/// <summary>
/// This method first connects to the Organization service. Afterwards, a
/// quote is created. This quote is then converted to an order, and the pricing
/// is unlocked and relocked. This is followed by the order being converted
/// to an invoice, and the pricing is locked then unlocked.
/// </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
{
//<snippetProcessingQuotesAndSalesOrders1>
// 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 Create Opportunities
// Create an opportunity
var crmOpportunity = new Opportunity
{
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
Name = "Sample",
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_opportunityId = _serviceProxy.Create(crmOpportunity);
crmOpportunity = new Opportunity
{
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
Name = "Another Sample",
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_loseOpportunityId = _serviceProxy.Create(crmOpportunity);
Console.WriteLine("Opportunities created.");
#endregion
#region Win Opportunity
//<snippetWinOpportunity>
// Close the opportunity as won
var winOppRequest = new WinOpportunityRequest
{
OpportunityClose = new OpportunityClose
{
OpportunityId = new EntityReference
(Opportunity.EntityLogicalName, _opportunityId)
},
Status = new OptionSetValue((int)opportunity_statuscode.Won)
};
_serviceProxy.Execute(winOppRequest);
Console.WriteLine("Opportunity closed as Won.");
//</snippetWinOpportunity>
#endregion
#region Lose Opportunity
//<snippetLoseOpportunity>
var loseOppRequest = new LoseOpportunityRequest
{
OpportunityClose = new OpportunityClose
{
OpportunityId = new EntityReference
(Opportunity.EntityLogicalName, _loseOpportunityId)
},
Status = new OptionSetValue((int)opportunity_statuscode.Canceled)
};
_serviceProxy.Execute(loseOppRequest);
Console.WriteLine("Opportunity closed as Lost.");
//</snippetLoseOpportunity>
#endregion
#region Convert Opportunity to a Quote
//<snippetGenerateQuoteFromOpportunity>
// Convert the opportunity to a quote
var genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = _opportunityId,
ColumnSet = new ColumnSet("quoteid", "name")
};
var genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
_serviceProxy.Execute(genQuoteFromOppRequest);
Quote quote = genQuoteFromOppResponse.Entity.ToEntity<Quote>();
_quoteId = quote.Id;
Console.WriteLine("Quote generated from the Opportunity.");
//</snippetGenerateQuoteFromOpportunity>
#endregion
#region Close Quote
//<snippetCloseQuote>
// convert the opportunity to a quote
genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = _opportunityId,
ColumnSet = new ColumnSet("quoteid", "name")
};
genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
_serviceProxy.Execute(genQuoteFromOppRequest);
Quote closeQuote = genQuoteFromOppResponse.Entity.ToEntity<Quote>();
_closeQuoteId = closeQuote.Id;
// Activate the quote
SetStateRequest activateQuote = new SetStateRequest()
{
EntityMoniker = closeQuote.ToEntityReference(),
State = new OptionSetValue((int)QuoteState.Active),
Status = new OptionSetValue((int)quote_statuscode.InProgress)
};
_serviceProxy.Execute(activateQuote);
// Close the quote
CloseQuoteRequest closeQuoteRequest = new CloseQuoteRequest()
{
QuoteClose = new QuoteClose()
{
QuoteId = closeQuote.ToEntityReference(),
Subject = "Quote Close " + DateTime.Now.ToString()
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(closeQuoteRequest);
Console.WriteLine("Quote Closed");
//</snippetCloseQuote>
#endregion
#region Create Quote's Product
// Set the quote's product
QuoteDetail quoteDetail = new QuoteDetail()
{
ProductId = new EntityReference(Product.EntityLogicalName,
_productId),
Quantity = 1,
QuoteId = quote.ToEntityReference(),
UoMId = new EntityReference(UoM.EntityLogicalName,
_defaultUnitId)
};
_quoteDetailId = _serviceProxy.Create(quoteDetail);
Console.WriteLine("Quote Product created.");
// Activate the quote
activateQuote = new SetStateRequest()
{
EntityMoniker = quote.ToEntityReference(),
State = new OptionSetValue((int)QuoteState.Active),
Status = new OptionSetValue((int)quote_statuscode.InProgress)
};
_serviceProxy.Execute(activateQuote);
Console.WriteLine("Quote activated.");
//<snippetWinQuote>
// Mark the quote as won
// Note: this is necessary in order to convert a quote into a
// SalesOrder.
WinQuoteRequest winQuoteRequest = new WinQuoteRequest()
{
QuoteClose = new QuoteClose()
{
Subject = "Quote Close" + DateTime.Now.ToString(),
QuoteId = quote.ToEntityReference()
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(winQuoteRequest);
Console.WriteLine("Quote won.");
//</snippetWinQuote>
#endregion
#region Convert Quote to SalesOrder
//<snippetConvertQuoteToSalesOrder>
// Define columns to be retrieved after creating the order
ColumnSet salesOrderColumns =
new ColumnSet("salesorderid", "totalamount");
// Convert the quote to a sales order
ConvertQuoteToSalesOrderRequest convertQuoteRequest =
new ConvertQuoteToSalesOrderRequest()
{
QuoteId = _quoteId,
ColumnSet = salesOrderColumns
};
ConvertQuoteToSalesOrderResponse convertQuoteResponse =
(ConvertQuoteToSalesOrderResponse)_serviceProxy.Execute(convertQuoteRequest);
SalesOrder salesOrder = (SalesOrder)convertQuoteResponse.Entity;
_salesOrderId = salesOrder.Id;
//</snippetConvertQuoteToSalesOrder>
Console.WriteLine("Converted Quote to SalesOrder.");
#endregion
#region Cancel Sales Order
//<snippetCancelSalesOrder>
// Define columns to be retrieved after creating the order
salesOrderColumns = new ColumnSet("salesorderid", "totalamount");
// Convert the quote to a sales order
convertQuoteRequest =
new ConvertQuoteToSalesOrderRequest()
{
QuoteId = _quoteId,
ColumnSet = salesOrderColumns
};
convertQuoteResponse =
(ConvertQuoteToSalesOrderResponse)_serviceProxy.Execute(convertQuoteRequest);
SalesOrder closeSalesOrder = (SalesOrder)convertQuoteResponse.Entity;
_closeSalesOrderId = closeSalesOrder.Id;
CancelSalesOrderRequest cancelRequest = new CancelSalesOrderRequest()
{
OrderClose = new OrderClose()
{
SalesOrderId = closeSalesOrder.ToEntityReference(),
Subject = "Close Sales Order " + DateTime.Now
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(cancelRequest);
Console.WriteLine("Canceled sales order");
//</snippetCancelSalesOrder>
#endregion
#region Lock pricing on SalesOrder
// Note: after converting a won quote to an order, the pricing of
// the order is locked by default.
//<snippetUpdateRequest>
// Retrieve current price list
ProductPriceLevel priceListItem =
(ProductPriceLevel)_serviceProxy.Retrieve(
ProductPriceLevel.EntityLogicalName,
_priceListItemId,
new ColumnSet("productpricelevelid", "amount")
);
Console.WriteLine("Current price list retrieved.");
Console.WriteLine();
Console.WriteLine("Details before update:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
salesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Update the price list
priceListItem.Amount = new Money(30.0M);
UpdateRequest updatePriceListItem = new UpdateRequest()
{
Target = priceListItem,
};
_serviceProxy.Execute(updatePriceListItem);
Console.WriteLine("Price list updated.");
//</snippetUpdateRequest>
// Retrieve the order
SalesOrder updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve(
SalesOrder.EntityLogicalName,
_salesOrderId,
new ColumnSet("salesorderid", "totalamount")
);
Console.WriteLine("Updated order retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
updatedSalesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetUnlockSalesOrderPricing>
// Unlock the order pricing
UnlockSalesOrderPricingRequest unlockOrderRequest =
new UnlockSalesOrderPricingRequest()
{
SalesOrderId = _salesOrderId
};
_serviceProxy.Execute(unlockOrderRequest);
//</snippetUnlockSalesOrderPricing>
Console.WriteLine("Order pricing unlocked.");
// Retrieve the order
updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve(
SalesOrder.EntityLogicalName,
_salesOrderId,
new ColumnSet("salesorderid", "totalamount")
);
Console.WriteLine("Updated order retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update and unlock:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
updatedSalesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetLockSalesOrderPricing>
// Relock the order pricing
LockSalesOrderPricingRequest lockOrderRequest =
new LockSalesOrderPricingRequest()
{
SalesOrderId = _salesOrderId
};
_serviceProxy.Execute(lockOrderRequest);
//</snippetLockSalesOrderPricing>
Console.WriteLine("Order pricing relocked.");
#endregion
//<snippetConvertSalesOrderToInvoice>
#region Convert SalesOrder to Invoice
// Define columns to be retrieved after creating the invoice
ColumnSet invoiceColumns =
new ColumnSet("invoiceid", "totalamount");
// Convert the order to an invoice
ConvertSalesOrderToInvoiceRequest convertOrderRequest =
new ConvertSalesOrderToInvoiceRequest()
{
SalesOrderId = _salesOrderId,
ColumnSet = invoiceColumns
};
ConvertSalesOrderToInvoiceResponse convertOrderResponse =
(ConvertSalesOrderToInvoiceResponse)_serviceProxy.Execute(convertOrderRequest);
Invoice invoice = (Invoice)convertOrderResponse.Entity;
_invoiceId = invoice.Id;
//</snippetConvertSalesOrderToInvoice>
Console.WriteLine("Converted SalesOrder to Invoice.");
#endregion
#region Lock pricing on Invoice
// Note: after converting a SalesOrder to Invoice, the pricing of
// the Invoice is locked by default.
// Retrieve current price list
priceListItem = (ProductPriceLevel)_serviceProxy.Retrieve(
ProductPriceLevel.EntityLogicalName,
_priceListItemId,
new ColumnSet("productpricelevelid", "amount")
);
Console.WriteLine("Current price list retrieved.");
Console.WriteLine();
Console.WriteLine("Details before lock and update:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
invoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetUpdatePriceList>
// Update the price list
priceListItem.Amount = new Money(40.0M);
updatePriceListItem = new UpdateRequest()
{
Target = priceListItem
};
_serviceProxy.Execute(updatePriceListItem);
Console.WriteLine("Price list updated.");
//</snippetUpdatePriceList>
//<snippetUnlockInvoicePricing>
// Retrieve the invoice
Invoice updatedInvoice = (Invoice)_serviceProxy.Retrieve(
Invoice.EntityLogicalName,
_invoiceId,
new ColumnSet("invoiceid", "totalamount")
);
Console.WriteLine("Updated invoice retrieved.");
Console.WriteLine();
Console.WriteLine("Details after lock and update:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
updatedInvoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Unlock the invoice pricing
UnlockInvoicePricingRequest unlockInvoiceRequest =
new UnlockInvoicePricingRequest()
{
InvoiceId = _invoiceId
};
_serviceProxy.Execute(unlockInvoiceRequest);
Console.WriteLine("Invoice pricing unlocked.");
//</snippetUnlockInvoicePricing>
// Retrieve the invoice
updatedInvoice = (Invoice)_serviceProxy.Retrieve(
Invoice.EntityLogicalName,
_invoiceId,
new ColumnSet("invoiceid", "totalamount")
);
Console.WriteLine("Updated invoice retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update and unlock:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
updatedInvoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetLockInvoicePricing>
// Relock the invoice pricing
LockInvoicePricingRequest lockInvoiceRequest =
new LockInvoicePricingRequest()
{
InvoiceId = _invoiceId
};
_serviceProxy.Execute(lockInvoiceRequest);
Console.WriteLine("Invoice pricing relocked.");
//</snippetLockInvoicePricing>
#endregion
DeleteRequiredRecords(promptforDelete);
}
//</snippetProcessingQuotesAndSalesOrders1>
}
// 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;
}
}
protected void Page_Load(object sender, EventArgs e)
{
if (!int.TryParse(Request.QueryString["id"], out id))
{
Response.Write("<script language='javascript'>alert('参数错误！');location.href='Quote.aspx?id=" + id + "';</script>");
}
qd = QuoteOperation.GetQuoteDetailById(id);
if (!IsPostBack)
{
FormDataBind();
txtDiscount.Value = StringHelper.CurtNumber(qd.Discount.ToString());
}
}
public void CreateQuoteDetail(QuoteDetail qd)
{
SqlParameter[] param = new SqlParameter[] {
SqlUtilities.GenerateInputNVarcharParameter("@quote_id", 50, qd.QuoteId),
SqlUtilities.GenerateInputIntParameter("@carrier_id", qd.Carrier.Id),
SqlUtilities.GenerateInputIntParameter("@carrier_area_id", qd.CarrierArea.Id),
SqlUtilities.GenerateInputIntParameter("@client_id", qd.ClientId),
SqlUtilities.GenerateInputParameter("@status", SqlDbType.Bit, qd.Status),
SqlUtilities.GenerateInputParameter("@discount", SqlDbType.Decimal, qd.Discount),
SqlUtilities.GenerateInputIntParameter("@user_id", qd.UserId),
SqlUtilities.GenerateInputDateTimeParameter("@create_time", qd.CreateTime),
SqlUtilities.GenerateInputParameter("@preferential_gram", SqlDbType.Decimal, qd.PreferentialGram),
SqlUtilities.GenerateInputParameter("@is_register_abate", SqlDbType.Bit, qd.IsRegisterAbate),
SqlUtilities.GenerateInputParameter("@register_costs", SqlDbType.Decimal, qd.RegisterCosts)
};
string sql = "INSERT INTO quote_details(quote_id, carrier_id, carrier_area_id, client_id, status, discount, user_id, create_time, preferential_gram, is_register_abate, register_costs) VALUES(@quote_id, @carrier_id, @carrier_area_id, @client_id, @status, @discount, @user_id, @create_time, @preferential_gram, @is_register_abate, @register_costs)";
SqlHelper.ExecuteNonQuery(CommandType.Text, sql, param);
}
public bool CreateQuoteDetail(ExcelProxyQuotedetail quotedetail, EntityReference product)
{
using (var orgContext = new OrganizationServiceContext(service))
{
var newquoteDetail = new QuoteDetail()
{
ProductId = product,
new_SKU = quotedetail.SKU,
new_manufacturingname = findVendor(quotedetail.Vendor),
IsPriceOverridden = true,
Quantity = Convert.ToInt32(quotedetail.quantity),
PricePerUnit = new Money(Convert.ToDecimal(quotedetail.priceperunit)),
new_usdprice = Convert.ToDecimal(quotedetail.new_usdprice),
new_totalpurchaseusd = Convert.ToDouble(quotedetail.new_totalpurchaseusd),
new_koef = Convert.ToDecimal(quotedetail.new_koef),
QuoteId = mainEntityId,
new_sellingusd = Convert.ToDouble(quotedetail.new_sellingusd),
new_generalsellingusd = Convert.ToDouble(quotedetail.new_generalsellingusd),
new_exchangerate = Convert.ToDouble(quotedetail.exchangeRates),
UoMId = (from i in orgContext.CreateQuery <UoM>()
where i.Name == "Базовая единица"
select new EntityReference
{
Id = i.Id,
LogicalName = i.LogicalName,
Name = i.Name
}).FirstOrDefault()
};
try
{
service.Create(newquoteDetail);
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException(ex.Message);
}
}
return(true);
}
public bool CreateQuoteDetail(ExcelProxyQuotedetail quotedetail, EntityReference product)
{
using (var orgContext = new OrganizationServiceContext(service))
{
var newquoteDetail = new QuoteDetail()
{
ProductId = product,
IsPriceOverridden = true,
Quantity = Convert.ToInt32(quotedetail.Count),
PricePerUnit = new Money(Convert.ToDecimal(quotedetail.priceForOneHRN)),
new_priceprocurementUAH = new Money(Convert.ToDecimal(quotedetail.buyPriceHRN)),
new_totalpurchaseUAH = new Money(Convert.ToDecimal(quotedetail.buyPriceAllHRN)),
new_pricepurchaseusd = Convert.ToDouble(quotedetail.buyPriceAllUSD),
QuoteId = mainEntityId,
new_kursspeka = Convert.ToDouble(quotedetail.exchangeRates),
new_viborkurs = new OptionSetValue(100000003),
new_totalpurchaseusd = Convert.ToDouble(quotedetail.totalUSD),
UoMId = (from i in orgContext.CreateQuery <UoM>()
where i.Name == "Базовая единица"
//where i.Id == new Guid("28FD5C9C-22F7-419C-BBBC-720523DD3666")
select new EntityReference
{
Id = i.Id,
LogicalName = i.LogicalName,
Name = i.Name
}).FirstOrDefault()
};
try
{
service.Create(newquoteDetail);
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException(ex.Message);
}
}
return(true);
}
public object Post(QuoteDetail model)
{
object json;
try
{
model = repository.Add(model);
if (model != null)
{
json = new
{
total = 1,
data = model,
success = true
};
}
else
{
json = new
{
success = false
};
};
}
catch (Exception ex)
{
LogManager.Write("ERROR:" + Environment.NewLine + "\tMETHOD = " + this.GetType().FullName + "." + MethodBase.GetCurrentMethod().Name + Environment.NewLine + "\tMESSAGE = " + ex.Message);
json = new
{
message = ex.Message,
success = false
};
};
return(json);
}
public void Execute(IServiceProvider serviceProvider)
{
ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
CrmServiceContext xrm = new CrmServiceContext(service);
try
{
if (context.PostEntityImages.Contains("PostQuoteProduct") && context.PostEntityImages["PostQuoteProduct"] is Entity)
{
QuoteDetail QuoteProduct = context.PostEntityImages["PostQuoteProduct"].ToEntity <QuoteDetail>();
Quote quote = xrm.QuoteSet.Where(p => p.Id == QuoteProduct.QuoteId.Id).FirstOrDefault();
OpportunityProduct oppProd;
//Looking for opportunity product in related opportunity
if (!(bool)QuoteProduct.IsProductOverridden)//if QuoteProduct is existing product
{
oppProd = xrm.OpportunityProductSet.Where(p => p.ProductId == QuoteProduct.ProductId && p.OpportunityId == quote.OpportunityId && p.SequenceNumber == QuoteProduct.SequenceNumber).FirstOrDefault();
}
else//if QuoteProduct is write-in product
{
oppProd = xrm.OpportunityProductSet.Where(p => p.OpportunityId == quote.OpportunityId && p.ProductDescription == QuoteProduct.ProductDescription && p.SequenceNumber == QuoteProduct.SequenceNumber).FirstOrDefault();
}
//Updating custom fields
if (oppProd != null)
{
QuoteProduct.new_Comment = oppProd.new_Comment;
QuoteProduct.new_Country = oppProd.new_Country;
}
service.Update(QuoteProduct);
}
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException($"An error occurred in QuoteProducts plug-in: {ex.Message}");
}
}
public void SetIdManually()
{
int qdId;
using (var db = new Context())
{
var q = new Quote
{
QuoteDetails = new Collection <QuoteDetail>()
};
var p = new Product();
var qd = new QuoteDetail
{
Name = "blah",
Product = p
};
db.Products.Add(p);
db.QuoteDetails.Add(qd);
db.Quotes.Add(q);
db.SaveChanges();
qdId = qd.Id;
}
using (var db = new Context())
{
var qd = db.QuoteDetails.Single(x => x.Id == qdId);
qd.ParentId = 6;
db.ChangeTracker.DetectChanges();
Assert.That(qd.Quote.Id == 6);
}
}
public List <string> UpdateQuantity(int currentQuoteId, int quantity, string itemID, string type = "")
{
ItemService itemsrvc = new ItemService();
itemsrvc.UserVM = UserVM;
Quote currentQuote = itemsrvc.GetQuoteByLoggedIn(currentQuoteId, type);
// Quote currentQuote = _Context.Quote.GetSingle(e => e.QuoteID == currentQuoteId);
List <string> lstPriceQuantity = new List <string>();
List <QuoteDetail> lstQD = currentQuote.QuoteDetails.ToList();
decimal? totalPrice = 0;
if (lstQD != null)
{
QuoteDetail iQD = lstQD.Where(e => e.ItemID == itemID).FirstOrDefault();
if (iQD != null)
{
iQD.Quantity = quantity;
totalPrice = iQD.Item.Price * quantity;
//Updating Penworthy Updated Date
if (currentQuote != null)
{
ItemListViewService lstviewsvc = new ItemListViewService();
lstviewsvc.UserVM = UserVM;
lstviewsvc.UpdatedDateTime(currentQuoteId);
}
_Context.QuoteDetail.SaveChanges();
}
}
if (UserVM != null)
{
UserVM.SCCount = currentQuote.QuoteDetails.Sum(e => e.Quantity);
lstPriceQuantity.Add(UserVM.SCCount.ToString());
}
lstPriceQuantity.Add(totalPrice.ToString());
lstPriceQuantity.Add(currentQuote.QuoteDetails.Sum(e => e.Item.Price * e.Quantity).ToString());
return(lstPriceQuantity);
}
private void OnSelectedRowsChanged()
{
SelectedRange[] selectedContacts = Lines.GetSelectedRows();
if (selectedContacts.Length > 0)
{
ObservableQuoteDetail observableQuoteDetail = SelectedQuoteDetail.GetValue();
if (observableQuoteDetail.InnerQuoteDetail != null)
{
observableQuoteDetail.InnerQuoteDetail.PropertyChanged -= quote_PropertyChanged;
}
QuoteDetail selectedQuoteDetail = (QuoteDetail)Lines.GetItem(selectedContacts[0].FromRow.Value);
if (selectedQuoteDetail != null)
{
selectedQuoteDetail.PropertyChanged += quote_PropertyChanged;
}
SelectedQuoteDetail.GetValue().SetValue(selectedQuoteDetail);
}
else
{
SelectedQuoteDetail.GetValue().SetValue(null);
}
}
public ItemDetailedViewModel GetItemByID(string itemID, string Quoteid, string type = "")
{
ItemDetailedViewModel kplVM = new ItemDetailedViewModel();
kplVM.LstItemParentVM = new List <ItemParentViewModel>();
int quoteid = UserVM != null ? UserVM.CurrentQuoteID : Convert.ToInt32(Quoteid);
Item item = _Context.Item.GetSingle(e => e.ItemID == itemID);
ItemListViewService itemListViewSrv = new ItemListViewService();
int?seriesID = item.Series;
int?originalSetID = null;
originalSetID = item != null ? item.SetID : (int?)null;
QuoteViewService QuoteViewService = new QuoteViewService();
Item itVM = null;
List <QuoteDetail> lstQuoteDetailsType = null;
List <Item> itemList = new List <Item>();
Item setItemInfo = null;
if (originalSetID != null)
{
string setID = Convert.ToString(originalSetID);
setItemInfo = _Context.Item.GetSingle(e => e.ItemID == setID);
itemList = itemListViewSrv.GetActiveItemList().Where(e => e.SetID == originalSetID).ToList();
}
itemList = itemListViewSrv.SortingAlgorithim(itemList);
itemList.Remove(item);
itemList.Insert(0, item);
kplVM.LstItemParentVM.Add(new ItemParentViewModel());
kplVM.LstItemParentVM.Add(new ItemParentViewModel());
Quote currentQuote = new Quote();
string quotetypetext = "";
Quote scQuote = GetQuoteByLoggedIn(quoteid, type);
if (quoteid != 0)
{
currentQuote = _Context.Quote.GetSingle(e => e.QuoteID == quoteid); //GetQuoteByLoggedIn(quoteid, type);
lstQuoteDetailsType = scQuote.QuoteDetails.ToList();
quotetypetext = currentQuote.QuoteType.QuoteTypeText;
}
kplVM.QuoteTypeText = quotetypetext;
ItemContainerService itemContainerService = new ItemContainerService();
itemContainerService.UserVM = UserVM;
List <string> lstTitlesBroughtBeforeItemIDs = itemContainerService.GetTitlesBroughtBeforeItemIDs();
List <string> lstCharacterBroughtBeforeItemIDs = new List <string>();
List <string> lstSeriesBroughtBeforeItemIDs = new List <string>();
if (UserVM != null && UserVM.CRMModelProperties != null)
{
lstSeriesBroughtBeforeItemIDs = itemContainerService.GetListSeriesCharacterbyCustomerID(UserVM.CRMModelProperties.CustAutoID, "SE");
lstCharacterBroughtBeforeItemIDs = itemContainerService.GetListSeriesCharacterbyCustomerID(UserVM.CRMModelProperties.CustAutoID, "PC");
}
kplVM.LstItemParentVM[0].ListItemVM = itemList.Select(e => new ItemViewModel
{
ItemID = e.ItemID,
Title = e.Title,
IPrice = (double)e.Price,
ISBN = e.ISBN,
Description = e.Description,
Lexile = e.Lexile,
ARLevel = e.ARLevel,
Author = e.Author != null ? e.Author.AuthorName : string.Empty,
IsInCustomerTitles = lstTitlesBroughtBeforeItemIDs.Contains(e.ItemID) ? true : false,
SeriesBroughtBefore = lstSeriesBroughtBeforeItemIDs.Contains(e.ItemID) ? true : false,
CharecterBroughtBefore = lstCharacterBroughtBeforeItemIDs.Contains(e.ItemID) ? true : false,
//ProductLine =e.ProductLine
}).ToList();
if (quoteid != 0)
{
kplVM.LstItemParentVM[0].ListItemVM = UpdateIsScDWQuoteStatus(currentQuote.QuoteTypeID, lstQuoteDetailsType,
kplVM.LstItemParentVM[0].ListItemVM);
kplVM.LstItemParentVM[0].ListItemVM.ToList().ForEach(e => e.QuoteTypeText = quotetypetext);
kplVM.LstItemParentVM[0].ListItemVM.ToList().ForEach(e => e.QuoteFlag = type);
if (currentQuote.QuoteTypeID == (int)QuoteTypeEnum.Preview)
{
List <string> lstPreviewableItemIds = itemContainerService.GetPreviewableItemIDs();
kplVM.LstItemParentVM[0].ListItemVM.Where(e => lstPreviewableItemIds.Contains(e.ItemID)).ToList().ForEach(e => e.IsPreviewItem = true);
}
}
if (kplVM.LstItemParentVM[0].ListItemVM.Count > 0)
{
kplVM.LstItemParentVM[0].ListItemVM.Where(e => e.ItemID == itemID).FirstOrDefault().IsSelected = true;
}
kplVM.SetItemsTotalPrice = Convert.ToDouble(kplVM.LstItemParentVM[0].ListItemVM.Sum(e => e.IPrice));
itVM = item;
string strempty = string.Empty;
kplVM.Binding = "Penworthy " + itVM.Type == null ? strempty : itVM.Type + " Book";
kplVM.InterestGrade = itVM.InterestGrade == null ? strempty : itVM.InterestGrade == ((int)InterestGradeEnums.Grade2to3).ToString() ? QuoteValidationConstants.Grade2to3 : itVM.InterestGrade == ((int)InterestGradeEnums.Grade4Above).ToString() ? QuoteValidationConstants.Grade4Above : itVM.InterestGrade == QuoteValidationConstants.Preschooltograde1Text ? QuoteValidationConstants.Preschooltograde1 : string.Empty;
kplVM.ItemID = itVM.ItemID;
kplVM.ISBN = itVM.ISBN == null ? string.Empty : itVM.ISBN;
kplVM.ReviewSource = (itVM.SLJ == "Y" ? QuoteValidationConstants.SLJ + "," : string.Empty) + (itVM.PW == "Y" ? QuoteValidationConstants.PW + "," : string.Empty) + (itVM.Horn == "Y" ? QuoteValidationConstants.HORN + "," : string.Empty) + (itVM.Kirkus == "Y" ? QuoteValidationConstants.KIRKUS + "," : string.Empty) + (itVM.LJ == "Y" ? QuoteValidationConstants.LJ : string.Empty);
kplVM.Subject = itVM.Subject == null ? strempty : itVM.Subject;
kplVM.Primarycharacter = itVM.SeriesAndCharacter == null ? strempty : itVM.SeriesAndCharacter.SCText;
kplVM.SecondCharacter = itVM.SecondaryCharacter == null ? strempty : itVM.SecondaryCharacter;
kplVM.Format = itVM.Format == null ? strempty : itVM.Format;
kplVM.Series = itVM.SeriesAndCharacter1 == null ? strempty : itVM.SeriesAndCharacter1.SCText;
//kplVM.Quantity = itVM.QuoteDetails.FirstOrDefault().Quantity == null ? 1 : itVM.QuoteDetails.FirstOrDefault().Quantity;
QuoteDetail quote = lstQuoteDetailsType != null?lstQuoteDetailsType.Where(e => e.ItemID == itVM.ItemID).FirstOrDefault() : null;
if (quote != null)
{
kplVM.Quantity = quote.Quantity;
}
else
{
kplVM.Quantity = 1;
}
kplVM.Size = itVM.Size == null ? strempty : itVM.Size;
kplVM.Fiction = ClassificationEnums.Fiction.ToString();
kplVM.Dewey = itVM.Dewery == null ? strempty : itVM.Dewery;
kplVM.ARLevel = itVM.ARLevel == null ? strempty : itVM.ARLevel;
kplVM.ARQuiz = itVM.ARQuiz;
kplVM.Barcode = itVM.Barcode == null ? strempty : itVM.Barcode;
kplVM.Classification = itVM.Classification == null ? strempty : itVM.Classification;
kplVM.CopyRight = itVM.Copyright == null ? 0 : Convert.ToInt32(itVM.Copyright);
kplVM.Description = itVM.Description == null ? strempty : itVM.Description;
kplVM.Illustrator = itVM.Illustrator == null ? strempty : itVM.Illustrator;
kplVM.ISBN = itVM.ISBN == null ? strempty : itVM.ISBN;
kplVM.Lexile = itVM.Lexile == null ? strempty : itVM.Lexile;
kplVM.OnListDate = itVM.OnListDate == null ? strempty : string.Format("{0:d}", itVM.OnListDate);
kplVM.Pages = itVM.Pages;
kplVM.Price = itVM.Price;
kplVM.RCLevel = itVM.RCLevel == null ? strempty : itVM.RCLevel;
kplVM.RCQuiz = itVM.RCQuiz;
kplVM.Title = itVM.Title == null ? string.Empty : itVM.Title;
kplVM.SetTitle = setItemInfo != null ? setItemInfo.Title == null ? string.Empty : setItemInfo.Title : string.Empty;
kplVM.SetDescription = setItemInfo != null ? setItemInfo.Description == null ? string.Empty : setItemInfo.Description : string.Empty;
kplVM.Type = itVM.ProductLine == null ? string.Empty : itVM.ProductLine.Trim().ToString();
kplVM.Publisher = itVM.PublisherID == null ? strempty : _Context.Publisher.GetSingle(e => e.PublisherID == itVM.PublisherID).PublisherName;
kplVM.Author = itVM.AuthorID == null ? strempty : _Context.Author.GetSingle(e => e.AuthorID == itVM.AuthorID).AuthorName;
kplVM.ProductLine = itVM.ProductLine == "" ? strempty : itVM.ProductLine;
kplVM.QuoteFlag = type;
QuoteDetail quoteDetails = null;
quoteDetails = _Context.QuoteDetail.GetSingle(e => e.QuoteID == quoteid && e.ItemID == itemID);
if (quoteid != 0 && originalSetID != null)
{
kplVM.QuoteID = Convert.ToInt32(quoteid);
kplVM.QuoteTypeID = (Int32)_Context.Quote.GetSingle(e => e.QuoteID == quoteid).QuoteTypeID;
if (quoteDetails != null && lstQuoteDetailsType != null)
{
kplVM.IsInSCDWQuote = kplVM.LstItemParentVM[0].ListItemVM.Where(e => e.ItemID == itemID).FirstOrDefault().IsInSCDWQuote;
kplVM.DWSelectionStatus = _Context.QuoteDetail.GetSingle(e => e.QuoteID == quoteid && e.ItemID == itemID) != null?_Context.QuoteDetail.GetSingle(e => e.QuoteID == quoteid && e.ItemID == itemID).DWSelectionID.ToString() : "";
}
else
{
kplVM.IsInSCDWQuote = kplVM.LstItemParentVM[0].ListItemVM.Where(e => e.ItemID == itemID).FirstOrDefault().IsInSCDWQuote;
kplVM.DWSelectionStatus = kplVM.IsInSCDWQuote ? "1" : "5";
}
}
if (Quoteid != "0" && originalSetID == null)
{
// QuoteDetail quoteDetails = quoteDetails// _Context.QuoteDetail.GetSingle(e => e.QuoteID == quoteid && e.ItemID == itemID);
if (quoteDetails != null)
{
kplVM.IsInSCDWQuote = kplVM.LstItemParentVM[0].ListItemVM.Where(e => e.ItemID == itemID).FirstOrDefault().IsInSCDWQuote;
kplVM.DWSelectionStatus = Convert.ToString(quoteDetails.DWSelectionID);
}
}
kplVM.UserVM = UserVM;
return(kplVM);
}
public void UpdateQutoeDetail(QuoteDetail qd)
{
SqlParameter[] param = new SqlParameter[] {
SqlUtilities.GenerateInputIntParameter("@id", qd.Id),
SqlUtilities.GenerateInputIntParameter("@carrier_id", qd.Carrier.Id),
SqlUtilities.GenerateInputIntParameter("@carrier_area_id", qd.CarrierArea.Id),
SqlUtilities.GenerateInputParameter("@discount", SqlDbType.Decimal, qd.Discount),
SqlUtilities.GenerateInputIntParameter("@user_id", qd.UserId),
SqlUtilities.GenerateInputParameter("@preferential_gram", SqlDbType.Decimal, qd.PreferentialGram),
SqlUtilities.GenerateInputParameter("@is_register_abate", SqlDbType.Bit, qd.IsRegisterAbate),
SqlUtilities.GenerateInputParameter("@register_costs", SqlDbType.Decimal, qd.RegisterCosts)
};
string sql = "UPDATE quote_details SET carrier_id = @carrier_id, carrier_area_id = @carrier_area_id, discount = @discount, user_id = @user_id, preferential_gram = @preferential_gram, is_register_abate = @is_register_abate, register_costs = @register_costs WHERE id = @id";
SqlHelper.ExecuteNonQuery(CommandType.Text, sql, param);
}
//Update the DWStatus in SingleItemDetailedView
public SingleItemDetailedModel UpdateDWSingleItemDetails(KPLBasedCommonViewModel itemViewModel)
{
#region Private Variables
int currentDWStatus = Convert.ToInt32(itemViewModel.DWSelectionStatus);
int DWYes = (int)DecisionWhizardStatusEnum.Yes;
int DWNo = (int)DecisionWhizardStatusEnum.No;
int DWMayBe = (int)DecisionWhizardStatusEnum.MayBe;
#endregion
QuoteDetail dwquoteDetail = new QuoteDetail();
Quote scQuote = _Context.Quote.GetSingle(e => e.QuoteTypeID == (int)QuoteTypeEnum.ShoppingCart && e.UserID == UserVM.CRMModelProperties.LoggedINCustomerUserID);
Quote DWQuote = _Context.Quote.GetSingle(e => e.QuoteTypeID == (int)QuoteTypeEnum.DecisionWhizard && e.UserID == UserVM.CRMModelProperties.LoggedINCustomerUserID);
List <QuoteDetail> lstSCQuoteDetails = scQuote.QuoteDetails.ToList();
if (lstSCQuoteDetails != null)//item is in shoppingcart
{
QuoteDetail scQuoteDetail = lstSCQuoteDetails.Where(e => e.ItemID == itemViewModel.ItemID).FirstOrDefault();
dwquoteDetail = _Context.QuoteDetail.GetSingle(e => e.QuoteID == itemViewModel.QuoteID && e.ItemID == itemViewModel.ItemID);
if (scQuoteDetail != null)
{
if (currentDWStatus == DWNo || currentDWStatus == DWMayBe)
{
//delete from sc
_Context.QuoteDetail.Delete(scQuoteDetail);
}
}
else
{
if (currentDWStatus == DWYes)
{
//Insert In to Sc
_Context.QuoteDetail.Add(new QuoteDetail
{
ItemID = itemViewModel.ItemID,
Quantity = 1,
CreatedDate = DateTime.Now,
QuoteID = scQuote.QuoteID,
DWSelectionID = (int)DecisionWhizardStatusEnum.Yes,
UpdateDate = DateTime.Now
});
//Insert In to DW
if (dwquoteDetail == null)
{
_Context.QuoteDetail.Add(new QuoteDetail
{
ItemID = itemViewModel.ItemID,
Quantity = 1,
CreatedDate = DateTime.Now,
QuoteID = DWQuote.QuoteID,
DWSelectionID = (int)DecisionWhizardStatusEnum.Yes,
UpdateDate = DateTime.Now
});
}
}
}
if (dwquoteDetail != null)
{
dwquoteDetail.DWSelectionID = Convert.ToInt32(itemViewModel.DWSelectionStatus);
}
}
_Context.QuoteDetail.SaveChanges();
//To get next element in list when we select either of yes no may be in singleItemDetailedview
List <QuoteDetail> quoteDetailList = new List <QuoteDetail>();
ItemListViewModel _itemList = new ItemListViewModel();
_itemList.KPLItemListVM = new List <KPLBasedCommonViewModel>();
quoteDetailList = _Context.QuoteDetail.GetAll(e => e.QuoteID == itemViewModel.QuoteID).ToList();
List <Item> lstItem = quoteDetailList.Select(e => e.Item).ToList();
_itemList.KPLItemListVM = AutoMapper.Mapper.Map <IList <Item>, IList <KPLBasedCommonViewModel> >(lstItem).ToList();
int index = _itemList.KPLItemListVM.FindIndex(e => e.ItemID == itemViewModel.ItemID);
if (index < _itemList.KPLItemListVM.Count() - 1)
{
itemViewModel.ItemID = _itemList.KPLItemListVM[index + 1].ItemID;
}
SingleItemDetailedModel singleItemDetailes = GetSingleItemDetailsWithSets(itemViewModel.ItemID.ToString(), itemViewModel.QuoteID.ToString());
return(singleItemDetailes);
}
public List<QuoteDetail> GetQuoteDetailByQuoteId(int id)
{
List<QuoteDetail> result = new List<QuoteDetail>();
SqlParameter[] param = new SqlParameter[] {
SqlUtilities.GenerateInputIntParameter("@quote_id", id)
};
string sql = "SELECT id, quote_id, carrier_id, carrier_area_id, discount, preferential_gram, is_register_abate, register_costs FROM quote_details WHERE quote_id = @quote_id AND is_delete = 0";
using (SqlDataReader dr = SqlHelper.ExecuteReader(CommandType.Text, sql, param))
{
while (dr.Read())
{
QuoteDetail qd = new QuoteDetail();
qd.Id = dr.GetInt32(0);
qd.QuoteId = dr.GetInt32(1);
Carrier carrier = new CarrierDAL().GetCarrierById(dr.GetInt32(2));
qd.Carrier = carrier;
CarrierArea ca = new CarrierAreaDAL().GetCarrierAreaById(dr.GetInt32(3));
qd.CarrierArea = ca;
qd.Discount = dr.GetDecimal(4);
qd.PreferentialGram = dr.GetDecimal(5);
qd.IsRegisterAbate = dr.GetBoolean(6);
qd.RegisterCosts = dr.GetDecimal(7);
result.Add(qd);
}
}
return result;
}
public static void UpdateQutoeDetail(QuoteDetail qd)
{
dal.UpdateQutoeDetail(qd);
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
// TODO Add demonstration code here
#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
#endregion Demonstrate
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
/// <summary>
/// This method first connects to the Organization service and creates the
/// OrganizationServiceContext. Then, several entity creation and relationship
/// operations are performed.
/// </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
{
//<snippetBasicContextExamples1>
// 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();
_service = (IOrganizationService)_serviceProxy;
CreateRequiredRecords();
// The OrganizationServiceContext is an object that wraps the service
// proxy and allows creating/updating multiple records simultaneously.
_orgContext = new OrganizationServiceContext(_service);
// Create a new contact called Mary Kay Andersen.
var contact = new Contact()
{
FirstName = "Mary Kay",
LastName = "Andersen",
Address1_Line1 = "23 Market St.",
Address1_City = "Sammamish",
Address1_StateOrProvince = "MT",
Address1_PostalCode = "99999",
Telephone1 = "12345678",
EMailAddress1 = "*****@*****.**",
Id = Guid.NewGuid()
};
_contactId = contact.Id;
_orgContext.AddObject(contact);
Console.Write("Instantiating contact, ");
// Create an account called Contoso.
var account = new Account()
{
Name = "Contoso",
Address1_City = "Redmond",
// set the account category to 'Preferred Customer'
AccountCategoryCode = new OptionSetValue(1),
LastUsedInCampaign = DateTime.Now,
MarketCap = new Money(120000),
DoNotEMail = true,
Description = "Contoso is a fictional company!",
Id = Guid.NewGuid(),
};
_accountId = account.Id;
Console.Write("instantiating account, ");
// Set Mary Kay Andersen as the primary contact
_orgContext.AddRelatedObject(
contact,
new Relationship("account_primary_contact"),
account);
SaveChangesHelper(contact, account);
Console.WriteLine("and creating both records in CRM.");
// Remove the primary contact value from Mary Kay Andersen
_orgContext.Attach(contact);
_orgContext.DeleteLink(
contact,
new Relationship("account_primary_contact"),
account);
SaveChangesHelper(contact, account);
Console.Write("Removing primary contact status, ");
// Add Mary Kay Andersen to the contact list for the account Contoso.
_orgContext.Attach(account);
_orgContext.Attach(contact);
_orgContext.AddLink(
account,
new Relationship("contact_customer_accounts"),
contact);
SaveChangesHelper(contact, account);
Console.WriteLine("and adding contact to account's contact list.");
// Add a note with a document attachment to the contact's record.
var attachment = File.OpenRead("sample.txt");
var data = new byte[attachment.Length];
attachment.Read(data, 0, (int)attachment.Length);
var note = new Annotation()
{
Subject = "Note subject...",
NoteText = "Note Details....",
DocumentBody = Convert.ToBase64String(data),
FileName = Path.GetFileName(attachment.Name),
MimeType = "text/plain",
Id = Guid.NewGuid(),
// Associate the note to the contact.
ObjectId = contact.ToEntityReference(),
ObjectTypeCode = Contact.EntityLogicalName
};
_annotationId = note.Id;
Console.Write("Instantiating a note, ");
_orgContext.AddObject(note);
_orgContext.Attach(contact);
// Set the contact as the Regarding attribute of the note.
_orgContext.AddLink(
contact,
new Relationship("Contact_Annotation"),
note);
SaveChangesHelper(note, contact);
Console.WriteLine("creating the note in CRM and linking to contact.");
// Change the owning user of the contact Mary Kay Andersen
// Find a user with an email address of "*****@*****.**"
var newOwner = (from u in _orgContext.CreateQuery<SystemUser>()
where u.InternalEMailAddress == "*****@*****.**"
select u).Single();
AssignRequest assignRequest = new AssignRequest()
{
Target = contact.ToEntityReference(),
Assignee = newOwner.ToEntityReference()
};
_orgContext.Execute(assignRequest);
Console.WriteLine("Changing ownership of contact record.");
// Create a new price list called Retail Price List.
var priceList = new PriceLevel()
{
Name = "Retail Price List",
BeginDate = DateTime.Now,
EndDate = DateTime.Now,
Description = "Contoso's primary pricelist.",
Id = Guid.NewGuid()
};
_priceLevelId = priceList.Id;
_orgContext.AddObject(priceList);
Console.Write("Instantiating price list ");
// Create a new product called Widget A.
var newProduct = new Product()
{
Name = "Widget A",
Description = "Industrial widget for hi-tech industries",
ProductStructure = new OptionSetValue(1), // 1 = Product
QuantityOnHand = 2,
ProductNumber = "WIDG-A",
Price = new Money(decimal.Parse("12.50")),
QuantityDecimal = 2, // Sets the Decimals Supported value
Id = Guid.NewGuid(),
DefaultUoMScheduleId = new EntityReference(
UoMSchedule.EntityLogicalName,
_orgContext.CreateQuery<UoMSchedule>().First().Id),
DefaultUoMId = new EntityReference(
UoM.EntityLogicalName,
_orgContext.CreateQuery<UoM>().First().Id)
};
_productId = newProduct.Id;
_orgContext.AddObject(newProduct);
Console.WriteLine("and product.");
SaveChangesHelper(priceList, newProduct);
// Add Widget A to the Retail Price List.
var priceLevelProduct = new ProductPriceLevel()
{
ProductId = newProduct.ToEntityReference(),
UoMId = newProduct.DefaultUoMId,
Amount = new Money(decimal.Parse("12.50")),
PriceLevelId = priceList.ToEntityReference(),
Id = Guid.NewGuid()
};
_productPriceLevelId = priceLevelProduct.Id;
_orgContext.AddObject(priceLevelProduct);
Console.Write("Associating product to price list, ");
// Publish the product
SetStateRequest publishRequest = new SetStateRequest
{
EntityMoniker = newProduct.ToEntityReference(),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest);
Console.WriteLine("and publishing the product.");
// Create a new quote for Contoso.
var newQuote = new Quote()
{
Name = "Quotation for Contoso",
// Sets the pricelist to the one we've just created
PriceLevelId = priceList.ToEntityReference(),
Id = Guid.NewGuid(),
CustomerId = account.ToEntityReference()
};
_quoteId = newQuote.Id;
_orgContext.AddObject(newQuote);
_orgContext.Attach(account);
_orgContext.AddLink(
newQuote,
new Relationship("quote_customer_accounts"),
account);
Console.Write("Instantiating a quote, ");
// Add a quote product to this quote.
var quoteProduct = new QuoteDetail()
{
ProductId = newProduct.ToEntityReference(),
Quantity = 1,
QuoteId = newQuote.ToEntityReference(),
UoMId = newProduct.DefaultUoMId,
Id = Guid.NewGuid()
};
_quoteDetailId = quoteProduct.Id;
_orgContext.AddObject(quoteProduct);
Console.WriteLine("and adding product to quote.");
// Create a sales opportunity with Contoso.
var oppty = new Opportunity()
{
Name = "Interested in Widget A",
EstimatedCloseDate = DateTime.Now.AddDays(30.0),
EstimatedValue = new Money(decimal.Parse("300000.00")),
CloseProbability = 25, // 25% probability of closing this deal
IsRevenueSystemCalculated = false, // user-calculated revenue
OpportunityRatingCode = new OptionSetValue(2), // warm
CustomerId = account.ToEntityReference(),
Id = Guid.NewGuid()
};
_opportunityId = oppty.Id;
_orgContext.AddObject(oppty);
Console.Write("Instantiating opportunity, ");
//_orgContext.AddLink(
// oppty,
// new Relationship("opportunity_customer_accounts"),
// account);
SaveChangesHelper(priceList, newQuote, newProduct, priceLevelProduct,
quoteProduct, oppty, account);
Console.WriteLine("and creating all records in CRM.");
// Associate quote to contact, which adds the Contact record in the
// "Other Contacts" section of a Quote record.
_orgContext.Attach(contact);
_orgContext.Attach(newQuote);
_orgContext.AddLink(
contact,
new Relationship("contactquotes_association"),
newQuote);
SaveChangesHelper(contact, newQuote);
Console.WriteLine("Associating contact and quote.");
// Create a case for Mary Kay Andersen.
var serviceRequest = new Incident()
{
Title = "Problem with Widget B",
PriorityCode = new OptionSetValue(1), // 1 = High
CaseOriginCode = new OptionSetValue(1), // 1 = Phone
CaseTypeCode = new OptionSetValue(2), // 2 = Problem
SubjectId =
new EntityReference(
Subject.EntityLogicalName,
_orgContext.CreateQuery<Subject>()
.First().Id), // use the default subject
Description = "Customer can't switch the product on.",
FollowupBy = DateTime.Now.AddHours(3.0), // follow-up in 3 hours
CustomerId = contact.ToEntityReference(),
Id = Guid.NewGuid()
};
_incidentId = serviceRequest.Id;
_orgContext.AddObject(serviceRequest);
_orgContext.Attach(contact);
_orgContext.AddLink(
serviceRequest,
new Relationship("incident_customer_contacts"),
contact);
SaveChangesHelper(serviceRequest, contact);
Console.WriteLine("Creating service case for contact.");
// Deactivate the Mary Kay Andersen contact record.
SetStateRequest setInactiveRequest = new SetStateRequest
{
EntityMoniker = contact.ToEntityReference(),
State = new OptionSetValue((int)ContactState.Inactive),
Status = new OptionSetValue(2)
};
_orgContext.Execute(setInactiveRequest);
Console.WriteLine("Deactivating the contact record.");
DeleteRequiredRecords(promptforDelete);
}
//</snippetBasicContextExamples1>
}
// 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;
}
}
public ActionResult Edit(int id)
{
QuoteDetail e = Repo.Get(id);
return(View(e));
}
/// <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;
}
}
public void InsertTonsOfData()
{
using (var db = new Context())
{
db.Configuration.AutoDetectChangesEnabled = false;
db.Configuration.ValidateOnSaveEnabled = false;
var w = new Warehouse {
Name = Guid.NewGuid().ToString()
};
db.Warehouses.Add(w);
var p = new Product
{
Name = Guid.NewGuid().ToString(),
Warehouse = w
};
db.Products.Add(p);
db.SaveChanges();
var quotes = new List <Quote>();
var qds = new List <QuoteDetail>();
for (int i = 1; i <= TotalQuotes; i++)
{
var q = new Quote
{
Name = "Quote " + i,
QuoteDetails = new Collection <QuoteDetail>()
};
for (int j = 1; j <= NumOfLineItemsPerQuote; j++)
{
var qd = new QuoteDetail
{
Name = "Line Item " + j,
Quality = j,
Price = 10 * j,
Cost = 20 * j,
Product = p
};
q.QuoteDetails.Add(qd);
qds.Add(qd);
qd.Quote = q;
//db.QuoteDetails.Add(qd);
}
quotes.Add(q);
if (i % 500 == 0)
{
db.Quotes.AddRange(quotes);
//db.BulkInsert(quotes);
//db.SaveChanges();
//db.BulkInsert(qds);
db.SaveChanges();
quotes.Clear();
Console.WriteLine("Flushed");
//qds.Clear();
}
//db.Quotes.Add(q);
//Flush every 500 records
//if (i%500 == 0)
// db.SaveChanges();
}
db.Quotes.AddRange(quotes);
//db.BulkInsert(quotes);
//db.SaveChanges();
//db.BulkInsert(qds);
db.SaveChanges();
}
}
private QuoteDetail GetClientQuoteDetailByParameters(int carrierAreaId, int clientId)
{
QuoteDetail qd = new QuoteDetail();
qd.Discount = 1;
qd.PreferentialGram = 0;
qd.RegisterCosts = 0;
qd.IsRegisterAbate = true;
SqlParameter[] param = new SqlParameter[] {
SqlUtilities.GenerateInputIntParameter("@carrier_area_id", carrierAreaId),
SqlUtilities.GenerateInputIntParameter("@client_id", clientId)
};
string sql = "SELECT TOP 1 discount, preferential_gram, is_register_abate, register_costs FROM quote_details WHERE client_id = @client_id AND status = 1 AND is_delete = 0 AND carrier_area_id = @carrier_area_id ORDER BY create_time DESC";
using (SqlDataReader dr = SqlHelper.ExecuteReader(CommandType.Text, sql, param))
{
while (dr.Read())
{
qd.Discount = dr.GetDecimal(0);
qd.PreferentialGram = dr.GetDecimal(1);
qd.IsRegisterAbate = dr.GetBoolean(2);
qd.RegisterCosts = dr.GetDecimal(3);
}
}
return qd;
}
public void SaveQuote()
{
try
{
using (ProxyBE p = new ProxyBE())
{
#region 报价单
if (string.IsNullOrEmpty(Request["ReferenceID"]))
{
throw new Exception("ReferenceID:参数无效!");
}
Solution solution = p.Client.GetSolutionByDesignerID(SenderUser, Guid.Parse(Request["ReferenceID"]));
if (solution == null)
{
throw new Exception("对象无效!");
}
if (string.IsNullOrEmpty(Request["TaskID"]))
{
throw new Exception("TaskID:参数无效!");
}
QuoteMain quotemain = p.Client.GetQuoteMain(SenderUser, parm.QuoteID);
if (quotemain == null)
{
quotemain = new QuoteMain();
quotemain.QuoteID = Guid.NewGuid();
quotemain.SolutionID = solution.SolutionID;
quotemain.Status = "N"; //报价单状态，N:确认中,F:已确认,C:已取消
}
quotemain.PartnerID = CurrentUser.PartnerID;
quotemain.CustomerID = solution.CustomerID;
quotemain.QuoteNo = GetNumber("YS");
quotemain.DiscountPercent = parm.DiscountPercent;
quotemain.ExpiryDate = parm.ExpiryDate;
quotemain.Status = "N";
quotemain.Remark = parm.Remark;
SaveQuoteMainArgs args = new SaveQuoteMainArgs();
#endregion
#region 报价单详情
List <QuoteDetail> QuoteDetails = new List <QuoteDetail>();
string details = Request["QuoteDetails"];
decimal DiscountPercent = 1;
JsonData sj = JsonMapper.ToObject(details);
decimal totalamount = 0;
if (sj.Count > 0)
{
//遍历对象元素，保存
int i = 1;
foreach (JsonData item in sj)
{
try
{
QuoteDetail detail = new QuoteDetail();
detail.DetailID = Guid.NewGuid();
detail.QuoteID = quotemain.QuoteID;
detail.ItemGroup = item["ItemGroup"].ToString();
detail.ItemName = item["ItemName"].ToString();
detail.ItemStyle = item["ItemStyle"].ToString();
try
{
detail.Qty = Decimal.Parse(item["Qty"].ToString());
}
catch
{
throw new PException("第{0}行的数量有误。", i);
}
try
{
detail.Price = Decimal.Parse(item["Price"].ToString());
}
catch
{
throw new PException("第{0}行的价格有误。", i);
}
detail.ItemRemark = item["ItemRemark"].ToString();
QuoteDetails.Add(detail);
totalamount += detail.Price * detail.Qty;
i++;
}
catch
{
throw new PException("第{0}行的数据有误。", i);
}
}
}
quotemain.TotalAmount = totalamount;
quotemain.DiscountAmount = (DiscountPercent - quotemain.DiscountPercent) * quotemain.TotalAmount;
args.QuoteMain = quotemain;
args.QuoteDetails = QuoteDetails;
p.Client.SaveQuote(SenderUser, args);
#endregion
#region 修改方案状态
solution.Status = "F";//方案状态：N,待上传方案文件；P,待生成报价明细；Q,已报价；F,方案成交；C,已取消；
SaveSolutionArgs arg = new SaveSolutionArgs();
arg.Solution = solution;
p.Client.SaveSolution(SenderUser, arg);
#endregion
#region 任务流程
Database dbCheck = new Database("BE_PartnerTask_Proc", "UPSTEPNO4", 5, 0, Request["TaskID"], "待提交订单", "P");
int rst = dbCheck.ExecuteNoQuery();
if (rst == 0)
{
WriteError("失败！");
}
//PartnerTask task = p.Client.GetPartnerTask(SenderUser, Guid.Parse(Request["TaskID"]));
//if (task != null)
//{
// SavePartnerTaskArgs taskArgs = new SavePartnerTaskArgs();
// taskArgs.PartnerTask = task;
// taskArgs.NextStep = "待提交订单";
// taskArgs.Resource = "报价确认组";//当前处理组
// taskArgs.NextResource = "报价确认组";//下一个组
// taskArgs.ActionRemarksType = "";
// taskArgs.ActionRemarks = "";
// taskArgs.Action = "已出报价合同，待确认";
// p.Client.SavePartnerTask(SenderUser, taskArgs);
//}
#endregion
}
WriteSuccess();
}
catch (Exception ex)
{
WriteError(ex.Message, ex);
}
}
public List <string> DeleteItem(int quoteid, string item, int QuoteTypeID)
{
Quote currentQuote = _Context.Quote.GetSingle(e => e.QuoteID == quoteid);
List <QuoteDetail> quoteDetail = new List <QuoteDetail>();
if (QuoteTypeID == (int)QuoteTypeEnum.DecisionWhizard)
{
quoteDetail = _Context.QuoteDetail.GetAll(e => e.QuoteID == quoteid).ToList();
}
else
{
quoteDetail = _Context.QuoteDetail.GetAll(e => e.QuoteID == quoteid && e.DWSelectionID == (int)DecisionWhizardStatusEnum.Yes).ToList();
}
int itemsCount = 0;
decimal? itemsprice = 0;
List <string> lstItemids = quoteDetail.Select(e => e.ItemID).ToList();
switch (item)
{
case "DeleteAll":
{
foreach (QuoteDetail qd in quoteDetail)
{
_Context.QuoteDetail.Delete(qd);
_Context.Quote.SaveChanges();
}
DWChangesStatusToNew(lstItemids);
itemsCount = _Context.QuoteDetail.GetAll(e => e.QuoteID == quoteid && e.DWSelectionID == (int)DecisionWhizardStatusEnum.Yes).ToList().Sum(e => e.Quantity);
itemsprice = _Context.QuoteDetail.GetAll(e => e.QuoteID == quoteid && e.DWSelectionID == (int)DecisionWhizardStatusEnum.Yes).ToList().Sum(e => e.Quantity * e.Item.Price);
break;
}
case "IncreaseAll":
{
foreach (QuoteDetail qd in quoteDetail)
{
qd.Quantity = qd.Quantity + 1;
_Context.Quote.SaveChanges();
}
itemsCount = quoteDetail.Sum(e => e.Quantity);
itemsprice = quoteDetail.Sum(e => e.Quantity * e.Item.Price);
break;
}
case "DecreaseAll":
{
foreach (QuoteDetail qd in quoteDetail)
{
qd.Quantity = qd.Quantity - 1;
_Context.Quote.SaveChanges();
}
itemsCount = quoteDetail.Sum(e => e.Quantity);
itemsprice = quoteDetail.Sum(e => e.Quantity * e.Item.Price);
break;
}
case "Sumbit":
{
Quote quote = _Context.Quote.GetSingle(e => e.QuoteID == quoteid);
if (quote != null)
{
if (ValidateQuoteID(quoteid))
{
itemsCount = SetStateForQuote(quote, (int)QuoteStatusEnum.Transferred);
}
else
{
if (quote.StatusID == (int)QuoteStatusEnum.Open)
{
itemsCount = SetStateForQuote(quote, (int)QuoteStatusEnum.HoldRepresentative);
}
}
}
break;
}
default:
{
if (!String.IsNullOrEmpty(item))
{
// int itemid = Convert.ToInt32(item);
QuoteDetail qd = _Context.QuoteDetail.GetSingle(e => e.QuoteID == quoteid && e.ItemID == item);
_Context.QuoteDetail.Delete(qd);
_Context.Quote.SaveChanges();
lstItemids.Clear();
lstItemids.Add(item);
DWChangesStatusToNew(lstItemids);
}
itemsCount = _Context.QuoteDetail.GetAll(e => e.QuoteID == quoteid && e.DWSelectionID == (int)DecisionWhizardStatusEnum.Yes).ToList().Sum(e => e.Quantity);
itemsprice = _Context.QuoteDetail.GetAll(e => e.QuoteID == quoteid && e.DWSelectionID == (int)DecisionWhizardStatusEnum.Yes).ToList().Sum(e => e.Quantity * e.Item.Price);
break;
}
}
List <string> lstScountPrice = new List <string>();
lstScountPrice.Add(itemsCount.ToString());
lstScountPrice.Add(itemsprice.ToString());
ItemListViewService lstviewsvc = new ItemListViewService();
if (currentQuote != null)
{
lstviewsvc.UserVM = UserVM;
lstviewsvc.UpdatedDateTime(quoteid);
}
return(lstScountPrice);
}
/// <summary>
/// This method first connects to the Organization service. Afterwards, a
/// quote is created. This quote is then converted to an order, and the pricing
/// is unlocked and relocked. This is followed by the order being converted
/// to an invoice, and the pricing is locked then unlocked.
/// </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
{
//<snippetProcessingQuotesAndSalesOrders1>
// 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 Create Opportunities
// Create an opportunity
var crmOpportunity = new Opportunity
{
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
Name = "Sample",
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_opportunityId = _serviceProxy.Create(crmOpportunity);
crmOpportunity = new Opportunity
{
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
Name = "Another Sample",
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_loseOpportunityId = _serviceProxy.Create(crmOpportunity);
Console.WriteLine("Opportunities created.");
#endregion
#region Win Opportunity
//<snippetWinOpportunity>
// Close the opportunity as won
var winOppRequest = new WinOpportunityRequest
{
OpportunityClose = new OpportunityClose
{
OpportunityId = new EntityReference
(Opportunity.EntityLogicalName, _opportunityId)
},
Status = new OptionSetValue((int)opportunity_statuscode.Won),
};
_serviceProxy.Execute(winOppRequest);
Console.WriteLine("Opportunity closed as Won.");
//</snippetWinOpportunity>
#endregion
#region Lose Opportunity
//<snippetLoseOpportunity>
var loseOppRequest = new LoseOpportunityRequest
{
OpportunityClose = new OpportunityClose
{
OpportunityId = new EntityReference
(Opportunity.EntityLogicalName, _loseOpportunityId)
},
Status = new OptionSetValue((int)opportunity_statuscode.Canceled)
};
_serviceProxy.Execute(loseOppRequest);
Console.WriteLine("Opportunity closed as Lost.");
//</snippetLoseOpportunity>
#endregion
#region Convert Opportunity to a Quote
//<snippetGenerateQuoteFromOpportunity>
// Convert the opportunity to a quote
var genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = _opportunityId,
ColumnSet = new ColumnSet("quoteid", "name")
};
var genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
_serviceProxy.Execute(genQuoteFromOppRequest);
Quote quote = genQuoteFromOppResponse.Entity.ToEntity <Quote>();
_quoteId = quote.Id;
Console.WriteLine("Quote generated from the Opportunity.");
//</snippetGenerateQuoteFromOpportunity>
#endregion
#region Close Quote
//<snippetCloseQuote>
// convert the opportunity to a quote
genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = _opportunityId,
ColumnSet = new ColumnSet("quoteid", "name")
};
genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
_serviceProxy.Execute(genQuoteFromOppRequest);
Quote closeQuote = genQuoteFromOppResponse.Entity.ToEntity <Quote>();
_closeQuoteId = closeQuote.Id;
// Activate the quote
SetStateRequest activateQuote = new SetStateRequest()
{
EntityMoniker = closeQuote.ToEntityReference(),
State = new OptionSetValue((int)QuoteState.Active),
Status = new OptionSetValue((int)quote_statuscode.InProgress)
};
_serviceProxy.Execute(activateQuote);
// Close the quote
CloseQuoteRequest closeQuoteRequest = new CloseQuoteRequest()
{
QuoteClose = new QuoteClose()
{
QuoteId = closeQuote.ToEntityReference(),
Subject = "Quote Close " + DateTime.Now.ToString()
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(closeQuoteRequest);
Console.WriteLine("Quote Closed");
//</snippetCloseQuote>
#endregion
#region Create Quote's Product
// Set the quote's product
QuoteDetail quoteDetail = new QuoteDetail()
{
ProductId = new EntityReference(Product.EntityLogicalName,
_productId),
Quantity = 1,
QuoteId = quote.ToEntityReference(),
UoMId = new EntityReference(UoM.EntityLogicalName,
_defaultUnitId)
};
_quoteDetailId = _serviceProxy.Create(quoteDetail);
Console.WriteLine("Quote Product created.");
// Activate the quote
activateQuote = new SetStateRequest()
{
EntityMoniker = quote.ToEntityReference(),
State = new OptionSetValue((int)QuoteState.Active),
Status = new OptionSetValue((int)quote_statuscode.InProgress)
};
_serviceProxy.Execute(activateQuote);
Console.WriteLine("Quote activated.");
//<snippetWinQuote>
// Mark the quote as won
// Note: this is necessary in order to convert a quote into a
// SalesOrder.
WinQuoteRequest winQuoteRequest = new WinQuoteRequest()
{
QuoteClose = new QuoteClose()
{
Subject = "Quote Close" + DateTime.Now.ToString(),
QuoteId = quote.ToEntityReference()
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(winQuoteRequest);
Console.WriteLine("Quote won.");
//</snippetWinQuote>
#endregion
#region Convert Quote to SalesOrder
//<snippetConvertQuoteToSalesOrder>
// Define columns to be retrieved after creating the order
ColumnSet salesOrderColumns =
new ColumnSet("salesorderid", "totalamount");
// Convert the quote to a sales order
ConvertQuoteToSalesOrderRequest convertQuoteRequest =
new ConvertQuoteToSalesOrderRequest()
{
QuoteId = _quoteId,
ColumnSet = salesOrderColumns
};
ConvertQuoteToSalesOrderResponse convertQuoteResponse =
(ConvertQuoteToSalesOrderResponse)_serviceProxy.Execute(convertQuoteRequest);
SalesOrder salesOrder = (SalesOrder)convertQuoteResponse.Entity;
_salesOrderId = salesOrder.Id;
//</snippetConvertQuoteToSalesOrder>
Console.WriteLine("Converted Quote to SalesOrder.");
#endregion
#region Cancel Sales Order
//<snippetCancelSalesOrder>
// Define columns to be retrieved after creating the order
salesOrderColumns = new ColumnSet("salesorderid", "totalamount");
// Convert the quote to a sales order
convertQuoteRequest =
new ConvertQuoteToSalesOrderRequest()
{
QuoteId = _quoteId,
ColumnSet = salesOrderColumns
};
convertQuoteResponse =
(ConvertQuoteToSalesOrderResponse)_serviceProxy.Execute(convertQuoteRequest);
SalesOrder closeSalesOrder = (SalesOrder)convertQuoteResponse.Entity;
_closeSalesOrderId = closeSalesOrder.Id;
CancelSalesOrderRequest cancelRequest = new CancelSalesOrderRequest()
{
OrderClose = new OrderClose()
{
SalesOrderId = closeSalesOrder.ToEntityReference(),
Subject = "Close Sales Order " + DateTime.Now
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(cancelRequest);
Console.WriteLine("Canceled sales order");
//</snippetCancelSalesOrder>
#endregion
#region Lock pricing on SalesOrder
// Note: after converting a won quote to an order, the pricing of
// the order is locked by default.
//<snippetUpdateRequest>
// Retrieve current price list
ProductPriceLevel priceListItem =
(ProductPriceLevel)_serviceProxy.Retrieve(
ProductPriceLevel.EntityLogicalName,
_priceListItemId,
new ColumnSet("productpricelevelid", "amount")
);
Console.WriteLine("Current price list retrieved.");
Console.WriteLine();
Console.WriteLine("Details before update:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
salesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Update the price list
priceListItem.Amount = new Money(30.0M);
UpdateRequest updatePriceListItem = new UpdateRequest()
{
Target = priceListItem,
};
_serviceProxy.Execute(updatePriceListItem);
Console.WriteLine("Price list updated.");
//</snippetUpdateRequest>
// Retrieve the order
SalesOrder updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve(
SalesOrder.EntityLogicalName,
_salesOrderId,
new ColumnSet("salesorderid", "totalamount")
);
Console.WriteLine("Updated order retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
updatedSalesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetUnlockSalesOrderPricing>
// Unlock the order pricing
UnlockSalesOrderPricingRequest unlockOrderRequest =
new UnlockSalesOrderPricingRequest()
{
SalesOrderId = _salesOrderId
};
_serviceProxy.Execute(unlockOrderRequest);
//</snippetUnlockSalesOrderPricing>
Console.WriteLine("Order pricing unlocked.");
// Retrieve the order
updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve(
SalesOrder.EntityLogicalName,
_salesOrderId,
new ColumnSet("salesorderid", "totalamount")
);
Console.WriteLine("Updated order retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update and unlock:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
updatedSalesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetLockSalesOrderPricing>
// Relock the order pricing
LockSalesOrderPricingRequest lockOrderRequest =
new LockSalesOrderPricingRequest()
{
SalesOrderId = _salesOrderId
};
_serviceProxy.Execute(lockOrderRequest);
//</snippetLockSalesOrderPricing>
Console.WriteLine("Order pricing relocked.");
#endregion
//<snippetConvertSalesOrderToInvoice>
#region Convert SalesOrder to Invoice
// Define columns to be retrieved after creating the invoice
ColumnSet invoiceColumns =
new ColumnSet("invoiceid", "totalamount");
// Convert the order to an invoice
ConvertSalesOrderToInvoiceRequest convertOrderRequest =
new ConvertSalesOrderToInvoiceRequest()
{
SalesOrderId = _salesOrderId,
ColumnSet = invoiceColumns
};
ConvertSalesOrderToInvoiceResponse convertOrderResponse =
(ConvertSalesOrderToInvoiceResponse)_serviceProxy.Execute(convertOrderRequest);
Invoice invoice = (Invoice)convertOrderResponse.Entity;
_invoiceId = invoice.Id;
//</snippetConvertSalesOrderToInvoice>
Console.WriteLine("Converted SalesOrder to Invoice.");
#endregion
#region Lock pricing on Invoice
// Note: after converting a SalesOrder to Invoice, the pricing of
// the Invoice is locked by default.
// Retrieve current price list
priceListItem = (ProductPriceLevel)_serviceProxy.Retrieve(
ProductPriceLevel.EntityLogicalName,
_priceListItemId,
new ColumnSet("productpricelevelid", "amount")
);
Console.WriteLine("Current price list retrieved.");
Console.WriteLine();
Console.WriteLine("Details before lock and update:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
invoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetUpdatePriceList>
// Update the price list
priceListItem.Amount = new Money(40.0M);
updatePriceListItem = new UpdateRequest()
{
Target = priceListItem
};
_serviceProxy.Execute(updatePriceListItem);
Console.WriteLine("Price list updated.");
//</snippetUpdatePriceList>
//<snippetUnlockInvoicePricing>
// Retrieve the invoice
Invoice updatedInvoice = (Invoice)_serviceProxy.Retrieve(
Invoice.EntityLogicalName,
_invoiceId,
new ColumnSet("invoiceid", "totalamount")
);
Console.WriteLine("Updated invoice retrieved.");
Console.WriteLine();
Console.WriteLine("Details after lock and update:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
updatedInvoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Unlock the invoice pricing
UnlockInvoicePricingRequest unlockInvoiceRequest =
new UnlockInvoicePricingRequest()
{
InvoiceId = _invoiceId
};
_serviceProxy.Execute(unlockInvoiceRequest);
Console.WriteLine("Invoice pricing unlocked.");
//</snippetUnlockInvoicePricing>
// Retrieve the invoice
updatedInvoice = (Invoice)_serviceProxy.Retrieve(
Invoice.EntityLogicalName,
_invoiceId,
new ColumnSet("invoiceid", "totalamount")
);
Console.WriteLine("Updated invoice retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update and unlock:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
updatedInvoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetLockInvoicePricing>
// Relock the invoice pricing
LockInvoicePricingRequest lockInvoiceRequest =
new LockInvoicePricingRequest()
{
InvoiceId = _invoiceId
};
_serviceProxy.Execute(lockInvoiceRequest);
Console.WriteLine("Invoice pricing relocked.");
//</snippetLockInvoicePricing>
#endregion
DeleteRequiredRecords(promptforDelete);
}
//</snippetProcessingQuotesAndSalesOrders1>
}
// 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;
}
}
public bool CreateQuoteDetail(ExcelProxyQuotedetail quotedetail, EntityReference product)
{
using (var orgContext = new OrganizationServiceContext(service))
{
var newquoteDetail = new QuoteDetail()
{
ProductId = product,
IsPriceOverridden = true,
Quantity = Convert.ToInt32(quotedetail.Count),
PricePerUnit = new Money(Convert.ToDecimal(quotedetail.priceForOneHRN)),
new_priceprocurementUAH = new Money(Convert.ToDecimal(quotedetail.buyPriceHRN)),
new_totalpurchaseUAH = new Money(Convert.ToDecimal(quotedetail.buyPriceAllHRN)),
new_pricepurchaseusd = Convert.ToDouble(quotedetail.buyPriceAllUSD),
QuoteId = mainEntityId,
new_kursspeka = Convert.ToDouble(quotedetail.exchangeRates),
new_viborkurs = new OptionSetValue(100000003),
new_totalpurchaseusd = Convert.ToDouble(quotedetail.totalUSD),
UoMId = (from i in orgContext.CreateQuery<UoM>()
where i.Name == "Базовая единица"
//where i.Id == new Guid("28FD5C9C-22F7-419C-BBBC-720523DD3666")
select new EntityReference
{
Id = i.Id,
LogicalName = i.LogicalName,
Name = i.Name
}).FirstOrDefault()
};
try
{
service.Create(newquoteDetail);
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException(ex.Message);
}
}
return true;
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
// TODO Add demonstration code here
#region Create Opportunities
// Create an opportunity
var crmOpportunity = new Opportunity
{
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
Name = "Sample",
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_opportunityId = _serviceProxy.Create(crmOpportunity);
crmOpportunity = new Opportunity
{
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
Name = "Another Sample",
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_loseOpportunityId = _serviceProxy.Create(crmOpportunity);
Console.WriteLine("Opportunities created.");
#endregion
#region Win Opportunity
// Close the opportunity as won
var winOppRequest = new WinOpportunityRequest
{
OpportunityClose = new OpportunityClose
{
OpportunityId = new EntityReference
(Opportunity.EntityLogicalName, _opportunityId)
},
Status = new OptionSetValue((int)opportunity_statuscode.Won)
};
_serviceProxy.Execute(winOppRequest);
Console.WriteLine("Opportunity closed as Won.");
#endregion
#region Lose Opportunity
var loseOppRequest = new LoseOpportunityRequest
{
OpportunityClose = new OpportunityClose
{
OpportunityId = new EntityReference
(Opportunity.EntityLogicalName, _loseOpportunityId)
},
Status = new OptionSetValue((int)opportunity_statuscode.Canceled)
};
_serviceProxy.Execute(loseOppRequest);
Console.WriteLine("Opportunity closed as Lost.");
#endregion
#region Convert Opportunity to a Quote
// Convert the opportunity to a quote
var genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = _opportunityId,
ColumnSet = new ColumnSet("quoteid", "name")
};
var genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
_serviceProxy.Execute(genQuoteFromOppRequest);
Quote quote = genQuoteFromOppResponse.Entity.ToEntity <Quote>();
_quoteId = quote.Id;
Console.WriteLine("Quote generated from the Opportunity.");
#endregion
#region Close Quote
// convert the opportunity to a quote
genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = _opportunityId,
ColumnSet = new ColumnSet("quoteid", "name")
};
genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
_serviceProxy.Execute(genQuoteFromOppRequest);
Quote closeQuote = genQuoteFromOppResponse.Entity.ToEntity <Quote>();
_closeQuoteId = closeQuote.Id;
// Activate the quote
SetStateRequest activateQuote = new SetStateRequest()
{
EntityMoniker = closeQuote.ToEntityReference(),
State = new OptionSetValue((int)QuoteState.Active),
Status = new OptionSetValue((int)quote_statuscode.InProgress)
};
_serviceProxy.Execute(activateQuote);
// Close the quote
CloseQuoteRequest closeQuoteRequest = new CloseQuoteRequest()
{
QuoteClose = new QuoteClose()
{
QuoteId = closeQuote.ToEntityReference(),
Subject = "Quote Close " + DateTime.Now.ToString()
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(closeQuoteRequest);
Console.WriteLine("Quote Closed");
#endregion
#region Create Quote's Product
// Set the quote's product
QuoteDetail quoteDetail = new QuoteDetail()
{
ProductId = new EntityReference(Product.EntityLogicalName,
_productId),
Quantity = 1,
QuoteId = quote.ToEntityReference(),
UoMId = new EntityReference(UoM.EntityLogicalName,
_defaultUnitId)
};
_quoteDetailId = _serviceProxy.Create(quoteDetail);
Console.WriteLine("Quote Product created.");
// Activate the quote
activateQuote = new SetStateRequest()
{
EntityMoniker = quote.ToEntityReference(),
State = new OptionSetValue((int)QuoteState.Active),
Status = new OptionSetValue((int)quote_statuscode.InProgress)
};
_serviceProxy.Execute(activateQuote);
Console.WriteLine("Quote activated.");
// Mark the quote as won
// Note: this is necessary in order to convert a quote into a
// SalesOrder.
WinQuoteRequest winQuoteRequest = new WinQuoteRequest()
{
QuoteClose = new QuoteClose()
{
Subject = "Quote Close" + DateTime.Now.ToString(),
QuoteId = quote.ToEntityReference()
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(winQuoteRequest);
Console.WriteLine("Quote won.");
#endregion
#region Convert Quote to SalesOrder
// Define columns to be retrieved after creating the order
ColumnSet salesOrderColumns =
new ColumnSet("salesorderid", "totalamount");
// Convert the quote to a sales order
ConvertQuoteToSalesOrderRequest convertQuoteRequest =
new ConvertQuoteToSalesOrderRequest()
{
QuoteId = _quoteId,
ColumnSet = salesOrderColumns
};
ConvertQuoteToSalesOrderResponse convertQuoteResponse =
(ConvertQuoteToSalesOrderResponse)_serviceProxy.Execute(convertQuoteRequest);
SalesOrder salesOrder = (SalesOrder)convertQuoteResponse.Entity;
_salesOrderId = salesOrder.Id;
Console.WriteLine("Converted Quote to SalesOrder.");
#endregion
#region Cancel Sales Order
// Define columns to be retrieved after creating the order
salesOrderColumns = new ColumnSet("salesorderid", "totalamount");
// Convert the quote to a sales order
convertQuoteRequest =
new ConvertQuoteToSalesOrderRequest()
{
QuoteId = _quoteId,
ColumnSet = salesOrderColumns
};
convertQuoteResponse =
(ConvertQuoteToSalesOrderResponse)_serviceProxy.Execute(convertQuoteRequest);
SalesOrder closeSalesOrder = (SalesOrder)convertQuoteResponse.Entity;
_closeSalesOrderId = closeSalesOrder.Id;
CancelSalesOrderRequest cancelRequest = new CancelSalesOrderRequest()
{
OrderClose = new OrderClose()
{
SalesOrderId = closeSalesOrder.ToEntityReference(),
Subject = "Close Sales Order " + DateTime.Now
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(cancelRequest);
Console.WriteLine("Canceled sales order");
#endregion
#region Lock pricing on SalesOrder
// Note: after converting a won quote to an order, the pricing of
// the order is locked by default.
// Retrieve current price list
ProductPriceLevel priceListItem =
(ProductPriceLevel)_serviceProxy.Retrieve(
ProductPriceLevel.EntityLogicalName,
_priceListItemId,
new ColumnSet("productpricelevelid", "amount")
);
Console.WriteLine("Current price list retrieved.");
Console.WriteLine();
Console.WriteLine("Details before update:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
salesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Update the price list
priceListItem.Amount = new Money(30.0M);
UpdateRequest updatePriceListItem = new UpdateRequest()
{
Target = priceListItem,
};
_serviceProxy.Execute(updatePriceListItem);
Console.WriteLine("Price list updated.");
// Retrieve the order
SalesOrder updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve(
SalesOrder.EntityLogicalName,
_salesOrderId,
new ColumnSet("salesorderid", "totalamount")
);
Console.WriteLine("Updated order retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
updatedSalesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Unlock the order pricing
UnlockSalesOrderPricingRequest unlockOrderRequest =
new UnlockSalesOrderPricingRequest()
{
SalesOrderId = _salesOrderId
};
_serviceProxy.Execute(unlockOrderRequest);
Console.WriteLine("Order pricing unlocked.");
// Retrieve the order
updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve(
SalesOrder.EntityLogicalName,
_salesOrderId,
new ColumnSet("salesorderid", "totalamount")
);
Console.WriteLine("Updated order retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update and unlock:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
updatedSalesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Relock the order pricing
LockSalesOrderPricingRequest lockOrderRequest =
new LockSalesOrderPricingRequest()
{
SalesOrderId = _salesOrderId
};
_serviceProxy.Execute(lockOrderRequest);
Console.WriteLine("Order pricing relocked.");
#endregion
#region Convert SalesOrder to Invoice
// Define columns to be retrieved after creating the invoice
ColumnSet invoiceColumns =
new ColumnSet("invoiceid", "totalamount");
// Convert the order to an invoice
ConvertSalesOrderToInvoiceRequest convertOrderRequest =
new ConvertSalesOrderToInvoiceRequest()
{
SalesOrderId = _salesOrderId,
ColumnSet = invoiceColumns
};
ConvertSalesOrderToInvoiceResponse convertOrderResponse =
(ConvertSalesOrderToInvoiceResponse)_serviceProxy.Execute(convertOrderRequest);
Invoice invoice = (Invoice)convertOrderResponse.Entity;
_invoiceId = invoice.Id;
Console.WriteLine("Converted SalesOrder to Invoice.");
#endregion
#region Lock pricing on Invoice
// Note: after converting a SalesOrder to Invoice, the pricing of
// the Invoice is locked by default.
// Retrieve current price list
priceListItem = (ProductPriceLevel)_serviceProxy.Retrieve(
ProductPriceLevel.EntityLogicalName,
_priceListItemId,
new ColumnSet("productpricelevelid", "amount")
);
Console.WriteLine("Current price list retrieved.");
Console.WriteLine();
Console.WriteLine("Details before lock and update:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
invoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Update the price list
priceListItem.Amount = new Money(40.0M);
updatePriceListItem = new UpdateRequest()
{
Target = priceListItem
};
_serviceProxy.Execute(updatePriceListItem);
Console.WriteLine("Price list updated.");
// Retrieve the invoice
Invoice updatedInvoice = (Invoice)_serviceProxy.Retrieve(
Invoice.EntityLogicalName,
_invoiceId,
new ColumnSet("invoiceid", "totalamount")
);
Console.WriteLine("Updated invoice retrieved.");
Console.WriteLine();
Console.WriteLine("Details after lock and update:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
updatedInvoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Unlock the invoice pricing
UnlockInvoicePricingRequest unlockInvoiceRequest =
new UnlockInvoicePricingRequest()
{
InvoiceId = _invoiceId
};
_serviceProxy.Execute(unlockInvoiceRequest);
Console.WriteLine("Invoice pricing unlocked.");
// Retrieve the invoice
updatedInvoice = (Invoice)_serviceProxy.Retrieve(
Invoice.EntityLogicalName,
_invoiceId,
new ColumnSet("invoiceid", "totalamount")
);
Console.WriteLine("Updated invoice retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update and unlock:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
updatedInvoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Relock the invoice pricing
LockInvoicePricingRequest lockInvoiceRequest =
new LockInvoicePricingRequest()
{
InvoiceId = _invoiceId
};
_serviceProxy.Execute(lockInvoiceRequest);
Console.WriteLine("Invoice pricing relocked.");
#endregion
#endregion Demonstrate
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
//addToCart,YesNoMayBE,AddToSet
public ItemListViewModel selectedOptions(string lstiID, string quoteID, int userID, string type = "", int quantity = 0)
{
string[] itemList = lstiID.Split(',');
int quoteid = Convert.ToInt32(quoteID);
int currentquote = Convert.ToInt32(quoteID);
Quote CurrentQuote = null;
Quote quoteToUpdate = _Context.Quote.GetSingle(e => e.QuoteID == quoteid);
User loggedInUser = _Context.User.GetSingle(e => e.UserId == userID);
int rollID = loggedInUser.webpages_Roles.FirstOrDefault().RoleId;
if ((rollID == (int)UserRolesEnum.Repo || rollID == (int)UserRolesEnum.AdminRep) && CurrentQuote == null)
{
CurrentQuote = type == "Preview" ? _Context.Quote.GetSingle(e => e.QuoteTypeID == (int)QuoteTypeEnum.ShoppingCart && e.UserID == UserVM.CRMModelProperties.LoggedINCustomerUserID) : _Context.Quote.GetSingle(e => e.QuoteID == quoteid);
}
else if ((rollID == (int)UserRolesEnum.CustomerShipTo) && CurrentQuote == null)
{
CurrentQuote = _Context.Quote.GetSingle(e => e.QuoteTypeID == (int)QuoteTypeEnum.ShoppingCart && e.UserID == UserVM.CRMModelProperties.LoggedINCustomerUserID);
}
int dwselectionID = CurrentQuote.QuoteType.QuoteTypeID == (int)QuoteTypeEnum.ShoppingCart ? (int)DecisionWhizardStatusEnum.Yes : (int)DecisionWhizardStatusEnum.New;
List <KPLBasedCommonViewModel> lstKplViewModel = new List <KPLBasedCommonViewModel>();
List <string> lstitemIdsToUI = new List <string>();
_Context.Quote.SetAutoDetectChangesEnabled(false);
foreach (string Itemid in itemList)
{
if (Itemid != "")
{
KPLBasedCommonViewModel tempKplViewModel = new KPLBasedCommonViewModel();
// int itemNum = Convert.ToInt32(Itemid);
QuoteDetail quoteDetail = CurrentQuote.QuoteDetails.Where(e => e.ItemID == Itemid).FirstOrDefault();
QuoteDetail quoteDetailToUpdate = null;
if (quoteid != 0)
{
quoteDetailToUpdate = quoteToUpdate.QuoteDetails.SingleOrDefault(e => e.ItemID == Itemid);
}
if (quoteDetail == null || (quoteDetail.DWSelectionID != (int)DecisionWhizardStatusEnum.Yes) && (quoteDetail.DWSelectionID != (int)DecisionWhizardStatusEnum.New))
{
lstitemIdsToUI.Add(Itemid);
}
if (quoteDetail == null)
{
_Context.QuoteDetail.Add(new QuoteDetail
{
ItemID = Itemid,
QuoteID = CurrentQuote.QuoteID,
DWSelectionID = dwselectionID,
Quantity = quantity == 0 ? 1 : quantity,
CreatedDate = System.DateTime.Now,
UpdateDate = System.DateTime.Now
});
}
//Updating Penworthy Updated Date
if (quoteDetailToUpdate != null)
{
quoteDetailToUpdate.DWSelectionID = dwselectionID;
quoteDetailToUpdate.UpdateDate = System.DateTime.Now;
}
if (quoteDetail != null)
{
quoteDetail.DWSelectionID = dwselectionID;
quoteDetail.UpdateDate = System.DateTime.Now;
// quoteDetail.Quantity = 1;
}
if (rollID == (int)UserRolesEnum.Repo || rollID == (int)UserRolesEnum.AdminRep)
{
CurrentQuote.PenworthyUpdatedDate = System.DateTime.UtcNow;
}
else if (rollID == (int)UserRolesEnum.CustomerShipTo)
{
CurrentQuote.CustomerUpdatedDate = System.DateTime.UtcNow;
}
CurrentQuote.UpdateDate = System.DateTime.UtcNow;
}
}
_Context.Quote.SetAutoDetectChangesEnabled(true);
_Context.Quote.SaveChanges();
lstKplViewModel.AddRange(_Context.Item.GetAll(e => lstitemIdsToUI.Contains(e.ItemID)).Select(item => new KPLBasedCommonViewModel()
{
ItemID = item.ItemID,
ISBN = item.ISBN,
Price = item.Price,
Series = item.SeriesAndCharacter1 == null ? string.Empty : item.SeriesAndCharacter1.SCText,
Title = item.Title,
Author = item.Author == null ? string.Empty : item.Author.AuthorName,
Lexile = item.Lexile,
ARLevel = item.ARLevel,
RCLevel = item.RCLevel,
ProductLine = item.ProductLine.Trim(),
DWDate = string.Format("{0:MM/dd/yy}", System.DateTime.UtcNow)
}).ToList());
ItemListViewModel itemListVm = new ItemListViewModel();
itemListVm.KPLItemListVM = lstKplViewModel;
if (quoteToUpdate != null)
{
itemListVm.noOfYesCount =
quoteToUpdate.QuoteDetails.Where(e => e.DWSelectionID == (int)DecisionWhizardStatusEnum.Yes)
.Sum(e => e.Quantity);
itemListVm.noOfNoCount =
quoteToUpdate.QuoteDetails.Where(e => e.DWSelectionID == (int)DecisionWhizardStatusEnum.No)
.Sum(e => e.Quantity);
itemListVm.noOfMaybeCount =
quoteToUpdate.QuoteDetails.Where(e => e.DWSelectionID == (int)DecisionWhizardStatusEnum.MayBe)
.Sum(e => e.Quantity);
itemListVm.noOfNewCount =
quoteToUpdate.QuoteDetails.Where(e => e.DWSelectionID == (int)DecisionWhizardStatusEnum.New)
.Sum(e => e.Quantity);
itemListVm.YesTotalPrice = (decimal)quoteToUpdate.QuoteDetails.Where(e => e.DWSelectionID == (int)DecisionWhizardStatusEnum.Yes).Sum(e => e.Item.Price);
}
itemListVm.SelectionCount = itemListVm.noOfYesCount + itemListVm.noOfNoCount + itemListVm.noOfMaybeCount + itemListVm.noOfNewCount;
itemListVm.SCItemsCount = CurrentQuote.QuoteDetails.Where(e => e.DWSelectionID == (int)DecisionWhizardStatusEnum.Yes).Sum(e => e.Quantity);
string taxschuduleID = CurrentQuote.User.Customer != null ? CurrentQuote.User.Customer.TaxScheduleID : null;
decimal SalesTax = 0;
if (string.IsNullOrEmpty(taxschuduleID) || taxschuduleID == "NONTAX")
{
SalesTax = 0;
}
else
{
SalesTax = Convert.ToDecimal(_Context.TaxSchedule.GetSingle(e => e.TaxScheduleID == taxschuduleID).TaxRate);
}
decimal?price = CurrentQuote.QuoteDetails.Where(e => e.DWSelectionID == (int)DecisionWhizardStatusEnum.Yes).Sum(e => e.Quantity * e.Item.Price);
itemListVm.SCItemsPrice = price + (price * SalesTax);
itemListVm.ItemIDS = lstiID;
UserVM.SCCount = itemListVm.SCItemsCount;
UserVM.SCPrice = itemListVm.SCItemsPrice;
return(itemListVm);
}
public async Task <IHttpActionResult> CheckSubscriptionStatus(int cabOfficeId, string cabOfficeEmail)
{
SubscriptionStatusDto subscriptionStatusDto = new SubscriptionStatusDto();
QuoteDetail quoteDetail = new QuoteDetail();
SubscriptionMonthly subscriptionMonthly = new SubscriptionMonthly();
SubscriptionPayAsYouGo subscriptionPayAsYouGo = new SubscriptionPayAsYouGo();
try
{
Account account = accountService.getCabOfficeByEmailAndCabOfficeId(cabOfficeEmail, cabOfficeId);
if (account == null)
{
subscriptionStatusDto.QuoteDetailResponse = null;
subscriptionStatusDto.isAllow = false;
subscriptionStatusDto.IsSuccess = true;
subscriptionStatusDto.Error = Constant.APIError.AccountNotFound.ToString();
subscriptionStatusDto.ErrorCode = (int)Constant.APIError.AccountNotFound;
return(Ok(subscriptionStatusDto));
}
Subscription subscription = subscriptionService.GetSubscriptionBySubscriptionId(Convert.ToInt32(account.CurrentSubscriptionId));
if (subscription == null)
{
subscriptionStatusDto.QuoteDetailResponse = null;
subscriptionStatusDto.isAllow = false;
subscriptionStatusDto.IsSuccess = true;
subscriptionStatusDto.Error = Constant.APIError.NoSubscriptionFound.ToString();
subscriptionStatusDto.ErrorCode = (int)Constant.APIError.NoSubscriptionFound;
return(Ok(subscriptionStatusDto));
}
int subscriptionType = subscription.SubscriptionTypeId;
quoteDetail.SubscriptionTypeId = subscriptionType;
if (subscriptionType == (int)Constant.SubscriptionType.Monthly)
{
quoteDetail.SubscriptionType = Constant.SubscriptionType.Monthly.ToString();
if (subscription.EndDate < DateTime.Now)
{
subscriptionStatusDto.QuoteDetailResponse = null;
subscriptionStatusDto.isAllow = false;
subscriptionStatusDto.IsSuccess = true;
subscriptionStatusDto.Error = Constant.APIError.SubscriptionExpired.ToString();
subscriptionStatusDto.ErrorCode = (int)Constant.APIError.SubscriptionExpired;
return(Ok(subscriptionStatusDto));
}
else
{
subscriptionMonthly.RemainingNoOfAgent = Convert.ToInt32(subscription.RemainingNoOfAgents);
subscriptionMonthly.RemainingNoOfDriver = Convert.ToInt32(subscription.RemainingNoOfDrivers);
subscriptionMonthly.RemainingNoOfVehicle = Convert.ToInt32(subscription.RemainingNoOfVehicles);
quoteDetail.subscriptionMonthly = subscriptionMonthly;
quoteDetail.subscriptionPayAsYouGo = null;
}
}
else if (subscriptionType == (int)Constant.SubscriptionType.PayAsYouGo)
{
quoteDetail.SubscriptionType = Constant.SubscriptionType.PayAsYouGo.ToString();
if (subscription.RemainingCredit <= 0)
{
subscriptionStatusDto.QuoteDetailResponse = null;
subscriptionStatusDto.isAllow = false;
subscriptionStatusDto.IsSuccess = true;
subscriptionStatusDto.Error = Constant.APIError.NotEnoughCredit.ToString();
subscriptionStatusDto.ErrorCode = (int)Constant.APIError.NotEnoughCredit;
return(Ok(subscriptionStatusDto));
}
else
{
subscriptionPayAsYouGo.TotalCredit = subscription.TotalCredit;
subscriptionPayAsYouGo.RemainingCredit = subscription.RemainingCredit;
quoteDetail.subscriptionPayAsYouGo = subscriptionPayAsYouGo;
quoteDetail.subscriptionMonthly = null;
}
}
subscriptionStatusDto.QuoteDetailResponse = quoteDetail;
subscriptionStatusDto.isAllow = true;
subscriptionStatusDto.IsSuccess = true;
subscriptionStatusDto.Error = "";
subscriptionStatusDto.ErrorCode = 0;
return(Ok(subscriptionStatusDto));
}
catch (Exception ex)
{
subscriptionStatusDto.QuoteDetailResponse = null;
subscriptionStatusDto.isAllow = false;
subscriptionStatusDto.IsSuccess = false;
subscriptionStatusDto.Error = ex.ToString();
subscriptionStatusDto.ErrorCode = (int)Constant.APIError.Exception;
return(Ok(subscriptionStatusDto));
}
}
protected void btnCreate_Click(object sender, EventArgs e)
{
AdminCookie cookie = (AdminCookie)RuleAuthorizationManager.GetCurrentSessionObject(Context, true);
User user = UserOperation.GetUserByUsername(cookie.Username);
string strDiscount = Request.Form[txtDiscount.ID].Trim();
string strPreferentialGram = Request.Form[txtPreferentialGram.ID].Trim();
string strRegisterCosts = Request.Form[txtSetRegisterCosts.ID].Trim();
decimal discount = 1;
decimal preferentialGram = 0;
decimal registerCosts = 0;
if (string.IsNullOrEmpty(strDiscount) || !decimal.TryParse(strDiscount, out discount))
{
lblMsg.Text = "折扣不能为空，且只能为数字！";
return;
}
if (discount <= 0 || discount > 2)
{
lblMsg.Text = "折扣率数字只能在0和2之间！";
return;
}
if (string.IsNullOrEmpty(strPreferentialGram) || !decimal.TryParse(strPreferentialGram, out preferentialGram))
{
lblMsg.Text = "让利克数不能为空，且只能为不小于0的数字！";
return;
}
if (preferentialGram < 0)
{
lblMsg.Text = "让利克数只能为不小于0的数字！";
return;
}
if (!string.IsNullOrEmpty(strRegisterCosts) && !decimal.TryParse(strRegisterCosts, out registerCosts))
{
lblMsg.Text = "挂号费只能为数字!";
return;
}
Carrier carrier = CarrierOperation.GetCarrierById(int.Parse(ddlCarrier.SelectedItem.Value));
Quote quote = QuoteOperation.GetQuoteById(id);
if (ddlCarrierArea.SelectedValue != "0")
{
QuoteDetail qd = new QuoteDetail();
qd.QuoteId = id;
qd.Carrier = carrier;
CarrierArea ca = CarrierAreaOperation.GetCarrierAreaById(int.Parse(ddlCarrierArea.SelectedItem.Value));
qd.CarrierArea = ca;
qd.ClientId = quote.Client.Id;
qd.Status = false;
qd.CreateTime = DateTime.Now;
qd.UserId = user.Id;
qd.Discount = discount;
qd.PreferentialGram = preferentialGram;
qd.IsRegisterAbate = chkIsRegisterAbate.Checked;
qd.RegisterCosts = registerCosts;
QuoteOperation.CreateQuoteDetail(qd);
}
else
{
List<CarrierArea> result = CarrierAreaOperation.GetCarrierAreaByCarrierId(carrier.Id);
foreach (CarrierArea ca in result)
{
QuoteDetail qd = new QuoteDetail();
qd.QuoteId = id;
qd.Carrier = carrier;
qd.CarrierArea = ca;
qd.ClientId = quote.Client.Id;
qd.Status = false;
qd.CreateTime = DateTime.Now;
qd.UserId = user.Id;
qd.Discount = discount;
qd.PreferentialGram = preferentialGram;
qd.IsRegisterAbate = chkIsRegisterAbate.Checked;
qd.RegisterCosts = registerCosts;
QuoteOperation.CreateQuoteDetail(qd);
}
}
Response.Write("<script language='javascript'>alert('添加成功！');location.href='Quote.aspx?id=" + id + "';</script>");
}
public static void CreateQuoteDetail(QuoteDetail qd)
{
dal.CreateQuoteDetail(qd);
}
/// <summary>
/// This method first connects to the Organization service and creates the
/// OrganizationServiceContext. Then, several entity creation and relationship
/// operations are performed.
/// </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
{
//<snippetBasicContextExamples1>
// 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();
_service = (IOrganizationService)_serviceProxy;
CreateRequiredRecords();
// The OrganizationServiceContext is an object that wraps the service
// proxy and allows creating/updating multiple records simultaneously.
_orgContext = new OrganizationServiceContext(_service);
// Create a new contact called Mary Kay Andersen.
var contact = new Contact()
{
FirstName = "Mary Kay",
LastName = "Andersen",
Address1_Line1 = "23 Market St.",
Address1_City = "Sammamish",
Address1_StateOrProvince = "MT",
Address1_PostalCode = "99999",
Telephone1 = "12345678",
EMailAddress1 = "*****@*****.**",
Id = Guid.NewGuid()
};
_contactId = contact.Id;
_orgContext.AddObject(contact);
Console.Write("Instantiating contact, ");
// Create an account called Contoso.
var account = new Account()
{
Name = "Contoso",
Address1_City = "Redmond",
// set the account category to 'Preferred Customer'
AccountCategoryCode = new OptionSetValue(1),
LastUsedInCampaign = DateTime.Now,
MarketCap = new Money(120000),
DoNotEMail = true,
Description = "Contoso is a fictional company!",
Id = Guid.NewGuid(),
};
_accountId = account.Id;
Console.Write("instantiating account, ");
// Set Mary Kay Andersen as the primary contact
_orgContext.AddRelatedObject(
contact,
new Relationship("account_primary_contact"),
account);
SaveChangesHelper(contact, account);
Console.WriteLine("and creating both records in CRM.");
// Remove the primary contact value from Mary Kay Andersen
_orgContext.Attach(contact);
_orgContext.DeleteLink(
contact,
new Relationship("account_primary_contact"),
account);
SaveChangesHelper(contact, account);
Console.Write("Removing primary contact status, ");
// Add Mary Kay Andersen to the contact list for the account Contoso.
_orgContext.Attach(account);
_orgContext.Attach(contact);
_orgContext.AddLink(
account,
new Relationship("contact_customer_accounts"),
contact);
SaveChangesHelper(contact, account);
Console.WriteLine("and adding contact to account's contact list.");
// Add a note with a document attachment to the contact's record.
var attachment = File.OpenRead("sample.txt");
var data = new byte[attachment.Length];
attachment.Read(data, 0, (int)attachment.Length);
var note = new Annotation()
{
Subject = "Note subject...",
NoteText = "Note Details....",
DocumentBody = Convert.ToBase64String(data),
FileName = Path.GetFileName(attachment.Name),
MimeType = "text/plain",
Id = Guid.NewGuid(),
// Associate the note to the contact.
ObjectId = contact.ToEntityReference(),
ObjectTypeCode = Contact.EntityLogicalName
};
_annotationId = note.Id;
Console.Write("Instantiating a note, ");
_orgContext.AddObject(note);
_orgContext.Attach(contact);
// Set the contact as the Regarding attribute of the note.
_orgContext.AddLink(
contact,
new Relationship("Contact_Annotation"),
note);
SaveChangesHelper(note, contact);
Console.WriteLine("creating the note in CRM and linking to contact.");
// Change the owning user of the contact Mary Kay Andersen
// Find a user with an email address of "*****@*****.**"
var newOwner = (from u in _orgContext.CreateQuery <SystemUser>()
where u.InternalEMailAddress == "*****@*****.**"
select u).Single();
AssignRequest assignRequest = new AssignRequest()
{
Target = contact.ToEntityReference(),
Assignee = newOwner.ToEntityReference()
};
_orgContext.Execute(assignRequest);
Console.WriteLine("Changing ownership of contact record.");
// Create a new price list called Retail Price List.
var priceList = new PriceLevel()
{
Name = "Retail Price List",
BeginDate = DateTime.Now,
EndDate = DateTime.Now,
Description = "Contoso's primary pricelist.",
Id = Guid.NewGuid()
};
_priceLevelId = priceList.Id;
_orgContext.AddObject(priceList);
Console.Write("Instantiating price list ");
// Create a new product called Widget A.
var newProduct = new Product()
{
Name = "Widget A",
Description = "Industrial widget for hi-tech industries",
ProductStructure = new OptionSetValue(1), // 1 = Product
QuantityOnHand = 2,
ProductNumber = "WIDG-A",
Price = new Money(decimal.Parse("12.50")),
QuantityDecimal = 2, // Sets the Decimals Supported value
Id = Guid.NewGuid(),
DefaultUoMScheduleId = new EntityReference(
UoMSchedule.EntityLogicalName,
_orgContext.CreateQuery <UoMSchedule>().First().Id),
DefaultUoMId = new EntityReference(
UoM.EntityLogicalName,
_orgContext.CreateQuery <UoM>().First().Id)
};
_productId = newProduct.Id;
_orgContext.AddObject(newProduct);
Console.WriteLine("and product.");
SaveChangesHelper(priceList, newProduct);
// Add Widget A to the Retail Price List.
var priceLevelProduct = new ProductPriceLevel()
{
ProductId = newProduct.ToEntityReference(),
UoMId = newProduct.DefaultUoMId,
Amount = new Money(decimal.Parse("12.50")),
PriceLevelId = priceList.ToEntityReference(),
Id = Guid.NewGuid()
};
_productPriceLevelId = priceLevelProduct.Id;
_orgContext.AddObject(priceLevelProduct);
Console.Write("Associating product to price list, ");
// Publish the product
SetStateRequest publishRequest = new SetStateRequest
{
EntityMoniker = newProduct.ToEntityReference(),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest);
Console.WriteLine("and publishing the product.");
// Create a new quote for Contoso.
var newQuote = new Quote()
{
Name = "Quotation for Contoso",
// Sets the pricelist to the one we've just created
PriceLevelId = priceList.ToEntityReference(),
Id = Guid.NewGuid(),
CustomerId = account.ToEntityReference()
};
_quoteId = newQuote.Id;
_orgContext.AddObject(newQuote);
_orgContext.Attach(account);
_orgContext.AddLink(
newQuote,
new Relationship("quote_customer_accounts"),
account);
Console.Write("Instantiating a quote, ");
// Add a quote product to this quote.
var quoteProduct = new QuoteDetail()
{
ProductId = newProduct.ToEntityReference(),
Quantity = 1,
QuoteId = newQuote.ToEntityReference(),
UoMId = newProduct.DefaultUoMId,
Id = Guid.NewGuid()
};
_quoteDetailId = quoteProduct.Id;
_orgContext.AddObject(quoteProduct);
Console.WriteLine("and adding product to quote.");
// Create a sales opportunity with Contoso.
var oppty = new Opportunity()
{
Name = "Interested in Widget A",
EstimatedCloseDate = DateTime.Now.AddDays(30.0),
EstimatedValue = new Money(decimal.Parse("300000.00")),
CloseProbability = 25, // 25% probability of closing this deal
IsRevenueSystemCalculated = false, // user-calculated revenue
OpportunityRatingCode = new OptionSetValue(2), // warm
CustomerId = account.ToEntityReference(),
Id = Guid.NewGuid()
};
_opportunityId = oppty.Id;
_orgContext.AddObject(oppty);
Console.Write("Instantiating opportunity, ");
//_orgContext.AddLink(
// oppty,
// new Relationship("opportunity_customer_accounts"),
// account);
SaveChangesHelper(priceList, newQuote, newProduct, priceLevelProduct,
quoteProduct, oppty, account);
Console.WriteLine("and creating all records in CRM.");
// Associate quote to contact, which adds the Contact record in the
// "Other Contacts" section of a Quote record.
_orgContext.Attach(contact);
_orgContext.Attach(newQuote);
_orgContext.AddLink(
contact,
new Relationship("contactquotes_association"),
newQuote);
SaveChangesHelper(contact, newQuote);
Console.WriteLine("Associating contact and quote.");
// Create a case for Mary Kay Andersen.
var serviceRequest = new Incident()
{
Title = "Problem with Widget B",
PriorityCode = new OptionSetValue(1), // 1 = High
CaseOriginCode = new OptionSetValue(1), // 1 = Phone
CaseTypeCode = new OptionSetValue(2), // 2 = Problem
SubjectId =
new EntityReference(
Subject.EntityLogicalName,
_orgContext.CreateQuery <Subject>()
.First().Id), // use the default subject
Description = "Customer can't switch the product on.",
FollowupBy = DateTime.Now.AddHours(3.0), // follow-up in 3 hours
CustomerId = contact.ToEntityReference(),
Id = Guid.NewGuid()
};
_incidentId = serviceRequest.Id;
_orgContext.AddObject(serviceRequest);
_orgContext.Attach(contact);
_orgContext.AddLink(
serviceRequest,
new Relationship("incident_customer_contacts"),
contact);
SaveChangesHelper(serviceRequest, contact);
Console.WriteLine("Creating service case for contact.");
// Deactivate the Mary Kay Andersen contact record.
SetStateRequest setInactiveRequest = new SetStateRequest
{
EntityMoniker = contact.ToEntityReference(),
State = new OptionSetValue((int)ContactState.Inactive),
Status = new OptionSetValue(2)
};
_orgContext.Execute(setInactiveRequest);
Console.WriteLine("Deactivating the contact record.");
DeleteRequiredRecords(promptforDelete);
}
//</snippetBasicContextExamples1>
}
// 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;
}
}
public bool CreateQuoteDetail(ExcelProxyQuotedetail quotedetail, EntityReference product)
{
using (var orgContext = new OrganizationServiceContext(service))
{
var newquoteDetail = new QuoteDetail()
{
ProductId = product,
new_SKU = quotedetail.SKU,
new_manufacturingname = findVendor(quotedetail.Vendor),
IsPriceOverridden = true,
Quantity = Convert.ToInt32(quotedetail.quantity),
PricePerUnit = new Money(Convert.ToDecimal(quotedetail.priceperunit)),
new_usdprice = Convert.ToDecimal(quotedetail.new_usdprice),
new_totalpurchaseusd = Convert.ToDouble(quotedetail.new_totalpurchaseusd),
new_koef = Convert.ToDecimal(quotedetail.new_koef),
QuoteId = mainEntityId,
new_sellingusd = Convert.ToDouble(quotedetail.new_sellingusd),
new_generalsellingusd = Convert.ToDouble(quotedetail.new_generalsellingusd),
new_exchangerate = Convert.ToDouble(quotedetail.exchangeRates),
UoMId = (from i in orgContext.CreateQuery<UoM>()
where i.Name == "Базовая единица"
select new EntityReference
{
Id = i.Id,
LogicalName = i.LogicalName,
Name = i.Name
}).FirstOrDefault()
};
try
{
service.Create(newquoteDetail);
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException(ex.Message);
}
}
return true;
}
private void FinishSaveRecord(List <QuoteDetail> dirtyCollection, List <string> errorMessages, Action callBack, QuoteDetail itemToSave)
{
dirtyCollection.Remove(itemToSave);
if (dirtyCollection.Count == 0)
{
callBack();
}
else
{
SaveNextRecord(dirtyCollection, errorMessages, callBack);
}
}
/// <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;
}
}
public QuoteAddModel()
{
Quote = new Quote();
PrepopulateCustomers = new List<CustomerDdlModel>();
PrepopulateProductSamples = new List<ProductSampleDdlModel>();
QuoteDetail = new QuoteDetail();
}
