/// <summary>
/// This method first connects to the Organization service. Afterwards, a
/// quote is created. This quote is then converted to an order, and the pricing
/// is unlocked and relocked. This is followed by the order being converted
/// to an invoice, and the pricing is locked then unlocked.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
//<snippetProcessingQuotesAndSalesOrders1>
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
#region Create Opportunities
// Create an opportunity
var crmOpportunity = new Opportunity
{
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
Name = "Sample",
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_opportunityId = _serviceProxy.Create(crmOpportunity);
crmOpportunity = new Opportunity
{
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
Name = "Another Sample",
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_loseOpportunityId = _serviceProxy.Create(crmOpportunity);
Console.WriteLine("Opportunities created.");
#endregion
#region Win Opportunity
//<snippetWinOpportunity>
// Close the opportunity as won
var winOppRequest = new WinOpportunityRequest
{
OpportunityClose = new OpportunityClose
{
OpportunityId = new EntityReference
(Opportunity.EntityLogicalName, _opportunityId)
},
Status = new OptionSetValue((int)opportunity_statuscode.Won)
};
_serviceProxy.Execute(winOppRequest);
Console.WriteLine("Opportunity closed as Won.");
//</snippetWinOpportunity>
#endregion
#region Lose Opportunity
//<snippetLoseOpportunity>
var loseOppRequest = new LoseOpportunityRequest
{
OpportunityClose = new OpportunityClose
{
OpportunityId = new EntityReference
(Opportunity.EntityLogicalName, _loseOpportunityId)
},
Status = new OptionSetValue((int)opportunity_statuscode.Canceled)
};
_serviceProxy.Execute(loseOppRequest);
Console.WriteLine("Opportunity closed as Lost.");
//</snippetLoseOpportunity>
#endregion
#region Convert Opportunity to a Quote
//<snippetGenerateQuoteFromOpportunity>
// Convert the opportunity to a quote
var genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = _opportunityId,
ColumnSet = new ColumnSet("quoteid", "name")
};
var genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
_serviceProxy.Execute(genQuoteFromOppRequest);
Quote quote = genQuoteFromOppResponse.Entity.ToEntity<Quote>();
_quoteId = quote.Id;
Console.WriteLine("Quote generated from the Opportunity.");
//</snippetGenerateQuoteFromOpportunity>
#endregion
#region Close Quote
//<snippetCloseQuote>
// convert the opportunity to a quote
genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = _opportunityId,
ColumnSet = new ColumnSet("quoteid", "name")
};
genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
_serviceProxy.Execute(genQuoteFromOppRequest);
Quote closeQuote = genQuoteFromOppResponse.Entity.ToEntity<Quote>();
_closeQuoteId = closeQuote.Id;
// Activate the quote
SetStateRequest activateQuote = new SetStateRequest()
{
EntityMoniker = closeQuote.ToEntityReference(),
State = new OptionSetValue((int)QuoteState.Active),
Status = new OptionSetValue((int)quote_statuscode.InProgress)
};
_serviceProxy.Execute(activateQuote);
// Close the quote
CloseQuoteRequest closeQuoteRequest = new CloseQuoteRequest()
{
QuoteClose = new QuoteClose()
{
QuoteId = closeQuote.ToEntityReference(),
Subject = "Quote Close " + DateTime.Now.ToString()
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(closeQuoteRequest);
Console.WriteLine("Quote Closed");
//</snippetCloseQuote>
#endregion
#region Create Quote's Product
// Set the quote's product
QuoteDetail quoteDetail = new QuoteDetail()
{
ProductId = new EntityReference(Product.EntityLogicalName,
_productId),
Quantity = 1,
QuoteId = quote.ToEntityReference(),
UoMId = new EntityReference(UoM.EntityLogicalName,
_defaultUnitId)
};
_quoteDetailId = _serviceProxy.Create(quoteDetail);
Console.WriteLine("Quote Product created.");
// Activate the quote
activateQuote = new SetStateRequest()
{
EntityMoniker = quote.ToEntityReference(),
State = new OptionSetValue((int)QuoteState.Active),
Status = new OptionSetValue((int)quote_statuscode.InProgress)
};
_serviceProxy.Execute(activateQuote);
Console.WriteLine("Quote activated.");
//<snippetWinQuote>
// Mark the quote as won
// Note: this is necessary in order to convert a quote into a
// SalesOrder.
WinQuoteRequest winQuoteRequest = new WinQuoteRequest()
{
QuoteClose = new QuoteClose()
{
Subject = "Quote Close" + DateTime.Now.ToString(),
QuoteId = quote.ToEntityReference()
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(winQuoteRequest);
Console.WriteLine("Quote won.");
//</snippetWinQuote>
#endregion
#region Convert Quote to SalesOrder
//<snippetConvertQuoteToSalesOrder>
// Define columns to be retrieved after creating the order
ColumnSet salesOrderColumns =
new ColumnSet("salesorderid", "totalamount");
// Convert the quote to a sales order
ConvertQuoteToSalesOrderRequest convertQuoteRequest =
new ConvertQuoteToSalesOrderRequest()
{
QuoteId = _quoteId,
ColumnSet = salesOrderColumns
};
ConvertQuoteToSalesOrderResponse convertQuoteResponse =
(ConvertQuoteToSalesOrderResponse)_serviceProxy.Execute(convertQuoteRequest);
SalesOrder salesOrder = (SalesOrder)convertQuoteResponse.Entity;
_salesOrderId = salesOrder.Id;
//</snippetConvertQuoteToSalesOrder>
Console.WriteLine("Converted Quote to SalesOrder.");
#endregion
#region Cancel Sales Order
//<snippetCancelSalesOrder>
// Define columns to be retrieved after creating the order
salesOrderColumns = new ColumnSet("salesorderid", "totalamount");
// Convert the quote to a sales order
convertQuoteRequest =
new ConvertQuoteToSalesOrderRequest()
{
QuoteId = _quoteId,
ColumnSet = salesOrderColumns
};
convertQuoteResponse =
(ConvertQuoteToSalesOrderResponse)_serviceProxy.Execute(convertQuoteRequest);
SalesOrder closeSalesOrder = (SalesOrder)convertQuoteResponse.Entity;
_closeSalesOrderId = closeSalesOrder.Id;
CancelSalesOrderRequest cancelRequest = new CancelSalesOrderRequest()
{
OrderClose = new OrderClose()
{
SalesOrderId = closeSalesOrder.ToEntityReference(),
Subject = "Close Sales Order " + DateTime.Now
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(cancelRequest);
Console.WriteLine("Canceled sales order");
//</snippetCancelSalesOrder>
#endregion
#region Lock pricing on SalesOrder
// Note: after converting a won quote to an order, the pricing of
// the order is locked by default.
//<snippetUpdateRequest>
// Retrieve current price list
ProductPriceLevel priceListItem =
(ProductPriceLevel)_serviceProxy.Retrieve(
ProductPriceLevel.EntityLogicalName,
_priceListItemId,
new ColumnSet("productpricelevelid", "amount")
);
Console.WriteLine("Current price list retrieved.");
Console.WriteLine();
Console.WriteLine("Details before update:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
salesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Update the price list
priceListItem.Amount = new Money(30.0M);
UpdateRequest updatePriceListItem = new UpdateRequest()
{
Target = priceListItem,
};
_serviceProxy.Execute(updatePriceListItem);
Console.WriteLine("Price list updated.");
//</snippetUpdateRequest>
// Retrieve the order
SalesOrder updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve(
SalesOrder.EntityLogicalName,
_salesOrderId,
new ColumnSet("salesorderid", "totalamount")
);
Console.WriteLine("Updated order retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
updatedSalesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetUnlockSalesOrderPricing>
// Unlock the order pricing
UnlockSalesOrderPricingRequest unlockOrderRequest =
new UnlockSalesOrderPricingRequest()
{
SalesOrderId = _salesOrderId
};
_serviceProxy.Execute(unlockOrderRequest);
//</snippetUnlockSalesOrderPricing>
Console.WriteLine("Order pricing unlocked.");
// Retrieve the order
updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve(
SalesOrder.EntityLogicalName,
_salesOrderId,
new ColumnSet("salesorderid", "totalamount")
);
Console.WriteLine("Updated order retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update and unlock:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
updatedSalesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetLockSalesOrderPricing>
// Relock the order pricing
LockSalesOrderPricingRequest lockOrderRequest =
new LockSalesOrderPricingRequest()
{
SalesOrderId = _salesOrderId
};
_serviceProxy.Execute(lockOrderRequest);
//</snippetLockSalesOrderPricing>
Console.WriteLine("Order pricing relocked.");
#endregion
//<snippetConvertSalesOrderToInvoice>
#region Convert SalesOrder to Invoice
// Define columns to be retrieved after creating the invoice
ColumnSet invoiceColumns =
new ColumnSet("invoiceid", "totalamount");
// Convert the order to an invoice
ConvertSalesOrderToInvoiceRequest convertOrderRequest =
new ConvertSalesOrderToInvoiceRequest()
{
SalesOrderId = _salesOrderId,
ColumnSet = invoiceColumns
};
ConvertSalesOrderToInvoiceResponse convertOrderResponse =
(ConvertSalesOrderToInvoiceResponse)_serviceProxy.Execute(convertOrderRequest);
Invoice invoice = (Invoice)convertOrderResponse.Entity;
_invoiceId = invoice.Id;
//</snippetConvertSalesOrderToInvoice>
Console.WriteLine("Converted SalesOrder to Invoice.");
#endregion
#region Lock pricing on Invoice
// Note: after converting a SalesOrder to Invoice, the pricing of
// the Invoice is locked by default.
// Retrieve current price list
priceListItem = (ProductPriceLevel)_serviceProxy.Retrieve(
ProductPriceLevel.EntityLogicalName,
_priceListItemId,
new ColumnSet("productpricelevelid", "amount")
);
Console.WriteLine("Current price list retrieved.");
Console.WriteLine();
Console.WriteLine("Details before lock and update:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
invoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetUpdatePriceList>
// Update the price list
priceListItem.Amount = new Money(40.0M);
updatePriceListItem = new UpdateRequest()
{
Target = priceListItem
};
_serviceProxy.Execute(updatePriceListItem);
Console.WriteLine("Price list updated.");
//</snippetUpdatePriceList>
//<snippetUnlockInvoicePricing>
// Retrieve the invoice
Invoice updatedInvoice = (Invoice)_serviceProxy.Retrieve(
Invoice.EntityLogicalName,
_invoiceId,
new ColumnSet("invoiceid", "totalamount")
);
Console.WriteLine("Updated invoice retrieved.");
Console.WriteLine();
Console.WriteLine("Details after lock and update:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
updatedInvoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Unlock the invoice pricing
UnlockInvoicePricingRequest unlockInvoiceRequest =
new UnlockInvoicePricingRequest()
{
InvoiceId = _invoiceId
};
_serviceProxy.Execute(unlockInvoiceRequest);
Console.WriteLine("Invoice pricing unlocked.");
//</snippetUnlockInvoicePricing>
// Retrieve the invoice
updatedInvoice = (Invoice)_serviceProxy.Retrieve(
Invoice.EntityLogicalName,
_invoiceId,
new ColumnSet("invoiceid", "totalamount")
);
Console.WriteLine("Updated invoice retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update and unlock:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
updatedInvoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetLockInvoicePricing>
// Relock the invoice pricing
LockInvoicePricingRequest lockInvoiceRequest =
new LockInvoicePricingRequest()
{
InvoiceId = _invoiceId
};
_serviceProxy.Execute(lockInvoiceRequest);
Console.WriteLine("Invoice pricing relocked.");
//</snippetLockInvoicePricing>
#endregion
DeleteRequiredRecords(promptforDelete);
}
//</snippetProcessingQuotesAndSalesOrders1>
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// Create a <c>Quote</c> from an <c>Opportunity</c>.
/// <para>
/// For more information look at https://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.generatequotefromopportunityrequest(v=crm.7).aspx
/// </para>
/// </summary>
/// <param name="opportunityId"><c>Opportunity</c> Id</param>
/// <param name="retrievedColumns">
/// Default attributes are "quoteid", "name", "quotenumber", "revisionnumber".
/// If you need more or different attributes please set this parameter
/// </param>
/// <returns>
/// Returns created <c>Quote</c> in <see cref="GenerateQuoteFromOpportunityResponse.Entity"/> property with attributes that defined in <c>retrievedQuoteColums</c> parameter
/// </returns>
public GenerateQuoteFromOpportunityResponse CreateFromOpportunity(Guid opportunityId, params string[] retrievedColumns)
{
ExceptionThrow.IfGuidEmpty(opportunityId, "opportunityId");
string[] columns = !retrievedColumns.IsNullOrEmpty() ? retrievedColumns : _quoteColumns;
GenerateQuoteFromOpportunityRequest request = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = opportunityId,
ColumnSet = new ColumnSet(columns)
};
return((GenerateQuoteFromOpportunityResponse)this.OrganizationService.Execute(request));
}
public void CreateQuoteFromOpp()
{
IOrganizationService service = CRMHelper.ConnectToMSCRM();
Guid oppId = new Guid("B1488A7A-3FEC-E511-8102-3863BB3660F0");
/*****Step 1: Create Quote with Line Item from Opportunity***********/
var genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = oppId,
ColumnSet = new ColumnSet(CONSTANT.QUOTE_ID_FIELD, CONSTANT.QUOTE_NAME_FIELD)
};
var genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
service.Execute(genQuoteFromOppRequest);
Guid quoteId = genQuoteFromOppResponse.Entity.Id;
/********** Step 3: Set Current Quote as Primary and reset all older quote with Primary as false*********/
setCurrentQuotAsPrimary(service, oppId, quoteId);
/**********Step 4 : Create Product Configuration From Quote*********************/
createProductConfigFromQuote(service, quoteId);
/****************Step 5 : Update Opportunity with Quote Created********************/
// Update Opporunity
Entity opportunity = new Entity(CONSTANT.OPPORTUNITY_ENTITY);
opportunity.Id = oppId;
// Reset Trigger Flag to Flalse
opportunity.Attributes.Add(CONSTANT.OPPORTUNITY_TRIGGERED_ACTION_FIELD, false);
// Set above created quote to use further
opportunity.Attributes.Add(CONSTANT.OPPORTUNITY_TRIGGERED_QUOTE_FIELD, new EntityReference(CONSTANT.QUOTE_ENTITY, quoteId));
if (quoteId != Guid.Empty)
{
service.Update(opportunity);
}
/********* Step 2 : Delete recently created quote line items*********/
deleteQuoteProducts(service, quoteId);
Console.WriteLine("Quote generated from the Opportunity.");
}
public GenerateQuoteFromOpportunityResponse GenerateQuoteFromOpportunity(EntityReference entityReference)
{
var portal = PortalCrmConfigurationManager.CreatePortalContext();
var context = portal.ServiceContext;
var quoteColumns = new ColumnSet("quoteid", "name");
// Convert the quote to a sales order
var generateQuoteFromOpportunityRequest =
new GenerateQuoteFromOpportunityRequest()
{
OpportunityId = entityReference.Id,
ColumnSet = quoteColumns
};
var generateQuoteFromOpportunityResponse = (GenerateQuoteFromOpportunityResponse)context.Execute(generateQuoteFromOpportunityRequest);
return(generateQuoteFromOpportunityResponse);
}
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate creating all entity records that this sample requires.
/// Convert an opportunity to quote
/// Optionally delete any entity records that were created for this sample.
/// </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
{
// 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();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
//<snippetConvertOpportunityToQuote1>
// Convert an opportunity to quote.
GenerateQuoteFromOpportunityRequest quoteRequest = new GenerateQuoteFromOpportunityRequest()
{
// Columns that will be transferred
ColumnSet = new ColumnSet("name", "customerid"),
OpportunityId = _opportunityId
};
GenerateQuoteFromOpportunityResponse quoteResponse =
(GenerateQuoteFromOpportunityResponse)_serviceProxy.Execute(quoteRequest);
_quoteId = quoteResponse.Entity.Id;
//</snippetConvertOpportunityToQuote1>
Console.WriteLine("Created the quote from an opportunity.");
DeleteRequiredRecords(promptForDelete);
}
}
catch
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
private void GenerateQuotationFromOpportunity(Guid opportunityGUID, IOrganizationService service, CodeActivityContext context)
{
try
{
var genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = opportunityGUID,
ColumnSet = new ColumnSet("quoteid", "name")
};
var genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
service.Execute(genQuoteFromOppRequest);
Quote quote = genQuoteFromOppResponse.Entity.ToEntity <Quote>();
Guid _quoteId = quote.Id;
}
catch (InvalidPluginExecutionException ex)
{
if (ex != null)
{
throw new InvalidPluginExecutionException("1) Unable to Create Proposal." + ex.Message + "Contact Your Administrator");
}
else
{
throw new InvalidPluginExecutionException("2) Unable to Create Proposal." + ex.Message + "Contact Administrator");
}
}
catch (FaultException <OrganizationServiceFault> ex)
{
throw new InvalidPluginExecutionException("3) Unable to Send Create Proposal." + ex.Message + "Contact Your Administrator.", ex);
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException("4) Unable to Send Create Proposal." + ex.Message + "Contact Your Administrator.", ex);
}
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
// TODO Add demonstration code here
#region Create Opportunities
// Create an opportunity
var crmOpportunity = new Opportunity
{
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
Name = "Sample",
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_opportunityId = _serviceProxy.Create(crmOpportunity);
crmOpportunity = new Opportunity
{
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
Name = "Another Sample",
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_loseOpportunityId = _serviceProxy.Create(crmOpportunity);
Console.WriteLine("Opportunities created.");
#endregion
#region Win Opportunity
// Close the opportunity as won
var winOppRequest = new WinOpportunityRequest
{
OpportunityClose = new OpportunityClose
{
OpportunityId = new EntityReference
(Opportunity.EntityLogicalName, _opportunityId)
},
Status = new OptionSetValue((int)opportunity_statuscode.Won)
};
_serviceProxy.Execute(winOppRequest);
Console.WriteLine("Opportunity closed as Won.");
#endregion
#region Lose Opportunity
var loseOppRequest = new LoseOpportunityRequest
{
OpportunityClose = new OpportunityClose
{
OpportunityId = new EntityReference
(Opportunity.EntityLogicalName, _loseOpportunityId)
},
Status = new OptionSetValue((int)opportunity_statuscode.Canceled)
};
_serviceProxy.Execute(loseOppRequest);
Console.WriteLine("Opportunity closed as Lost.");
#endregion
#region Convert Opportunity to a Quote
// Convert the opportunity to a quote
var genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = _opportunityId,
ColumnSet = new ColumnSet("quoteid", "name")
};
var genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
_serviceProxy.Execute(genQuoteFromOppRequest);
Quote quote = genQuoteFromOppResponse.Entity.ToEntity <Quote>();
_quoteId = quote.Id;
Console.WriteLine("Quote generated from the Opportunity.");
#endregion
#region Close Quote
// convert the opportunity to a quote
genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = _opportunityId,
ColumnSet = new ColumnSet("quoteid", "name")
};
genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
_serviceProxy.Execute(genQuoteFromOppRequest);
Quote closeQuote = genQuoteFromOppResponse.Entity.ToEntity <Quote>();
_closeQuoteId = closeQuote.Id;
// Activate the quote
SetStateRequest activateQuote = new SetStateRequest()
{
EntityMoniker = closeQuote.ToEntityReference(),
State = new OptionSetValue((int)QuoteState.Active),
Status = new OptionSetValue((int)quote_statuscode.InProgress)
};
_serviceProxy.Execute(activateQuote);
// Close the quote
CloseQuoteRequest closeQuoteRequest = new CloseQuoteRequest()
{
QuoteClose = new QuoteClose()
{
QuoteId = closeQuote.ToEntityReference(),
Subject = "Quote Close " + DateTime.Now.ToString()
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(closeQuoteRequest);
Console.WriteLine("Quote Closed");
#endregion
#region Create Quote's Product
// Set the quote's product
QuoteDetail quoteDetail = new QuoteDetail()
{
ProductId = new EntityReference(Product.EntityLogicalName,
_productId),
Quantity = 1,
QuoteId = quote.ToEntityReference(),
UoMId = new EntityReference(UoM.EntityLogicalName,
_defaultUnitId)
};
_quoteDetailId = _serviceProxy.Create(quoteDetail);
Console.WriteLine("Quote Product created.");
// Activate the quote
activateQuote = new SetStateRequest()
{
EntityMoniker = quote.ToEntityReference(),
State = new OptionSetValue((int)QuoteState.Active),
Status = new OptionSetValue((int)quote_statuscode.InProgress)
};
_serviceProxy.Execute(activateQuote);
Console.WriteLine("Quote activated.");
// Mark the quote as won
// Note: this is necessary in order to convert a quote into a
// SalesOrder.
WinQuoteRequest winQuoteRequest = new WinQuoteRequest()
{
QuoteClose = new QuoteClose()
{
Subject = "Quote Close" + DateTime.Now.ToString(),
QuoteId = quote.ToEntityReference()
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(winQuoteRequest);
Console.WriteLine("Quote won.");
#endregion
#region Convert Quote to SalesOrder
// Define columns to be retrieved after creating the order
ColumnSet salesOrderColumns =
new ColumnSet("salesorderid", "totalamount");
// Convert the quote to a sales order
ConvertQuoteToSalesOrderRequest convertQuoteRequest =
new ConvertQuoteToSalesOrderRequest()
{
QuoteId = _quoteId,
ColumnSet = salesOrderColumns
};
ConvertQuoteToSalesOrderResponse convertQuoteResponse =
(ConvertQuoteToSalesOrderResponse)_serviceProxy.Execute(convertQuoteRequest);
SalesOrder salesOrder = (SalesOrder)convertQuoteResponse.Entity;
_salesOrderId = salesOrder.Id;
Console.WriteLine("Converted Quote to SalesOrder.");
#endregion
#region Cancel Sales Order
// Define columns to be retrieved after creating the order
salesOrderColumns = new ColumnSet("salesorderid", "totalamount");
// Convert the quote to a sales order
convertQuoteRequest =
new ConvertQuoteToSalesOrderRequest()
{
QuoteId = _quoteId,
ColumnSet = salesOrderColumns
};
convertQuoteResponse =
(ConvertQuoteToSalesOrderResponse)_serviceProxy.Execute(convertQuoteRequest);
SalesOrder closeSalesOrder = (SalesOrder)convertQuoteResponse.Entity;
_closeSalesOrderId = closeSalesOrder.Id;
CancelSalesOrderRequest cancelRequest = new CancelSalesOrderRequest()
{
OrderClose = new OrderClose()
{
SalesOrderId = closeSalesOrder.ToEntityReference(),
Subject = "Close Sales Order " + DateTime.Now
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(cancelRequest);
Console.WriteLine("Canceled sales order");
#endregion
#region Lock pricing on SalesOrder
// Note: after converting a won quote to an order, the pricing of
// the order is locked by default.
// Retrieve current price list
ProductPriceLevel priceListItem =
(ProductPriceLevel)_serviceProxy.Retrieve(
ProductPriceLevel.EntityLogicalName,
_priceListItemId,
new ColumnSet("productpricelevelid", "amount")
);
Console.WriteLine("Current price list retrieved.");
Console.WriteLine();
Console.WriteLine("Details before update:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
salesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Update the price list
priceListItem.Amount = new Money(30.0M);
UpdateRequest updatePriceListItem = new UpdateRequest()
{
Target = priceListItem,
};
_serviceProxy.Execute(updatePriceListItem);
Console.WriteLine("Price list updated.");
// Retrieve the order
SalesOrder updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve(
SalesOrder.EntityLogicalName,
_salesOrderId,
new ColumnSet("salesorderid", "totalamount")
);
Console.WriteLine("Updated order retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
updatedSalesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Unlock the order pricing
UnlockSalesOrderPricingRequest unlockOrderRequest =
new UnlockSalesOrderPricingRequest()
{
SalesOrderId = _salesOrderId
};
_serviceProxy.Execute(unlockOrderRequest);
Console.WriteLine("Order pricing unlocked.");
// Retrieve the order
updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve(
SalesOrder.EntityLogicalName,
_salesOrderId,
new ColumnSet("salesorderid", "totalamount")
);
Console.WriteLine("Updated order retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update and unlock:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
updatedSalesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Relock the order pricing
LockSalesOrderPricingRequest lockOrderRequest =
new LockSalesOrderPricingRequest()
{
SalesOrderId = _salesOrderId
};
_serviceProxy.Execute(lockOrderRequest);
Console.WriteLine("Order pricing relocked.");
#endregion
#region Convert SalesOrder to Invoice
// Define columns to be retrieved after creating the invoice
ColumnSet invoiceColumns =
new ColumnSet("invoiceid", "totalamount");
// Convert the order to an invoice
ConvertSalesOrderToInvoiceRequest convertOrderRequest =
new ConvertSalesOrderToInvoiceRequest()
{
SalesOrderId = _salesOrderId,
ColumnSet = invoiceColumns
};
ConvertSalesOrderToInvoiceResponse convertOrderResponse =
(ConvertSalesOrderToInvoiceResponse)_serviceProxy.Execute(convertOrderRequest);
Invoice invoice = (Invoice)convertOrderResponse.Entity;
_invoiceId = invoice.Id;
Console.WriteLine("Converted SalesOrder to Invoice.");
#endregion
#region Lock pricing on Invoice
// Note: after converting a SalesOrder to Invoice, the pricing of
// the Invoice is locked by default.
// Retrieve current price list
priceListItem = (ProductPriceLevel)_serviceProxy.Retrieve(
ProductPriceLevel.EntityLogicalName,
_priceListItemId,
new ColumnSet("productpricelevelid", "amount")
);
Console.WriteLine("Current price list retrieved.");
Console.WriteLine();
Console.WriteLine("Details before lock and update:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
invoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Update the price list
priceListItem.Amount = new Money(40.0M);
updatePriceListItem = new UpdateRequest()
{
Target = priceListItem
};
_serviceProxy.Execute(updatePriceListItem);
Console.WriteLine("Price list updated.");
// Retrieve the invoice
Invoice updatedInvoice = (Invoice)_serviceProxy.Retrieve(
Invoice.EntityLogicalName,
_invoiceId,
new ColumnSet("invoiceid", "totalamount")
);
Console.WriteLine("Updated invoice retrieved.");
Console.WriteLine();
Console.WriteLine("Details after lock and update:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
updatedInvoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Unlock the invoice pricing
UnlockInvoicePricingRequest unlockInvoiceRequest =
new UnlockInvoicePricingRequest()
{
InvoiceId = _invoiceId
};
_serviceProxy.Execute(unlockInvoiceRequest);
Console.WriteLine("Invoice pricing unlocked.");
// Retrieve the invoice
updatedInvoice = (Invoice)_serviceProxy.Retrieve(
Invoice.EntityLogicalName,
_invoiceId,
new ColumnSet("invoiceid", "totalamount")
);
Console.WriteLine("Updated invoice retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update and unlock:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
updatedInvoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Relock the invoice pricing
LockInvoicePricingRequest lockInvoiceRequest =
new LockInvoicePricingRequest()
{
InvoiceId = _invoiceId
};
_serviceProxy.Execute(lockInvoiceRequest);
Console.WriteLine("Invoice pricing relocked.");
#endregion
#endregion Demonstrate
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards, a
/// quote is created. This quote is then converted to an order, and the pricing
/// is unlocked and relocked. This is followed by the order being converted
/// to an invoice, and the pricing is locked then unlocked.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
//<snippetProcessingQuotesAndSalesOrders1>
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
#region Create Opportunities
// Create an opportunity
var crmOpportunity = new Opportunity
{
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
Name = "Sample",
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_opportunityId = _serviceProxy.Create(crmOpportunity);
crmOpportunity = new Opportunity
{
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
Name = "Another Sample",
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_loseOpportunityId = _serviceProxy.Create(crmOpportunity);
Console.WriteLine("Opportunities created.");
#endregion
#region Win Opportunity
//<snippetWinOpportunity>
// Close the opportunity as won
var winOppRequest = new WinOpportunityRequest
{
OpportunityClose = new OpportunityClose
{
OpportunityId = new EntityReference
(Opportunity.EntityLogicalName, _opportunityId)
},
Status = new OptionSetValue((int)opportunity_statuscode.Won),
};
_serviceProxy.Execute(winOppRequest);
Console.WriteLine("Opportunity closed as Won.");
//</snippetWinOpportunity>
#endregion
#region Lose Opportunity
//<snippetLoseOpportunity>
var loseOppRequest = new LoseOpportunityRequest
{
OpportunityClose = new OpportunityClose
{
OpportunityId = new EntityReference
(Opportunity.EntityLogicalName, _loseOpportunityId)
},
Status = new OptionSetValue((int)opportunity_statuscode.Canceled)
};
_serviceProxy.Execute(loseOppRequest);
Console.WriteLine("Opportunity closed as Lost.");
//</snippetLoseOpportunity>
#endregion
#region Convert Opportunity to a Quote
//<snippetGenerateQuoteFromOpportunity>
// Convert the opportunity to a quote
var genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = _opportunityId,
ColumnSet = new ColumnSet("quoteid", "name")
};
var genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
_serviceProxy.Execute(genQuoteFromOppRequest);
Quote quote = genQuoteFromOppResponse.Entity.ToEntity <Quote>();
_quoteId = quote.Id;
Console.WriteLine("Quote generated from the Opportunity.");
//</snippetGenerateQuoteFromOpportunity>
#endregion
#region Close Quote
//<snippetCloseQuote>
// convert the opportunity to a quote
genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = _opportunityId,
ColumnSet = new ColumnSet("quoteid", "name")
};
genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
_serviceProxy.Execute(genQuoteFromOppRequest);
Quote closeQuote = genQuoteFromOppResponse.Entity.ToEntity <Quote>();
_closeQuoteId = closeQuote.Id;
// Activate the quote
SetStateRequest activateQuote = new SetStateRequest()
{
EntityMoniker = closeQuote.ToEntityReference(),
State = new OptionSetValue((int)QuoteState.Active),
Status = new OptionSetValue((int)quote_statuscode.InProgress)
};
_serviceProxy.Execute(activateQuote);
// Close the quote
CloseQuoteRequest closeQuoteRequest = new CloseQuoteRequest()
{
QuoteClose = new QuoteClose()
{
QuoteId = closeQuote.ToEntityReference(),
Subject = "Quote Close " + DateTime.Now.ToString()
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(closeQuoteRequest);
Console.WriteLine("Quote Closed");
//</snippetCloseQuote>
#endregion
#region Create Quote's Product
// Set the quote's product
QuoteDetail quoteDetail = new QuoteDetail()
{
ProductId = new EntityReference(Product.EntityLogicalName,
_productId),
Quantity = 1,
QuoteId = quote.ToEntityReference(),
UoMId = new EntityReference(UoM.EntityLogicalName,
_defaultUnitId)
};
_quoteDetailId = _serviceProxy.Create(quoteDetail);
Console.WriteLine("Quote Product created.");
// Activate the quote
activateQuote = new SetStateRequest()
{
EntityMoniker = quote.ToEntityReference(),
State = new OptionSetValue((int)QuoteState.Active),
Status = new OptionSetValue((int)quote_statuscode.InProgress)
};
_serviceProxy.Execute(activateQuote);
Console.WriteLine("Quote activated.");
//<snippetWinQuote>
// Mark the quote as won
// Note: this is necessary in order to convert a quote into a
// SalesOrder.
WinQuoteRequest winQuoteRequest = new WinQuoteRequest()
{
QuoteClose = new QuoteClose()
{
Subject = "Quote Close" + DateTime.Now.ToString(),
QuoteId = quote.ToEntityReference()
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(winQuoteRequest);
Console.WriteLine("Quote won.");
//</snippetWinQuote>
#endregion
#region Convert Quote to SalesOrder
//<snippetConvertQuoteToSalesOrder>
// Define columns to be retrieved after creating the order
ColumnSet salesOrderColumns =
new ColumnSet("salesorderid", "totalamount");
// Convert the quote to a sales order
ConvertQuoteToSalesOrderRequest convertQuoteRequest =
new ConvertQuoteToSalesOrderRequest()
{
QuoteId = _quoteId,
ColumnSet = salesOrderColumns
};
ConvertQuoteToSalesOrderResponse convertQuoteResponse =
(ConvertQuoteToSalesOrderResponse)_serviceProxy.Execute(convertQuoteRequest);
SalesOrder salesOrder = (SalesOrder)convertQuoteResponse.Entity;
_salesOrderId = salesOrder.Id;
//</snippetConvertQuoteToSalesOrder>
Console.WriteLine("Converted Quote to SalesOrder.");
#endregion
#region Cancel Sales Order
//<snippetCancelSalesOrder>
// Define columns to be retrieved after creating the order
salesOrderColumns = new ColumnSet("salesorderid", "totalamount");
// Convert the quote to a sales order
convertQuoteRequest =
new ConvertQuoteToSalesOrderRequest()
{
QuoteId = _quoteId,
ColumnSet = salesOrderColumns
};
convertQuoteResponse =
(ConvertQuoteToSalesOrderResponse)_serviceProxy.Execute(convertQuoteRequest);
SalesOrder closeSalesOrder = (SalesOrder)convertQuoteResponse.Entity;
_closeSalesOrderId = closeSalesOrder.Id;
CancelSalesOrderRequest cancelRequest = new CancelSalesOrderRequest()
{
OrderClose = new OrderClose()
{
SalesOrderId = closeSalesOrder.ToEntityReference(),
Subject = "Close Sales Order " + DateTime.Now
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(cancelRequest);
Console.WriteLine("Canceled sales order");
//</snippetCancelSalesOrder>
#endregion
#region Lock pricing on SalesOrder
// Note: after converting a won quote to an order, the pricing of
// the order is locked by default.
//<snippetUpdateRequest>
// Retrieve current price list
ProductPriceLevel priceListItem =
(ProductPriceLevel)_serviceProxy.Retrieve(
ProductPriceLevel.EntityLogicalName,
_priceListItemId,
new ColumnSet("productpricelevelid", "amount")
);
Console.WriteLine("Current price list retrieved.");
Console.WriteLine();
Console.WriteLine("Details before update:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
salesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Update the price list
priceListItem.Amount = new Money(30.0M);
UpdateRequest updatePriceListItem = new UpdateRequest()
{
Target = priceListItem,
};
_serviceProxy.Execute(updatePriceListItem);
Console.WriteLine("Price list updated.");
//</snippetUpdateRequest>
// Retrieve the order
SalesOrder updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve(
SalesOrder.EntityLogicalName,
_salesOrderId,
new ColumnSet("salesorderid", "totalamount")
);
Console.WriteLine("Updated order retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
updatedSalesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetUnlockSalesOrderPricing>
// Unlock the order pricing
UnlockSalesOrderPricingRequest unlockOrderRequest =
new UnlockSalesOrderPricingRequest()
{
SalesOrderId = _salesOrderId
};
_serviceProxy.Execute(unlockOrderRequest);
//</snippetUnlockSalesOrderPricing>
Console.WriteLine("Order pricing unlocked.");
// Retrieve the order
updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve(
SalesOrder.EntityLogicalName,
_salesOrderId,
new ColumnSet("salesorderid", "totalamount")
);
Console.WriteLine("Updated order retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update and unlock:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
updatedSalesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetLockSalesOrderPricing>
// Relock the order pricing
LockSalesOrderPricingRequest lockOrderRequest =
new LockSalesOrderPricingRequest()
{
SalesOrderId = _salesOrderId
};
_serviceProxy.Execute(lockOrderRequest);
//</snippetLockSalesOrderPricing>
Console.WriteLine("Order pricing relocked.");
#endregion
//<snippetConvertSalesOrderToInvoice>
#region Convert SalesOrder to Invoice
// Define columns to be retrieved after creating the invoice
ColumnSet invoiceColumns =
new ColumnSet("invoiceid", "totalamount");
// Convert the order to an invoice
ConvertSalesOrderToInvoiceRequest convertOrderRequest =
new ConvertSalesOrderToInvoiceRequest()
{
SalesOrderId = _salesOrderId,
ColumnSet = invoiceColumns
};
ConvertSalesOrderToInvoiceResponse convertOrderResponse =
(ConvertSalesOrderToInvoiceResponse)_serviceProxy.Execute(convertOrderRequest);
Invoice invoice = (Invoice)convertOrderResponse.Entity;
_invoiceId = invoice.Id;
//</snippetConvertSalesOrderToInvoice>
Console.WriteLine("Converted SalesOrder to Invoice.");
#endregion
#region Lock pricing on Invoice
// Note: after converting a SalesOrder to Invoice, the pricing of
// the Invoice is locked by default.
// Retrieve current price list
priceListItem = (ProductPriceLevel)_serviceProxy.Retrieve(
ProductPriceLevel.EntityLogicalName,
_priceListItemId,
new ColumnSet("productpricelevelid", "amount")
);
Console.WriteLine("Current price list retrieved.");
Console.WriteLine();
Console.WriteLine("Details before lock and update:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
invoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetUpdatePriceList>
// Update the price list
priceListItem.Amount = new Money(40.0M);
updatePriceListItem = new UpdateRequest()
{
Target = priceListItem
};
_serviceProxy.Execute(updatePriceListItem);
Console.WriteLine("Price list updated.");
//</snippetUpdatePriceList>
//<snippetUnlockInvoicePricing>
// Retrieve the invoice
Invoice updatedInvoice = (Invoice)_serviceProxy.Retrieve(
Invoice.EntityLogicalName,
_invoiceId,
new ColumnSet("invoiceid", "totalamount")
);
Console.WriteLine("Updated invoice retrieved.");
Console.WriteLine();
Console.WriteLine("Details after lock and update:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
updatedInvoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Unlock the invoice pricing
UnlockInvoicePricingRequest unlockInvoiceRequest =
new UnlockInvoicePricingRequest()
{
InvoiceId = _invoiceId
};
_serviceProxy.Execute(unlockInvoiceRequest);
Console.WriteLine("Invoice pricing unlocked.");
//</snippetUnlockInvoicePricing>
// Retrieve the invoice
updatedInvoice = (Invoice)_serviceProxy.Retrieve(
Invoice.EntityLogicalName,
_invoiceId,
new ColumnSet("invoiceid", "totalamount")
);
Console.WriteLine("Updated invoice retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update and unlock:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
updatedInvoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetLockInvoicePricing>
// Relock the invoice pricing
LockInvoicePricingRequest lockInvoiceRequest =
new LockInvoicePricingRequest()
{
InvoiceId = _invoiceId
};
_serviceProxy.Execute(lockInvoiceRequest);
Console.WriteLine("Invoice pricing relocked.");
//</snippetLockInvoicePricing>
#endregion
DeleteRequiredRecords(promptforDelete);
}
//</snippetProcessingQuotesAndSalesOrders1>
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate creating all entity records that this sample requires.
/// Convert an opportunity to quote
/// Optionally delete any entity records that were created for this sample.
/// </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
{
// 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();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
//<snippetConvertOpportunityToQuote1>
// Convert an opportunity to quote.
GenerateQuoteFromOpportunityRequest quoteRequest = new GenerateQuoteFromOpportunityRequest()
{
// Columns that will be transferred
ColumnSet = new ColumnSet("name", "customerid"),
OpportunityId = _opportunityId
};
GenerateQuoteFromOpportunityResponse quoteResponse =
(GenerateQuoteFromOpportunityResponse)_serviceProxy.Execute(quoteRequest);
_quoteId = quoteResponse.Entity.Id;
//</snippetConvertOpportunityToQuote1>
Console.WriteLine("Created the quote from an opportunity.");
DeleteRequiredRecords(promptForDelete);
}
}
catch
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
