
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Responses
200
200
OK
application/json
0
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
keyquery stringNo The `key` query-string parameter.
Schemas:
PurchaseOrderPaymentUploadModel
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Outcomepath stringYes The `Outcome` route parameter. Required.
Responses
200
400
401
403
404
200
OK
application/json
0
400
Bad Request
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
403
Forbidden
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
404
Not Found
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
DocumentIDquery stringNo The `DocumentID` query-string parameter.
Previewquery stringNo The `Preview` query-string parameter.
keyquery stringNo The `key` query-string parameter.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
DocumentIDquery stringNo The `DocumentID` query-string parameter.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
SalesQuotePhaseUpdateModel
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
SalesQuoteStatusUpdateModel
Applies an administrator-reviewed status normalization to a legacy quote.
Unlike the regular status endpoint, this endpoint has no lifecycle side effects.
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Responses
200
400
401
403
404
200
OK
400
Bad Request
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
403
Forbidden
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
404
Not Found
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
SalesQuoteStatusUpdateModel
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Schemas:
ProblemDetails
SalesQuoteModel
Parameters
Name In Type Required Details Description
SalesQuoteIDpath stringYes The `SalesQuoteID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
SalesQuoteUpdateValidityModel
Responses
200
401
200
OK
application/json
"example"
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
RecordTextIntegerModel
SalesQuoteSlicerModel
Responses
200
401
200
OK
application/json
"example"
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
RecordTextIntegerModel
SalesQuoteSlicerModel
Responses
200
401
200
OK
application/json
"example"
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
SalesQuoteAnalysisLineModel
SalesQuoteSlicerModel
Responses
200
401
200
OK
application/json
"example"
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
RecordTextIntegerModel
SalesQuoteSlicerModel
Responses
200
401
200
OK
application/json
"example"
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
RecordTextIntegerModel
SalesQuoteSlicerModel
Parameters
Name In Type Required Details Description
CustomerIDpath stringYes The `CustomerID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Parameters
Name In Type Required Details Description
SalesOrderIDpath stringYes The `SalesOrderID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
SalesQuoteSlicerModel
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
UpdateCreatedByModel
Parameters
Name In Type Required Details Description
UserIDpath stringYes The `UserID` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
SalesQuoteSlicerModel
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
SalesQuoteSlicerModel
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Parameters
Name In Type Required Details Description
pagepath integerYes format: int32 default: 1 The `page` route parameter. Required. Pages are 1-based.
Responses
200
401
200
OK
application/json
{
"salesQuotes": "example",
"customers": "example",
"totalRecords": 0
}
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
SalesQuoteIndexPageModel
SalesQuoteSlicerModel
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Get Quotes As Pages
?filter=MY, ALL
?status=DRAFT, etc
Parameters
Name In Type Required Details Description
pagepath integerYes format: int32 default: 1 The `page` route parameter. Required. Pages are 1-based.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
SalesQuoteSlicerModel
Parameters
Name In Type Required Details Description
pagepath integerYes format: int32 default: 1 The `page` route parameter. Required. Pages are 1-based.
Responses
200
401
200
OK
application/json
"example"
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
CustomerModel
ProblemDetails
SalesQuoteSlicerModel
Parameters
Name In Type Required Details Description
keyquery stringNo The `key` query-string parameter.
Responses
200
400
404
200
OK
400
Bad Request
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
404
Not Found
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Parameters
Name In Type Required Details Description
keyquery stringNo The `key` query-string parameter.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Get Quotes - Recent
Parameters
Name In Type Required Details Description
limitquery integerNo format: int32 default: 5 The `limit` query-string parameter. Optional; defaults to `5`.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
SalesQuoteSlicerModel
Parameters
Name In Type Required Details Description
quotenumberpath stringYes The `quotenumber` route parameter. Required.
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
Responses
200
401
200
OK
application/json
{
"mermaid": "example_001"
}
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails
StateMachineDiagramModel
Retrieves the Sales Quote Status state machine definition.
Returns the full state machine graph used by Velosity to validate and
transition Sales Order status values.
The response includes states, transitions, and metadata suitable for
visualization or workflow validation.
Responses
200
401
500
200
OK
application/json
{
"mermaid": "example_001"
}
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
500
Internal Server Error
Schemas:
ProblemDetails
StateMachineDiagramModel
Responses
200
401
200
OK
401
Unauthorized
application/json
{
"type": "example",
"title": "example",
"status": 0,
"detail": "example",
"instance": "example"
}
Schemas:
ProblemDetails