Ejemplo n.º 1
0
        /// <summary>
        /// This method first connects to the Organization service. Afterwards, an 
        /// opportunity is created to demonstrate a negative estimated value. This is
        /// followed by the creation of a quote with a negative product quantity. 
        /// Finally, a sales order with a negative product price is shown.
        /// </summary>
        /// <param name="serverConfig">Contains server connection information.</param>
        /// <param name="promptforDelete">When True, the user will be prompted to delete all
        /// created entities.</param>
        public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
        {
            try
            {
                //<snippetWorkingWithNegativePrices1>
                // Connect to the Organization service. 
                // The using statement assures that the service proxy will be properly disposed.
                using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
                {
                    // This statement is required to enable early-bound type support.
                    _serviceProxy.EnableProxyTypes();

                    CreateRequiredRecords();

                    #region Opportunity with negative estimated value

                    // Create a new opportunity with user-specified negative 
                    // estimated value.
                    Opportunity opportunity = new Opportunity
                    {
                        Name = "Example Opportunity",
                        CustomerId = new EntityReference(Account.EntityLogicalName,
                            _accountId),
                        PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
                            _priceListId),
                        IsRevenueSystemCalculated = false,
                        EstimatedValue = new Money(-400.00m),
                        FreightAmount = new Money(10.00m),
                        ActualValue = new Money(-390.00m),
                        OwnerId = new EntityReference
                        {
                            Id = _salesRepresentativeIds[0],
                            LogicalName = SystemUser.EntityLogicalName
                        }
                    };
                    _opportunityId = _serviceProxy.Create(opportunity);
                    opportunity.Id = _opportunityId;

                    // Create a catalog product for the opportunity.
                    OpportunityProduct catalogProduct = new OpportunityProduct
                    {
                        OpportunityId = opportunity.ToEntityReference(),
                        ProductId = new EntityReference(Product.EntityLogicalName,
                            _product1Id),
                        UoMId = new EntityReference(UoM.EntityLogicalName,
                            _defaultUnitId),
                        Quantity = 8,
                        Tax = new Money(12.42m),
                    };
                    _catalogProductId = _serviceProxy.Create(catalogProduct);

                    Console.WriteLine("Created opportunity with negative estimated value.");

                    #endregion

                    #region Quote with negative quantity

                    // Create the quote.
                    Quote quote = new Quote()
                    {
                        CustomerId = new EntityReference(Account.EntityLogicalName, 
                            _accountId),
                        Name = "Sample Quote",
                        PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
                            _priceListId)
                    };
                    _quoteId = _serviceProxy.Create(quote);
                    quote.Id = _quoteId;

                    // Set the quote's product quantity to a negative value.
                    QuoteDetail quoteDetail = new QuoteDetail()
                    {
                        ProductId = new EntityReference(Product.EntityLogicalName,
                            _product1Id),
                        Quantity = -4,
                        QuoteId = quote.ToEntityReference(),
                        UoMId = new EntityReference(UoM.EntityLogicalName, 
                            _defaultUnitId)
                    };
                    _quoteDetailId = _serviceProxy.Create(quoteDetail);

                    Console.WriteLine("Created quote with negative quantity.");

                    #endregion

                    #region Sales Order with negative price

                    // Create the sales order.
                    SalesOrder order = new SalesOrder()
                    {
                        Name = "Faux Order",
                        DateFulfilled = new DateTime(2010, 8, 1),
                        PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
                            _priceListId),
                        CustomerId = new EntityReference(Account.EntityLogicalName,
                            _accountId),
                        FreightAmount = new Money(20.0M)
                    };
                    _orderId = _serviceProxy.Create(order);
                    order.Id = _orderId;

                    // Add the product to the order with the price overriden with a
                    // negative value.
                    SalesOrderDetail orderDetail = new SalesOrderDetail()
                    {
                        ProductId = new EntityReference(Product.EntityLogicalName, 
                            _product1Id),
                        Quantity = 4,
                        SalesOrderId = order.ToEntityReference(),
                        IsPriceOverridden = true,
                        PricePerUnit = new Money(-40.0M),
                        UoMId = new EntityReference(UoM.EntityLogicalName, 
                            _defaultUnitId)
                    };
                    _orderDetailId = _serviceProxy.Create(orderDetail);

                    Console.WriteLine("Created order with negative price per unit.");

                    #endregion

                    DeleteRequiredRecords(promptforDelete);
                }
                //</snippetWorkingWithNegativePrices1>
            }

            // Catch any service fault exceptions that Microsoft Dynamics CRM throws.
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
            {
                // You can handle an exception here or pass it back to the calling method.
                throw;
            }
        }
Ejemplo n.º 2
0
        /// <summary>
        /// This method creates any entity records that this sample requires.
        /// Create a unit group.
        /// Retrieve the default unit.
        /// Create few products.
        /// Create new discount list and discount.
        /// Create new price list and few price list items.
        /// Create an account record.
        /// Create a new opportunity and few opportunity products.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Create a unit group
            UoMSchedule newUnitGroup = new UoMSchedule
            {
                Name = "Example Unit Group",
                BaseUoMName = "Example Primary Unit"
            };

            _unitGroupId = _serviceProxy.Create(newUnitGroup);
            Console.WriteLine("Created {0}", newUnitGroup.Name);

            // Retrieve the default unit id that was automatically created
            // when we created the Unit Group
            QueryExpression unitQuery = new QueryExpression
            {
                EntityName = UoM.EntityLogicalName,
                ColumnSet = new ColumnSet("uomid", "name"),
                Criteria = new FilterExpression
                {
                    Conditions = 
                        {
                            new ConditionExpression 
                            {
                                AttributeName = "uomscheduleid",
                                Operator = ConditionOperator.Equal,
                                Values = { _unitGroupId }
                            }
                        }
                },
                PageInfo = new PagingInfo
                {
                    PageNumber = 1,
                    Count = 1
                }
            };          
            
            // Retrieve the unit.
            UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];

            _defaultUnitId = unit.UoMId.Value;

            Console.WriteLine("Retrieved {0}", unit.Name);
          
            // Create a few products
            Product newProduct1 = new Product
            {
                ProductNumber = "1",
                Name = "Example Product 1",
                ProductStructure = new OptionSetValue(1),
                QuantityDecimal = 2,
                DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName, 
                    _unitGroupId),
                DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
            };

            _product1Id = _serviceProxy.Create(newProduct1);
            Console.WriteLine("Created {0}", newProduct1.Name);

            Product newProduct2 = new Product
            {
               ProductNumber = "2",
               Name = "Example Product 2",
               ProductStructure = new OptionSetValue(1),
               QuantityDecimal = 3,
               DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName, 
                   _unitGroupId),
               DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
            };

            _product2Id = _serviceProxy.Create(newProduct2);
            Console.WriteLine("Created {0}", newProduct2.Name);

            // Create a new discount list
            DiscountType newDiscountType = new DiscountType
            {
                Name = "Example Discount List",
                IsAmountType = false
            };

            _discountTypeId = _serviceProxy.Create(newDiscountType);
            Console.WriteLine("Created {0}", newDiscountType.Name);

            // Create a new discount
            Discount newDiscount = new Discount
            {
                DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName, 
                    _discountTypeId),
                LowQuantity = 5,
                HighQuantity = 10,
                Percentage = 3
            };

            _discountId = _serviceProxy.Create(newDiscount);

            Console.WriteLine("Created new discount for the {0}.", newDiscountType.Name);

            // Create a price list
            PriceLevel newPriceList = new PriceLevel
            {
                Name = "Example Price List"
            };

            _priceListId = _serviceProxy.Create(newPriceList);
            Console.WriteLine("Created {0}", newPriceList.Name);

            // Create a price list item for the first product and apply volume discount
            ProductPriceLevel newPriceListItem1 = new ProductPriceLevel 
            {
                PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
                ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
                UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
                Amount = new Money(20),
                DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName, 
                    _discountTypeId)
            };

            _priceListItem1Id = _serviceProxy.Create(newPriceListItem1);
            Console.WriteLine(@"Created price list item for the {0} and applied 
                volume discount.", newProduct1.Name);

            // Create a price list item for the second product
            ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
            {
                PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
                ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
                UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
                Amount = new Money(20)
            };

            _priceListItem2Id = _serviceProxy.Create(newPriceListItem2);
            Console.WriteLine("Created price list item for the {0}.", newProduct1.Name);

            //Publish Product1
            SetStateRequest publishRequest1 = new SetStateRequest
            {
                EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
                State = new OptionSetValue((int)ProductState.Active),
                Status = new OptionSetValue(1)
            };
            _serviceProxy.Execute(publishRequest1);

            //Publish Product2
            SetStateRequest publishRequest2 = new SetStateRequest
            {
                EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
                State = new OptionSetValue((int)ProductState.Active),
                Status = new OptionSetValue(1)
            };
            _serviceProxy.Execute(publishRequest2);
            Console.WriteLine("Published both the products");

            // Create an account record for the opporutnity's potential customerid 
            Account newAccount = new Account
            {
                Name = "Example Account"
            };
            _accountId = _serviceProxy.Create(newAccount);

            Console.WriteLine("Created {0}", newAccount.Name);

            // Create a new opportunity
            Opportunity newOpportunity = new Opportunity
            {
                Name = "Example Opportunity",
                CustomerId = new EntityReference(Account.EntityLogicalName,
                    _accountId),
                PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
                    _priceListId)
            };

            _opportunityId = _serviceProxy.Create(newOpportunity);
            Console.WriteLine("Created {0}.", newOpportunity.Name);

            // Create some opportunity products
            OpportunityProduct newOpportunityProduct1 = new OpportunityProduct
            {
                OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
                    _opportunityId),
                ProductId = new EntityReference(Product.EntityLogicalName,
                    _product1Id),
                UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
                Quantity = 8
            };

            _opportunityProduct1Id = _serviceProxy.Create(newOpportunityProduct1);

            OpportunityProduct newOpportunityProduct2 = new OpportunityProduct
            {
                OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
                    _opportunityId),
                ProductId = new EntityReference(Product.EntityLogicalName,
                    _product2Id),
                UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
                Quantity = 1
            };

            _opportunityProduct2Id = _serviceProxy.Create(
                newOpportunityProduct2);

            Console.WriteLine("Created few opportunity products.");

            return;
        }
Ejemplo n.º 3
0
    public static void createOppProductBlock(OpportunityProduct oppProduct, int i, Transform parentTransform, Transform Block, SubRingDiskController subRingDiskCtrl)
    {
        Vector3 setRotation = parentTransform.rotation.eulerAngles;
        setRotation.x = -90.0f;

        float posX = (i < 1) ? 1.29f : 1.29f + (i * (1.29f * 0.14f));;
        float posY = 0f;

        Transform currentBlock = (Transform)Instantiate(Block, new Vector3(0, 0, 0), Quaternion.identity);
        currentBlock.SetParent(parentTransform);
        currentBlock.localScale = new Vector3(0.5f, 0.5f, 0.5f);;
        currentBlock.rotation = Quaternion.Euler(setRotation);
        currentBlock.localPosition = new Vector3(posX, posY, 0f);

        //get an instance of the component.
        Transform blockInstance = currentBlock.GetComponent<Transform>();

        BlockController blockController = blockInstance.GetComponent<BlockController>();

        blockController.speed = oppProduct.Priority;
        blockController.order = i;

        blockController.objectId = oppProduct.Id;
        blockController.objectName = oppProduct.Name;
        blockController.objectType = "OpportunityProduct";
        blockController.labels = new string[]{"Product", "List Price", "Sales Price", "Quantity", "Total Price"};
        blockController.fields = new string[]{oppProduct.Product, oppProduct.ListPrice.ToString ("$0,0.00"), oppProduct.UnitPrice.ToString ("$0,0.00"), "" + oppProduct.Quantity + "", oppProduct.TotalPrice.ToString ("$0,0.00")};
        blockController.description = oppProduct.Description;
        blockController.parentSubRingDiskController = subRingDiskCtrl;
        blockController.setText ("Opportunity Product");
    }
Ejemplo n.º 4
0
        /// <summary>
        /// This method creates any entity records that this sample requires.
        /// Create a unit group, few products, price list and price list items.
        /// Create an account record.
        /// Create few opportunities, opportunity products and a write-in product.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Create a unit group.
            UoMSchedule newUnitGroup = new UoMSchedule
            {
                Name = "Example Unit Group",
                BaseUoMName = "Example Primary Unit"
            };

            _unitGroupId = _serviceProxy.Create(newUnitGroup);

            Console.WriteLine("Created {0}", newUnitGroup.Name);

            // retrieve the unit id.
            QueryExpression unitQuery = new QueryExpression
            {
                EntityName = UoM.EntityLogicalName,
                ColumnSet = new ColumnSet("uomid", "name"),
                Criteria = new FilterExpression(),
                PageInfo = new PagingInfo
                {
                    PageNumber = 1,
                    Count = 1
                }
            };
            unitQuery.Criteria.AddCondition("uomscheduleid", ConditionOperator.Equal, _unitGroupId);

            // Retrieve the unit.
            UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];

            Console.WriteLine("Retrieved {0}", unit.Name);

            
            // Create a few products
            Product newProduct1 = new Product
            {
                ProductNumber = "1",
                Name = "Example Product 1",
                ProductStructure = new OptionSetValue(1),
                QuantityDecimal = 2,
                DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName, _unitGroupId),
                DefaultUoMId = new EntityReference(UoM.EntityLogicalName, unit.Id)
            };
           _product1Id = _serviceProxy.Create(newProduct1);

           Console.WriteLine("Created {0}", newProduct1.Name);

            Product newProduct2 = new Product
            {
                ProductNumber = "2",
                Name = "Example Product 2",
                ProductStructure = new OptionSetValue(1),
                QuantityDecimal = 2,
                DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName, _unitGroupId),
                DefaultUoMId = new EntityReference(UoM.EntityLogicalName, unit.Id)
            };
            _product2Id = _serviceProxy.Create(newProduct2);

            Console.WriteLine("Created {0}", newProduct2.Name);

            // Create a price list
            PriceLevel newPriceList = new PriceLevel
            {
                Name = "Example Price List"
            };
            _priceListId = _serviceProxy.Create(newPriceList);

            Console.WriteLine("Created {0}", newPriceList.Name);

            // Create a price list items for the products
            ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
            {
                PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
                ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
                UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
                Amount = new Money(20)
            };
            _priceListItem1Id = _serviceProxy.Create(newPriceListItem1);

            Console.WriteLine("Created price list for {0}", newProduct1.Name);

            ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
            {
                PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
                ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
                UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
                Amount = new Money(20)
            };
            _priceListItem2Id = _serviceProxy.Create(newPriceListItem2);

            Console.WriteLine("Created price list for {0}", newProduct2.Name);

            //Publish Product1
            SetStateRequest publishRequest1 = new SetStateRequest
            {
                EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
                State = new OptionSetValue((int)ProductState.Active),
                Status = new OptionSetValue(1)
            };
            _serviceProxy.Execute(publishRequest1);

            //Publish Product2
            SetStateRequest publishRequest2 = new SetStateRequest
            {
                EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
                State = new OptionSetValue((int)ProductState.Active),
                Status = new OptionSetValue(1)
            };
            _serviceProxy.Execute(publishRequest2);
            Console.WriteLine("Published both the products");


            // Create an account record for the opportunity's potential customerid
            Account newAccount = new Account
            {
                Name = "Example Account"
            };
            _accountId = _serviceProxy.Create(newAccount);

            Console.WriteLine("Created {0}", newAccount.Name);

            // Create a new opportunity
            Opportunity newOpportunity = new Opportunity
            {
                Name = "Example Opportunity",
                CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
                PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
                FreightAmount = new Money(10.00m)
            };
            _opportunityId = _serviceProxy.Create(newOpportunity);

            Console.WriteLine("Created {0}", newOpportunity.Name);

            // Create an opportunity product 
            OpportunityProduct newOpportunityProduct1 = new OpportunityProduct
            {
                OpportunityId = new EntityReference(Opportunity.EntityLogicalName, _opportunityId),
                ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
                UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
                Quantity = 3,
                Tax = new Money(4.80m)
            };
            _opportunityProduct1Id = _serviceProxy.Create(newOpportunityProduct1);

            Console.WriteLine("Created opportunity product for {0} and {1}", newOpportunity.Name, newProduct1.Name);

            // Create a catalog product and override the price per unit
            OpportunityProduct newOpportunityProduct2 = new OpportunityProduct
            {
               OpportunityId = new EntityReference(Opportunity.EntityLogicalName, _opportunityId),
               ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
               UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
               Quantity = 1,
               IsPriceOverridden = true,
               PricePerUnit = new Money(12),
               Tax = new Money(0.96m)
            };
            _opportunityProduct2Id = _serviceProxy.Create(newOpportunityProduct2);

            Console.WriteLine("Created opportunity product for {0} and {1}", newOpportunity.Name, newProduct2.Name);

            // Create a write-in product with a manual discount
            OpportunityProduct newWriteInProduct = new OpportunityProduct
            {
                OpportunityId = new EntityReference(Opportunity.EntityLogicalName, _opportunityId),
                // set this attribute to make it a write-in product
                IsProductOverridden = true,
                ProductDescription = "Example Write-in Product",
                PricePerUnit = new Money(20.00m),
                Quantity = 5,
                ManualDiscountAmount = new Money(10.50m),
                Tax = new Money(7.16m)
            };
            _writeInProductId = _serviceProxy.Create(newWriteInProduct);

            Console.WriteLine("Created {0}", newWriteInProduct.ProductDescription);

            return;
        }
        /// <summary>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {

            #region Create or Retrieve the necessary system users

            // Retrieve the ldapPath
            String ldapPath = String.Empty;
            // Retrieve the sales team - 1 sales manager and 2 sales representatives.
            _salesManagerId = SystemUserProvider.RetrieveSalesManager(_serviceProxy, ref ldapPath);
            _salesRepresentativeIds = SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath);

            #endregion

            #region Create records to support Opportunity records
            // Create a unit group
            UoMSchedule newUnitGroup = new UoMSchedule
            {
                Name = "Example Unit Group",
                BaseUoMName = "Example Primary Unit"
            };
            _unitGroupId = _serviceProxy.Create(newUnitGroup);

            // Retrieve the default unit id that was automatically created
            // when we created the Unit Group
            QueryExpression unitQuery = new QueryExpression
            {
                EntityName = UoM.EntityLogicalName,
                ColumnSet = new ColumnSet("uomid", "name"),
                Criteria = new FilterExpression
                {
                    Conditions = 
                        {
                            new ConditionExpression 
                            {
                                AttributeName = "uomscheduleid",
                                Operator = ConditionOperator.Equal,
                                Values = { _unitGroupId }
                            }
                        }
                },
                PageInfo = new PagingInfo
                {
                    PageNumber = 1,
                    Count = 1
                }
            };

            // Retrieve the unit.
            UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
            _defaultUnitId = unit.UoMId.Value;

            // Create a few products
            Product newProduct1 = new Product
            {
                ProductNumber = "1",
                Name = "Example Product 1",
                ProductStructure = new OptionSetValue(1),
                QuantityDecimal = 2,
                DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
                    _unitGroupId),
                DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
            };
            _product1Id = _serviceProxy.Create(newProduct1);
            Console.WriteLine("Created {0}", newProduct1.Name);


            Product newProduct2 = new Product
            {
                ProductNumber = "2",
                Name = "Example Product 2",
                ProductStructure = new OptionSetValue(1),
                QuantityDecimal = 3,
                DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
                    _unitGroupId),
                DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
            };
            _product2Id = _serviceProxy.Create(newProduct2);
            Console.WriteLine("Created {0}", newProduct2.Name);

            // Create a new discount list
            DiscountType newDiscountType = new DiscountType
            {
                Name = "Example Discount List",
                IsAmountType = false
            };
            _discountTypeId = _serviceProxy.Create(newDiscountType);

            // Create a new discount
            Discount newDiscount = new Discount
            {
                DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName,
                    _discountTypeId),
                LowQuantity = 5,
                HighQuantity = 10,
                Percentage = 3
            };
            _discountId = _serviceProxy.Create(newDiscount);

            // Create a price list
            PriceLevel newPriceList = new PriceLevel
            {
                Name = "Example Price List"
            };
            _priceListId = _serviceProxy.Create(newPriceList);

            // Create a price list item for the first product and apply volume discount
            ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
            {
                PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
                ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
                UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
                Amount = new Money(20),
                DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName,
                    _discountTypeId)
            };
            _priceListItem1Id = _serviceProxy.Create(newPriceListItem1);

            // Create a price list item for the second product
            ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
            {
                PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
                ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
                UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
                Amount = new Money(15)
            };
            _priceListItem2Id = _serviceProxy.Create(newPriceListItem2);

            // Publish Product 1
            SetStateRequest publishRequest1 = new SetStateRequest
            {
                EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
                State = new OptionSetValue((int)ProductState.Active),
                Status = new OptionSetValue(1)
            };
            _serviceProxy.Execute(publishRequest1);            

            // Publish Product 2
            SetStateRequest publishRequest2 = new SetStateRequest
            {
                EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
                State = new OptionSetValue((int)ProductState.Active),
                Status = new OptionSetValue(1)
            };
            _serviceProxy.Execute(publishRequest2);
            Console.WriteLine("Published {0} and {1}", newProduct1.Name, newProduct2.Name);

            // Create an account record for the opportunity's potential customerid 
            Account newAccount = new Account
            {
                Name = "Litware, Inc.",
                Address1_PostalCode = "60661"
            };
            _accountIds.Add(_serviceProxy.Create(newAccount));

            newAccount = new Account
            {
                Name = "Margie's Travel",
                Address1_PostalCode = "99999"
            };
            _accountIds.Add(_serviceProxy.Create(newAccount));

            #endregion Create records to support Opportunity records

            #region Create Opportunity records
            // Create a new opportunity with user specified estimated revenue
            Opportunity newOpportunity = new Opportunity
            {
                Name = "Example Opportunity",
                CustomerId = new EntityReference(Account.EntityLogicalName,
                    _accountIds[0]),
                PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
                    _priceListId),
                IsRevenueSystemCalculated = false,
                EstimatedValue = new Money(400.00m),
                FreightAmount = new Money(10.00m),
                DiscountAmount = new Money(0.10m),
                DiscountPercentage = 0.20m,
                ActualValue = new Money(400.00m),
                OwnerId = new EntityReference
                {
                    Id = _salesRepresentativeIds[0],
                    LogicalName = SystemUser.EntityLogicalName
                }
            };
            _opportunityIds.Add(_serviceProxy.Create(newOpportunity));

            Opportunity secondOpportunity = new Opportunity
            {
                Name = "Example Opportunity 2",
                CustomerId = new EntityReference(Account.EntityLogicalName,
                    _accountIds[1]),
                PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
                    _priceListId),
                IsRevenueSystemCalculated = false,
                EstimatedValue = new Money(400.00m),
                FreightAmount = new Money(10.00m),
                DiscountAmount = new Money(0.10m),
                DiscountPercentage = 0.20m,
                ActualValue = new Money(400.00m),
                OwnerId = new EntityReference
                {
                    Id = _salesRepresentativeIds[1],
                    LogicalName = SystemUser.EntityLogicalName
                }
            };
            _opportunityIds.Add(_serviceProxy.Create(secondOpportunity));

            // Create a catalog product
            OpportunityProduct catalogProduct = new OpportunityProduct
            {
                OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
                    _opportunityIds[0]),
                ProductId = new EntityReference(Product.EntityLogicalName,
                    _product1Id),
                UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
                Quantity = 8,
                Tax = new Money(12.42m),
            };
            _catalogProductId = _serviceProxy.Create(catalogProduct);
 
            // Create another catalog product and override the list price
            OpportunityProduct catalogProductPriceOverride = new OpportunityProduct
            {
                OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
                    _opportunityIds[1]),
                ProductId = new EntityReference(Product.EntityLogicalName,
                    _product2Id),
                UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
                Quantity = 3,
                Tax = new Money(2.88m),
                IsPriceOverridden = true,
                PricePerUnit = new Money(12)
            };
            _catalogProductPriceOverrideId = _serviceProxy.Create(
                catalogProductPriceOverride);

            // create a new write-in opportunity product with a manual discount applied
            OpportunityProduct writeInProduct = new OpportunityProduct
            {
                OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
                    _opportunityIds[1]),
                IsProductOverridden = true,
                ProductDescription = "Example Write-in Product",
                PricePerUnit = new Money(20.00m),
                Quantity = 5,
                ManualDiscountAmount = new Money(10.50m),
                Tax = new Money(7.16m)
            };
            _writeInProductId = _serviceProxy.Create(writeInProduct);

            // Close the opportunities as 'Won'
            WinOpportunityRequest winRequest = new WinOpportunityRequest()
            {
                OpportunityClose = new OpportunityClose()
                {
                    OpportunityId = new EntityReference
                    {
                        Id = _opportunityIds[0],
                        LogicalName = Opportunity.EntityLogicalName
                    },
                    ActualRevenue = new Money(400.00M),
                    ActualEnd = DateTime.Today
                },
                Status = new OptionSetValue(3)
            };
            _serviceProxy.Execute(winRequest);

            winRequest = new WinOpportunityRequest()
            {
                OpportunityClose = new OpportunityClose()
                {
                    OpportunityId = new EntityReference
                    {
                        Id = _opportunityIds[1],
                        LogicalName = Opportunity.EntityLogicalName
                    },
                    ActualRevenue = new Money(400.00M),
                    ActualEnd = DateTime.Today
                },
                Status = new OptionSetValue(3)
            };
            _serviceProxy.Execute(winRequest);

            #endregion Create Opportunity records
        }
Ejemplo n.º 6
0
        /// <summary>
        /// Create and configure the organization service proxy.
        /// Initiate method to create any data that this sample requires.
        /// Create a new opportunity and few opportunity product 
        /// including write-in product.
        /// Optionally delete any entity records that were created for this sample.
        /// </summary>
        /// <param name="serverConfig">Contains server connection information.</param>
        /// <param name="promptforDelete">When True, the user will be prompted to delete all
        /// created entities.</param>
        public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
        {
            try
            {
                // Connect to the Organization service. 
                // The using statement assures that the service proxy will be properly disposed.
                using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,
                                                                     serverConfig.Credentials, serverConfig.DeviceCredentials))
                {
                    // This statement is required to enable early-bound type support.
                    _serviceProxy.EnableProxyTypes();

                    CreateRequiredRecords();

                    //<snippetCreateOpportunity1>

                    // Create a new opportunity with user specified estimated revenue
                    Opportunity newOpportunity = new Opportunity
                    {
                        Name = "Example Opportunity",
                        CustomerId = new EntityReference(Account.EntityLogicalName,
                            _accountId),
                        PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
                            _priceListId),
                        IsRevenueSystemCalculated = false,
                        EstimatedValue = new Money(400.00m),
                        FreightAmount = new Money(10.00m),
                        DiscountAmount = new Money(0.10m),
                        DiscountPercentage = 0.20m
                    };

                    _opportunityId = _serviceProxy.Create(newOpportunity);
                    Console.WriteLine("Created {0} with user specified estimated revenue.",
                        newOpportunity.Name);

                    // Create a new opportunity product from the catalog

                    // Create a catalog product
                    OpportunityProduct catalogProduct = new OpportunityProduct
                    {
                        OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
                            _opportunityId),
                        ProductId = new EntityReference(Product.EntityLogicalName,
                            _product1Id),
                        UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
                        Quantity = 8,
                        Tax = new Money(12.42m)
                    };

                    _catalogProductId = _serviceProxy.Create(catalogProduct);
                    Console.WriteLine("Created the catalog product.");

                    // Create anothter catalog product and override the list price
                    OpportunityProduct catalogProductPriceOverride = new OpportunityProduct
                    {
                        OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
                            _opportunityId),
                        ProductId = new EntityReference(Product.EntityLogicalName,
                            _product2Id),
                        UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
                        Quantity = 3,
                        Tax = new Money(2.88m),
                        IsPriceOverridden = true,
                        PricePerUnit = new Money(12)
                    };

                    _catalogProductPriceOverrideId = _serviceProxy.Create(
                        catalogProductPriceOverride);
                    Console.WriteLine(@"Created another catalog product and 
                    overriden the list price.");

                    // create a new write-in opportunity product with a manual discount applied
                    OpportunityProduct writeInProduct = new OpportunityProduct
                    {
                        OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
                            _opportunityId),
                        IsProductOverridden = true,
                        ProductDescription = "Example Write-in Product",
                        PricePerUnit = new Money(20.00m),
                        Quantity = 5,
                        ManualDiscountAmount = new Money(10.50m),
                        Tax = new Money(7.16m)
                    };

                    _writeInProductId = _serviceProxy.Create(writeInProduct);
                    Console.WriteLine("Created {0}.", writeInProduct.ProductDescription);
                    //</snippetCreateOpportunity1>                

                    DeleteRequiredRecords(promptForDelete);
                }
            }
            // Catch any service fault exceptions that Microsoft Dynamics CRM throws.
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
            {
                // You can handle an exception here or pass it back to the calling method.
                throw;
            }			
		}