Esempio: compilare un ordine di vendita
Data di pubblicazione: novembre 2016
Si applica a: Dynamics CRM 2015
Questo codice di esempio è per Aggiornamento di Microsoft Dynamics CRM 2015 e Microsoft Dynamics CRM Online 2015.Scarica il pacchetto SDK di Microsoft Dynamics CRM. È disponibile nel percorso seguente nel pacchetto di download:
SampleCode\CS\BusinessDataModel\BusinessManagementSampleCode\FulfillSalesOrder.cs
Requisiti
Per ulteriori informazioni sui requisiti per l'esecuzione del codice di esempio fornito nell'SDK, vedi Utilizzare il codice di esempio e dell'helper.
Dimostra
In questo esempio viene illustrato come creare un ordine di vendita e chiuderlo una volta compilato.
Esempio
using System;
using System.Linq;
using System.ServiceModel;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Metadata;
using Microsoft.Xrm.Sdk.Query;
namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// This sample creates a SalesOrder record and demonstrates how to use the
/// FulfillSalesOrderRequest to deactivate the record.
/// </summary>
/// <remarks>
/// At run-time, you will be given the option to delete all the
/// database records created by this program.
/// </remarks>
public class FulfillSalesOrder
{
#region Class Level Members
private OrganizationServiceProxy _serviceProxy;
private Guid? _salesOrderId;
private Guid? _accountId;
#endregion
#region How To Sample Code
/// <summary>
/// Creates a sales order and shows how to close using the FulfillSalesOrderRequest
/// </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)
{
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateCustomer();
CreateSalesOrder();
CloseSalesOrder();
DeleteRequiredRecords(promptforDelete);
}
}
/// <summary>
/// Creates a customer for the sales order
/// </summary>
private void CreateCustomer()
{
// Create an account to be used with the sales account.
_accountId = _serviceProxy.Create(new Account
{
Name = "Microsoft"
});
Console.WriteLine(String.Concat("Created account for sales order: ",
_accountId.Value));
}
/// <summary>
/// Creates the sales order to close
/// </summary>
private void CreateSalesOrder()
{
// Create a sales order with an account
_salesOrderId = _serviceProxy.Create(new SalesOrder
{
CustomerId = new EntityReference
{
LogicalName = Account.EntityLogicalName,
Id = _accountId.Value
},
Description = "Sales Order Description",
});
Console.WriteLine(String.Concat("Created sales order: ",
_salesOrderId.Value));
}
/// <summary>
/// Calls the FulfillSalesOrderRequest and closes it as completed
/// </summary>
private void CloseSalesOrder()
{
if (!_salesOrderId.HasValue)
return;
// Close the sales order with a status of Complete
int newStatus = (int)salesorder_statuscode.Complete;
var request = new FulfillSalesOrderRequest
{
OrderClose = new OrderClose
{
SalesOrderId = new EntityReference
{ LogicalName = SalesOrder.EntityLogicalName, Id = _salesOrderId.Value }
},
Status = new OptionSetValue(newStatus)
};
Console.WriteLine(String.Concat("Executing FullfillSalesOrderRequest on sales order: ",
_salesOrderId.Value, ",\n\t new status: ",
GetLabelForStatus(SalesOrder.EntityLogicalName, "statuscode", newStatus)));
_serviceProxy.Execute(request);
// Validate that the sales order is complete
var salesOrder = _serviceProxy.Retrieve(SalesOrder.EntityLogicalName, _salesOrderId.Value,
new ColumnSet("statuscode")).ToEntity<SalesOrder>();
Console.WriteLine(String.Concat("Validation of closed sales order: ", _salesOrderId.Value,
",\n\t status: ", salesOrder.FormattedValues["statuscode"]));
}
/// <summary>
/// Returns the label for a status option
/// </summary>
/// <param name="entity">entity logical name</param>
/// <param name="attribute">statuscode </param>
/// <param name="value">numeric value</param>
/// <returns>user label</returns>
private string GetLabelForStatus(string entity, string attribute, int value)
{
// Retrieve the attribute metadata
var attributeMD = ((RetrieveAttributeResponse) _serviceProxy.Execute(
new RetrieveAttributeRequest
{
EntityLogicalName = entity,
LogicalName = attribute,
RetrieveAsIfPublished = true,
})).AttributeMetadata;
// find the option based on the numeric value and return the label
if (attributeMD.AttributeType == AttributeTypeCode.Status)
{
var options = ((StatusAttributeMetadata)attributeMD).OptionSet.Options;
var crmOption = options.FirstOrDefault(x => x.Value == value);
if (crmOption != null)
return crmOption.Label.UserLocalizedLabel.Label;
}
return string.Empty;
}
/// <summary>
///
/// </summary>
/// <param name="prompt"></param>
private void DeleteRequiredRecords(bool prompt)
{
bool toBeDeleted = true;
if (prompt)
{
// Ask the user if the created entities should be deleted.
Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
String answer = Console.ReadLine();
if (answer.StartsWith("y") ||
answer.StartsWith("Y") ||
answer == String.Empty)
{
toBeDeleted = true;
}
else
{
toBeDeleted = false;
}
}
if (toBeDeleted)
{
// Delete records created in this sample. Delete the sales order first
// or there will be an error due to restrict delete.
if (_salesOrderId.HasValue)
{
Console.WriteLine(String.Concat("Deleting sales order: ", _salesOrderId.Value));
_serviceProxy.Delete(SalesOrder.EntityLogicalName, _salesOrderId.Value);
}
if (_accountId.HasValue)
{
Console.WriteLine(String.Concat("Deleting account: ", _accountId.Value));
_serviceProxy.Delete(Account.EntityLogicalName, _accountId.Value);
}
Console.WriteLine("Entity records have been deleted.");
}
}
#endregion
#region Main method
/// <summary>
/// Standard Main() method used by most SDK samples.
/// </summary>
/// <param name="args"></param>
static public void Main(string[] args)
{
try
{
// Obtain the target organization's Web address and client logon
// credentials from the user.
ServerConnection serverConnect = new ServerConnection();
ServerConnection.Configuration config = serverConnect.GetServerConfiguration();
var app = new FulfillSalesOrder();
app.Run(config, true);
}
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
Console.WriteLine("Message: {0}", ex.Detail.Message);
Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
catch (System.TimeoutException ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Message: {0}", ex.Message);
Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
Console.WriteLine("Inner Fault: {0}",
null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
}
catch (System.Exception ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine(ex.Message);
// Display the details of the inner exception.
if (ex.InnerException != null)
{
Console.WriteLine(ex.InnerException.Message);
FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException
as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
if (fe != null)
{
Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
Console.WriteLine("Message: {0}", fe.Detail.Message);
Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
}
}
// Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
// SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.
finally
{
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
#endregion
}
}
Vedere anche
FulfillSalesOrderRequest
Entità Vendite (lead, opportunità, concorrente, offerta, ordine, fattura)
Entità offerte, ordini e fatture
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