--- sourceDocument: Brazil Sales Customer Relationship Management sourceDocumentLink: https://www.servicenow.com/docs/r/order-management Release : - brazil ft:locale : - en-US ft:publication_title : - Brazil Sales Customer Relationship Management ft:clusterId : - omgmt bundleId : - omgmt workflow : - Customer and Industry --- # Transaction-level system fields # Transaction-level system fields {#ariaid-title1} Release version: Brazil Updated May 7, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 7 minutes to read Reference for the system-provided fields at the transaction (header) level in Quote Experience, including variable names, descriptions, who can modify each field, and default values. ## Field naming conventions {#quote-tm-header-level-system-fields__field-naming} Quote Experience uses a consistent prefix convention for field variable names. * System-generated header-level fields use the prefix `txn.` followed by the field name --- for example, `txn.id`. * Custom header-level fields created by administrators use the prefix `txn.custom.` followed by the field name --- for example, `txn.custom.quoteName`. For line-level field naming conventions, see [Transaction line-level system fields](https://www.servicenow.com/docs/Seex3n5T432D7CxXMWuQ6w "Reference for the system-provided fields at the transaction line level in ServiceNow CPQ ServiceNow Quote Experience, including variable names, descriptions, who can modify each field, and default values."). ## Modifiable by {#quote-tm-header-level-system-fields__modifiable-by-key} The Modifiable by column in the field tables uses the following values. System : The field value is set only by the application. Users cannot edit system-modifiable fields on the quote layout, and administrators cannot set field values using determination rules. User : Any user with the appropriate permissions can update the field value. Determination rule actions can also modify user-modifiable fields. ## System-provided header-level fields {#quote-tm-header-level-system-fields__header-fields-table} The following fields are available in all Quote Experience implementations. {#quote-tm-header-level-system-fields__tbl_core_header__entry__3} | Variable name | Description | Default value | |-|-|-| | `txn.id` | UUID of the transaction. Uniquely identifies the transaction record. | Auto-generated on creation. Modifiable by: System | | `txn.account.id` | ID of the account used when the transaction was created. | Empty. Expected to be passed in on create. Modifiable by: User | | `txn.opportunity.id` | ID of the opportunity through which the transaction was created. | Empty. Expected to be passed in on create. Modifiable by: User | | `txn.pricebook.id` | Pricebook associated with the products on the transaction. | Empty. A blank value is interpreted as the default pricebook. Modifiable by: User | | `txn.pricing.currencyCode` | Currency code associated with the products on the transaction. | Empty. A blank value uses the base currency for the tenant. Modifiable by: User | | `txn.created` | Timestamp of when the transaction was created. | Auto-generated on creation. Modifiable by: System | | `txn.createdBy` | Name of the user who created the transaction. | Auto-generated on creation. Modifiable by: System | | `txn.modified` | Timestamp of the most recent modification to the transaction. | Auto-generated on each update. Modifiable by: System | | `txn.modifiedBy` | Name of the user who made the most recent modification to the transaction. | Auto-generated on each update. Modifiable by: System | | `txn.externalId` | Unique identifier used to reference the transaction in external connections and integrations. | Empty. Expected to be passed in on create. Modifiable by: User | | `txn.stage` | Current stage of the transaction in the quote lifecycle. | Auto-generated. Value depends on the stage configuration. Modifiable by: System | | `txn.persona` | Persona of the user who performed the most recent request on the transaction. | Auto-generated. Value depends on the persona configuration. Modifiable by: System | [Table 1. Transaction-level system fields] {#quote-tm-header-level-system-fields__tbl_core_header} ## ServiceNow SFA Fields {#quote-tm-header-level-system-fields__now-core-header-fields} "The following fields are installed when ServiceNow SFA is enabled. Fields noted as "Set from opportunity" on create are populated automatically from the source opportunity when a quote is created. {#quote-tm-header-level-system-fields__tbl_now_core_header__entry__3} | Variable name | Description | Default value | |-|-|-| | `txn.displayNumber` | Transaction display number. The user-facing quote number. | Empty. Set during create quote. Modifiable by: System | | `txn.sysId` | ServiceNow system ID of the transaction. | Empty. Set during create quote. Modifiable by: System | | `txn.shortDescription` | Short description of the transaction. | Empty. Set from opportunity on create. Modifiable by: System | | `txn.contact` | Contact name associated with the transaction. | Empty. Set from opportunity on create. Modifiable by: System | | `txn.assignedTo` | User assigned to the transaction. | Empty. Set from opportunity on create. Modifiable by: System | | `txn.assignmentGroup` | Assignment group for the transaction. | Empty. Set from opportunity on create. Modifiable by: System | | `txn.startDate` | Start date for the transaction. | Empty. Set from opportunity on create. Modifiable by: System | | `txn.endDate` | End date for the transaction. | Empty. Set from opportunity on create. Modifiable by: System | | `txn.term` | Contract term in months. | Empty. Set from opportunity on create. Modifiable by: System | | `txn.channel` | Records the channel through which the transaction originated. | `agent_assist` Modifiable by: System | | `txn.transactionType` | Type of transaction. Values: New, Amendment, Renewal. | Empty. Modifiable by: System | | `txn.transactionAction` | Used to derive the transaction type. Values: Add, Change. | `add` Modifiable by: System | | `txn.isAutoGeneratedForRenewal` | Indicates whether this transaction was automatically generated for a renewal based on the expiry of the original contract. | `false` Modifiable by: System | | `txn.isAutoRenewContract` | Indicates whether the contract resulting from this transaction should trigger automatic renewal workflows. | `false` Modifiable by: System | | `txn.source.quote` | Reference to the quote from which this transaction was consolidated, if applicable. | Empty. Modifiable by: System | | `txn.source.contract` | Reference to the contract used in the amendment or renewal workflow that this transaction is part of. | Empty. Modifiable by: System | [Table 2. SFA header fields] {#quote-tm-header-level-system-fields__tbl_now_core_header} ## ServiceNow Pricing fields {#quote-tm-header-level-system-fields__pricing-header-fields} The following fields are installed when ServiceNow Pricing is enabled. {#quote-tm-header-level-system-fields__tbl_pricing_header__entry__3} | Variable name | Description | Default value | |-|-|-| | `txn.pricing.extendedPrice` | Total One-Time price. An aggregate of the one-time price across all lines. | Empty. Modifiable by: System | | `txn.pricing.cost` | Total One-Time Cost. An aggregate of the one-time cost across all lines. | Empty. Modifiable by: System | | `txn.pricing.margin.amount` | Total One-Time Margin. Calculated as Total One-Time Price minus Total One-Time Cost. | Empty. Modifiable by: System | | `txn.pricing.margin.percentage` | Total One-Time Margin %. Calculated as Total One-Time Margin divided by Total One-Time Price × 100. | Empty. Modifiable by: System | | `txn.pricing.netCost` | Total Cost. An aggregate of the cumulative net cost across all lines. | Empty. Modifiable by: System | | `txn.pricing.margin.total.amount` | Total Margin Amount. Calculated as Total Amount minus Total Cost. | Empty. Modifiable by: System | | `txn.pricing.margin.total.percentage` | Total Margin %. Calculated as Total Margin Amount divided by Total Amount × 100. | Empty. Modifiable by: System | | `txn.pricing.annualPriceRecurring` | Total Annual Price. An aggregate of the cumulative annual recurring price across all lines. | 0 Modifiable by: System | | `txn.pricing.netPriceRecurring` | Total Monthly Price. An aggregate of the cumulative monthly recurring price across all lines. | 0 Modifiable by: System | | `txn.pricing.costRecurring` | Total Monthly Cost. An aggregate of the cumulative monthly recurring cost across all lines. | 0 Modifiable by: System | | `txn.pricing.marginRecurring.amount` | Total Monthly Margin. Calculated as Total Monthly Price minus Total Monthly Cost. | 0 Modifiable by: System | | `txn.pricing.marginRecurring.percentage` | Total Monthly Margin %. Calculated as (Total Monthly Price minus Total Monthly Cost) divided by Total Monthly Price. | Empty. Modifiable by: System | | `txn.pricing.netNew.amount` | Total Net New Amount. An aggregate of the cumulative net price from new root lines. | 0 Modifiable by: System | | `txn.pricing.source.contract.amount` | Original Contract Amount. An aggregate of the renewal amount from lines. Represents the contract value from the original transaction being renewed. | 0 Modifiable by: System | | `txn.pricing.delta.upsellDownsellAmount` | Total Upsell/Downsell Amount. An aggregate of the upsell or downsell amount from lines. | 0 Modifiable by: System | | `txn.pricing.adjustment.renewalBasis` | Renewal Adjustment Basis. The starting renewal price from which to apply adjustments. | `list_price` Modifiable by: System | | `txn.pricing.adjustment.renewalType` | Renewal Adjustment Type. The type of adjustment for renewal. Options: Markup %, Markdown %. Read-only when Renewal Adjustment Basis is List Price. | Empty. Set from opportunity on create. Modifiable by: System | | `txn.pricing.adjustment.renewalValue` | Renewal Adjustment Value. The amount of adjustment to apply to the renewal price, interpreted according to the Renewal Adjustment Type. | Empty. Modifiable by: System | | `txn.costbook` | Reference to the cost book associated with the transaction. Set in the Pricing Service response. | Empty. Modifiable by: System | | `txn.pricing.subTotal` | Subtotal of the transaction before overall discounts and adjustments are applied. | 0 Modifiable by: System | | `txn.pricing.total` | Total of the transaction after all pricing, discounts, and adjustments are applied. | 0 Modifiable by: System | | `txn.pricing.discount.amount` | Overall Discount Amount. The total discount amount applied to the transaction. | 0 Modifiable by: System | | `txn.pricing.discount.percent` | Overall Discount Percent. The total discount percent applied to the transaction. | 0 Modifiable by: System | | `txn.pricing.state` | Pricing State. Indicates whether the transaction's pricing is up-to-date or needs a reprice. Set to Needs reprice when a pricing-affecting field changes, and set to Up-to-date after a pricing call completes successfully. Drives the stale-pricing indicator on the quote. | Empty. Modifiable by: System | | `txn.pricing.lastPriced` | Last Priced. Timestamp of the most recent successful pricing call for the transaction. | Empty. Modifiable by: System | [Table 3. Pricing header fields] {#quote-tm-header-level-system-fields__tbl_pricing_header} ## Approvals fields {#quote-tm-header-level-system-fields__approvals-header-fields} The following field is installed when ServiceNow Approvals is enabled. {#quote-tm-header-level-system-fields__tbl_approvals_header__entry__3} | Variable name | Description | Default value | |-|-|-| | `txn.approvalState` | Approval state of the transaction. | Empty. Modifiable by: System | [Table 4. Approvals header field] {#quote-tm-header-level-system-fields__tbl_approvals_header} ## PDF Document Generation fields {#quote-tm-header-level-system-fields__docgen-header-fields} The following fields are installed when ServiceNow PDF Document Generation is enabled. {#quote-tm-header-level-system-fields__tbl_docgen_header__entry__3} | Variable name | Description | Default value | |-|-|-| | `txn.docGen.template` | Document template selection for document generation. | Empty. Modifiable by: User | | `txn.docGen.internalSigner` | Internal signer selection for document generation. | Empty. Modifiable by: User | | `txn.docGen.externalSigner` | External signer selection for document generation. | Empty. Modifiable by: User | [Table 5. Document generation header fields] {#quote-tm-header-level-system-fields__tbl_docgen_header} ## Partner Management fields {#quote-tm-header-level-system-fields__partner-header-fields} The following fields are installed when ServiceNow Partner Management is enabled. {#quote-tm-header-level-system-fields__tbl_partner_header__entry__3} | Variable name | Description | Default value | |-|-|-| | `txn.dealType` | Route to market / deal type of the transaction. | `direct` Modifiable by: User | | `txn.routeToMarket` | Route to market of the transaction. | `direct` Modifiable by: User | | `txn.channelPartner` | Channel partner associated with the transaction. | Empty. Modifiable by: User | [Table 6. Partner Management header fields] {#quote-tm-header-level-system-fields__tbl_partner_header} ## Sync Quote to Opportunity fields {#quote-tm-header-level-system-fields__sync-header-fields} The following field is installed when ServiceNow Sync Quote to Opportunity is enabled. {#quote-tm-header-level-system-fields__tbl_sync_header__entry__3} | Variable name | Description | Default value | |-|-|-| | `txn.opportunity.isSynced` | Indicates whether the quote is synced to the source opportunity. | Empty. Modifiable by: System | [Table 7. Sync Quote to Opportunity header field] {#quote-tm-header-level-system-fields__tbl_sync_header} **Related concepts** * [Quote transaction fields](https://www.servicenow.com/docs/gAeajLHsjsDaVaaAERRqFA "ServiceNow Quote Experience supports five field types at two levels —transaction (header) and transaction line —enabling administrators to capture all required quote data in ServiceNow CPQ.") **Related reference** * [Transaction line-level system fields](https://www.servicenow.com/docs/Seex3n5T432D7CxXMWuQ6w "Reference for the system-provided fields at the transaction line level in ServiceNow CPQ ServiceNow Quote Experience, including variable names, descriptions, who can modify each field, and default values.") * [Date and time field fields](https://www.servicenow.com/docs/MIxx4GTRKi_8bo_5CBiN3w "Reference for how date and time fields behave in ServiceNow CPQ ServiceNow Quote Experience rules and scripts, including comparison operators, null handling, and supported aggregate functions.")