public void PriceLevelAddAsyncTestsUsingoAuth()
{
//Creating the PriceLevel for Add
PriceLevel entity = QBOHelper.CreatePriceLevel(qboContextoAuth);
PriceLevel added = Helper.AddAsync <PriceLevel>(qboContextoAuth, entity);
QBOHelper.VerifyPriceLevel(entity, added);
}
public void PriceLevelDeleteAsyncTestsUsingoAuth()
{
//Creating the PriceLevel for Adding
PriceLevel entity = QBOHelper.CreatePriceLevel(qboContextoAuth);
//Adding the PriceLevel
PriceLevel added = Helper.Add <PriceLevel>(qboContextoAuth, entity);
Helper.DeleteAsync <PriceLevel>(qboContextoAuth, added);
}
public void PriceLevelFindByIdAsyncTestsUsingoAuth()
{
//Creating the PriceLevel for Adding
PriceLevel entity = QBOHelper.CreatePriceLevel(qboContextoAuth);
//Adding the PriceLevel
PriceLevel added = Helper.Add <PriceLevel>(qboContextoAuth, entity);
//FindById and verify
Helper.FindByIdAsync <PriceLevel>(qboContextoAuth, added);
}
public void PriceLevelAddTestUsingoAuth()
{
//Creating the PriceLevel for Add
PriceLevel priceLevel = QBOHelper.CreatePriceLevel(qboContextoAuth);
//Adding the PriceLevel
PriceLevel added = Helper.Add <PriceLevel>(qboContextoAuth, priceLevel);
//Verify the added PriceLevel
QBOHelper.VerifyPriceLevel(priceLevel, added);
}
public void PriceLevelFindbyIdTestUsingoAuth()
{
//Creating the PriceLevel for Adding
PriceLevel priceLevel = QBOHelper.CreatePriceLevel(qboContextoAuth);
//Adding the PriceLevel
PriceLevel added = Helper.Add <PriceLevel>(qboContextoAuth, priceLevel);
PriceLevel found = Helper.FindById <PriceLevel>(qboContextoAuth, added);
QBOHelper.VerifyPriceLevel(found, added);
}
public void CreateFromJArray_Test()
{
var priceLevelTokens = JArray.Parse(@"[""5541.30000"",""2.50700000"",""1534614248.123678""]");
var priceLevel = PriceLevel.CreateFromJArray(priceLevelTokens);
Assert.NotNull(priceLevel);
Assert.Equal(5541.30000M, priceLevel.Price);
Assert.Equal(2.50700000M, priceLevel.Volume);
Assert.Equal(1534614248.123678M, priceLevel.Timestamp);
}
public void PriceLevelUpdateTestUsingoAuth()
{
//Creating the PriceLevel for Adding
PriceLevel priceLevel = QBOHelper.CreatePriceLevel(qboContextoAuth);
//Adding the PriceLevel
PriceLevel added = Helper.Add <PriceLevel>(qboContextoAuth, priceLevel);
//Change the data of added entity
PriceLevel changed = QBOHelper.UpdatePriceLevel(qboContextoAuth, added);
//Update the returned entity data
PriceLevel updated = Helper.Update <PriceLevel>(qboContextoAuth, changed);//Verify the updated PriceLevel
QBOHelper.VerifyPriceLevel(changed, updated);
}
public override Guid WriteToCDS(OrganizationServiceProxy _serviceProxy)
{
Guid medicationPriceListId = Guid.Empty;
try
{
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Sample Price List " + GenerateRandomNumber()
};
medicationPriceListId = _serviceProxy.Create(newPriceList);
foreach (Medication product in Products)
{
ProductPriceLevel newPriceListItem = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, medicationPriceListId),
ProductId = new EntityReference(Product.EntityLogicalName, Guid.Parse(product.MedicationId)),
UoMId = new EntityReference(UoM.EntityLogicalName, Guid.Parse(UomId)),
Amount = new Money(int.Parse(GenerateRandomNumber(2)))
};
Guid priceListItemId = _serviceProxy.Create(newPriceListItem);
if (priceListItemId == null)
{
break;
}
}
if (medicationPriceListId != Guid.Empty)
{
PriceListId = medicationPriceListId.ToString();
Console.WriteLine("Created Price List [" + PriceListId + "]");
}
else
{
throw new Exception("PriceListId == null");
}
}
catch (Exception ex)
{
throw new Exception(ex.ToString());
}
return(medicationPriceListId);
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Creates the email activity.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// TODO Create entity records
Console.WriteLine("Creating required records for the sample");
Console.WriteLine("*****************************************");
// Create a unit group.
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
Console.WriteLine("Created {0}", newUnitGroup.Name);
// retrieve the unit id.
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression(),
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
unitQuery.Criteria.AddCondition("uomscheduleid", ConditionOperator.Equal, _unitGroupId);
// Retrieve the unit.
_unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
Console.WriteLine("Retrieved {0}", _unit.Name);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
Console.WriteLine("Created {0}", newPriceList.Name);
Console.WriteLine("*****************************************");
return;
}
public void PriceLevelUpdatedAsyncTestsUsingoAuth()
{
//Creating the PriceLevel for Adding
PriceLevel entity = QBOHelper.CreatePriceLevel(qboContextoAuth);
//Adding the PriceLevel
PriceLevel added = Helper.Add <PriceLevel>(qboContextoAuth, entity);
//Update the PriceLevel
PriceLevel updated = QBOHelper.UpdatePriceLevel(qboContextoAuth, added);
//Call the service
PriceLevel updatedReturned = Helper.UpdateAsync <PriceLevel>(qboContextoAuth, updated);
//Verify updated PriceLevel
QBOHelper.VerifyPriceLevel(updated, updatedReturned);
}
public void UpdatePriceLevel()
{
double currentPrice = 0;
double baseValue = 0;
for (int i = 0; i < ListedItems.Count; i++)
{
baseValue += ListedItems[i].Value.Value;
currentPrice += ListedItems[i].Value.Price;
}
PriceLevel = currentPrice / baseValue * 100;
Debug.WriteLine(PriceLevel.ToString());
Ui.UpdateUI();
}
public void SortedDictionarySortsDescendingPriceLevel()
{
PriceComparerDescendingZeroFirst comparer = new PriceComparerDescendingZeroFirst();
SortedDictionary <Price, PriceLevel> sortedDictionary = new SortedDictionary <Price, PriceLevel>(comparer);
Price price1 = new Price(1);
PriceLevel level1 = new PriceLevel(price1);
sortedDictionary.Add(price1, level1);
Price price4 = new Price(4);
PriceLevel level4 = new PriceLevel(price4);
sortedDictionary.Add(price4, level4);
Price price3 = new Price(3);
PriceLevel level3 = new PriceLevel(price3);
sortedDictionary.Add(price3, level3);
Price price2 = new Price(2);
PriceLevel level2 = new PriceLevel(price2);
sortedDictionary.Add(price2, level2);
Price price0 = new Price(0);
PriceLevel level0 = new PriceLevel(price0);
sortedDictionary.Add(price0, level0);
Price price5 = new Price(5);
PriceLevel level5 = new PriceLevel(price5);
sortedDictionary.Add(price5, level5);
List <PriceLevel> expectedPriceLevelSortOrder = new List <PriceLevel>()
{
level0, level5, level4, level3, level2, level1
};
AssertHelper.SequentiallyEqual(expectedPriceLevelSortOrder, sortedDictionary.Values.ToList());
List <Price> expectedPriceSortOrder = new List <Price>()
{
price0, price5, price4, price3, price2, price1
};
AssertHelper.SequentiallyEqual(expectedPriceSortOrder, sortedDictionary.Keys.ToList());
}
public void RemoveOrder_RemovesOrder()
{
PriceLevel priceLevel = new PriceLevel(100);
Order order1 = new Order()
{
IsBuy = true, OrderId = 1, Price = 100, Sequnce = 1
};
priceLevel.AddOrder(order1);
Assert.Equal(1, priceLevel.OrderCount);
Order order2 = new Order()
{
IsBuy = true, OrderId = 2, Price = 100, Sequnce = 2
};
priceLevel.AddOrder(order2);
Assert.Equal(2, priceLevel.OrderCount);
Order order3 = new Order()
{
IsBuy = true, OrderId = 3, Price = 100, Sequnce = 3
};
priceLevel.AddOrder(order3);
Assert.Equal(3, priceLevel.OrderCount);
Order order4 = new Order()
{
IsBuy = true, OrderId = 4, Price = 100, Sequnce = 4
};
priceLevel.AddOrder(order4);
Assert.Equal(4, priceLevel.OrderCount);
priceLevel.RemoveOrder(order3);
Assert.Equal(3, priceLevel.OrderCount);
Assert.Contains(order1, priceLevel);
Assert.Contains(order2, priceLevel);
Assert.Contains(order4, priceLevel);
}
public void PriceLevelVoidTestUsingoAuth()
{
//Creating the entity for Adding
PriceLevel entity = QBOHelper.CreatePriceLevel(qboContextoAuth);
//Adding the entity
PriceLevel added = Helper.Add <PriceLevel>(qboContextoAuth, entity);
//Void the returned entity
try
{
PriceLevel voided = Helper.Void <PriceLevel>(qboContextoAuth, added);
Assert.AreEqual(EntityStatusEnum.Voided, voided.status);
}
catch (IdsException ex)
{
Assert.Fail();
}
}
public void PriceLevelDeleteTestUsingoAuth()
{
//Creating the PriceLevel for Adding
PriceLevel priceLevel = QBOHelper.CreatePriceLevel(qboContextoAuth);
//Adding the PriceLevel
PriceLevel added = Helper.Add <PriceLevel>(qboContextoAuth, priceLevel);
//Delete the returned entity
try
{
PriceLevel deleted = Helper.Delete <PriceLevel>(qboContextoAuth, added);
Assert.AreEqual(EntityStatusEnum.Deleted, deleted.status);
}
catch (IdsException ex)
{
Assert.Fail();
}
}
protected override OpResult _Store(PriceLevel _obj)
{
if (_obj == null)
{
return(OpResult.NotifyStoreAction(OpResult.ResultStatus.ObjectIsNull, _obj, "PriceLevel object cannot be created as it is null"));
}
if (Exists(_obj))
{
ExecuteNonQuery(GetQuery_UpdateQuery(_obj));
return(OpResult.NotifyStoreAction(OpResult.ResultStatus.Updated, _obj));
}
ExecuteNonQuery(GetQuery_InsertQuery(_obj));
_obj.FromDb = true;
return(OpResult.NotifyStoreAction(OpResult.ResultStatus.Created, _obj));
}
/// <summary>
/// Combines the input price levels data based on provided width
/// </summary>
/// <param name="data">The input data</param>
/// <param name="width">Width in term of price not Pips</param>
/// <param name="symbol">The symbol of price levels</param>
/// <returns>List<PriceLevel></returns>
public static List <PriceLevel> GetCombinedLevels(List <PriceLevel> data, double width)
{
var ordered = data.OrderBy(priceLevel => priceLevel.Level).ToList();
var dataCombined = new List <PriceLevel>();
var currentLevel = new PriceLevel
{
Level = ordered.First().Level,
Profile = new List <int>()
};
ordered.ForEach(priceLevel =>
{
if (priceLevel.Level >= currentLevel.Level && priceLevel.Level <= currentLevel.Level + width)
{
// Market profile
if (priceLevel.Profile != null)
{
currentLevel.Profile.AddRange(priceLevel.Profile);
}
// Volume profile
currentLevel.BearishVolume += priceLevel.BearishVolume;
currentLevel.BullishVolume += priceLevel.BullishVolume;
}
else
{
currentLevel = new PriceLevel
{
Level = priceLevel.Level,
Profile = new List <int>()
};
}
if (!dataCombined.Contains(currentLevel))
{
dataCombined.Add(currentLevel);
}
});
return(dataCombined);
}
private void MergeUpdates(InventoryItem sourceItem, PriceLevel sourceContractor, PriceLevel sourceElectrician)
{
// Merge the inventory item
var target = Inventory.Items.First(item => item.ListId.Equals(sourceItem.ListId));
target.EditSequence = sourceItem.EditSequence;
target.Cost = sourceItem.Cost;
target.BasePrice = sourceItem.BasePrice;
target.ContractorPrice = sourceItem.ContractorPrice;
target.ElectricianPrice = sourceItem.ElectricianPrice;
// Merge contractor price level
var targetContractor = PriceLevels.Items.First(level => level.ListId.Equals(sourceContractor.ListId));
targetContractor.EditSequence = sourceContractor.EditSequence;
// Merge electrician price level
var targetElectrician = PriceLevels.Items.First(level => level.ListId.Equals(sourceElectrician.ListId));
targetElectrician.EditSequence = sourceElectrician.EditSequence;
}
public void PriceLevelBatchUsingoAuth()
{
Dictionary <OperationEnum, object> batchEntries = new Dictionary <OperationEnum, object>();
PriceLevel existing = Helper.FindOrAdd(qboContextoAuth, new PriceLevel());
batchEntries.Add(OperationEnum.create, QBOHelper.CreatePriceLevel(qboContextoAuth));
batchEntries.Add(OperationEnum.update, QBOHelper.UpdatePriceLevel(qboContextoAuth, existing));
batchEntries.Add(OperationEnum.query, "select * from PriceLevel");
batchEntries.Add(OperationEnum.delete, existing);
ReadOnlyCollection <IntuitBatchResponse> batchResponses = Helper.BatchTest <PriceLevel>(qboContextoAuth, batchEntries);
int position = 0;
foreach (IntuitBatchResponse resp in batchResponses)
{
if (resp.ResponseType == ResponseType.Exception)
{
Assert.Fail(resp.Exception.ToString());
}
if (resp.ResponseType == ResponseType.Entity)
{
Assert.IsFalse(string.IsNullOrEmpty((resp.Entity as PriceLevel).Id));
}
else if (resp.ResponseType == ResponseType.Query)
{
Assert.IsTrue(resp.Entities != null && resp.Entities.Count > 0);
}
else if (resp.ResponseType == ResponseType.CdcQuery)
{
Assert.IsTrue(resp.CDCResponse != null && resp.CDCResponse.entities != null && resp.CDCResponse.entities.Count > 0);
}
position++;
}
}
public EntityReference CreatePriceList(string priceListName, EntityReference currencyId)
{
this.services.T.Trace("CreatePriceList...");
Throwers.IfNullOrEmptyArgument(priceListName, "priceListName");
Throwers.IfNullArgument(currencyId, "currencyId");
Throwers.IfReferenceTypeIsWrong(currencyId, TransactionCurrency.EntityLogicalName);
var newPriceLevel =
new PriceLevel
{
Name = priceListName,
TransactionCurrencyId = currencyId
};
var id = this.services.Service.Create(newPriceLevel);
this.services.T.Trace("CreatePriceList!");
return(new EntityReference(PriceLevel.EntityLogicalName, id));
}
public void AddOrder_AddsOrder()
{
PriceLevel priceLevel = new PriceLevel(100);
Order order1 = new Order()
{
IsBuy = true, OrderId = 1, Price = 100, Sequnce = 1
};
priceLevel.AddOrder(order1);
Assert.Equal(1, priceLevel.OrderCount);
Order order2 = new Order()
{
IsBuy = true, OrderId = 2, Price = 100, Sequnce = 2
};
priceLevel.AddOrder(order2);
Assert.Equal(2, priceLevel.OrderCount);
Assert.Contains(order1, priceLevel);
Assert.Contains(order2, priceLevel);
}
protected void rdoPriceLevelAll_CheckedChanged(Object sender, EventArgs e)
{
HtmlInputCheckBox chkList = null;
RadioButton rdoPriceLevelAll = (RadioButton)sender;
RadioButton rdoPrice = null;
Int64 iContactID = 0;
Contacts clsContacts = new Contacts();
PriceLevel enumPriceLevel = PriceLevel.SRP;
foreach (DataListItem item in lstItem.Items)
{
chkList = (HtmlInputCheckBox)item.FindControl("chkList");
iContactID = Int64.Parse(chkList.Value);
switch (rdoPriceLevelAll.ID)
{
case "rdoPriceAll": enumPriceLevel = PriceLevel.SRP; rdoPrice = (RadioButton)item.FindControl("rdoPrice"); break;
case "rdoWSPriceAll": enumPriceLevel = PriceLevel.WSPrice; rdoPrice = (RadioButton)item.FindControl("rdoWSPrice"); break;
case "rdoLevel1All": enumPriceLevel = PriceLevel.One; rdoPrice = (RadioButton)item.FindControl("rdoLevel1"); break;
case "rdoLevel2All": enumPriceLevel = PriceLevel.Two; rdoPrice = (RadioButton)item.FindControl("rdoLevel2"); break;
case "rdoLevel3All": enumPriceLevel = PriceLevel.Three; rdoPrice = (RadioButton)item.FindControl("rdoLevel3"); break;
case "rdoLevel4All": enumPriceLevel = PriceLevel.Four; rdoPrice = (RadioButton)item.FindControl("rdoLevel4"); break;
case "rdoLevel5All": enumPriceLevel = PriceLevel.Five; rdoPrice = (RadioButton)item.FindControl("rdoLevel5"); break;
}
clsContacts.UpdatePriceLevel(iContactID, enumPriceLevel);
rdoPrice.Checked = rdoPriceLevelAll.Checked;
}
clsContacts.CommitAndDispose();
}
private DbUpdateStatement GetQuery_UpdateQuery(PriceLevel _obj)
{
return(DbMgr.CreateUpdateClause("PriceLevels", GetFields(_obj), "PriceLevelID", _obj.PriceLevelID));
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region Create or Retrieve the necessary system users
// Retrieve the ldapPath
String ldapPath = String.Empty;
// Retrieve the sales team - 1 sales manager and 2 sales representatives.
_salesManagerId = SystemUserProvider.RetrieveSalesManager(_serviceProxy, ref ldapPath);
_salesRepresentativeIds = SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath);
#endregion
#region Create records to support Opportunity records
// Create a unit group
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
// Retrieve the default unit id that was automatically created
// when we created the Unit Group
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "uomscheduleid",
Operator = ConditionOperator.Equal,
Values = { _unitGroupId }
}
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
// Retrieve the unit.
UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
_defaultUnitId = unit.UoMId.Value;
// Create a few products
Product newProduct1 = new Product
{
ProductNumber = "1",
Name = "Example Product 1",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product1Id = _serviceProxy.Create(newProduct1);
Console.WriteLine("Created {0}", newProduct1.Name);
Product newProduct2 = new Product
{
ProductNumber = "2",
Name = "Example Product 2",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 3,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product2Id = _serviceProxy.Create(newProduct2);
Console.WriteLine("Created {0}", newProduct2.Name);
// Create a new discount list
DiscountType newDiscountType = new DiscountType
{
Name = "Example Discount List",
IsAmountType = false
};
_discountTypeId = _serviceProxy.Create(newDiscountType);
// Create a new discount
Discount newDiscount = new Discount
{
DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName,
_discountTypeId),
LowQuantity = 5,
HighQuantity = 10,
Percentage = 3
};
_discountId = _serviceProxy.Create(newDiscount);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
// Create a price list item for the first product and apply volume discount
ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20),
DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName,
_discountTypeId)
};
_priceListItem1Id = _serviceProxy.Create(newPriceListItem1);
// Create a price list item for the second product
ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(15)
};
_priceListItem2Id = _serviceProxy.Create(newPriceListItem2);
// Publish Product 1
SetStateRequest publishRequest1 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest1);
// Publish Product 2
SetStateRequest publishRequest2 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest2);
Console.WriteLine("Published {0} and {1}", newProduct1.Name, newProduct2.Name);
// Create an account record for the opportunity's potential customerid
Account newAccount = new Account
{
Name = "Litware, Inc.",
Address1_PostalCode = "60661"
};
_accountIds.Add(_serviceProxy.Create(newAccount));
newAccount = new Account
{
Name = "Margie's Travel",
Address1_PostalCode = "99999"
};
_accountIds.Add(_serviceProxy.Create(newAccount));
#endregion Create records to support Opportunity records
#region Create Opportunity records
// Create a new opportunity with user specified estimated revenue
Opportunity newOpportunity = new Opportunity
{
Name = "Example Opportunity",
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountIds[0]),
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId),
IsRevenueSystemCalculated = false,
EstimatedValue = new Money(400.00m),
FreightAmount = new Money(10.00m),
DiscountAmount = new Money(0.10m),
DiscountPercentage = 0.20m,
ActualValue = new Money(400.00m),
OwnerId = new EntityReference
{
Id = _salesRepresentativeIds[0],
LogicalName = SystemUser.EntityLogicalName
}
};
_opportunityIds.Add(_serviceProxy.Create(newOpportunity));
Opportunity secondOpportunity = new Opportunity
{
Name = "Example Opportunity 2",
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountIds[1]),
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId),
IsRevenueSystemCalculated = false,
EstimatedValue = new Money(400.00m),
FreightAmount = new Money(10.00m),
DiscountAmount = new Money(0.10m),
DiscountPercentage = 0.20m,
ActualValue = new Money(400.00m),
OwnerId = new EntityReference
{
Id = _salesRepresentativeIds[1],
LogicalName = SystemUser.EntityLogicalName
}
};
_opportunityIds.Add(_serviceProxy.Create(secondOpportunity));
// Create a catalog product
OpportunityProduct catalogProduct = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityIds[0]),
ProductId = new EntityReference(Product.EntityLogicalName,
_product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Quantity = 8,
Tax = new Money(12.42m),
};
_catalogProductId = _serviceProxy.Create(catalogProduct);
// Create another catalog product and override the list price
OpportunityProduct catalogProductPriceOverride = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityIds[1]),
ProductId = new EntityReference(Product.EntityLogicalName,
_product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Quantity = 3,
Tax = new Money(2.88m),
IsPriceOverridden = true,
PricePerUnit = new Money(12)
};
_catalogProductPriceOverrideId = _serviceProxy.Create(
catalogProductPriceOverride);
// create a new write-in opportunity product with a manual discount applied
OpportunityProduct writeInProduct = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityIds[1]),
IsProductOverridden = true,
ProductDescription = "Example Write-in Product",
PricePerUnit = new Money(20.00m),
Quantity = 5,
ManualDiscountAmount = new Money(10.50m),
Tax = new Money(7.16m)
};
_writeInProductId = _serviceProxy.Create(writeInProduct);
// Close the opportunities as 'Won'
WinOpportunityRequest winRequest = new WinOpportunityRequest()
{
OpportunityClose = new OpportunityClose()
{
OpportunityId = new EntityReference
{
Id = _opportunityIds[0],
LogicalName = Opportunity.EntityLogicalName
},
ActualRevenue = new Money(400.00M),
ActualEnd = DateTime.Today
},
Status = new OptionSetValue(3)
};
_serviceProxy.Execute(winRequest);
winRequest = new WinOpportunityRequest()
{
OpportunityClose = new OpportunityClose()
{
OpportunityId = new EntityReference
{
Id = _opportunityIds[1],
LogicalName = Opportunity.EntityLogicalName
},
ActualRevenue = new Money(400.00M),
ActualEnd = DateTime.Today
},
Status = new OptionSetValue(3)
};
_serviceProxy.Execute(winRequest);
#endregion Create Opportunity records
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a unit group, few products, price list and price list items.
/// Create an account record.
/// Create few opportunities, opportunity products and a write-in product.
/// </summary>
public void CreateRequiredRecords()
{
// Create a unit group.
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
Console.WriteLine("Created {0}", newUnitGroup.Name);
// retrieve the unit id.
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression(),
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
unitQuery.Criteria.AddCondition("uomscheduleid", ConditionOperator.Equal, _unitGroupId);
// Retrieve the unit.
UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
Console.WriteLine("Retrieved {0}", unit.Name);
// Create a few products
Product newProduct1 = new Product
{
ProductNumber = "1",
Name = "Example Product 1",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName, _unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, unit.Id)
};
_product1Id = _serviceProxy.Create(newProduct1);
Console.WriteLine("Created {0}", newProduct1.Name);
Product newProduct2 = new Product
{
ProductNumber = "2",
Name = "Example Product 2",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName, _unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, unit.Id)
};
_product2Id = _serviceProxy.Create(newProduct2);
Console.WriteLine("Created {0}", newProduct2.Name);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
Console.WriteLine("Created {0}", newPriceList.Name);
// Create a price list items for the products
ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
Amount = new Money(20)
};
_priceListItem1Id = _serviceProxy.Create(newPriceListItem1);
Console.WriteLine("Created price list for {0}", newProduct1.Name);
ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
Amount = new Money(20)
};
_priceListItem2Id = _serviceProxy.Create(newPriceListItem2);
Console.WriteLine("Created price list for {0}", newProduct2.Name);
//Publish Product1
SetStateRequest publishRequest1 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest1);
//Publish Product2
SetStateRequest publishRequest2 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest2);
Console.WriteLine("Published both the products");
// Create an account record for the opportunity's potential customerid
Account newAccount = new Account
{
Name = "Example Account"
};
_accountId = _serviceProxy.Create(newAccount);
Console.WriteLine("Created {0}", newAccount.Name);
// Create a new opportunity
Opportunity newOpportunity = new Opportunity
{
Name = "Example Opportunity",
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
FreightAmount = new Money(10.00m)
};
_opportunityId = _serviceProxy.Create(newOpportunity);
Console.WriteLine("Created {0}", newOpportunity.Name);
// Create an opportunity product
OpportunityProduct newOpportunityProduct1 = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName, _opportunityId),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
Quantity = 3,
Tax = new Money(4.80m)
};
_opportunityProduct1Id = _serviceProxy.Create(newOpportunityProduct1);
Console.WriteLine("Created opportunity product for {0} and {1}", newOpportunity.Name, newProduct1.Name);
// Create a catalog product and override the price per unit
OpportunityProduct newOpportunityProduct2 = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName, _opportunityId),
ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
Quantity = 1,
IsPriceOverridden = true,
PricePerUnit = new Money(12),
Tax = new Money(0.96m)
};
_opportunityProduct2Id = _serviceProxy.Create(newOpportunityProduct2);
Console.WriteLine("Created opportunity product for {0} and {1}", newOpportunity.Name, newProduct2.Name);
// Create a write-in product with a manual discount
OpportunityProduct newWriteInProduct = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName, _opportunityId),
// set this attribute to make it a write-in product
IsProductOverridden = true,
ProductDescription = "Example Write-in Product",
PricePerUnit = new Money(20.00m),
Quantity = 5,
ManualDiscountAmount = new Money(10.50m),
Tax = new Money(7.16m)
};
_writeInProductId = _serviceProxy.Create(newWriteInProduct);
Console.WriteLine("Created {0}", newWriteInProduct.ProductDescription);
return;
}
private DbInsertStatement GetQuery_InsertQuery(PriceLevel _obj)
{
Dictionary <string, DbFieldEntry> fields = GetFields(_obj);
return(DbMgr.CreateInsertClause("PriceLevels", fields));
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region Create or Retrieve the necessary system users
// Retrieve the ldapPath
String ldapPath = String.Empty;
// Retrieve the sales team - 1 sales manager and 2 sales representatives.
_salesManagerId =
SystemUserProvider.RetrieveSalesManager(_serviceProxy, ref ldapPath);
_salesRepresentativeId =
SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath)[0];
#endregion
#region Create records to support SalesOrder records
// Create a unit group
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
// Retrieve the default unit id that was automatically created
// when we created the Unit Group
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "uomscheduleid",
Operator = ConditionOperator.Equal,
Values = { _unitGroupId }
}
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
// Retrieve the unit.
UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
_defaultUnitId = unit.UoMId.Value;
// Create a few products
Product newProduct = new Product
{
ProductNumber = "1",
Name = "Example Product",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId =
new EntityReference(UoMSchedule.EntityLogicalName, _unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_productId = _serviceProxy.Create(newProduct);
newProduct.Id = _productId;
Console.WriteLine("Created {0}", newProduct.Name);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
// Create a price list item for the first product and apply volume discount
ProductPriceLevel newPriceListItem = new ProductPriceLevel
{
PriceLevelId =
new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId =
new EntityReference(Product.EntityLogicalName, _productId),
UoMId =
new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20),
};
_priceListItemId = _serviceProxy.Create(newPriceListItem);
// Publish the product
SetStateRequest publishRequest = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _productId),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest);
Console.WriteLine("Published {0}", newProduct.Name);
// Create an account record for the sales order's potential customerid
Account newAccount = new Account
{
Name = "Litware, Inc.",
Address1_PostalCode = "60661"
};
_accountId = _serviceProxy.Create(newAccount);
newAccount.Id = _accountId;
#endregion Create records to support SalesOrder
#region Create SalesOrder record
// 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 = newProduct.ToEntityReference(),
Quantity = 4,
SalesOrderId = order.ToEntityReference(),
IsPriceOverridden = true,
PricePerUnit = new Money(1000.0M),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_orderDetailId = _serviceProxy.Create(orderDetail);
#endregion Create SalesOrder record
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a unit group.
/// Retrieve the default unit.
/// Create few products.
/// Create new discount list and discount.
/// Create new price list and few price list items.
/// Create an account record.
/// Create a new opportunity and few opportunity products.
/// </summary>
public void CreateRequiredRecords()
{
// Create a unit group
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
Console.WriteLine("Created {0}", newUnitGroup.Name);
// Retrieve the default unit id that was automatically created
// when we created the Unit Group
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "uomscheduleid",
Operator = ConditionOperator.Equal,
Values = { _unitGroupId }
}
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
// Retrieve the unit.
UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
_defaultUnitId = unit.UoMId.Value;
Console.WriteLine("Retrieved {0}", unit.Name);
// Create a few products
Product newProduct1 = new Product
{
ProductNumber = "1",
Name = "Example Product 1",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product1Id = _serviceProxy.Create(newProduct1);
Console.WriteLine("Created {0}", newProduct1.Name);
Product newProduct2 = new Product
{
ProductNumber = "2",
Name = "Example Product 2",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 3,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product2Id = _serviceProxy.Create(newProduct2);
Console.WriteLine("Created {0}", newProduct2.Name);
// Create a new discount list
DiscountType newDiscountType = new DiscountType
{
Name = "Example Discount List",
IsAmountType = false
};
_discountTypeId = _serviceProxy.Create(newDiscountType);
Console.WriteLine("Created {0}", newDiscountType.Name);
// Create a new discount
Discount newDiscount = new Discount
{
DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName,
_discountTypeId),
LowQuantity = 5,
HighQuantity = 10,
Percentage = 3
};
_discountId = _serviceProxy.Create(newDiscount);
Console.WriteLine("Created new discount for the {0}.", newDiscountType.Name);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
Console.WriteLine("Created {0}", newPriceList.Name);
// Create a price list item for the first product and apply volume discount
ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20),
DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName,
_discountTypeId)
};
_priceListItem1Id = _serviceProxy.Create(newPriceListItem1);
Console.WriteLine(@"Created price list item for the {0} and applied
volume discount.", newProduct1.Name);
// Create a price list item for the second product
ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20)
};
_priceListItem2Id = _serviceProxy.Create(newPriceListItem2);
Console.WriteLine("Created price list item for the {0}.", newProduct1.Name);
//Publish Product1
SetStateRequest publishRequest1 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest1);
//Publish Product2
SetStateRequest publishRequest2 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest2);
Console.WriteLine("Published both the products");
// Create an account record for the opporutnity's potential customerid
Account newAccount = new Account
{
Name = "Example Account"
};
_accountId = _serviceProxy.Create(newAccount);
Console.WriteLine("Created {0}", newAccount.Name);
// Create a new opportunity
Opportunity newOpportunity = new Opportunity
{
Name = "Example Opportunity",
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_opportunityId = _serviceProxy.Create(newOpportunity);
Console.WriteLine("Created {0}.", newOpportunity.Name);
// Create some opportunity products
OpportunityProduct newOpportunityProduct1 = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityId),
ProductId = new EntityReference(Product.EntityLogicalName,
_product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Quantity = 8
};
_opportunityProduct1Id = _serviceProxy.Create(newOpportunityProduct1);
OpportunityProduct newOpportunityProduct2 = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityId),
ProductId = new EntityReference(Product.EntityLogicalName,
_product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Quantity = 1
};
_opportunityProduct2Id = _serviceProxy.Create(
newOpportunityProduct2);
Console.WriteLine("Created few opportunity products.");
return;
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
#region Create or Retrieve the necessary system users
// Retrieve the ldapPath
String ldapPath = String.Empty;
// Retrieve the sales team - 1 sales manager and 2 sales representatives.
_salesManagerId = SystemUserProvider.RetrieveSalesManager(service, ref ldapPath);
_salesRepresentativeIds = SystemUserProvider.RetrieveSalespersons(service, ref ldapPath);
#endregion
#region Create records to support Opportunity records
// Create a unit group
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = service.Create(newUnitGroup);
// Retrieve the default unit id that was automatically created
// when we created the Unit Group
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "uomscheduleid",
Operator = ConditionOperator.Equal,
Values = { _unitGroupId }
}
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
// Retrieve the unit.
UoM unit = (UoM)service.RetrieveMultiple(unitQuery).Entities[0];
_defaultUnitId = unit.UoMId.Value;
// Create a few products
Product newProduct1 = new Product
{
ProductNumber = "1",
Name = "Example Product 1",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product1Id = service.Create(newProduct1);
Console.WriteLine("Created {0}", newProduct1.Name);
Product newProduct2 = new Product
{
ProductNumber = "2",
Name = "Example Product 2",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 3,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product2Id = service.Create(newProduct2);
Console.WriteLine("Created {0}", newProduct2.Name);
// Create a new discount list
DiscountType newDiscountType = new DiscountType
{
Name = "Example Discount List",
IsAmountType = false
};
_discountTypeId = service.Create(newDiscountType);
// Create a new discount
Discount newDiscount = new Discount
{
DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName,
_discountTypeId),
LowQuantity = 5,
HighQuantity = 10,
Percentage = 3
};
_discountId = service.Create(newDiscount);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = service.Create(newPriceList);
// Create a price list item for the first product and apply volume discount
ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20),
DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName,
_discountTypeId)
};
_priceListItem1Id = service.Create(newPriceListItem1);
// Create a price list item for the second product
ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(15)
};
_priceListItem2Id = service.Create(newPriceListItem2);
// Publish Product 1
SetStateRequest publishRequest1 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
service.Execute(publishRequest1);
// Publish Product 2
SetStateRequest publishRequest2 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
service.Execute(publishRequest2);
Console.WriteLine("Published {0} and {1}", newProduct1.Name, newProduct2.Name);
// Create an account record for the opportunity's potential customerid
Account newAccount = new Account
{
Name = "Litware, Inc.",
Address1_PostalCode = "60661"
};
_accountIds.Add(service.Create(newAccount));
newAccount = new Account
{
Name = "Margie's Travel",
Address1_PostalCode = "99999"
};
_accountIds.Add(service.Create(newAccount));
#endregion Create records to support Opportunity records
#region Create Opportunity records
// Create a new opportunity with user specified estimated revenue
Opportunity newOpportunity = new Opportunity
{
Name = "Example Opportunity",
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountIds[0]),
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId),
IsRevenueSystemCalculated = false,
EstimatedValue = new Money(400.00m),
FreightAmount = new Money(10.00m),
DiscountAmount = new Money(0.10m),
DiscountPercentage = 0.20m,
ActualValue = new Money(400.00m),
OwnerId = new EntityReference
{
Id = _salesRepresentativeIds[0],
LogicalName = SystemUser.EntityLogicalName
}
};
_opportunityIds.Add(service.Create(newOpportunity));
Opportunity secondOpportunity = new Opportunity
{
Name = "Example Opportunity 2",
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountIds[1]),
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId),
IsRevenueSystemCalculated = false,
EstimatedValue = new Money(400.00m),
FreightAmount = new Money(10.00m),
DiscountAmount = new Money(0.10m),
DiscountPercentage = 0.20m,
ActualValue = new Money(400.00m),
OwnerId = new EntityReference
{
Id = _salesRepresentativeIds[1],
LogicalName = SystemUser.EntityLogicalName
}
};
_opportunityIds.Add(service.Create(secondOpportunity));
// Create a catalog product
OpportunityProduct catalogProduct = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityIds[0]),
ProductId = new EntityReference(Product.EntityLogicalName,
_product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Quantity = 8,
Tax = new Money(12.42m),
};
_catalogProductId = service.Create(catalogProduct);
// Create another catalog product and override the list price
OpportunityProduct catalogProductPriceOverride = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityIds[1]),
ProductId = new EntityReference(Product.EntityLogicalName,
_product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Quantity = 3,
Tax = new Money(2.88m),
IsPriceOverridden = true,
PricePerUnit = new Money(12)
};
_catalogProductPriceOverrideId = service.Create(
catalogProductPriceOverride);
// create a new write-in opportunity product with a manual discount applied
OpportunityProduct writeInProduct = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityIds[1]),
IsProductOverridden = true,
ProductDescription = "Example Write-in Product",
PricePerUnit = new Money(20.00m),
Quantity = 5,
ManualDiscountAmount = new Money(10.50m),
Tax = new Money(7.16m)
};
_writeInProductId = service.Create(writeInProduct);
// Close the opportunities as 'Won'
WinOpportunityRequest winRequest = new WinOpportunityRequest()
{
OpportunityClose = new OpportunityClose()
{
OpportunityId = new EntityReference
{
Id = _opportunityIds[0],
LogicalName = Opportunity.EntityLogicalName
},
ActualRevenue = new Money(400.00M),
ActualEnd = DateTime.Today
},
Status = new OptionSetValue(3)
};
service.Execute(winRequest);
winRequest = new WinOpportunityRequest()
{
OpportunityClose = new OpportunityClose()
{
OpportunityId = new EntityReference
{
Id = _opportunityIds[1],
LogicalName = Opportunity.EntityLogicalName
},
ActualRevenue = new Money(400.00M),
ActualEnd = DateTime.Today
},
Status = new OptionSetValue(3)
};
service.Execute(winRequest);
#endregion Create Opportunity records
}
public void UpdatePriceLevel(Int64 ContactID, PriceLevel PriceLevel)
{
try
{
MySqlCommand cmd = new MySqlCommand();
cmd.CommandType = System.Data.CommandType.Text;
string SQL = "UPDATE tblContacts SET " +
"PriceLevel = @PriceLevel " +
"WHERE ContactID = @ContactID ";
cmd.Parameters.AddWithValue("PriceLevel", PriceLevel.ToString("d"));
cmd.Parameters.AddWithValue("ContactID", ContactID);
cmd.CommandText = SQL;
base.ExecuteNonQuery(cmd);
}
catch (Exception ex)
{
throw base.ThrowException(ex);
}
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Create a unit group.
UoMSchedule unitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _service.Create(unitGroup);
// Retrieve the unit.
QueryExpression unitQuery = new QueryExpression()
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria =
{
Conditions =
{
new ConditionExpression ("uomscheduleid", ConditionOperator.Equal, _unitGroupId)
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
UoM unit = (UoM)_service.RetrieveMultiple(unitQuery).Entities[0];
// Create an account.
Account account = new Account
{
Name = "Litware, Inc.",
Address1_StateOrProvince = "Colorado"
};
_accountId = (_service.Create(account));
// Create the 2 contacts.
Contact contact = new Contact()
{
FirstName = "Ben",
LastName = "Andrews",
EMailAddress1 = "*****@*****.**",
Address1_City = "Redmond",
Address1_StateOrProvince = "WA",
Address1_Telephone1 = "(206)555-5555",
ParentCustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
}
};
_contactIdList.Add(_service.Create(contact));
contact = new Contact()
{
FirstName = "Colin",
LastName = "Wilcox",
EMailAddress1 = "*****@*****.**",
Address1_City = "Bellevue",
Address1_StateOrProvince = "WA",
Address1_Telephone1 = "(425)555-5555",
ParentCustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
}
};
_contactIdList.Add(_service.Create(contact));
// Create pricing and product objects.
PriceLevel priceLevel = new PriceLevel()
{
Name = "Faux Price List"
};
_priceLevelId = _service.Create(priceLevel);
Product product = new Product()
{
ProductNumber = "1",
QuantityDecimal = 4,
Name = "Faux Product",
Price = new Money(20.0M),
DefaultUoMId = new EntityReference
{
Id = unit.Id,
LogicalName = UoM.EntityLogicalName
},
DefaultUoMScheduleId = new EntityReference
{
Id = _unitGroupId,
LogicalName = UoMSchedule.EntityLogicalName
}
};
_productId = _service.Create(product);
ProductPriceLevel productPrice = new ProductPriceLevel()
{
PriceLevelId = new EntityReference()
{
Id = _priceLevelId,
LogicalName = PriceLevel.EntityLogicalName
},
ProductId = new EntityReference()
{
Id = _productId,
LogicalName = Product.EntityLogicalName
},
UoMId = new EntityReference
{
Id = unit.Id,
LogicalName = UoM.EntityLogicalName
},
Amount = new Money(20.0M),
};
_productPriceId = _service.Create(productPrice);
// Create 3 orders.
SalesOrder order = new SalesOrder()
{
Name = "Faux Order",
DateFulfilled = new DateTime(2010, 8, 1),
PriceLevelId = new EntityReference
{
Id = _priceLevelId,
LogicalName = PriceLevel.EntityLogicalName
},
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
},
FreightAmount = new Money(20.0M)
};
_orderIdList.Add(_service.Create(order));
order = new SalesOrder()
{
Name = "Old Faux Order",
DateFulfilled = new DateTime(2010, 4, 1),
PriceLevelId = new EntityReference
{
Id = _priceLevelId,
LogicalName = PriceLevel.EntityLogicalName
},
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
},
FreightAmount = new Money(20.0M)
};
_orderIdList.Add(_service.Create(order));
order = new SalesOrder()
{
Name = "Oldest Faux Order",
DateFulfilled = new DateTime(2008, 8, 1),
PriceLevelId = new EntityReference
{
Id = _priceLevelId,
LogicalName = PriceLevel.EntityLogicalName
},
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
},
FreightAmount = new Money(20.0M)
};
_orderIdList.Add(_service.Create(order));
// Create 2 opportunities.
Opportunity opportunity = new Opportunity()
{
Name = "Litware, Inc. Opportunity 1",
EstimatedCloseDate = new DateTime(2011, 1, 1),
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
}
};
_opportunityIdList.Add(_service.Create(opportunity));
opportunity = new Opportunity()
{
Name = "Litware, Inc. Opportunity 2",
EstimatedCloseDate = new DateTime(2020, 1, 1),
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
}
};
_opportunityIdList.Add(_service.Create(opportunity));
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region Create or Retrieve the necessary system users
// Retrieve the ldapPath
String ldapPath = String.Empty;
// Retrieve the sales team - 1 sales manager and 2 sales representatives.
_salesManagerId =
SystemUserProvider.RetrieveSalesManager(_serviceProxy, ref ldapPath);
_salesRepresentativeIds =
SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath);
#endregion
#region Create records to support Opportunity records
// Create a unit group
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
// Retrieve the default unit id that was automatically created
// when we created the Unit Group
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "uomscheduleid",
Operator = ConditionOperator.Equal,
Values = { _unitGroupId }
}
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
// Retrieve the unit.
UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
_defaultUnitId = unit.UoMId.Value;
// Create a few products
Product newProduct1 = new Product
{
ProductNumber = "1",
Name = "Example Product 1",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product1Id = _serviceProxy.Create(newProduct1);
Console.WriteLine("Created {0}", newProduct1.Name);
Product newProduct2 = new Product
{
ProductNumber = "2",
Name = "Example Product 2",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 3,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product2Id = _serviceProxy.Create(newProduct2);
Console.WriteLine("Created {0}", newProduct2.Name);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
// Create a price list item for the first product and apply volume discount
ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20)
};
_priceListItem1Id = _serviceProxy.Create(newPriceListItem1);
// Create a price list item for the second product
ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(15)
};
_priceListItem2Id = _serviceProxy.Create(newPriceListItem2);
//Publish Product1
SetStateRequest publishRequest1 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest1);
//Publish Product2
SetStateRequest publishRequest2 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest2);
Console.WriteLine("Published both the products");
// Create an account record for the opportunity's potential customerid
Account newAccount = new Account
{
Name = "Margie's Travel",
Address1_PostalCode = "99999"
};
_accountId = (_serviceProxy.Create(newAccount));
#endregion Create records to support Opportunity records
}
/// <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;
}
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a unit group and price list.
/// </summary>
public void CreateRequiredRecords()
{
Console.WriteLine("Creating required records for the sample:");
// Create a unit group.
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
Console.WriteLine("Created {0}", newUnitGroup.Name);
// retrieve the unit id.
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression(),
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
unitQuery.Criteria.AddCondition("uomscheduleid", ConditionOperator.Equal, _unitGroupId);
// Retrieve the unit.
unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
Console.WriteLine("Retrieved {0}", unit.Name);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
Console.WriteLine("Created {0}", newPriceList.Name);
// Create couple of product records
Product newProduct1 = new Product
{
Name = "Example Product 1",
ProductNumber = "P001",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName, _unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, unit.Id)
};
_product1Id = _serviceProxy.Create(newProduct1);
Console.WriteLine("\nCreated {0}", newProduct1.Name);
Product newProduct2 = new Product
{
Name = "Example Product 2",
ProductNumber = "P002",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName, _unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, unit.Id)
};
_product2Id = _serviceProxy.Create(newProduct2);
Console.WriteLine("Created {0}", newProduct2.Name);
// Create price list items for the products
ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
Amount = new Money(20)
};
_priceListItem1Id = _serviceProxy.Create(newPriceListItem1);
Console.WriteLine("Created price list for {0}", newProduct1.Name);
ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
Amount = new Money(20)
};
_priceListItem2Id = _serviceProxy.Create(newPriceListItem2);
Console.WriteLine("Created price list for {0}", newProduct2.Name);
Product newBundle = new Product
{
Name = "Example Bundle",
ProductNumber = "B001",
ProductStructure = new OptionSetValue(3),
QuantityDecimal = 0,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName, _unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, unit.Id)
};
_bundleId = _serviceProxy.Create(newBundle);
Console.WriteLine("\nCreated {0}", newBundle.Name);
// Create price list item for the bundle
ProductPriceLevel newPriceListItem3 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _bundleId),
UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
Amount = new Money(200)
};
_priceListItem3Id = _serviceProxy.Create(newPriceListItem3);
Console.WriteLine("Created price list for {0}", newBundle.Name);
return;
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a unit group.
/// Retrieve the default unit.
/// Create few products.
/// Create new discount list and discount.
/// Create new price list and few price list items.
/// Create an account record.
/// Create a new opportunity and few opportunity products.
/// </summary>
public void CreateRequiredRecords()
{
// Create a unit group
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
Console.WriteLine("Created {0}", newUnitGroup.Name);
// Retrieve the default unit id that was automatically created
// when we created the Unit Group
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "uomscheduleid",
Operator = ConditionOperator.Equal,
Values = { _unitGroupId }
}
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
// Retrieve the unit.
UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
_defaultUnitId = unit.UoMId.Value;
Console.WriteLine("Retrieved {0}", unit.Name);
// Create a few products
Product newProduct1 = new Product
{
ProductNumber = "1",
Name = "Example Product 1",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product1Id = _serviceProxy.Create(newProduct1);
Console.WriteLine("Created {0}", newProduct1.Name);
Product newProduct2 = new Product
{
ProductNumber = "2",
Name = "Example Product 2",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 3,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product2Id = _serviceProxy.Create(newProduct2);
Console.WriteLine("Created {0}", newProduct2.Name);
// Create a new discount list
DiscountType newDiscountType = new DiscountType
{
Name = "Example Discount List",
IsAmountType = false
};
_discountTypeId = _serviceProxy.Create(newDiscountType);
Console.WriteLine("Created {0}", newDiscountType.Name);
// Create a new discount
Discount newDiscount = new Discount
{
DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName,
_discountTypeId),
LowQuantity = 5,
HighQuantity = 10,
Percentage = 3
};
_discountId = _serviceProxy.Create(newDiscount);
Console.WriteLine("Created new discount for the {0}.", newDiscountType.Name);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
Console.WriteLine("Created {0}", newPriceList.Name);
// Create a price list item for the first product and apply volume discount
ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20),
DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName,
_discountTypeId)
};
_priceListItem1Id = _serviceProxy.Create(newPriceListItem1);
Console.WriteLine(@"Created price list item for the {0} and applied
volume discount.", newProduct1.Name);
// Create a price list item for the second product
ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20)
};
_priceListItem2Id = _serviceProxy.Create(newPriceListItem2);
Console.WriteLine("Created price list item for the {0}.", newProduct1.Name);
//Publish Product1
SetStateRequest publishRequest1 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest1);
//Publish Product2
SetStateRequest publishRequest2 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest2);
Console.WriteLine("Published both the products");
// Create an account record for the opporutnity's potential customerid
Account newAccount = new Account
{
Name = "Example Account"
};
_accountId = _serviceProxy.Create(newAccount);
Console.WriteLine("Created {0}", newAccount.Name);
// Create a new opportunity
Opportunity newOpportunity = new Opportunity
{
Name = "Example Opportunity",
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_opportunityId = _serviceProxy.Create(newOpportunity);
Console.WriteLine("Created {0}.", newOpportunity.Name);
// Create some opportunity products
OpportunityProduct newOpportunityProduct1 = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityId),
ProductId = new EntityReference(Product.EntityLogicalName,
_product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Quantity = 8
};
_opportunityProduct1Id = _serviceProxy.Create(newOpportunityProduct1);
OpportunityProduct newOpportunityProduct2 = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityId),
ProductId = new EntityReference(Product.EntityLogicalName,
_product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Quantity = 1
};
_opportunityProduct2Id = _serviceProxy.Create(
newOpportunityProduct2);
Console.WriteLine("Created few opportunity products.");
return;
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Create a unit group
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
Console.WriteLine("Create {0}", newUnitGroup.Name);
// Retrieve the default unit id that was automatically created
// when we created the Unit Group
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "uomscheduleid",
Operator = ConditionOperator.Equal,
Values = { _unitGroupId }
}
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
// Retrieve the unit.
UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
_defaultUnitId = unit.UoMId.Value;
// Create a few products
Product newProduct = new Product
{
ProductNumber = "1",
Name = "Example Product",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 1,
DefaultUoMScheduleId =
new EntityReference(UoMSchedule.EntityLogicalName, _unitGroupId),
DefaultUoMId =
new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_productId = _serviceProxy.Create(newProduct);
newProduct.Id = _productId;
Console.WriteLine("Create {0}", newProduct.Name);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
// Create a price list item for the product and apply volume discount
ProductPriceLevel newPriceListItem = new ProductPriceLevel
{
PriceLevelId =
new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId =
new EntityReference(Product.EntityLogicalName, _productId),
UoMId =
new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20.0M),
};
_priceListItemId = _serviceProxy.Create(newPriceListItem);
// Publish the product
SetStateRequest publishRequest = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _productId),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest);
Console.WriteLine("Published {0}", newProduct.Name);
// Create an account record for the opportunity's potential customerid
Account newAccount = new Account
{
Name = "Litware, Inc.",
Address1_PostalCode = "60661"
};
_accountId = _serviceProxy.Create(newAccount);
newAccount.Id = _accountId;
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region Create or Retrieve the necessary system users
// Retrieve the ldapPath
String ldapPath = String.Empty;
// Retrieve the sales team - 1 sales manager and 2 sales representatives.
_salesManagerId =
SystemUserProvider.RetrieveSalesManager(_serviceProxy, ref ldapPath);
_salesRepresentativeIds =
SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath);
#endregion
#region Create records to support Opportunity records
// Create a unit group
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
// Retrieve the default unit id that was automatically created
// when we created the Unit Group
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "uomscheduleid",
Operator = ConditionOperator.Equal,
Values = { _unitGroupId }
}
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
// Retrieve the unit.
UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
_defaultUnitId = unit.UoMId.Value;
// Create a few products
Product newProduct1 = new Product
{
ProductNumber = "1",
Name = "Example Product 1",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product1Id = _serviceProxy.Create(newProduct1);
Console.WriteLine("Created {0}", newProduct1.Name);
Product newProduct2 = new Product
{
ProductNumber = "2",
Name = "Example Product 2",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 3,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product2Id = _serviceProxy.Create(newProduct2);
Console.WriteLine("Created {0}", newProduct2.Name);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
// Create a price list item for the first product and apply volume discount
ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20)
};
_priceListItem1Id = _serviceProxy.Create(newPriceListItem1);
// Create a price list item for the second product
ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(15)
};
_priceListItem2Id = _serviceProxy.Create(newPriceListItem2);
//Publish Product1
SetStateRequest publishRequest1 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest1);
//Publish Product2
SetStateRequest publishRequest2 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest2);
Console.WriteLine("Published both the products");
// Create an account record for the opportunity's potential customerid
Account newAccount = new Account
{
Name = "Margie's Travel",
Address1_PostalCode = "99999"
};
_accountId = (_serviceProxy.Create(newAccount));
#endregion Create records to support Opportunity records
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a unit group and price list.
/// </summary>
public void CreateRequiredRecords()
{
Console.WriteLine("Creating required records for the sample:");
// Create a unit group.
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
Console.WriteLine("Created {0}", newUnitGroup.Name);
// retrieve the unit id.
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression(),
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
unitQuery.Criteria.AddCondition("uomscheduleid", ConditionOperator.Equal, _unitGroupId);
// Retrieve the unit.
_unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
Console.WriteLine("Retrieved {0}", _unit.Name);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
Console.WriteLine("Created {0}", newPriceList.Name);
return;
}
public void PriceLevelSortsOrderBasedOnSequence()
{
OrderSequenceComparer comparer = new OrderSequenceComparer();
Price price = new Price(1);
PriceLevel priceLevel = new PriceLevel(price);
Order order1 = new Order()
{
Sequnce = 1
};
priceLevel.AddOrder(order1);
Order order3 = new Order()
{
Sequnce = 3
};
priceLevel.AddOrder(order3);
Order order2 = new Order()
{
Sequnce = 2
};
priceLevel.AddOrder(order2);
Order order7 = new Order()
{
Sequnce = 7
};
priceLevel.AddOrder(order7);
Order order6 = new Order()
{
Sequnce = 6
};
priceLevel.AddOrder(order6);
Order order4 = new Order()
{
Sequnce = 4
};
priceLevel.AddOrder(order4);
Order order5 = new Order()
{
Sequnce = 5
};
priceLevel.AddOrder(order5);
List <Order> expectedSequence = new List <Order> {
order1, order2, order3, order4, order5, order6, order7
};
AssertHelper.SequentiallyEqual(expectedSequence, priceLevel);
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Create a unit group.
UoMSchedule unitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _service.Create(unitGroup);
// Retrieve the unit.
QueryExpression unitQuery = new QueryExpression()
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria =
{
Conditions =
{
new ConditionExpression("uomscheduleid", ConditionOperator.Equal, _unitGroupId)
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
UoM unit = (UoM)_service.RetrieveMultiple(unitQuery).Entities[0];
// Create an account.
Account account = new Account
{
Name = "Litware, Inc.",
Address1_StateOrProvince = "Colorado"
};
_accountId = (_service.Create(account));
// Create the 2 contacts.
Contact contact = new Contact()
{
FirstName = "Ben",
LastName = "Andrews",
EMailAddress1 = "*****@*****.**",
Address1_City = "Redmond",
Address1_StateOrProvince = "WA",
Address1_Telephone1 = "(206)555-5555",
ParentCustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
}
};
_contactIdList.Add(_service.Create(contact));
contact = new Contact()
{
FirstName = "Colin",
LastName = "Wilcox",
EMailAddress1 = "*****@*****.**",
Address1_City = "Bellevue",
Address1_StateOrProvince = "WA",
Address1_Telephone1 = "(425)555-5555",
ParentCustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
}
};
_contactIdList.Add(_service.Create(contact));
// Create pricing and product objects.
PriceLevel priceLevel = new PriceLevel()
{
Name = "Faux Price List"
};
_priceLevelId = _service.Create(priceLevel);
Product product = new Product()
{
ProductNumber = "1",
QuantityDecimal = 4,
Name = "Faux Product",
Price = new Money(20.0M),
DefaultUoMId = new EntityReference
{
Id = unit.Id,
LogicalName = UoM.EntityLogicalName
},
DefaultUoMScheduleId = new EntityReference
{
Id = _unitGroupId,
LogicalName = UoMSchedule.EntityLogicalName
}
};
_productId = _service.Create(product);
ProductPriceLevel productPrice = new ProductPriceLevel()
{
PriceLevelId = new EntityReference()
{
Id = _priceLevelId,
LogicalName = PriceLevel.EntityLogicalName
},
ProductId = new EntityReference()
{
Id = _productId,
LogicalName = Product.EntityLogicalName
},
UoMId = new EntityReference
{
Id = unit.Id,
LogicalName = UoM.EntityLogicalName
},
Amount = new Money(20.0M),
};
_productPriceId = _service.Create(productPrice);
// Create 3 orders.
SalesOrder order = new SalesOrder()
{
Name = "Faux Order",
DateFulfilled = new DateTime(2010, 8, 1),
PriceLevelId = new EntityReference
{
Id = _priceLevelId,
LogicalName = PriceLevel.EntityLogicalName
},
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
},
FreightAmount = new Money(20.0M)
};
_orderIdList.Add(_service.Create(order));
order = new SalesOrder()
{
Name = "Old Faux Order",
DateFulfilled = new DateTime(2010, 4, 1),
PriceLevelId = new EntityReference
{
Id = _priceLevelId,
LogicalName = PriceLevel.EntityLogicalName
},
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
},
FreightAmount = new Money(20.0M)
};
_orderIdList.Add(_service.Create(order));
order = new SalesOrder()
{
Name = "Oldest Faux Order",
DateFulfilled = new DateTime(2008, 8, 1),
PriceLevelId = new EntityReference
{
Id = _priceLevelId,
LogicalName = PriceLevel.EntityLogicalName
},
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
},
FreightAmount = new Money(20.0M)
};
_orderIdList.Add(_service.Create(order));
// Create 2 opportunities.
Opportunity opportunity = new Opportunity()
{
Name = "Litware, Inc. Opportunity 1",
EstimatedCloseDate = new DateTime(2011, 1, 1),
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
}
};
_opportunityIdList.Add(_service.Create(opportunity));
opportunity = new Opportunity()
{
Name = "Litware, Inc. Opportunity 2",
EstimatedCloseDate = new DateTime(2020, 1, 1),
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
}
};
_opportunityIdList.Add(_service.Create(opportunity));
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a unit group, few products, price list and price list items.
/// Create an account record.
/// Create few opportunities, opportunity products and a write-in product.
/// </summary>
public void CreateRequiredRecords()
{
// Create a unit group.
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
Console.WriteLine("Created {0}", newUnitGroup.Name);
// retrieve the unit id.
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression(),
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
unitQuery.Criteria.AddCondition("uomscheduleid", ConditionOperator.Equal, _unitGroupId);
// Retrieve the unit.
UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
Console.WriteLine("Retrieved {0}", unit.Name);
// Create a few products
Product newProduct1 = new Product
{
ProductNumber = "1",
Name = "Example Product 1",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName, _unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, unit.Id)
};
_product1Id = _serviceProxy.Create(newProduct1);
Console.WriteLine("Created {0}", newProduct1.Name);
Product newProduct2 = new Product
{
ProductNumber = "2",
Name = "Example Product 2",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName, _unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, unit.Id)
};
_product2Id = _serviceProxy.Create(newProduct2);
Console.WriteLine("Created {0}", newProduct2.Name);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
Console.WriteLine("Created {0}", newPriceList.Name);
// Create a price list items for the products
ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
Amount = new Money(20)
};
_priceListItem1Id = _serviceProxy.Create(newPriceListItem1);
Console.WriteLine("Created price list for {0}", newProduct1.Name);
ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
Amount = new Money(20)
};
_priceListItem2Id = _serviceProxy.Create(newPriceListItem2);
Console.WriteLine("Created price list for {0}", newProduct2.Name);
//Publish Product1
SetStateRequest publishRequest1 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest1);
//Publish Product2
SetStateRequest publishRequest2 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest2);
Console.WriteLine("Published both the products");
// Create an account record for the opportunity's potential customerid
Account newAccount = new Account
{
Name = "Example Account"
};
_accountId = _serviceProxy.Create(newAccount);
Console.WriteLine("Created {0}", newAccount.Name);
// Create a new opportunity
Opportunity newOpportunity = new Opportunity
{
Name = "Example Opportunity",
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
FreightAmount = new Money(10.00m)
};
_opportunityId = _serviceProxy.Create(newOpportunity);
Console.WriteLine("Created {0}", newOpportunity.Name);
// Create an opportunity product
OpportunityProduct newOpportunityProduct1 = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName, _opportunityId),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
Quantity = 3,
Tax = new Money(4.80m)
};
_opportunityProduct1Id = _serviceProxy.Create(newOpportunityProduct1);
Console.WriteLine("Created opportunity product for {0} and {1}", newOpportunity.Name, newProduct1.Name);
// Create a catalog product and override the price per unit
OpportunityProduct newOpportunityProduct2 = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName, _opportunityId),
ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
Quantity = 1,
IsPriceOverridden = true,
PricePerUnit = new Money(12),
Tax = new Money(0.96m)
};
_opportunityProduct2Id = _serviceProxy.Create(newOpportunityProduct2);
Console.WriteLine("Created opportunity product for {0} and {1}", newOpportunity.Name, newProduct2.Name);
// Create a write-in product with a manual discount
OpportunityProduct newWriteInProduct = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName, _opportunityId),
// set this attribute to make it a write-in product
IsProductOverridden = true,
ProductDescription = "Example Write-in Product",
PricePerUnit = new Money(20.00m),
Quantity = 5,
ManualDiscountAmount = new Money(10.50m),
Tax = new Money(7.16m)
};
_writeInProductId = _serviceProxy.Create(newWriteInProduct);
Console.WriteLine("Created {0}", newWriteInProduct.ProductDescription);
return;
}
