/// <summary>
/// This method first connects to the Organization service. Afterwards, a
/// quote is created. This quote is then converted to an order, and the pricing
/// is unlocked and relocked. This is followed by the order being converted
/// to an invoice, and the pricing is locked then unlocked.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
//<snippetProcessingQuotesAndSalesOrders1>
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
#region Create Opportunities
// Create an opportunity
var crmOpportunity = new Opportunity
{
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
Name = "Sample",
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_opportunityId = _serviceProxy.Create(crmOpportunity);
crmOpportunity = new Opportunity
{
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
Name = "Another Sample",
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_loseOpportunityId = _serviceProxy.Create(crmOpportunity);
Console.WriteLine("Opportunities created.");
#endregion
#region Win Opportunity
//<snippetWinOpportunity>
// Close the opportunity as won
var winOppRequest = new WinOpportunityRequest
{
OpportunityClose = new OpportunityClose
{
OpportunityId = new EntityReference
(Opportunity.EntityLogicalName, _opportunityId)
},
Status = new OptionSetValue((int)opportunity_statuscode.Won)
};
_serviceProxy.Execute(winOppRequest);
Console.WriteLine("Opportunity closed as Won.");
//</snippetWinOpportunity>
#endregion
#region Lose Opportunity
//<snippetLoseOpportunity>
var loseOppRequest = new LoseOpportunityRequest
{
OpportunityClose = new OpportunityClose
{
OpportunityId = new EntityReference
(Opportunity.EntityLogicalName, _loseOpportunityId)
},
Status = new OptionSetValue((int)opportunity_statuscode.Canceled)
};
_serviceProxy.Execute(loseOppRequest);
Console.WriteLine("Opportunity closed as Lost.");
//</snippetLoseOpportunity>
#endregion
#region Convert Opportunity to a Quote
//<snippetGenerateQuoteFromOpportunity>
// Convert the opportunity to a quote
var genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = _opportunityId,
ColumnSet = new ColumnSet("quoteid", "name")
};
var genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
_serviceProxy.Execute(genQuoteFromOppRequest);
Quote quote = genQuoteFromOppResponse.Entity.ToEntity<Quote>();
_quoteId = quote.Id;
Console.WriteLine("Quote generated from the Opportunity.");
//</snippetGenerateQuoteFromOpportunity>
#endregion
#region Close Quote
//<snippetCloseQuote>
// convert the opportunity to a quote
genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = _opportunityId,
ColumnSet = new ColumnSet("quoteid", "name")
};
genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
_serviceProxy.Execute(genQuoteFromOppRequest);
Quote closeQuote = genQuoteFromOppResponse.Entity.ToEntity<Quote>();
_closeQuoteId = closeQuote.Id;
// Activate the quote
SetStateRequest activateQuote = new SetStateRequest()
{
EntityMoniker = closeQuote.ToEntityReference(),
State = new OptionSetValue((int)QuoteState.Active),
Status = new OptionSetValue((int)quote_statuscode.InProgress)
};
_serviceProxy.Execute(activateQuote);
// Close the quote
CloseQuoteRequest closeQuoteRequest = new CloseQuoteRequest()
{
QuoteClose = new QuoteClose()
{
QuoteId = closeQuote.ToEntityReference(),
Subject = "Quote Close " + DateTime.Now.ToString()
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(closeQuoteRequest);
Console.WriteLine("Quote Closed");
//</snippetCloseQuote>
#endregion
#region Create Quote's Product
// Set the quote's product
QuoteDetail quoteDetail = new QuoteDetail()
{
ProductId = new EntityReference(Product.EntityLogicalName,
_productId),
Quantity = 1,
QuoteId = quote.ToEntityReference(),
UoMId = new EntityReference(UoM.EntityLogicalName,
_defaultUnitId)
};
_quoteDetailId = _serviceProxy.Create(quoteDetail);
Console.WriteLine("Quote Product created.");
// Activate the quote
activateQuote = new SetStateRequest()
{
EntityMoniker = quote.ToEntityReference(),
State = new OptionSetValue((int)QuoteState.Active),
Status = new OptionSetValue((int)quote_statuscode.InProgress)
};
_serviceProxy.Execute(activateQuote);
Console.WriteLine("Quote activated.");
//<snippetWinQuote>
// Mark the quote as won
// Note: this is necessary in order to convert a quote into a
// SalesOrder.
WinQuoteRequest winQuoteRequest = new WinQuoteRequest()
{
QuoteClose = new QuoteClose()
{
Subject = "Quote Close" + DateTime.Now.ToString(),
QuoteId = quote.ToEntityReference()
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(winQuoteRequest);
Console.WriteLine("Quote won.");
//</snippetWinQuote>
#endregion
#region Convert Quote to SalesOrder
//<snippetConvertQuoteToSalesOrder>
// Define columns to be retrieved after creating the order
ColumnSet salesOrderColumns =
new ColumnSet("salesorderid", "totalamount");
// Convert the quote to a sales order
ConvertQuoteToSalesOrderRequest convertQuoteRequest =
new ConvertQuoteToSalesOrderRequest()
{
QuoteId = _quoteId,
ColumnSet = salesOrderColumns
};
ConvertQuoteToSalesOrderResponse convertQuoteResponse =
(ConvertQuoteToSalesOrderResponse)_serviceProxy.Execute(convertQuoteRequest);
SalesOrder salesOrder = (SalesOrder)convertQuoteResponse.Entity;
_salesOrderId = salesOrder.Id;
//</snippetConvertQuoteToSalesOrder>
Console.WriteLine("Converted Quote to SalesOrder.");
#endregion
#region Cancel Sales Order
//<snippetCancelSalesOrder>
// Define columns to be retrieved after creating the order
salesOrderColumns = new ColumnSet("salesorderid", "totalamount");
// Convert the quote to a sales order
convertQuoteRequest =
new ConvertQuoteToSalesOrderRequest()
{
QuoteId = _quoteId,
ColumnSet = salesOrderColumns
};
convertQuoteResponse =
(ConvertQuoteToSalesOrderResponse)_serviceProxy.Execute(convertQuoteRequest);
SalesOrder closeSalesOrder = (SalesOrder)convertQuoteResponse.Entity;
_closeSalesOrderId = closeSalesOrder.Id;
CancelSalesOrderRequest cancelRequest = new CancelSalesOrderRequest()
{
OrderClose = new OrderClose()
{
SalesOrderId = closeSalesOrder.ToEntityReference(),
Subject = "Close Sales Order " + DateTime.Now
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(cancelRequest);
Console.WriteLine("Canceled sales order");
//</snippetCancelSalesOrder>
#endregion
#region Lock pricing on SalesOrder
// Note: after converting a won quote to an order, the pricing of
// the order is locked by default.
//<snippetUpdateRequest>
// Retrieve current price list
ProductPriceLevel priceListItem =
(ProductPriceLevel)_serviceProxy.Retrieve(
ProductPriceLevel.EntityLogicalName,
_priceListItemId,
new ColumnSet("productpricelevelid", "amount")
);
Console.WriteLine("Current price list retrieved.");
Console.WriteLine();
Console.WriteLine("Details before update:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
salesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Update the price list
priceListItem.Amount = new Money(30.0M);
UpdateRequest updatePriceListItem = new UpdateRequest()
{
Target = priceListItem,
};
_serviceProxy.Execute(updatePriceListItem);
Console.WriteLine("Price list updated.");
//</snippetUpdateRequest>
// Retrieve the order
SalesOrder updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve(
SalesOrder.EntityLogicalName,
_salesOrderId,
new ColumnSet("salesorderid", "totalamount")
);
Console.WriteLine("Updated order retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
updatedSalesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetUnlockSalesOrderPricing>
// Unlock the order pricing
UnlockSalesOrderPricingRequest unlockOrderRequest =
new UnlockSalesOrderPricingRequest()
{
SalesOrderId = _salesOrderId
};
_serviceProxy.Execute(unlockOrderRequest);
//</snippetUnlockSalesOrderPricing>
Console.WriteLine("Order pricing unlocked.");
// Retrieve the order
updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve(
SalesOrder.EntityLogicalName,
_salesOrderId,
new ColumnSet("salesorderid", "totalamount")
);
Console.WriteLine("Updated order retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update and unlock:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
updatedSalesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetLockSalesOrderPricing>
// Relock the order pricing
LockSalesOrderPricingRequest lockOrderRequest =
new LockSalesOrderPricingRequest()
{
SalesOrderId = _salesOrderId
};
_serviceProxy.Execute(lockOrderRequest);
//</snippetLockSalesOrderPricing>
Console.WriteLine("Order pricing relocked.");
#endregion
//<snippetConvertSalesOrderToInvoice>
#region Convert SalesOrder to Invoice
// Define columns to be retrieved after creating the invoice
ColumnSet invoiceColumns =
new ColumnSet("invoiceid", "totalamount");
// Convert the order to an invoice
ConvertSalesOrderToInvoiceRequest convertOrderRequest =
new ConvertSalesOrderToInvoiceRequest()
{
SalesOrderId = _salesOrderId,
ColumnSet = invoiceColumns
};
ConvertSalesOrderToInvoiceResponse convertOrderResponse =
(ConvertSalesOrderToInvoiceResponse)_serviceProxy.Execute(convertOrderRequest);
Invoice invoice = (Invoice)convertOrderResponse.Entity;
_invoiceId = invoice.Id;
//</snippetConvertSalesOrderToInvoice>
Console.WriteLine("Converted SalesOrder to Invoice.");
#endregion
#region Lock pricing on Invoice
// Note: after converting a SalesOrder to Invoice, the pricing of
// the Invoice is locked by default.
// Retrieve current price list
priceListItem = (ProductPriceLevel)_serviceProxy.Retrieve(
ProductPriceLevel.EntityLogicalName,
_priceListItemId,
new ColumnSet("productpricelevelid", "amount")
);
Console.WriteLine("Current price list retrieved.");
Console.WriteLine();
Console.WriteLine("Details before lock and update:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
invoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetUpdatePriceList>
// Update the price list
priceListItem.Amount = new Money(40.0M);
updatePriceListItem = new UpdateRequest()
{
Target = priceListItem
};
_serviceProxy.Execute(updatePriceListItem);
Console.WriteLine("Price list updated.");
//</snippetUpdatePriceList>
//<snippetUnlockInvoicePricing>
// Retrieve the invoice
Invoice updatedInvoice = (Invoice)_serviceProxy.Retrieve(
Invoice.EntityLogicalName,
_invoiceId,
new ColumnSet("invoiceid", "totalamount")
);
Console.WriteLine("Updated invoice retrieved.");
Console.WriteLine();
Console.WriteLine("Details after lock and update:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
updatedInvoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Unlock the invoice pricing
UnlockInvoicePricingRequest unlockInvoiceRequest =
new UnlockInvoicePricingRequest()
{
InvoiceId = _invoiceId
};
_serviceProxy.Execute(unlockInvoiceRequest);
Console.WriteLine("Invoice pricing unlocked.");
//</snippetUnlockInvoicePricing>
// Retrieve the invoice
updatedInvoice = (Invoice)_serviceProxy.Retrieve(
Invoice.EntityLogicalName,
_invoiceId,
new ColumnSet("invoiceid", "totalamount")
);
Console.WriteLine("Updated invoice retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update and unlock:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
updatedInvoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetLockInvoicePricing>
// Relock the invoice pricing
LockInvoicePricingRequest lockInvoiceRequest =
new LockInvoicePricingRequest()
{
InvoiceId = _invoiceId
};
_serviceProxy.Execute(lockInvoiceRequest);
Console.WriteLine("Invoice pricing relocked.");
//</snippetLockInvoicePricing>
#endregion
DeleteRequiredRecords(promptforDelete);
}
//</snippetProcessingQuotesAndSalesOrders1>
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
public void PerformTestSetup()
{
MessageName = "Close";
var quoteEntity = EntityFactory.CreateQuote();
var quoteClose = new Entity("quoteclose");
quoteClose["subject"] = "DummyQuoteClose";
quoteClose["quoteid"] = quoteEntity.ToEntityReference();
var setStateRequest = new SetStateRequest
{
EntityMoniker = quoteEntity.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(2)
};
OrganizationService.Execute(setStateRequest);
CloseQuoteRequest = new CloseQuoteRequest
{
QuoteClose = quoteClose,
Status = new OptionSetValue(5),
};
}
protected override void ExecuteWorkflowLogic()
{
var quoteCloseRequest = new CloseQuoteRequest()
{
Status = QuoteStatus.Get(Context.ExecutionContext),
QuoteClose = new Entity("quoteclose")
{
["subject"] = Subject.Get(Context.ExecutionContext),
["quoteid"] = Quote.Get(Context.ExecutionContext),
["actualend"] = CloseDate.Get(Context.ExecutionContext),
["description"] = Description.Get(Context.ExecutionContext)
}
};
Context.UserService.Execute(quoteCloseRequest);
}
/// <summary>
/// Change <c>Quote</c> status to <c>Closed</c>.
/// <para>
/// For more information look at https://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.closequoterequest(v=crm.7).aspx
/// </para>
/// </summary>
/// <param name="id"><c>Quote</c> Id</param>
/// <param name="status"><see cref="QuoteClosedStatusCode"/> status code</param>
/// <param name="customStatusCode">If you're using your custom statuscodes set this, otherwise you can set "0 (zero)" or null</param>
/// <param name="quotecloseSubject"><c>QuoteClose</c> subject</param>
/// <param name="quotecloseDescription"><c>QuoteClose</c> description</param>
/// <param name="quotecloseActualEnd"><c>QuoteClose</c> actual end date</param>
/// <returns><see cref="CloseQuoteResponse"/></returns>
public CloseQuoteResponse Close(Guid id, QuoteClosedStatusCode status, int customStatusCode = 0, string quotecloseSubject = "", string quotecloseDescription = "", DateTime?quotecloseActualEnd = null)
{
ExceptionThrow.IfGuidEmpty(id, "id");
int statusCode = (int)status;
if (status == QuoteClosedStatusCode.CustomStatusCode)
{
ExceptionThrow.IfNegative(customStatusCode, "CustomStatusCode");
statusCode = customStatusCode;
}
var quoteEntity = this.Get(id, "quotenumber");
if (string.IsNullOrEmpty(quotecloseSubject))
{
switch (status)
{
case QuoteClosedStatusCode.Lost:
quotecloseSubject = string.Format("Quote Close (Lost) - {0}", quoteEntity.GetAttributeValue <string>("quotenumber"));
break;
case QuoteClosedStatusCode.Cancelled:
quotecloseSubject = string.Format("Quote Close (Cancelled) - {0}", quoteEntity.GetAttributeValue <string>("quotenumber"));
break;
case QuoteClosedStatusCode.Revised:
quotecloseSubject = string.Format("Quote Close (Revised) - {0}", quoteEntity.GetAttributeValue <string>("quotenumber"));
break;
}
}
CloseQuoteRequest request = new CloseQuoteRequest()
{
QuoteClose = PrepareQuoteCloseEntity(id, quotecloseSubject, quotecloseDescription, quotecloseActualEnd),
Status = new OptionSetValue(statusCode)
};
return((CloseQuoteResponse)this.OrganizationService.Execute(request));
}
public void Should_Change_Status_When_Closing()
{
var context = new XrmFakedContext();
var service = context.GetOrganizationService();
var quote = new Entity
{
LogicalName = "quote",
Id = Guid.NewGuid(),
Attributes = new AttributeCollection
{
{ "statuscode", new OptionSetValue(0) }
}
};
context.Initialize(new[]
{
quote
});
var executor = new CloseQuoteRequestExecutor();
var req = new CloseQuoteRequest
{
QuoteClose = new Entity
{
Attributes = new AttributeCollection
{
{ "quoteid", quote.ToEntityReference() }
}
},
Status = new OptionSetValue(1)
};
executor.Execute(req, context);
quote = service.Retrieve("quote", quote.Id, new ColumnSet(true));
Assert.Equal(new OptionSetValue(1), quote.GetAttributeValue <OptionSetValue>("statuscode"));
}
/// <summary>
/// Closes a quote as won or lost,
/// Revise is not supported via this method
/// </summary>
/// <param name="quoteId">ID of the quote to close</param>
/// <param name="fieldList">List of fields that need to be updated</param>
/// <param name="quoteStatusCode">Status id of the quote, must be greater then 3 but not 7</param>
/// <param name="batchId">Optional: if set to a valid GUID, generated by the Create Batch Request Method, will assigned the request to the batch for later execution, on fail, runs the request immediately </param>
/// <param name="cdsServiceClient">Connected CDS Service Client</param>
/// <param name="bypassPluginExecution">Adds the bypass plugin behavior to this request. Note: this will only apply if the caller has the prvBypassPlugins permission to bypass plugins. If its attempted without the permission the request will fault.</param>
/// <returns></returns>
public static Guid CloseQuote(this CdsServiceClient cdsServiceClient, Guid quoteId, Dictionary <string, CdsDataTypeWrapper> fieldList, int quoteStatusCode = 3, Guid batchId = default(Guid), bool bypassPluginExecution = false)
{
cdsServiceClient.logEntry.ResetLastError(); // Reset Last Error
if (cdsServiceClient._CdsService == null)
{
cdsServiceClient.logEntry.Log("Crm Service not initialized", TraceEventType.Error);
return(Guid.Empty);
}
if (quoteId == Guid.Empty)
{
return(Guid.Empty);
}
if (quoteStatusCode < 3)
{
return(Guid.Empty);
}
Guid actId = Guid.Empty;
Entity uEnt = new Entity("quoteclose");
AttributeCollection PropertyList = new AttributeCollection();
#region MapCode
if (fieldList != null)
{
foreach (KeyValuePair <string, CdsDataTypeWrapper> field in fieldList)
{
cdsServiceClient.AddValueToPropertyList(field, PropertyList);
}
}
// Add the key...
// check to see if the key is in the import set already
if (fieldList != null && !fieldList.ContainsKey("quoteid"))
{
PropertyList.Add(new KeyValuePair <string, object>("quoteid", quoteId));
}
if (fieldList != null && fieldList.ContainsKey("activityid"))
{
actId = (Guid)fieldList["activityid"].Value;
}
else
{
actId = Guid.NewGuid();
uEnt.Id = actId;
}
#endregion
uEnt.Attributes.AddRange(PropertyList.ToArray());
// 2 types of close supported... Won or Lost.
if (quoteStatusCode == 4)
{
WinQuoteRequest req = new WinQuoteRequest();
req.QuoteClose = uEnt;
req.Status = new OptionSetValue(quoteStatusCode);
if (cdsServiceClient.AddRequestToBatch(batchId, req, "Calling Close Quote as Won", "Request to Close Quote as Won Queued", bypassPluginExecution))
{
return(Guid.Empty);
}
WinQuoteResponse resp = (WinQuoteResponse)cdsServiceClient.CdsCommand_Execute(req, "Closing a Quote in CRM as Won", bypassPluginExecution);
if (resp != null)
{
return(actId);
}
else
{
return(Guid.Empty);
}
}
else
{
CloseQuoteRequest req = new CloseQuoteRequest();
req.QuoteClose = uEnt;
req.Status = new OptionSetValue(quoteStatusCode);
if (cdsServiceClient.AddRequestToBatch(batchId, req, "Calling Close Quote as Lost", "Request to Close Quote as Lost Queued", bypassPluginExecution))
{
return(Guid.Empty);
}
CloseQuoteResponse resp = (CloseQuoteResponse)cdsServiceClient.CdsCommand_Execute(req, "Closing a Quote in CRM as Lost", bypassPluginExecution);
if (resp != null)
{
return(actId);
}
else
{
return(Guid.Empty);
}
}
}
public static void executeMultipleCloseQuote(EntityCollection entities, IOrganizationService service)
{
ExecuteMultipleRequest multipleRequest = new ExecuteMultipleRequest()
{
Settings = new ExecuteMultipleSettings()
{
ContinueOnError = true,
ReturnResponses = true
},
Requests = new OrganizationRequestCollection()
};
foreach (Entity e in entities.Entities)
{
if (((OptionSetValue)e["statecode"]).Value == 3)
{
Entity quoteClose = new Entity("quoteclose");
quoteClose["quoteid"] = new EntityReference("quote", e.Id);
quoteClose["subject"] = "Quote Close" + DateTime.Now.ToString();
WinQuoteRequest req = new WinQuoteRequest()
{
QuoteClose = quoteClose,
Status = (OptionSetValue)e["statuscode"]
};
multipleRequest.Requests.Add(req);
}
else if (((OptionSetValue)e["statecode"]).Value == 4)
{
Entity quoteClose = new Entity("quoteclose");
quoteClose["quoteid"] = new EntityReference("quote", e.Id);
quoteClose["subject"] = "Quote Close" + DateTime.Now.ToString();
CloseQuoteRequest req = new CloseQuoteRequest()
{
QuoteClose = quoteClose,
Status = (OptionSetValue)e["statuscode"]
};
multipleRequest.Requests.Add(req);
}
}
//This is how to get responses
ExecuteMultipleResponse executeResponse = (ExecuteMultipleResponse)service.Execute(multipleRequest);
if (executeResponse.Results != null)
{
//Loop through responses
foreach (ExecuteMultipleResponseItem responseItem in executeResponse.Responses)
{
if (responseItem.Response != null)
{
//Awesome, command completed as expected
//success++;
}
else if (responseItem.Fault != null)
{
OrganizationRequest req = multipleRequest.Requests[responseItem.RequestIndex];
if (req.Parameters.Contains("Target"))
{
Entity entity = (Entity)req.Parameters["Target"];
GeneralHelper.WriteToText(entity.Id + ";QUOTECLOSE-" + responseItem.Fault.Message, @"C:\sahibinden\migration_" + entity.LogicalName + "_" + DateTime.Now.ToShortDateString() + ".txt");
}
else
{
GeneralHelper.WriteToText(Guid.Empty + ";QUOTECLOSE-" + responseItem.Fault.Message, @"C:\sahibinden\migration_" + "noentity" + "_" + DateTime.Now.ToShortDateString() + ".txt");
}
//Uh oh, error
//error++;
}
else
{
//Error reporting error;
}
}
}
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
// TODO Add demonstration code here
#region Create Opportunities
// Create an opportunity
var crmOpportunity = new Opportunity
{
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
Name = "Sample",
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_opportunityId = _serviceProxy.Create(crmOpportunity);
crmOpportunity = new Opportunity
{
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
Name = "Another Sample",
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_loseOpportunityId = _serviceProxy.Create(crmOpportunity);
Console.WriteLine("Opportunities created.");
#endregion
#region Win Opportunity
// Close the opportunity as won
var winOppRequest = new WinOpportunityRequest
{
OpportunityClose = new OpportunityClose
{
OpportunityId = new EntityReference
(Opportunity.EntityLogicalName, _opportunityId)
},
Status = new OptionSetValue((int)opportunity_statuscode.Won)
};
_serviceProxy.Execute(winOppRequest);
Console.WriteLine("Opportunity closed as Won.");
#endregion
#region Lose Opportunity
var loseOppRequest = new LoseOpportunityRequest
{
OpportunityClose = new OpportunityClose
{
OpportunityId = new EntityReference
(Opportunity.EntityLogicalName, _loseOpportunityId)
},
Status = new OptionSetValue((int)opportunity_statuscode.Canceled)
};
_serviceProxy.Execute(loseOppRequest);
Console.WriteLine("Opportunity closed as Lost.");
#endregion
#region Convert Opportunity to a Quote
// Convert the opportunity to a quote
var genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = _opportunityId,
ColumnSet = new ColumnSet("quoteid", "name")
};
var genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
_serviceProxy.Execute(genQuoteFromOppRequest);
Quote quote = genQuoteFromOppResponse.Entity.ToEntity <Quote>();
_quoteId = quote.Id;
Console.WriteLine("Quote generated from the Opportunity.");
#endregion
#region Close Quote
// convert the opportunity to a quote
genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = _opportunityId,
ColumnSet = new ColumnSet("quoteid", "name")
};
genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
_serviceProxy.Execute(genQuoteFromOppRequest);
Quote closeQuote = genQuoteFromOppResponse.Entity.ToEntity <Quote>();
_closeQuoteId = closeQuote.Id;
// Activate the quote
SetStateRequest activateQuote = new SetStateRequest()
{
EntityMoniker = closeQuote.ToEntityReference(),
State = new OptionSetValue((int)QuoteState.Active),
Status = new OptionSetValue((int)quote_statuscode.InProgress)
};
_serviceProxy.Execute(activateQuote);
// Close the quote
CloseQuoteRequest closeQuoteRequest = new CloseQuoteRequest()
{
QuoteClose = new QuoteClose()
{
QuoteId = closeQuote.ToEntityReference(),
Subject = "Quote Close " + DateTime.Now.ToString()
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(closeQuoteRequest);
Console.WriteLine("Quote Closed");
#endregion
#region Create Quote's Product
// Set the quote's product
QuoteDetail quoteDetail = new QuoteDetail()
{
ProductId = new EntityReference(Product.EntityLogicalName,
_productId),
Quantity = 1,
QuoteId = quote.ToEntityReference(),
UoMId = new EntityReference(UoM.EntityLogicalName,
_defaultUnitId)
};
_quoteDetailId = _serviceProxy.Create(quoteDetail);
Console.WriteLine("Quote Product created.");
// Activate the quote
activateQuote = new SetStateRequest()
{
EntityMoniker = quote.ToEntityReference(),
State = new OptionSetValue((int)QuoteState.Active),
Status = new OptionSetValue((int)quote_statuscode.InProgress)
};
_serviceProxy.Execute(activateQuote);
Console.WriteLine("Quote activated.");
// Mark the quote as won
// Note: this is necessary in order to convert a quote into a
// SalesOrder.
WinQuoteRequest winQuoteRequest = new WinQuoteRequest()
{
QuoteClose = new QuoteClose()
{
Subject = "Quote Close" + DateTime.Now.ToString(),
QuoteId = quote.ToEntityReference()
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(winQuoteRequest);
Console.WriteLine("Quote won.");
#endregion
#region Convert Quote to SalesOrder
// Define columns to be retrieved after creating the order
ColumnSet salesOrderColumns =
new ColumnSet("salesorderid", "totalamount");
// Convert the quote to a sales order
ConvertQuoteToSalesOrderRequest convertQuoteRequest =
new ConvertQuoteToSalesOrderRequest()
{
QuoteId = _quoteId,
ColumnSet = salesOrderColumns
};
ConvertQuoteToSalesOrderResponse convertQuoteResponse =
(ConvertQuoteToSalesOrderResponse)_serviceProxy.Execute(convertQuoteRequest);
SalesOrder salesOrder = (SalesOrder)convertQuoteResponse.Entity;
_salesOrderId = salesOrder.Id;
Console.WriteLine("Converted Quote to SalesOrder.");
#endregion
#region Cancel Sales Order
// Define columns to be retrieved after creating the order
salesOrderColumns = new ColumnSet("salesorderid", "totalamount");
// Convert the quote to a sales order
convertQuoteRequest =
new ConvertQuoteToSalesOrderRequest()
{
QuoteId = _quoteId,
ColumnSet = salesOrderColumns
};
convertQuoteResponse =
(ConvertQuoteToSalesOrderResponse)_serviceProxy.Execute(convertQuoteRequest);
SalesOrder closeSalesOrder = (SalesOrder)convertQuoteResponse.Entity;
_closeSalesOrderId = closeSalesOrder.Id;
CancelSalesOrderRequest cancelRequest = new CancelSalesOrderRequest()
{
OrderClose = new OrderClose()
{
SalesOrderId = closeSalesOrder.ToEntityReference(),
Subject = "Close Sales Order " + DateTime.Now
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(cancelRequest);
Console.WriteLine("Canceled sales order");
#endregion
#region Lock pricing on SalesOrder
// Note: after converting a won quote to an order, the pricing of
// the order is locked by default.
// Retrieve current price list
ProductPriceLevel priceListItem =
(ProductPriceLevel)_serviceProxy.Retrieve(
ProductPriceLevel.EntityLogicalName,
_priceListItemId,
new ColumnSet("productpricelevelid", "amount")
);
Console.WriteLine("Current price list retrieved.");
Console.WriteLine();
Console.WriteLine("Details before update:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
salesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Update the price list
priceListItem.Amount = new Money(30.0M);
UpdateRequest updatePriceListItem = new UpdateRequest()
{
Target = priceListItem,
};
_serviceProxy.Execute(updatePriceListItem);
Console.WriteLine("Price list updated.");
// Retrieve the order
SalesOrder updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve(
SalesOrder.EntityLogicalName,
_salesOrderId,
new ColumnSet("salesorderid", "totalamount")
);
Console.WriteLine("Updated order retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
updatedSalesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Unlock the order pricing
UnlockSalesOrderPricingRequest unlockOrderRequest =
new UnlockSalesOrderPricingRequest()
{
SalesOrderId = _salesOrderId
};
_serviceProxy.Execute(unlockOrderRequest);
Console.WriteLine("Order pricing unlocked.");
// Retrieve the order
updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve(
SalesOrder.EntityLogicalName,
_salesOrderId,
new ColumnSet("salesorderid", "totalamount")
);
Console.WriteLine("Updated order retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update and unlock:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
updatedSalesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Relock the order pricing
LockSalesOrderPricingRequest lockOrderRequest =
new LockSalesOrderPricingRequest()
{
SalesOrderId = _salesOrderId
};
_serviceProxy.Execute(lockOrderRequest);
Console.WriteLine("Order pricing relocked.");
#endregion
#region Convert SalesOrder to Invoice
// Define columns to be retrieved after creating the invoice
ColumnSet invoiceColumns =
new ColumnSet("invoiceid", "totalamount");
// Convert the order to an invoice
ConvertSalesOrderToInvoiceRequest convertOrderRequest =
new ConvertSalesOrderToInvoiceRequest()
{
SalesOrderId = _salesOrderId,
ColumnSet = invoiceColumns
};
ConvertSalesOrderToInvoiceResponse convertOrderResponse =
(ConvertSalesOrderToInvoiceResponse)_serviceProxy.Execute(convertOrderRequest);
Invoice invoice = (Invoice)convertOrderResponse.Entity;
_invoiceId = invoice.Id;
Console.WriteLine("Converted SalesOrder to Invoice.");
#endregion
#region Lock pricing on Invoice
// Note: after converting a SalesOrder to Invoice, the pricing of
// the Invoice is locked by default.
// Retrieve current price list
priceListItem = (ProductPriceLevel)_serviceProxy.Retrieve(
ProductPriceLevel.EntityLogicalName,
_priceListItemId,
new ColumnSet("productpricelevelid", "amount")
);
Console.WriteLine("Current price list retrieved.");
Console.WriteLine();
Console.WriteLine("Details before lock and update:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
invoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Update the price list
priceListItem.Amount = new Money(40.0M);
updatePriceListItem = new UpdateRequest()
{
Target = priceListItem
};
_serviceProxy.Execute(updatePriceListItem);
Console.WriteLine("Price list updated.");
// Retrieve the invoice
Invoice updatedInvoice = (Invoice)_serviceProxy.Retrieve(
Invoice.EntityLogicalName,
_invoiceId,
new ColumnSet("invoiceid", "totalamount")
);
Console.WriteLine("Updated invoice retrieved.");
Console.WriteLine();
Console.WriteLine("Details after lock and update:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
updatedInvoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Unlock the invoice pricing
UnlockInvoicePricingRequest unlockInvoiceRequest =
new UnlockInvoicePricingRequest()
{
InvoiceId = _invoiceId
};
_serviceProxy.Execute(unlockInvoiceRequest);
Console.WriteLine("Invoice pricing unlocked.");
// Retrieve the invoice
updatedInvoice = (Invoice)_serviceProxy.Retrieve(
Invoice.EntityLogicalName,
_invoiceId,
new ColumnSet("invoiceid", "totalamount")
);
Console.WriteLine("Updated invoice retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update and unlock:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
updatedInvoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Relock the invoice pricing
LockInvoicePricingRequest lockInvoiceRequest =
new LockInvoicePricingRequest()
{
InvoiceId = _invoiceId
};
_serviceProxy.Execute(lockInvoiceRequest);
Console.WriteLine("Invoice pricing relocked.");
#endregion
#endregion Demonstrate
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards, a
/// quote is created. This quote is then converted to an order, and the pricing
/// is unlocked and relocked. This is followed by the order being converted
/// to an invoice, and the pricing is locked then unlocked.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
//<snippetProcessingQuotesAndSalesOrders1>
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
#region Create Opportunities
// Create an opportunity
var crmOpportunity = new Opportunity
{
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
Name = "Sample",
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_opportunityId = _serviceProxy.Create(crmOpportunity);
crmOpportunity = new Opportunity
{
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
Name = "Another Sample",
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_loseOpportunityId = _serviceProxy.Create(crmOpportunity);
Console.WriteLine("Opportunities created.");
#endregion
#region Win Opportunity
//<snippetWinOpportunity>
// Close the opportunity as won
var winOppRequest = new WinOpportunityRequest
{
OpportunityClose = new OpportunityClose
{
OpportunityId = new EntityReference
(Opportunity.EntityLogicalName, _opportunityId)
},
Status = new OptionSetValue((int)opportunity_statuscode.Won),
};
_serviceProxy.Execute(winOppRequest);
Console.WriteLine("Opportunity closed as Won.");
//</snippetWinOpportunity>
#endregion
#region Lose Opportunity
//<snippetLoseOpportunity>
var loseOppRequest = new LoseOpportunityRequest
{
OpportunityClose = new OpportunityClose
{
OpportunityId = new EntityReference
(Opportunity.EntityLogicalName, _loseOpportunityId)
},
Status = new OptionSetValue((int)opportunity_statuscode.Canceled)
};
_serviceProxy.Execute(loseOppRequest);
Console.WriteLine("Opportunity closed as Lost.");
//</snippetLoseOpportunity>
#endregion
#region Convert Opportunity to a Quote
//<snippetGenerateQuoteFromOpportunity>
// Convert the opportunity to a quote
var genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = _opportunityId,
ColumnSet = new ColumnSet("quoteid", "name")
};
var genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
_serviceProxy.Execute(genQuoteFromOppRequest);
Quote quote = genQuoteFromOppResponse.Entity.ToEntity <Quote>();
_quoteId = quote.Id;
Console.WriteLine("Quote generated from the Opportunity.");
//</snippetGenerateQuoteFromOpportunity>
#endregion
#region Close Quote
//<snippetCloseQuote>
// convert the opportunity to a quote
genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = _opportunityId,
ColumnSet = new ColumnSet("quoteid", "name")
};
genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
_serviceProxy.Execute(genQuoteFromOppRequest);
Quote closeQuote = genQuoteFromOppResponse.Entity.ToEntity <Quote>();
_closeQuoteId = closeQuote.Id;
// Activate the quote
SetStateRequest activateQuote = new SetStateRequest()
{
EntityMoniker = closeQuote.ToEntityReference(),
State = new OptionSetValue((int)QuoteState.Active),
Status = new OptionSetValue((int)quote_statuscode.InProgress)
};
_serviceProxy.Execute(activateQuote);
// Close the quote
CloseQuoteRequest closeQuoteRequest = new CloseQuoteRequest()
{
QuoteClose = new QuoteClose()
{
QuoteId = closeQuote.ToEntityReference(),
Subject = "Quote Close " + DateTime.Now.ToString()
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(closeQuoteRequest);
Console.WriteLine("Quote Closed");
//</snippetCloseQuote>
#endregion
#region Create Quote's Product
// Set the quote's product
QuoteDetail quoteDetail = new QuoteDetail()
{
ProductId = new EntityReference(Product.EntityLogicalName,
_productId),
Quantity = 1,
QuoteId = quote.ToEntityReference(),
UoMId = new EntityReference(UoM.EntityLogicalName,
_defaultUnitId)
};
_quoteDetailId = _serviceProxy.Create(quoteDetail);
Console.WriteLine("Quote Product created.");
// Activate the quote
activateQuote = new SetStateRequest()
{
EntityMoniker = quote.ToEntityReference(),
State = new OptionSetValue((int)QuoteState.Active),
Status = new OptionSetValue((int)quote_statuscode.InProgress)
};
_serviceProxy.Execute(activateQuote);
Console.WriteLine("Quote activated.");
//<snippetWinQuote>
// Mark the quote as won
// Note: this is necessary in order to convert a quote into a
// SalesOrder.
WinQuoteRequest winQuoteRequest = new WinQuoteRequest()
{
QuoteClose = new QuoteClose()
{
Subject = "Quote Close" + DateTime.Now.ToString(),
QuoteId = quote.ToEntityReference()
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(winQuoteRequest);
Console.WriteLine("Quote won.");
//</snippetWinQuote>
#endregion
#region Convert Quote to SalesOrder
//<snippetConvertQuoteToSalesOrder>
// Define columns to be retrieved after creating the order
ColumnSet salesOrderColumns =
new ColumnSet("salesorderid", "totalamount");
// Convert the quote to a sales order
ConvertQuoteToSalesOrderRequest convertQuoteRequest =
new ConvertQuoteToSalesOrderRequest()
{
QuoteId = _quoteId,
ColumnSet = salesOrderColumns
};
ConvertQuoteToSalesOrderResponse convertQuoteResponse =
(ConvertQuoteToSalesOrderResponse)_serviceProxy.Execute(convertQuoteRequest);
SalesOrder salesOrder = (SalesOrder)convertQuoteResponse.Entity;
_salesOrderId = salesOrder.Id;
//</snippetConvertQuoteToSalesOrder>
Console.WriteLine("Converted Quote to SalesOrder.");
#endregion
#region Cancel Sales Order
//<snippetCancelSalesOrder>
// Define columns to be retrieved after creating the order
salesOrderColumns = new ColumnSet("salesorderid", "totalamount");
// Convert the quote to a sales order
convertQuoteRequest =
new ConvertQuoteToSalesOrderRequest()
{
QuoteId = _quoteId,
ColumnSet = salesOrderColumns
};
convertQuoteResponse =
(ConvertQuoteToSalesOrderResponse)_serviceProxy.Execute(convertQuoteRequest);
SalesOrder closeSalesOrder = (SalesOrder)convertQuoteResponse.Entity;
_closeSalesOrderId = closeSalesOrder.Id;
CancelSalesOrderRequest cancelRequest = new CancelSalesOrderRequest()
{
OrderClose = new OrderClose()
{
SalesOrderId = closeSalesOrder.ToEntityReference(),
Subject = "Close Sales Order " + DateTime.Now
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(cancelRequest);
Console.WriteLine("Canceled sales order");
//</snippetCancelSalesOrder>
#endregion
#region Lock pricing on SalesOrder
// Note: after converting a won quote to an order, the pricing of
// the order is locked by default.
//<snippetUpdateRequest>
// Retrieve current price list
ProductPriceLevel priceListItem =
(ProductPriceLevel)_serviceProxy.Retrieve(
ProductPriceLevel.EntityLogicalName,
_priceListItemId,
new ColumnSet("productpricelevelid", "amount")
);
Console.WriteLine("Current price list retrieved.");
Console.WriteLine();
Console.WriteLine("Details before update:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
salesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Update the price list
priceListItem.Amount = new Money(30.0M);
UpdateRequest updatePriceListItem = new UpdateRequest()
{
Target = priceListItem,
};
_serviceProxy.Execute(updatePriceListItem);
Console.WriteLine("Price list updated.");
//</snippetUpdateRequest>
// Retrieve the order
SalesOrder updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve(
SalesOrder.EntityLogicalName,
_salesOrderId,
new ColumnSet("salesorderid", "totalamount")
);
Console.WriteLine("Updated order retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
updatedSalesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetUnlockSalesOrderPricing>
// Unlock the order pricing
UnlockSalesOrderPricingRequest unlockOrderRequest =
new UnlockSalesOrderPricingRequest()
{
SalesOrderId = _salesOrderId
};
_serviceProxy.Execute(unlockOrderRequest);
//</snippetUnlockSalesOrderPricing>
Console.WriteLine("Order pricing unlocked.");
// Retrieve the order
updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve(
SalesOrder.EntityLogicalName,
_salesOrderId,
new ColumnSet("salesorderid", "totalamount")
);
Console.WriteLine("Updated order retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update and unlock:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
updatedSalesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetLockSalesOrderPricing>
// Relock the order pricing
LockSalesOrderPricingRequest lockOrderRequest =
new LockSalesOrderPricingRequest()
{
SalesOrderId = _salesOrderId
};
_serviceProxy.Execute(lockOrderRequest);
//</snippetLockSalesOrderPricing>
Console.WriteLine("Order pricing relocked.");
#endregion
//<snippetConvertSalesOrderToInvoice>
#region Convert SalesOrder to Invoice
// Define columns to be retrieved after creating the invoice
ColumnSet invoiceColumns =
new ColumnSet("invoiceid", "totalamount");
// Convert the order to an invoice
ConvertSalesOrderToInvoiceRequest convertOrderRequest =
new ConvertSalesOrderToInvoiceRequest()
{
SalesOrderId = _salesOrderId,
ColumnSet = invoiceColumns
};
ConvertSalesOrderToInvoiceResponse convertOrderResponse =
(ConvertSalesOrderToInvoiceResponse)_serviceProxy.Execute(convertOrderRequest);
Invoice invoice = (Invoice)convertOrderResponse.Entity;
_invoiceId = invoice.Id;
//</snippetConvertSalesOrderToInvoice>
Console.WriteLine("Converted SalesOrder to Invoice.");
#endregion
#region Lock pricing on Invoice
// Note: after converting a SalesOrder to Invoice, the pricing of
// the Invoice is locked by default.
// Retrieve current price list
priceListItem = (ProductPriceLevel)_serviceProxy.Retrieve(
ProductPriceLevel.EntityLogicalName,
_priceListItemId,
new ColumnSet("productpricelevelid", "amount")
);
Console.WriteLine("Current price list retrieved.");
Console.WriteLine();
Console.WriteLine("Details before lock and update:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
invoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetUpdatePriceList>
// Update the price list
priceListItem.Amount = new Money(40.0M);
updatePriceListItem = new UpdateRequest()
{
Target = priceListItem
};
_serviceProxy.Execute(updatePriceListItem);
Console.WriteLine("Price list updated.");
//</snippetUpdatePriceList>
//<snippetUnlockInvoicePricing>
// Retrieve the invoice
Invoice updatedInvoice = (Invoice)_serviceProxy.Retrieve(
Invoice.EntityLogicalName,
_invoiceId,
new ColumnSet("invoiceid", "totalamount")
);
Console.WriteLine("Updated invoice retrieved.");
Console.WriteLine();
Console.WriteLine("Details after lock and update:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
updatedInvoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Unlock the invoice pricing
UnlockInvoicePricingRequest unlockInvoiceRequest =
new UnlockInvoicePricingRequest()
{
InvoiceId = _invoiceId
};
_serviceProxy.Execute(unlockInvoiceRequest);
Console.WriteLine("Invoice pricing unlocked.");
//</snippetUnlockInvoicePricing>
// Retrieve the invoice
updatedInvoice = (Invoice)_serviceProxy.Retrieve(
Invoice.EntityLogicalName,
_invoiceId,
new ColumnSet("invoiceid", "totalamount")
);
Console.WriteLine("Updated invoice retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update and unlock:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
updatedInvoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetLockInvoicePricing>
// Relock the invoice pricing
LockInvoicePricingRequest lockInvoiceRequest =
new LockInvoicePricingRequest()
{
InvoiceId = _invoiceId
};
_serviceProxy.Execute(lockInvoiceRequest);
Console.WriteLine("Invoice pricing relocked.");
//</snippetLockInvoicePricing>
#endregion
DeleteRequiredRecords(promptforDelete);
}
//</snippetProcessingQuotesAndSalesOrders1>
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
public MsCrmResult CancellationConfirmed(string QuoteNumber)
{
MsCrmResult result = new MsCrmResult();
try
{
IOrganizationService service = MSCRM.AdminOrgService;
ConditionExpression con1 = new ConditionExpression();
con1.AttributeName = "quotenumber";
con1.Operator = ConditionOperator.Equal;
con1.Values.Add(QuoteNumber);
ConditionExpression con2 = new ConditionExpression();
con2.AttributeName = "statuscode";
con2.Operator = ConditionOperator.NotEqual;
con2.Values.Add(7);//Düzeltilmiş olmayacak
ConditionExpression con3 = new ConditionExpression();
con3.AttributeName = "statuscode";
con3.Operator = ConditionOperator.Equal;
con3.Values.Add(100000000);//iptal aktarıldı
FilterExpression filter = new FilterExpression();
filter.FilterOperator = LogicalOperator.And;
filter.Conditions.Add(con1);
filter.Conditions.Add(con2);
filter.Conditions.Add(con3);
QueryExpression Query = new QueryExpression("quote");
Query.ColumnSet = new ColumnSet(true);
Query.Criteria.FilterOperator = LogicalOperator.And;
Query.Criteria.Filters.Add(filter);
EntityCollection Result = service.RetrieveMultiple(Query);
if (Result.Entities.Count > 0)
{
var quoteclose = new Entity("quoteclose");
quoteclose.Attributes.Add("quoteid", Result.Entities[0].ToEntityReference());
CloseQuoteRequest closeQuoteRequest = new CloseQuoteRequest()
{
QuoteClose = quoteclose,
Status = new OptionSetValue(6)
};
service.Execute(closeQuoteRequest);
/////////////////////////////////////
ConditionExpression con5 = new ConditionExpression();
con5.AttributeName = "new_quoteid";
con5.Operator = ConditionOperator.Equal;
con5.Values.Add(Result.Entities[0].Id);
ConditionExpression con4 = new ConditionExpression();
con4.AttributeName = "statecode";
con4.Operator = ConditionOperator.Equal;
con4.Values.Add(0);
FilterExpression filter2 = new FilterExpression();
filter2.FilterOperator = LogicalOperator.And;
filter2.Conditions.Add(con5);
filter2.Conditions.Add(con4);
QueryExpression Query2 = new QueryExpression("new_salescanceldetail");
Query2.ColumnSet = new ColumnSet(true);
Query2.Criteria.FilterOperator = LogicalOperator.And;
Query2.Criteria.Filters.Add(filter2);
EntityCollection Result2 = service.RetrieveMultiple(Query2);
if (Result2.Entities.Count > 0)
{
Entity r = Result2.Entities[0];
SetStateRequest setStateReq = new SetStateRequest();
setStateReq.EntityMoniker = new EntityReference("new_salescanceldetail", r.Id);
setStateReq.State = new OptionSetValue(1);
setStateReq.Status = new OptionSetValue(2);
SetStateResponse response = (SetStateResponse)service.Execute(setStateReq);
}
result.Success = true;
result.Message = "Satış Başarıyla İptal Edildi.";
}
else
{
result.Success = false;
result.Message = QuoteNumber + " Numaralı İptale Aktarılan Satış Bulunamadı";
}
}
catch (Exception ex)
{
result.Success = false;
result.Message = ex.Message;
}
return(result);
}
public string CloseQuoteRequest(string quoteId)
{
string result = "false";
try
{
#region | Satış iptal |
IOrganizationService service = MSCRM.AdminOrgService;
//SetStateRequest setStateReq = new SetStateRequest();
//setStateReq.EntityMoniker = new EntityReference("quote", new Guid(quoteId));
//setStateReq.State = new OptionSetValue(2);
//setStateReq.Status = new OptionSetValue(4);
//SetStateResponse response = (SetStateResponse)service.Execute(setStateReq);
var quoteclose = new Entity("quoteclose");
quoteclose.Attributes.Add("quoteid", new EntityReference("quote", new Guid(quoteId)));
CloseQuoteRequest closeQuoteRequest = new CloseQuoteRequest()
{
QuoteClose = quoteclose,
Status = new OptionSetValue(6)
};
service.Execute(closeQuoteRequest);
#endregion | Satış iptal |
#region | Satış iptal detayı kapama |
ConditionExpression con1 = new ConditionExpression();
con1.AttributeName = "new_quoteid";
con1.Operator = ConditionOperator.Equal;
con1.Values.Add(new Guid(quoteId));
ConditionExpression con2 = new ConditionExpression();
con2.AttributeName = "statecode";
con2.Operator = ConditionOperator.Equal;
con2.Values.Add(0);
FilterExpression filter = new FilterExpression();
filter.FilterOperator = LogicalOperator.And;
filter.Conditions.Add(con1);
filter.Conditions.Add(con2);
QueryExpression Query = new QueryExpression("new_salescanceldetail");
Query.ColumnSet = new ColumnSet(true);
Query.Criteria.FilterOperator = LogicalOperator.And;
Query.Criteria.Filters.Add(filter);
EntityCollection Result = service.RetrieveMultiple(Query);
if (Result.Entities.Count > 0)
{
SetStateRequest setStateReq2 = new SetStateRequest();
setStateReq2.EntityMoniker = new EntityReference("new_salescanceldetail", Result.Entities[0].Id);
setStateReq2.State = new OptionSetValue(1);
setStateReq2.Status = new OptionSetValue(2);
service.Execute(setStateReq2);
}
#endregion | Satış iptal detayı kapama |
result = "true";
}
catch (Exception)
{
result = "false";
}
return(result);
}
