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Administrator Guide
Last Updated: 2025-09-19
Concept: Services CPQ Quote Web Services

Concept: Services CPQ Quote Web Services

To create a fully working quote through SOAP API, use these web service operations:
  1. Submit Quote Services and Lines
  2. Submit Quote Work Breakdown Structure
  3. Submit Quote Allocations
We recommend that you use the most recent version of the web services.

Equivalent Workday User Interface (UI) Task

Create Quote
.

Business Process Used by this Web Service

Quote Event
 business process.

Get and Submit Quote Services and Lines

These operations enable you to retrieve, create, edit or change a quote. Know that:
  • A Quote Change Reason is required when you edit an approved quote.
  • You can use the web service operation to work on these quote objects:
    • Quote header
    • Services
    • Lines for role, items, expenses, discounts, and third-party costs.
  • You must define the
    Effort Estimation
     for a service.
  • When the service has phases or phases and tasks, you can add or update role lines after adding the Work Breakdown Structure of phases and tasks using the
    Submit Quote Work Breakdown Structure
     web service operation.
  • During the initial quote creation, Workday ignores all role allocations. Use the
    Submit Quote Allocations
     web service operation to add allocations.
  • When you edit a quote and exclude some quote services and quote lines, Workday deletes those services and quote lines.
  • You must specify the unit price and unit cost values that match the values in the Project Billing Rate Sheet.
  • You can’t create a quote when the associated Opportunity is in
    Error
    .

Get and Submit Work Breakdown Structure Web Service Operations

This web service operation only enables you to add or edit phases and tasks. Know that:
  • You can’t use this web service operation to:
    • Create a new quote.
    • Change any quote service or quote header data.
    • Edit a
      High Level
       service since it has no phases and tasks.
    • Add task data when the service
      Effort Estimation
       is
      With Phases
      .
  • The quote service
    Start Date
     adjusts based on the start date of the phase or task.
  • The quote service
    End Date
     adjusts based on the end date of the phase or task.
  • The phase
    Start Date
     must be equal to the earliest task
    Start Date
    .

Get and Submit Quote Allocations Web Service Operations

This web service operation only enables you to add or edit role allocations and item dates for all service types. Know that:
  • You can’t use this web service operation to:
    • Create a new quote.
    • Change any quote service or quote header data.
    • Edit phases and tasks.
  • You can use quantity or FTE values for allocations. When you upload both values, Workday uses FTE values to update the allocations.
  • When you submit allocations with start dates and end dates that overlap with existing allocations that have different FTEs, Workday creates new allocations with new FTE values and the existing allocation is split but retains its FTE.
  • Workday doesn’t automatically split the role allocations evenly across phases or tasks. You must specify the role allocations manually.

Security

The GET web service operations are secured to these domains in Services CPQ functional area:
  • iLoad Web Services
  • Process: Quotes
  • Special OX Web Services
The Submit web service operations are secured to:
  • iLoad Web Services
  • Quote Event Business Process
  • Special OX Web Services
  • View: Quote Project Hierarchies

Tips for Populating your Request

Use a GET request for an existing quote to get a payload structure, and then use the retrieved information to create or update an existing quote.

Limitations

When using the web service operations:
  • You can’t edit the quote start date of an existing quote but the date can change when the service start date changes.
  • You can’t change the total values for
    Price
    ,
    Margin
    , or
    Discount
     fields at the service and quote levels.
  • You can’t create a service by adding a service catalog item.

Guidelines for Recovering from a Bad Load

When you upload incorrect entries, access 1 of these tasks:
  • Mass Cancel Business Processes
     when the business process event is still in progress.
  • Mass Rescind Business Processes
     when the business process event is complete.
  • Security:
    Business Process Administrator
     domain in the System functional area.
After you cancel or rescind the events, rerun the web service requests.