Quotes: settings, costing and lookups
Set a quote net amount directly
/a/Quote_setNet
Calculate header totals from a submitted net amount and the account’s default VAT.
When to use this endpoint
Use only when intentionally overriding the quote header independently of its saved line items. The next row-based recalculation can replace these values.
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. Also requires Quotes Edit (pageQuotes_edit); client administrators inherit page permissions.
Uses local tenant IDs. The active quote must also satisfy the account’s customer department/account-manager visibility filters for non-admin users, including signed-key requests.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
id | Positive integer-compatible quote ID | Yes | Positive local quote ID, integer-converted; an active quote is required. |
val | Float-compatible net amount | Yes | Finite manual net before discounts/markup. Must produce monetary values within the supported range. |
Example request
$result = FM_api('Quote_setNet', ['id'=>'1042','val'=>'100']);Example response
{"ok":1}Errors and unusual responses
| Response | Condition |
|---|---|
{"error":"not logged in"} | No authenticated tenant context is available. Invalid signed credentials can be rejected by the dispatcher before the handler runs. |
{"error":"quote does not exist"} | The active quote is missing (lookup failures are reported separately). |
{"error":"Unable to save quote. Check the saved state before retrying."} | Database, audit, transaction or commit acknowledgement failed. Refresh saved state before retrying an uncertain commit. |
{"error":"permission denied"} | Required Quotes permission is absent or the non-admin actor is blocked by legacy access settings. |
{"error":"missing or invalid parameter: id"} | Missing/nonpositive quote ID. |
Legacy application errors may be returned with HTTP 200. Check the decoded response for error, not only the HTTP status.
Behaviour and edge cases
- Accepts a finite numeric manual pre-discount net and stores it as total_net. Uses default-vat and the stored discount_rate; features2.discountMarkup=1 adds the rate, otherwise subtracts it, including negative rates.
- Tax, gross and profit use the adjusted net; cost is retained. Rejects non-finite/out-of-range monetary results. Does not rewrite costs rows/section summaries, so a subsequent row recalculation replaces these manual totals.
- Locks the active quote in a tenant transaction. Bound writes, last_edited (server-local date/time), quote history and quotes cache invalidation are checked together. Audit or primary write failure rolls back. Existing caller transactions retain a savepoint; an uncertain commit returns an error and is never replayed automatically.
- No direct mobile app/m-service caller for this RPC was found.
Side effects
- Updates the named data and last_edited, records quote history and requests quotes cache invalidation in the tenant transaction. No ordinary mention notice, notification or email is sent by this dedicated handler.
See it in Fieldmotion
CRM1
No direct production Quote_setNet caller found. The Quotes UI edits costs/discount rather than invoking this standalone amount override.
CRM2
No direct caller found. moduleQuotes disables direct Total Net editing and sends Quote_calculateCost after cost changes.
Related endpoints
Quote_setDiscountchanges the discount through stored summaries.Quote_calculateCostreplaces header totals from saved lines.