/// <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 override void ExecuteWorkflowLogic()
{
var unlockInvoicePricingRequest = new UnlockInvoicePricingRequest()
{
InvoiceId = Invoice.Get(Context.ExecutionContext).Id
};
Context.UserService.Execute(unlockInvoicePricingRequest);
}
/// <summary>
/// Unlock the <c>Price Per Unit</c> for the <c>Product</c> data in the specified <c>Invoice</c>.
/// Please note that when the invoice pricing is unlocked, changes to underlying price lists (price level) can affect the prices for an invoice.
/// <para>
/// For more information look at https://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.unlockinvoicepricingrequest(v=crm.7).aspx
/// </para>
/// </summary>
/// <param name="id"><c>Invoice</c> Id</param>
/// <returns><see cref="UnlockInvoicePricingResponse"/></returns>
public UnlockInvoicePricingResponse UnlockPrice(Guid id)
{
ExceptionThrow.IfGuidEmpty(id, "id");
UnlockInvoicePricingRequest request = new UnlockInvoicePricingRequest()
{
InvoiceId = id
};
return((UnlockInvoicePricingResponse)this.OrganizationService.Execute(request));
}
public void PerformTestSetup()
{
MessageName = "UnlockInvoicePricing";
var invoiceEntity = EntityFactory.CreateInvoice();
var lockInvoicePricingRequest = new LockInvoicePricingRequest
{
InvoiceId = invoiceEntity.Id,
};
OrganizationService.Execute(lockInvoicePricingRequest);
UnlockInvoicePricingRequest = new UnlockInvoicePricingRequest
{
InvoiceId = invoiceEntity.Id,
};
}
/// <summary>
/// Executes the plug-in.
/// </summary>
/// <param name="localContext">The <see cref="LocalPluginContext"/> which contains the
/// <see cref="IPluginExecutionContext"/>,
/// <see cref="IOrganizationService"/>
/// and <see cref="ITracingService"/>
/// </param>
/// <remarks>
/// For improved performance, Microsoft Dynamics CRM caches plug-in instances.
/// The plug-in's Execute method should be written to be stateless as the constructor
/// is not called for every invocation of the plug-in. Also, multiple system threads
/// could execute the plug-in at the same time. All per invocation state information
/// is stored in the context. This means that you should not use global variables in plug-ins.
/// </remarks>
protected void ExecuteInvoiceVATer(LocalPluginContext localContext)
{
if (localContext == null)
{
throw new ArgumentNullException("localContext");
}
// TODO: Implement your custom Plug-in business logic.
IPluginExecutionContext context = localContext.PluginExecutionContext;
IOrganizationService service = localContext.OrganizationService;
Guid invoiceID = (Guid)((Entity)context.InputParameters["Target"]).Id;
ColumnSet set = new ColumnSet();
set.AllColumns = true;
var invoice = service.Retrieve("invoice", invoiceID, set);
if (context.Depth > 1)
{
return;
}
else
{
var totalamount = (Money)invoice["totallineitemamount"];
var discount = (Money)invoice["totaldiscountamount"];
var VAT = (OptionSetValue)invoice["new_vat"];
var tax = totalamount.Value * VAT.Value / 100;
ConditionExpression condition = new ConditionExpression();
condition.AttributeName = "invoiceid";
condition.Operator = ConditionOperator.Equal;
condition.Values.Add(invoiceID);
FilterExpression filter = new FilterExpression();
filter.AddCondition(condition);
QueryExpression query = new QueryExpression();
query.EntityName = "invoicedetail";
query.ColumnSet = new ColumnSet(true);
query.Criteria = filter;
EntityCollection invoicedetails = service.RetrieveMultiple(query);
foreach (var detail in invoicedetails.Entities)
{
bool isLocked = (bool)detail.Attributes["invoiceispricelocked"];
if (isLocked)
{
//It is really important to unlock both the Invoice and the Order!
UnlockInvoicePricingRequest unlockInvoice = new UnlockInvoicePricingRequest();
unlockInvoice.InvoiceId = ((EntityReference)detail.Attributes["invoiceid"]).Id;
UnlockInvoicePricingResponse unlockInvoiceResponse = (UnlockInvoicePricingResponse)service.Execute(unlockInvoice);
}
var quantity = (decimal)detail["quantity"];
var priceperunit = (Money)detail["priceperunit"];
var teamleader = (OptionSetValue)detail["new_tldiscount"];
//Then I calculate the manual discount and baseamount, for the further calculations
detail.Attributes["manualdiscountamount"] = new Money((priceperunit.Value * teamleader.Value / 100) * quantity);
var manualdiscountamount = (Money)detail.Attributes["manualdiscountamount"];
detail.Attributes["baseamount"] = new Money(priceperunit.Value * quantity);
var baseamount = (Money)detail["baseamount"];
//finally I calculate the tax
detail["new_vat"] = new OptionSetValue(VAT.Value);
var taxDetail = (baseamount.Value - manualdiscountamount.Value) * VAT.Value / 100;
detail.Attributes["tax"] = new Money(taxDetail); //tax
service.Update(detail);
}
invoice["new_totalamountincludingvat"] = new Money((totalamount.Value - discount.Value) + tax);
service.Update(invoice);
}
}
[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();
}
}
/// <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;
}
}
/// <summary>
/// Executes the plug-in.
/// </summary>
/// <param name="localContext">The <see cref="LocalPluginContext"/> which contains the
/// <see cref="IPluginExecutionContext"/>,
/// <see cref="IOrganizationService"/>
/// and <see cref="ITracingService"/>
/// </param>
/// <remarks>
/// For improved performance, Microsoft Dynamics CRM caches plug-in instances.
/// The plug-in's Execute method should be written to be stateless as the constructor
/// is not called for every invocation of the plug-in. Also, multiple system threads
/// could execute the plug-in at the same time. All per invocation state information
/// is stored in the context. This means that you should not use global variables in plug-ins.
/// </remarks>
protected void ExecuteInvoiceVATer(LocalPluginContext localContext)
{
if (localContext == null)
{
throw new ArgumentNullException("localContext");
}
// TODO: Implement your custom Plug-in business logic.
IPluginExecutionContext context = localContext.PluginExecutionContext;
IOrganizationService service = localContext.OrganizationService;
Guid invoiceID = (Guid)((Entity)context.InputParameters["Target"]).Id;
ColumnSet set = new ColumnSet();
set.AllColumns = true;
var invoice = service.Retrieve("invoice", invoiceID, set);
if (context.Depth > 1)
{
return;
}
else
{
var totalamount = (Money)invoice["totallineitemamount"];
var discount = (Money)invoice["totaldiscountamount"];
var VAT = (OptionSetValue)invoice["new_vat"];
var tax = totalamount.Value * VAT.Value / 100;
ConditionExpression condition = new ConditionExpression();
condition.AttributeName = "invoiceid";
condition.Operator = ConditionOperator.Equal;
condition.Values.Add(invoiceID);
FilterExpression filter = new FilterExpression();
filter.AddCondition(condition);
QueryExpression query = new QueryExpression();
query.EntityName = "invoicedetail";
query.ColumnSet = new ColumnSet(true);
query.Criteria = filter;
EntityCollection invoicedetails = service.RetrieveMultiple(query);
foreach (var detail in invoicedetails.Entities)
{
bool isLocked = (bool)detail.Attributes["invoiceispricelocked"];
if (isLocked)
{
//It is really important to unlock both the Invoice and the Order!
UnlockInvoicePricingRequest unlockInvoice = new UnlockInvoicePricingRequest();
unlockInvoice.InvoiceId = ((EntityReference)detail.Attributes["invoiceid"]).Id;
UnlockInvoicePricingResponse unlockInvoiceResponse = (UnlockInvoicePricingResponse)service.Execute(unlockInvoice);
}
var quantity = (decimal)detail["quantity"];
var priceperunit = (Money)detail["priceperunit"];
var teamleader = (OptionSetValue)detail["new_tldiscount"];
//Then I calculate the manual discount and baseamount, for the further calculations
detail.Attributes["manualdiscountamount"] = new Money((priceperunit.Value * teamleader.Value / 100) * quantity);
var manualdiscountamount = (Money)detail.Attributes["manualdiscountamount"];
detail.Attributes["baseamount"] = new Money(priceperunit.Value * quantity);
var baseamount = (Money)detail["baseamount"];
//finally I calculate the tax
detail["new_vat"] = new OptionSetValue(VAT.Value);
var taxDetail = (baseamount.Value - manualdiscountamount.Value) * VAT.Value / 100;
detail.Attributes["tax"] = new Money(taxDetail); //tax
service.Update(detail);
}
invoice["new_totalamountincludingvat"] = new Money((totalamount.Value - discount.Value) + tax);
service.Update(invoice);
}
}
