LexwareOffice icon

LexwareOffice

Node to interact with LexwareOffice

Actions29

Quotation → Create

AI-generated

Overview

This node operation creates a new quotation in LexwareOffice. It allows users to specify detailed information about the quotation such as voucher date, expiration date, recipient address, line items, total price, tax conditions, payment conditions, print layout, and optional texts like title, introduction, and remark. This operation is useful for businesses that need to generate and manage quotations for their customers programmatically within their workflow automation.

Use Case Examples

  1. Creating a quotation with multiple line items for a customer including detailed pricing and tax conditions.
  2. Generating a quotation with specific payment terms and expiration date to send to a client.
  3. Automating the creation of quotations with customized print layouts and recipient address information.

Properties

Name Meaning
Voucher Date The date of the quotation in ISO 8601 format (yyyy-MM-ddTHH:mm:ss.SSSXXX). Used to specify when the quotation was issued.
Expiration Date The date and time when the quotation will expire. Defines the validity period of the quotation.
Address The address details of the quotation recipient including contact ID, name, street, ZIP code, city, country code, and additional address information.
Line Items The items included in the quotation. Each item can specify product/service ID, type (service, material, custom, text), name, description, quantity, unit name, unit price details (currency, net amount, gross amount, tax rate), discount percentage, line item amount, subitems, and flags for optional or alternative items.
Total Price The total price of the quotation including currency, gross amount, and net amount.
Tax Conditions The tax conditions of the quotation specifying the type of tax calculation such as net, gross, VAT free, intra-community supply, etc.
Payment Conditions The payment conditions of the quotation including payment terms, payment term label, duration, and discount conditions.
Print Layout ID The ID of the print layout to be used for the quotation. Uses the organization's default if not specified.
Title An optional title text for the quotation. Uses the organization's default if not specified.
Introduction An optional introductory text or header for the quotation. Uses the organization's default if not specified.
Remark An optional closing text note for the quotation. Uses the organization's default if not specified.

Output

JSON

  • id - The unique identifier of the created quotation.
  • voucherDate - The date of the quotation.
  • expirationDate - The expiration date of the quotation.
  • address - The address details of the quotation recipient.
  • lineItems - The list of line items included in the quotation.
  • totalPrice - The total price details of the quotation.
  • taxConditions - The tax conditions applied to the quotation.
  • paymentConditions - The payment conditions specified for the quotation.
  • printLayoutId - The print layout ID used for the quotation.
  • title - The title text of the quotation.
  • introduction - The introductory text of the quotation.
  • remark - The closing remark text of the quotation.

Dependencies

  • An API key credential for LexwareOffice API authentication

Troubleshooting

  • Ensure all required fields such as voucherDate and lineItems are provided to avoid validation errors.
  • Verify the date formats are in ISO 8601 format to prevent parsing errors.
  • Check that the currency is set to EUR as other currencies may not be supported.
  • If SSL issues occur, consider enabling the option to ignore SSL certificate validation or configure a proper proxy.
  • Timeouts can be adjusted via the timeout setting if the server response is slow.

Links

Discussion