/// <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; } }