SalesLead

Defines how leads interact with other Partner systems and Opportunity systems.

Life cycle of an order typically is as follows:
SalesLead -> Opportunity -> Quote -> PurchaseOrder -> SalesOrder

Element information

Namespace: http://www.openapplications.org/oagis/10

Schema document: Common.xsd

Type: SalesLeadType

Properties: Global, Qualified, ID: oagis-id-44d726d055d64d1490754e87b47ce12e

Content

Sequence [1..1]
1. SalesLeadHeader [0..1] Information that applies to the entire SalesLead.
2. SalesLeadDetail [0..*] SalesLead Detail.

Attributes

Name	Occ	Type	Description	Notes
typeCode	[0..1]	CodeType_1E7368
actionCode	[0..1]	ActionCodeContentType

Used in

Type AcknowledgeSalesLeadDataAreaType (Element DataArea)
Type CancelAcknowledgeSalesLeadDataAreaType (Element DataArea)
Type CancelSalesLeadDataAreaType (Element DataArea)
Type ChangeAcknowledgeSalesLeadDataAreaType (Element DataArea)
Type ChangeSalesLeadDataAreaType (Element DataArea)
Type GetSalesLeadDataAreaType (Element DataArea)
Type NotifySalesLeadDataAreaType (Element DataArea)
Type ProcessSalesLeadDataAreaType (Element DataArea)
Type ShowSalesLeadDataAreaType (Element DataArea)
Type SyncResponseSalesLeadDataAreaType (Element DataArea)
Type SyncSalesLeadDataAreaType (Element DataArea)

Sample instance

<SalesLead>
   <SalesLeadHeader>
      <ID/>
      <RevisionID>normalizedString</RevisionID>
      <VariationID>normalizedString</VariationID>
      <DocumentIDSet>
         <ID/>
      </DocumentIDSet>
      <LastModificationDateTime></LastModificationDateTime>
      <DocumentDateTime></DocumentDateTime>
      <Description/>
      <Note/>
      <DocumentReference>
         <ID/>
         <RevisionID>normalizedString</RevisionID>
         <VariationID>normalizedString</VariationID>
         <DocumentIDSet>...
         </DocumentIDSet>
         <DocumentDateTime></DocumentDateTime>
         <Description/>
         <Note/>
         <Status>...
         </Status>
         <LineNumberID/>
         <LineIDSet>...
         </LineIDSet>
         <Extension>.......................................
         </Extension>
      </DocumentReference>
      <Attachment>
         <ID/>
         <IDSet>...
         </IDSet>
         <EmbeddedDataBinaryObject/>
         <URI>normalizedString</URI>
         <ISBN>normalizedString</ISBN>
         <FileName/>
         <DocumentDateTime></DocumentDateTime>
         <Description/>
         <Note/>
         <FileTypeCode>normalizedString</FileTypeCode>
         <FileSizeQuantity>1.0</FileSizeQuantity>
         <Title/>
         <Extension>.......................................
         </Extension>
      </Attachment>
      <Status>
         <ID/>
         <IDSet>...
         </IDSet>
         <Code/>
         <Description/>
         <ReasonCode>normalizedString</ReasonCode>
         <Reason/>
         <EffectiveTimePeriod>..................
         </EffectiveTimePeriod>
         <Extension>.......................................
         </Extension>
      </Status>
      <Name/>
      <CloseReasonCode>normalizedString</CloseReasonCode>
      <Interests>
         <Text/>
      </Interests>
      <TotalAmount/>
      <BudgetedAmount/>
      <ReceivedCode>normalizedString</ReceivedCode>
      <SourceID>normalizedString</SourceID>
      <CustomerParty>
         <ID/>
         <PartyIDSet>...
         </PartyIDSet>
         <TaxIDSet>...
         </TaxIDSet>
         <TaxID>normalizedString</TaxID>
         <DUNSID>normalizedString</DUNSID>
         <CAGEID>normalizedString</CAGEID>
         <DODAACID>normalizedString</DODAACID>
         <BICID>normalizedString</BICID>
         <SCACID>normalizedString</SCACID>
         <AccountID>normalizedString</AccountID>
         <Name/>
         <Location>...
         </Location>
         <Contact>...
         </Contact>
         <CustomerAccountID>normalizedString</CustomerAccountID>
         <RequesterContact>...
         </RequesterContact>
         <PlannerContact>...
         </PlannerContact>
         <BuyerContact>...
         </BuyerContact>
         <ReceivingContact>...
         </ReceivingContact>
         <Extension>.......................................
         </Extension>
      </CustomerParty>
      <OwnerParty>
         <ID/>
         <PartyIDSet>...
         </PartyIDSet>
         <TaxIDSet>...
         </TaxIDSet>
         <TaxID>normalizedString</TaxID>
         <DUNSID>normalizedString</DUNSID>
         <CAGEID>normalizedString</CAGEID>
         <DODAACID>normalizedString</DODAACID>
         <BICID>normalizedString</BICID>
         <SCACID>normalizedString</SCACID>
         <AccountID>normalizedString</AccountID>
         <Name/>
         <Location>...
         </Location>
         <Contact>...
         </Contact>
         <Extension>.......................................
         </Extension>
      </OwnerParty>
      <SalesContact>
         <ID/>
         <IDSet>...
         </IDSet>
         <PersonName>...
         </PersonName>
         <RoleCode>normalizedString</RoleCode>
         <JobTitle/>
         <Responsibility/>
         <OrganizationUnitID>normalizedString</OrganizationUnitID>
         <Communication>...
         </Communication>
         <TelephoneCommunication>...
         </TelephoneCommunication>
         <EMailAddressCommunication>...
         </EMailAddressCommunication>
         <InternetAddressCommunication>...
         </InternetAddressCommunication>
         <Preference>...
         </Preference>
         <EffectiveTimePeriod>..................
         </EffectiveTimePeriod>
         <Extension>.......................................
         </Extension>
      </SalesContact>
      <CompetitorParty>
         <ID/>
         <PartyIDSet>...
         </PartyIDSet>
         <TaxIDSet>...
         </TaxIDSet>
         <TaxID>normalizedString</TaxID>
         <DUNSID>normalizedString</DUNSID>
         <CAGEID>normalizedString</CAGEID>
         <DODAACID>normalizedString</DODAACID>
         <BICID>normalizedString</BICID>
         <SCACID>normalizedString</SCACID>
         <AccountID>normalizedString</AccountID>
         <Name/>
         <Location>...
         </Location>
         <Contact>...
         </Contact>
         <Extension>.......................................
         </Extension>
      </CompetitorParty>
      <MarketingProgram>
         <ID/>
         <IDSet>...
         </IDSet>
         <Description/>
         <Note/>
         <OfferDescription/>
         <OpportunityTypeCode>normalizedString</OpportunityTypeCode>
         <OpportunityMethodCode>normalizedString</OpportunityMethodCode>
         <Discount>...
         </Discount>
         <Extension>.......................................
         </Extension>
      </MarketingProgram>
      <QuoteReference>
         <ID/>
         <RevisionID>normalizedString</RevisionID>
         <VariationID>normalizedString</VariationID>
         <DocumentIDSet>...
         </DocumentIDSet>
         <DocumentDateTime></DocumentDateTime>
         <Description/>
         <Note/>
         <Status>...
         </Status>
         <LineNumberID/>
         <LineIDSet>...
         </LineIDSet>
         <ReleaseNumberID>normalizedString</ReleaseNumberID>
         <ScheduleLineNumberID>normalizedString</ScheduleLineNumberID>
         <SubLineNumberID>normalizedString</SubLineNumberID>
         <OrderQuantity>1.0</OrderQuantity>
         <Extension>.......................................
         </Extension>
      </QuoteReference>
      <SalesActivity>
         <ID/>
         <IDSet>...
         </IDSet>
         <DateTime></DateTime>
         <MaterialRequested/>
         <MaterialSent/>
         <EmailResultCode>normalizedString</EmailResultCode>
         <RequestContactIndicator>true</RequestContactIndicator>
         <Result/>
         <Description/>
         <Note/>
         <Extension>.......................................
         </Extension>
      </SalesActivity>
      <SalesTask>
         <ID/>
         <IDSet>...
         </IDSet>
         <Subject/>
         <PriorityCode>normalizedString</PriorityCode>
         <Description/>
         <Note/>
         <Status>...
         </Status>
         <CategoryCodes>...
         </CategoryCodes>
         <PrivateIndicator>true</PrivateIndicator>
         <ParentTaskID>normalizedString</ParentTaskID>
         <EscalationLevelCode>normalizedString</EscalationLevelCode>
         <PlannedTimePeriod>..................
         </PlannedTimePeriod>
         <ScheduledTimePeriod>..................
         </ScheduledTimePeriod>
         <ActualTimePeriod>..................
         </ActualTimePeriod>
         <OwnerParty>...
         </OwnerParty>
         <AssignedToContact>...
         </AssignedToContact>
         <AssigneeTypeCode>normalizedString</AssigneeTypeCode>
         <AssigneeStatus>...
         </AssigneeStatus>
         <SourceID>normalizedString</SourceID>
         <CustomerParty>...
         </CustomerParty>
         <SalesLeadReference>...
         </SalesLeadReference>
         <OpportunityReference>...
         </OpportunityReference>
         <ServiceRequestReference>...
         </ServiceRequestReference>
         <CompletionPercent>1.0</CompletionPercent>
         <CompletedDuration>P1Y2M3DT10H</CompletedDuration>
         <PlannedEffortDuration>P1Y2M3DT10H</PlannedEffortDuration>
         <ActualEffortDuration>P1Y2M3DT10H</ActualEffortDuration>
         <RepeatingFrequencyCode>normalizedString</RepeatingFrequencyCode>
         <Contact>...
         </Contact>
         <DocumentReference>...
         </DocumentReference>
         <Attachment>...
         </Attachment>
         <Extension>.......................................
         </Extension>
      </SalesTask>
      <EffectiveTimePeriod>
         <InclusiveIndicator>true</InclusiveIndicator>
         <StartDateTime></StartDateTime>
         <StartTime>token</StartTime>
         <Duration>P1Y2M3DT10H</Duration>
         <EndDateTime></EndDateTime>
         <EndTime>token</EndTime>
      </EffectiveTimePeriod>
      <AcceptedIndicator>true</AcceptedIndicator>
      <QualifiedIndicator>true</QualifiedIndicator>
      <PriorityCode>normalizedString</PriorityCode>
      <RankCode>normalizedString</RankCode>
      <Party>
         <ID/>
         <PartyIDSet>...
         </PartyIDSet>
         <TaxIDSet>...
         </TaxIDSet>
         <TaxID>normalizedString</TaxID>
         <DUNSID>normalizedString</DUNSID>
         <CAGEID>normalizedString</CAGEID>
         <DODAACID>normalizedString</DODAACID>
         <BICID>normalizedString</BICID>
         <SCACID>normalizedString</SCACID>
         <AccountID>normalizedString</AccountID>
         <Name/>
         <Location>...
         </Location>
         <Contact>...
         </Contact>
         <Extension>.......................................
         </Extension>
      </Party>
      <Extension>
         <AnyExtension>
            <!--any element-->
         </AnyExtension>
         <Amount/>
         <Code/>
         <DateTime></DateTime>
         <ID/>
         <Indicator>true</Indicator>
         <Measure/>
         <Name/>
         <Number>1.0</Number>
         <Quantity/>
         <Text/>
         <Time></Time>
         <ValueText>string</ValueText>
      </Extension>
   </SalesLeadHeader>
   <SalesLeadDetail>
      <LineNumberID/>
      <LineIDSet>
         <ID/>
      </LineIDSet>
      <Description/>
      <Note/>
      <DocumentReference>
         <ID/>
         <RevisionID>normalizedString</RevisionID>
         <VariationID>normalizedString</VariationID>
         <DocumentIDSet>...
         </DocumentIDSet>
         <DocumentDateTime></DocumentDateTime>
         <Description/>
         <Note/>
         <Status>...
         </Status>
         <LineNumberID/>
         <LineIDSet>...
         </LineIDSet>
         <Extension>.......................................
         </Extension>
      </DocumentReference>
      <Attachment>
         <ID/>
         <IDSet>...
         </IDSet>
         <EmbeddedDataBinaryObject/>
         <URI>normalizedString</URI>
         <ISBN>normalizedString</ISBN>
         <FileName/>
         <DocumentDateTime></DocumentDateTime>
         <Description/>
         <Note/>
         <FileTypeCode>normalizedString</FileTypeCode>
         <FileSizeQuantity>1.0</FileSizeQuantity>
         <Title/>
         <Extension>.......................................
         </Extension>
      </Attachment>
      <Status>
         <ID/>
         <IDSet>...
         </IDSet>
         <Code/>
         <Description/>
         <ReasonCode>normalizedString</ReasonCode>
         <Reason/>
         <EffectiveTimePeriod>..................
         </EffectiveTimePeriod>
         <Extension>.......................................
         </Extension>
      </Status>
      <Item>
         <ID/>
         <RevisionID>normalizedString</RevisionID>
         <VariationID>normalizedString</VariationID>
         <ItemIDSet>...
         </ItemIDSet>
         <CustomerItemIdentification>...
         </CustomerItemIdentification>
         <ManufacturerItemIdentification>...
         </ManufacturerItemIdentification>
         <SupplierItemIdentification>...
         </SupplierItemIdentification>
         <UPCID>normalizedString</UPCID>
         <EPCID>normalizedString</EPCID>
         <GTINID>normalizedString</GTINID>
         <Description/>
         <Note/>
         <Classification>...
         </Classification>
         <Specification>...
         </Specification>
         <HazardousMaterial>...
         </HazardousMaterial>
         <Packaging>...
         </Packaging>
         <Dimensions>...
         </Dimensions>
         <ExportControl>...
         </ExportControl>
         <HarmonizedTariff>...
         </HarmonizedTariff>
         <Trademark>...
         </Trademark>
         <DocumentReference>...
         </DocumentReference>
         <Attachment>...
         </Attachment>
         <CountryOfOriginCode>token</CountryOfOriginCode>
         <RFID>normalizedString</RFID>
         <SerialNumberID>normalizedString</SerialNumberID>
         <Lot>...
         </Lot>
         <Extension>.......................................
         </Extension>
      </Item>
      <Amount/>
      <Quantity/>
      <CompetitorParty>
         <ID/>
         <PartyIDSet>...
         </PartyIDSet>
         <TaxIDSet>...
         </TaxIDSet>
         <TaxID>normalizedString</TaxID>
         <DUNSID>normalizedString</DUNSID>
         <CAGEID>normalizedString</CAGEID>
         <DODAACID>normalizedString</DODAACID>
         <BICID>normalizedString</BICID>
         <SCACID>normalizedString</SCACID>
         <AccountID>normalizedString</AccountID>
         <Name/>
         <Location>...
         </Location>
         <Contact>...
         </Contact>
         <Extension>.......................................
         </Extension>
      </CompetitorParty>
      <CompetingItem>
         <ID/>
         <RevisionID>normalizedString</RevisionID>
         <VariationID>normalizedString</VariationID>
         <ItemIDSet>...
         </ItemIDSet>
         <CustomerItemIdentification>...
         </CustomerItemIdentification>
         <ManufacturerItemIdentification>...
         </ManufacturerItemIdentification>
         <SupplierItemIdentification>...
         </SupplierItemIdentification>
         <UPCID>normalizedString</UPCID>
         <EPCID>normalizedString</EPCID>
         <GTINID>normalizedString</GTINID>
         <Description/>
         <Note/>
         <Classification>...
         </Classification>
         <Specification>...
         </Specification>
         <HazardousMaterial>...
         </HazardousMaterial>
         <Packaging>...
         </Packaging>
         <Dimensions>...
         </Dimensions>
         <ExportControl>...
         </ExportControl>
         <HarmonizedTariff>...
         </HarmonizedTariff>
         <Trademark>...
         </Trademark>
         <DocumentReference>...
         </DocumentReference>
         <Attachment>...
         </Attachment>
         <CountryOfOriginCode>token</CountryOfOriginCode>
         <RFID>normalizedString</RFID>
         <SerialNumberID>normalizedString</SerialNumberID>
         <Lot>...
         </Lot>
         <Extension>.......................................
         </Extension>
      </CompetingItem>
      <MarketingProgram>
         <ID/>
         <IDSet>...
         </IDSet>
         <Description/>
         <Note/>
         <OfferDescription/>
         <OpportunityTypeCode>normalizedString</OpportunityTypeCode>
         <OpportunityMethodCode>normalizedString</OpportunityMethodCode>
         <Discount>...
         </Discount>
         <Extension>.......................................
         </Extension>
      </MarketingProgram>
      <PreventIndicator>true</PreventIndicator>
      <Financing>
         <ID/>
         <IDSet>...
         </IDSet>
         <PaymentAmount/>
         <BalanceAmount/>
         <FinalAmount/>
         <ResidualAmount/>
         <PaymentTerm>...
         </PaymentTerm>
         <MaturityDateTime></MaturityDateTime>
         <FinancialParty>...
         </FinancialParty>
         <DownPaymentAmount/>
         <TotalAmount/>
         <PaymentAuthorization>...
         </PaymentAuthorization>
         <CreditRatingCode>normalizedString</CreditRatingCode>
         <Extension>.......................................
         </Extension>
      </Financing>
      <Appointment>
         <ID/>
         <IDSet>...
         </IDSet>
         <DateTime></DateTime>
         <Location>...
         </Location>
         <Description/>
         <Note/>
         <Extension>.......................................
         </Extension>
      </Appointment>
      <SalesActivity>
         <ID/>
         <IDSet>...
         </IDSet>
         <DateTime></DateTime>
         <MaterialRequested/>
         <MaterialSent/>
         <EmailResultCode>normalizedString</EmailResultCode>
         <RequestContactIndicator>true</RequestContactIndicator>
         <Result/>
         <Description/>
         <Note/>
         <Extension>.......................................
         </Extension>
      </SalesActivity>
      <Extension>
         <AnyExtension>
            <!--any element-->
         </AnyExtension>
         <Amount/>
         <Code/>
         <DateTime></DateTime>
         <ID/>
         <Indicator>true</Indicator>
         <Measure/>
         <Name/>
         <Number>1.0</Number>
         <Quantity/>
         <Text/>
         <Time></Time>
         <ValueText>string</ValueText>
      </Extension>
   </SalesLeadDetail>
</SalesLead>