Create Transactional Entities

Create four transactional entities: PurchaseRequest, PurchaseRequestItem, Quotation, and QuotationItem.

Creating a new entity

Use these steps each time you create an entity:

1. Go to Design.
2. Select Entity under Object Types.
3. Click + to create a new entity.

1. Purchase Request entity (Header)

1. Follow the Creating a new entity steps.
2. Enter PurchaseRequest in the Id field and click OK.
3. In the GENERAL section of the editor, set the Id type type to number.

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Insight

When choosing data types, you can use the standard TypeScript types (string, number, and boolean) supported by Lowgile.

4. Add the following properties:

NAME	TYPE	Notes
costCenter	This.CostCenter	Lookup to the CostCenter static entity. Leave the default expression property empty to force the user to choose a cost center.
comment	string	Stores the comment entered by the Approver when reviewing the Purchase Request.

5. Leave all other properties at their default values.

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Tip

Typing This. in the Type or Default expression field displays suggestions for the static and transactional entities available in the module.

6. Save and close the editor.

2. Purchase Request Item (Detail)

1. Follow the Creating a new entity steps.
2. Enter PurchaseRequestItem and click OK.
3. Set the ID type to number.
4. Add the following properties:

NAME	TYPE	DEFAULT EXPRESSION	Notes
description	string	(leave blank)	Item description
quantity	number	1	Requested quantity
unitPrice	number	(leave blank)	Price per unit
budgetAmount	number	(leave blank)	Budget allocation for this line
currency	This.Currency	This.Currency.Usd	Lookup to the Currency static entity

5. Leave all other properties at their default values.

6. Save and close the editor.

3. Quotation (Header)

1. Follow the Creating a new entity steps.
2. Enter Quotation and click OK.
3. Set the ID type to number.
4. Add the following properties:

NAME	TYPE	DEFAULT EXPRESSION	Notes
vendor	string	(leave blank)	Supplier providing the quotation
currency	This.Currency	This.Currency.Usd	Lookup to the Currency static entity

5. Leave all other properties at their default values.

6. Save and close the editor.

4. Quotation Item (Detail)

1. Enter QuotationItem and click OK.
2. Set the ID type to number.
3. Add the following properties:

NAME	TYPE	Notes
description	string	Line item description
quantity	number	Quantity quoted
unitPrice	number	Vendor’s unit price

4. Leave all other properties at their default values.

5. Save and close the editor.

Related concepts

Data Model Concepts

Understand how entities and relationships provide screen data.

Transactional Entities

Understand how transactional entities store operational data and how their source types work.

Entity Relationships

Learn how relationships connect entities and support header-detail data structures.