/// <summary>
/// Copy a <c>Contract</c>.
/// <para>
/// For more information look at https://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.clonecontractrequest(v=crm.8).aspx
/// </para>
/// </summary>
/// <param name="id">
/// <c>Contract</c> Id to be copied
/// </param>
/// <param name="includeCanceledLines">
/// Indicates whether the canceled line items of the originating contract are to be included in the copy (clone) contract.
/// Default value is <c>false</c>.
/// </param>
/// <returns>
/// Returns cloned (created) <c>Contract</c> in <see cref="CloneContractResponse.Entity"/> property.
/// </returns>
public CloneContractResponse Copy(Guid id, bool includeCanceledLines = false)
{
ExceptionThrow.IfGuidEmpty(id, "id");
CloneContractRequest request = new CloneContractRequest()
{
ContractId = id,
IncludeCanceledLines = includeCanceledLines
};
return((CloneContractResponse)this.OrganizationService.Execute(request));
}
public void PerformTestSetup()
{
MessageName = "Clone";
var contractEntity = EntityFactory.CreateContract();
CloneContractRequest = new CloneContractRequest
{
ContractId = contractEntity.Id,
IncludeCanceledLines = true
};
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// a Contract Template and several Contracts are created, demonstrating how to
/// create and work with the Contract entity.
/// </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
{
//<snippetWorkingWithContracts1>
// 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 Contract Template
// First, attempt to retrieve the Contract Template. Otherwise,
// create the template.
QueryExpression templateQuery = new QueryExpression()
{
EntityName = ContractTemplate.EntityLogicalName,
ColumnSet = new ColumnSet("contracttemplateid"),
Criteria =
{
Conditions =
{
new ConditionExpression("abbreviation", ConditionOperator.Equal, "SCT")
}
}
};
EntityCollection ec = _serviceProxy.RetrieveMultiple(templateQuery);
if (ec.Entities.Count > 0)
{
_contractTemplateId = ec.Entities[0].Id;
Console.Write("Template retrieved, ");
}
else
{
ContractTemplate contractTemplate = new ContractTemplate()
{
Name = "Sample Contract Template",
BillingFrequencyCode = new OptionSetValue((int)ContractTemplateBillingFrequencyCode.Monthly),
Abbreviation = "SCT",
AllotmentTypeCode = new OptionSetValue((int)ContractTemplateAllotmentTypeCode.NumberofCases),
EffectivityCalendar =
"--------+++++++++---------------+++++++++---------------+++++++++---------------+++++++++---------------+++++++++-------------------------------------------------------"
};
_contractTemplateId = _serviceProxy.Create(contractTemplate);
Console.Write("Template created, ");
}
#endregion
#region Create Contract
// Create a Contract from the Contract Template.
Contract contract = new Contract()
{
Title = "Sample Contract",
ContractTemplateId = new EntityReference
{
Id = _contractTemplateId,
LogicalName = ContractTemplate.EntityLogicalName
},
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = Account.EntityLogicalName
},
BillingCustomerId = new EntityReference
{
Id = _accountId,
LogicalName = Account.EntityLogicalName
},
ActiveOn = new DateTime(2015, 1, 1),
ExpiresOn = new DateTime(2020, 1, 1),
BillingStartOn = new DateTime(2015, 1, 1),
BillingEndOn = new DateTime(2020, 1, 1)
};
_contractId = _serviceProxy.Create(contract);
Console.Write("parent contract created, ");
// Create a contract line item.
ContractDetail contractLineItem = new ContractDetail()
{
Title = "Sample Contract Line Item",
ContractId = new EntityReference
{
Id = _contractId,
LogicalName = Contract.EntityLogicalName
},
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = Account.EntityLogicalName
},
ActiveOn = new DateTime(2015, 1, 1),
ExpiresOn = new DateTime(2020, 1, 1),
Price = new Money(20.0M),
TotalAllotments = 20
};
_serviceProxy.Create(contractLineItem);
Console.Write("contract line attached, ");
#endregion
#region Clone contract twice
//<snippetCloneContract>
// Create the first clone of the contract.
CloneContractRequest cloneRequest = new CloneContractRequest()
{
ContractId = _contractId,
IncludeCanceledLines = false
};
CloneContractResponse cloneResponse =
(CloneContractResponse)_serviceProxy.Execute(cloneRequest);
_firstCloneId = ((Contract)cloneResponse.Entity).ContractId.Value;
//</snippetCloneContract>
Console.Write("first clone created, ");
// Create the second clone of the contract.
cloneRequest = new CloneContractRequest()
{
ContractId = _contractId,
IncludeCanceledLines = true
};
cloneResponse =
(CloneContractResponse)_serviceProxy.Execute(cloneRequest);
_secondCloneId = ((Contract)cloneResponse.Entity).ContractId.Value;
Console.Write("second clone created. \n");
// Retrieve all Contracts.
QueryExpression contractQuery = new QueryExpression()
{
EntityName = Contract.EntityLogicalName,
ColumnSet = new ColumnSet("contractid"),
Criteria =
{
Conditions =
{
new ConditionExpression("customerid", ConditionOperator.Equal, _accountId)
}
}
};
EntityCollection contracts = _serviceProxy.RetrieveMultiple(contractQuery);
// Display the retrieved Contract Ids.
for (int i = 0; i < contracts.Entities.Count; i++)
{
Console.WriteLine("Retrieved contract with Id: {0}",
((Contract)contracts.Entities[i]).ContractId);
}
#endregion
#region Deactivate a cloned contract
// In order to deactivate a contract (put it on hold), it is first
// necessary to invoice the contract.
SetStateRequest setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = _firstCloneId,
LogicalName = Contract.EntityLogicalName
},
State = new OptionSetValue((int)ContractState.Invoiced),
Status = new OptionSetValue(2)
};
_serviceProxy.Execute(setStateRequest);
Console.Write("Contract invoiced, ");
// Now that the contract has been invoiced, it is possible to put
// the contract on hold.
setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = _firstCloneId,
LogicalName = Contract.EntityLogicalName
},
State = new OptionSetValue((int)ContractState.OnHold),
Status = new OptionSetValue(4)
};
_serviceProxy.Execute(setStateRequest);
Console.Write("and put on hold.\n");
#endregion
#region Renew an invoiced contract
// In order to renew a contract, it must be invoiced first, and
// then canceled.
//<snippetSetStateForContract>
// Invoice the contract.
setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = _contractId,
LogicalName = Contract.EntityLogicalName
},
State = new OptionSetValue((int)ContractState.Invoiced),
Status = new OptionSetValue(3)
};
_serviceProxy.Execute(setStateRequest);
//</snippetSetStateForContract>
Console.Write("Contract invoiced, ");
//<snippetCancelContract>
// Cancel the contract.
setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = _contractId,
LogicalName = Contract.EntityLogicalName
},
State = new OptionSetValue((int)ContractState.Canceled),
Status = new OptionSetValue(5)
};
_serviceProxy.Execute(setStateRequest);
//</snippetCancelContract>
Console.Write("canceled, ");
//<snippetRenewContract>
// Renew the canceled contract.
RenewContractRequest renewRequest = new RenewContractRequest()
{
ContractId = _contractId,
IncludeCanceledLines = true,
Status = 1
};
RenewContractResponse renewResponse =
(RenewContractResponse)_serviceProxy.Execute(renewRequest);
// Retrieve Id of renewed contract.
_renewedId = ((Contract)renewResponse.Entity).ContractId.Value;
//</snippetRenewContract>
// Display the Id of the renewed contract.
Console.WriteLine("and renewed.");
#endregion
DeleteRequiredRecords(promptforDelete);
}
//</snippetWorkingWithContracts1>
}
// 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 first connects to the Organization service. Afterwards,
/// a Contract Template and several Contracts are created, demonstrating how to
/// create and work with the Contract entity.
/// </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
{
//<snippetWorkingWithContracts1>
// 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 Contract Template
// First, attempt to retrieve the Contract Template. Otherwise,
// create the template.
QueryExpression templateQuery = new QueryExpression()
{
EntityName = ContractTemplate.EntityLogicalName,
ColumnSet = new ColumnSet("contracttemplateid"),
Criteria =
{
Conditions =
{
new ConditionExpression("abbreviation", ConditionOperator.Equal, "SCT")
}
}
};
EntityCollection ec = _serviceProxy.RetrieveMultiple(templateQuery);
if (ec.Entities.Count > 0)
{
_contractTemplateId = ec.Entities[0].Id;
Console.Write("Template retrieved, ");
}
else
{
ContractTemplate contractTemplate = new ContractTemplate()
{
Name = "Sample Contract Template",
BillingFrequencyCode = new OptionSetValue((int)ContractTemplateBillingFrequencyCode.Monthly),
Abbreviation = "SCT",
AllotmentTypeCode = new OptionSetValue((int)ContractTemplateAllotmentTypeCode.NumberofCases),
EffectivityCalendar =
"--------+++++++++---------------+++++++++---------------+++++++++---------------+++++++++---------------+++++++++-------------------------------------------------------"
};
_contractTemplateId = _serviceProxy.Create(contractTemplate);
Console.Write("Template created, ");
}
#endregion
#region Create Contract
// Create a Contract from the Contract Template.
Contract contract = new Contract()
{
Title = "Sample Contract",
ContractTemplateId = new EntityReference
{
Id = _contractTemplateId,
LogicalName = ContractTemplate.EntityLogicalName
},
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = Account.EntityLogicalName
},
BillingCustomerId = new EntityReference
{
Id = _accountId,
LogicalName = Account.EntityLogicalName
},
ActiveOn = new DateTime(2015, 1, 1),
ExpiresOn = new DateTime(2020, 1, 1),
BillingStartOn = new DateTime(2015, 1, 1),
BillingEndOn = new DateTime(2020, 1, 1)
};
_contractId = _serviceProxy.Create(contract);
Console.Write("parent contract created, ");
// Create a contract line item.
ContractDetail contractLineItem = new ContractDetail()
{
Title = "Sample Contract Line Item",
ContractId = new EntityReference
{
Id = _contractId,
LogicalName = Contract.EntityLogicalName
},
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = Account.EntityLogicalName
},
ActiveOn = new DateTime(2015, 1, 1),
ExpiresOn = new DateTime(2020, 1, 1),
Price = new Money(20.0M),
TotalAllotments = 20
};
_serviceProxy.Create(contractLineItem);
Console.Write("contract line attached, ");
#endregion
#region Clone contract twice
//<snippetCloneContract>
// Create the first clone of the contract.
CloneContractRequest cloneRequest = new CloneContractRequest()
{
ContractId = _contractId,
IncludeCanceledLines = false
};
CloneContractResponse cloneResponse =
(CloneContractResponse)_serviceProxy.Execute(cloneRequest);
_firstCloneId = ((Contract)cloneResponse.Entity).ContractId.Value;
//</snippetCloneContract>
Console.Write("first clone created, ");
// Create the second clone of the contract.
cloneRequest = new CloneContractRequest()
{
ContractId = _contractId,
IncludeCanceledLines = true
};
cloneResponse =
(CloneContractResponse)_serviceProxy.Execute(cloneRequest);
_secondCloneId = ((Contract)cloneResponse.Entity).ContractId.Value;
Console.Write("second clone created. \n");
// Retrieve all Contracts.
QueryExpression contractQuery = new QueryExpression()
{
EntityName = Contract.EntityLogicalName,
ColumnSet = new ColumnSet("contractid"),
Criteria =
{
Conditions =
{
new ConditionExpression("customerid", ConditionOperator.Equal, _accountId)
}
}
};
EntityCollection contracts = _serviceProxy.RetrieveMultiple(contractQuery);
// Display the retrieved Contract Ids.
for (int i = 0; i < contracts.Entities.Count; i++)
{
Console.WriteLine("Retrieved contract with Id: {0}",
((Contract)contracts.Entities[i]).ContractId);
}
#endregion
#region Deactivate a cloned contract
// In order to deactivate a contract (put it on hold), it is first
// necessary to invoice the contract.
SetStateRequest setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = _firstCloneId,
LogicalName = Contract.EntityLogicalName
},
State = new OptionSetValue((int)ContractState.Invoiced),
Status = new OptionSetValue(2)
};
_serviceProxy.Execute(setStateRequest);
Console.Write("Contract invoiced, ");
// Now that the contract has been invoiced, it is possible to put
// the contract on hold.
setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = _firstCloneId,
LogicalName = Contract.EntityLogicalName
},
State = new OptionSetValue((int)ContractState.OnHold),
Status = new OptionSetValue(4)
};
_serviceProxy.Execute(setStateRequest);
Console.Write("and put on hold.\n");
#endregion
#region Renew an invoiced contract
// In order to renew a contract, it must be invoiced first, and
// then canceled.
//<snippetSetStateForContract>
// Invoice the contract.
setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = _contractId,
LogicalName = Contract.EntityLogicalName
},
State = new OptionSetValue((int)ContractState.Invoiced),
Status = new OptionSetValue(3)
};
_serviceProxy.Execute(setStateRequest);
//</snippetSetStateForContract>
Console.Write("Contract invoiced, ");
//<snippetCancelContract>
// Cancel the contract.
setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = _contractId,
LogicalName = Contract.EntityLogicalName
},
State = new OptionSetValue((int)ContractState.Canceled),
Status = new OptionSetValue(5)
};
_serviceProxy.Execute(setStateRequest);
//</snippetCancelContract>
Console.Write("canceled, ");
//<snippetRenewContract>
// Renew the canceled contract.
RenewContractRequest renewRequest = new RenewContractRequest()
{
ContractId = _contractId,
IncludeCanceledLines = true,
Status = 1
};
RenewContractResponse renewResponse =
(RenewContractResponse)_serviceProxy.Execute(renewRequest);
// Retrieve Id of renewed contract.
_renewedId = ((Contract)renewResponse.Entity).ContractId.Value;
//</snippetRenewContract>
// Display the Id of the renewed contract.
Console.WriteLine("and renewed.");
#endregion
DeleteRequiredRecords(promptforDelete);
}
//</snippetWorkingWithContracts1>
}
// 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;
}
}
[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 Contract Template
// First, attempt to retrieve the Contract Template. Otherwise,
// create the template.
QueryExpression templateQuery = new QueryExpression()
{
EntityName = ContractTemplate.EntityLogicalName,
ColumnSet = new ColumnSet("contracttemplateid"),
Criteria =
{
Conditions =
{
new ConditionExpression("abbreviation", ConditionOperator.Equal, "SCT")
}
}
};
EntityCollection ec = _serviceProxy.RetrieveMultiple(templateQuery);
if (ec.Entities.Count > 0)
{
_contractTemplateId = ec.Entities[0].Id;
Console.Write("Template retrieved, ");
}
else
{
ContractTemplate contractTemplate = new ContractTemplate()
{
Name = "Sample Contract Template",
BillingFrequencyCode = new OptionSetValue((int)ContractTemplateBillingFrequencyCode.Monthly),
Abbreviation = "SCT",
AllotmentTypeCode = new OptionSetValue((int)ContractTemplateAllotmentTypeCode.NumberofCases),
EffectivityCalendar =
"--------+++++++++---------------+++++++++---------------+++++++++---------------+++++++++---------------+++++++++-------------------------------------------------------"
};
_contractTemplateId = _serviceProxy.Create(contractTemplate);
Console.Write("Template created, ");
}
#endregion
#region Create Contract
// Create a Contract from the Contract Template.
Contract contract = new Contract()
{
Title = "Sample Contract",
ContractTemplateId = new EntityReference
{
Id = _contractTemplateId,
LogicalName = ContractTemplate.EntityLogicalName
},
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = Account.EntityLogicalName
},
BillingCustomerId = new EntityReference
{
Id = _accountId,
LogicalName = Account.EntityLogicalName
},
ActiveOn = new DateTime(2015, 1, 1),
ExpiresOn = new DateTime(2020, 1, 1),
BillingStartOn = new DateTime(2015, 1, 1),
BillingEndOn = new DateTime(2020, 1, 1)
};
_contractId = _serviceProxy.Create(contract);
Console.Write("parent contract created, ");
// Create a contract line item.
ContractDetail contractLineItem = new ContractDetail()
{
Title = "Sample Contract Line Item",
ContractId = new EntityReference
{
Id = _contractId,
LogicalName = Contract.EntityLogicalName
},
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = Account.EntityLogicalName
},
ActiveOn = new DateTime(2015, 1, 1),
ExpiresOn = new DateTime(2020, 1, 1),
Price = new Money(20.0M),
TotalAllotments = 20
};
_serviceProxy.Create(contractLineItem);
Console.Write("contract line attached, ");
#endregion
#region Clone contract twice
// Create the first clone of the contract.
CloneContractRequest cloneRequest = new CloneContractRequest()
{
ContractId = _contractId,
IncludeCanceledLines = false
};
CloneContractResponse cloneResponse =
(CloneContractResponse)_serviceProxy.Execute(cloneRequest);
_firstCloneId = ((Contract)cloneResponse.Entity).ContractId.Value;
Console.Write("first clone created, ");
// Create the second clone of the contract.
cloneRequest = new CloneContractRequest()
{
ContractId = _contractId,
IncludeCanceledLines = true
};
cloneResponse =
(CloneContractResponse)_serviceProxy.Execute(cloneRequest);
_secondCloneId = ((Contract)cloneResponse.Entity).ContractId.Value;
Console.Write("second clone created. \n");
// Retrieve all Contracts.
QueryExpression contractQuery = new QueryExpression()
{
EntityName = Contract.EntityLogicalName,
ColumnSet = new ColumnSet("contractid"),
Criteria =
{
Conditions =
{
new ConditionExpression("customerid", ConditionOperator.Equal, _accountId)
}
}
};
EntityCollection contracts = _serviceProxy.RetrieveMultiple(contractQuery);
// Display the retrieved Contract Ids.
for (int i = 0; i < contracts.Entities.Count; i++)
{
Console.WriteLine("Retrieved contract with Id: {0}",
((Contract)contracts.Entities[i]).ContractId);
}
#endregion
#region Deactivate a cloned contract
// In order to deactivate a contract (put it on hold), it is first
// necessary to invoice the contract.
SetStateRequest setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = _firstCloneId,
LogicalName = Contract.EntityLogicalName
},
State = new OptionSetValue((int)ContractState.Invoiced),
Status = new OptionSetValue(2)
};
_serviceProxy.Execute(setStateRequest);
Console.Write("Contract invoiced, ");
// Now that the contract has been invoiced, it is possible to put
// the contract on hold.
setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = _firstCloneId,
LogicalName = Contract.EntityLogicalName
},
State = new OptionSetValue((int)ContractState.OnHold),
Status = new OptionSetValue(4)
};
_serviceProxy.Execute(setStateRequest);
Console.Write("and put on hold.\n");
#endregion
#region Renew an invoiced contract
// In order to renew a contract, it must be invoiced first, and
// then canceled.
// Invoice the contract.
setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = _contractId,
LogicalName = Contract.EntityLogicalName
},
State = new OptionSetValue((int)ContractState.Invoiced),
Status = new OptionSetValue(3)
};
_serviceProxy.Execute(setStateRequest);
Console.Write("Contract invoiced, ");
// Cancel the contract.
setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = _contractId,
LogicalName = Contract.EntityLogicalName
},
State = new OptionSetValue((int)ContractState.Canceled),
Status = new OptionSetValue(5)
};
_serviceProxy.Execute(setStateRequest);
Console.Write("canceled, ");
// Renew the canceled contract.
RenewContractRequest renewRequest = new RenewContractRequest()
{
ContractId = _contractId,
IncludeCanceledLines = true,
Status = 1
};
RenewContractResponse renewResponse =
(RenewContractResponse)_serviceProxy.Execute(renewRequest);
// Retrieve Id of renewed contract.
_renewedId = ((Contract)renewResponse.Entity).ContractId.Value;
// Display the Id of the renewed contract.
Console.WriteLine("and renewed.");
#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();
}
}