Fieldmotion API Getting started

Quotes: settings, costing and lookups

Suggest the next quote number

POST /a/Quote_getNextNumber

Derive a quote reference suggestion from the account’s numbering method.

When to use this endpoint

Use to prefill a create-quote form. The result is a suggestion only: no quote row or reserved sequence is created.

Authentication and permissions

Authenticates a signed API key or CRM session as its tenant user. Requires Quotes View (pageQuotes_view). Non-admin users blocked by legacy crm_access bit 32 are denied. Roleless non-admin users fail closed. Client administrators inherit page permissions.

Uses local tenant IDs. No additional Quote owner/department predicate is applied; these endpoints do not return a visibility-filtered Job list.

Parameters

This endpoint has no operation-specific parameters.

Example request

$number = FM_api('Quote_getNextNumber');

Example response

"QT-001043"

Errors and unusual responses

ResponseCondition
{"error":"not logged in"}No authenticated tenant context is available. Invalid signed credentials can be rejected by the dispatcher before the handler runs.

Legacy application errors may be returned with HTTP 200. Check the decoded response for error, not only the HTTP status.

Behaviour and edge cases

  • Uses setting quote-number-method. Method 1 selects the latest non-deleted, nonempty quote number by cdate DESC then id DESC. Other/default values select the non-deleted, nonempty number by length DESC then lexical quote_num DESC; this is not a numeric MAX.
  • Method 2 (Disable automated quote number) returns an empty string immediately, without a base-number lookup. Other methods with no base number return string 1.
  • The increment collects every digit in the base number, adds one, and pads to the original total digit count. All nondigits are concatenated into a prefix. It does not increment just the trailing numeric segment: AB12CD34 becomes ABCD1235.
  • No uniqueness check, lock, reservation, count limit or status filter beyond deleted=0/nonempty number. Concurrent callers can receive the same suggestion; mixed-prefix lexical ordering and very large numeric strings are not robust sequence management. There is no recurrence-origin filter on the base quote lookup.
  • No direct mobile app/m-service caller for this RPC was found. This is a CRM quotation workflow.

Side effects

  • Reads account setting and, depending on method, one base quote number. No write, cache update, audit or reservation.

See it in Fieldmotion

CRM1

No direct browser Quote_getNextNumber caller found. Legacy quote creation uses internal numbering logic; Quote settings exposes the shared method.

CRM2

Quotes → Create invokes Quote_getNextNumber before displaying the create layout; inspect the returned string used as the quoteNum default.

Related endpoints

  • Quote_setNum writes an existing quote reference without uniqueness checks.