Exemplo: Gerenciar contratos
Publicado: novembro de 2016
Aplicável a: Dynamics CRM 2015
Este código de exemplo é para o Atualização do Microsoft Dynamics CRM 2015 e Microsoft Dynamics CRM Online 2015.Baixe o pacote do SDK do Microsoft Dynamics CRM. Pode ser encontrado no seguinte local no pacote de download:
SampleCode\CS\BusinessDataModel\Service\WorkingWithContracts.cs
Requisitos
Para obter mais informações sobre os requisitos necessários à execução do código de exemplo fornecido neste SDK, consulte Usar o código de exemplo e auxiliar.
Demonstra
Este exemplo mostra como criar e gerenciar contratos.
Exemplo
using System;
using System.ServiceModel;
// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Client;
// This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
// found in the SDK\bin folder.
using Microsoft.Crm.Sdk.Messages;
namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// Demonstrates how to do manage contract records programmatically.</summary>
/// <remarks>
/// At run-time, you will be given the option to delete all the
/// database records created by this program.</remarks>
public class WorkingWithContracts
{
#region Class Level Members
private Guid _accountId;
private Guid _contractId;
private Guid _contractTemplateId;
private Guid _firstCloneId;
private Guid _secondCloneId;
private Guid _renewedId;
private OrganizationServiceProxy _serviceProxy;
#endregion Class Level Members
#region How To Sample Code
/// <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
{
// 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
// 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
DeleteRequiredRecords(promptforDelete);
}
}
// 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>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Instantiate an Account object.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
Account setupAccount = new Account()
{
Name = "Litware, Inc."
};
_accountId = _serviceProxy.Create(setupAccount);
}
/// <summary>
/// Deletes any entity records that were created for this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to delete the records created in this sample.</param>
/// </summary>
public void DeleteRequiredRecords(bool prompt)
{
// Two of the contracts, their associated account and the contract template
// records that were created and used in this sample will continue to exist
// on your system because contracts that have been invoiced cannot be deleted
// in Microsoft Dynamics CRM. They can only be put on hold or canceled.
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)
{
_serviceProxy.Delete(Contract.EntityLogicalName, _secondCloneId);
_serviceProxy.Delete(Contract.EntityLogicalName, _renewedId);
_serviceProxy.Delete(Contract.EntityLogicalName, _contractId);
SetStateRequest setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = _firstCloneId,
LogicalName = Contract.EntityLogicalName
},
State = new OptionSetValue((int)ContractState.Invoiced),
Status = new OptionSetValue(3)
};
_serviceProxy.Execute(setStateRequest);
setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = _firstCloneId,
LogicalName = Contract.EntityLogicalName
},
State = new OptionSetValue((int)ContractState.Canceled),
Status = new OptionSetValue(5)
};
_serviceProxy.Execute(setStateRequest);
_serviceProxy.Delete(Contract.EntityLogicalName, _firstCloneId);
_serviceProxy.Delete(Account.EntityLogicalName, _accountId);
Console.WriteLine("Entity record(s) have been deleted.");
}
}
#endregion How To Sample Code
#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();
WorkingWithContracts app = new WorkingWithContracts();
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 Main method
}
}
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