Esempio: Impostare i prezzi negativi nelle opportunità, nelle offerte e negli ordini 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\BusinessManagement\WorkingWithNegativePrices.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 impostare i prezzi negativi nelle opportunità, nelle offerte e negli ordini di vendita
Esempio
using System;
using System.Collections.Generic;
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.Client;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Discovery;
// 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>
/// Show how to set negative values for amount and number attributes in
/// opportunities, quotes, sales orders.
/// </summary>
/// <remarks>
/// At run-time, you will be given the option to delete all the
/// database records created by this program.</remarks>
public class WorkingWithNegativePrices
{
#region Class Level Members
private Guid _salesManagerId;
private Guid _unitGroupId;
private Guid _defaultUnitId;
private Guid _product1Id;
private Guid _product2Id;
private Guid _priceListId;
private Guid _priceListItem1Id;
private Guid _priceListItem2Id;
private Guid _catalogProductId;
private Guid _quoteId;
private Guid _quoteDetailId;
private Guid _orderId;
private Guid _orderDetailId;
private Guid _opportunityId;
private Guid _accountId;
private List<Guid> _salesRepresentativeIds = new List<Guid>();
private OrganizationServiceProxy _serviceProxy;
#endregion Class Level Members
#region How To Sample Code
/// <summary>
/// This method first connects to the Organization service. Afterwards, an
/// opportunity is created to demonstrate a negative estimated value. This is
/// followed by the creation of a quote with a negative product quantity.
/// Finally, a sales order with a negative product price is shown.
/// </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 Opportunity with negative estimated value
// Create a new opportunity with user-specified negative
// estimated value.
Opportunity opportunity = new Opportunity
{
Name = "Example Opportunity",
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId),
IsRevenueSystemCalculated = false,
EstimatedValue = new Money(-400.00m),
FreightAmount = new Money(10.00m),
ActualValue = new Money(-390.00m),
OwnerId = new EntityReference
{
Id = _salesRepresentativeIds[0],
LogicalName = SystemUser.EntityLogicalName
}
};
_opportunityId = _serviceProxy.Create(opportunity);
opportunity.Id = _opportunityId;
// Create a catalog product for the opportunity.
OpportunityProduct catalogProduct = new OpportunityProduct
{
OpportunityId = opportunity.ToEntityReference(),
ProductId = new EntityReference(Product.EntityLogicalName,
_product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName,
_defaultUnitId),
Quantity = 8,
Tax = new Money(12.42m),
};
_catalogProductId = _serviceProxy.Create(catalogProduct);
Console.WriteLine("Created opportunity with negative estimated value.");
#endregion
#region Quote with negative quantity
// Create the quote.
Quote quote = new Quote()
{
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
Name = "Sample Quote",
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_quoteId = _serviceProxy.Create(quote);
quote.Id = _quoteId;
// Set the quote's product quantity to a negative value.
QuoteDetail quoteDetail = new QuoteDetail()
{
ProductId = new EntityReference(Product.EntityLogicalName,
_product1Id),
Quantity = -4,
QuoteId = quote.ToEntityReference(),
UoMId = new EntityReference(UoM.EntityLogicalName,
_defaultUnitId)
};
_quoteDetailId = _serviceProxy.Create(quoteDetail);
Console.WriteLine("Created quote with negative quantity.");
#endregion
#region Sales Order with negative price
// Create the sales order.
SalesOrder order = new SalesOrder()
{
Name = "Faux Order",
DateFulfilled = new DateTime(2010, 8, 1),
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId),
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
FreightAmount = new Money(20.0M)
};
_orderId = _serviceProxy.Create(order);
order.Id = _orderId;
// Add the product to the order with the price overriden with a
// negative value.
SalesOrderDetail orderDetail = new SalesOrderDetail()
{
ProductId = new EntityReference(Product.EntityLogicalName,
_product1Id),
Quantity = 4,
SalesOrderId = order.ToEntityReference(),
IsPriceOverridden = true,
PricePerUnit = new Money(-40.0M),
UoMId = new EntityReference(UoM.EntityLogicalName,
_defaultUnitId)
};
_orderDetailId = _serviceProxy.Create(orderDetail);
Console.WriteLine("Created order with negative price per unit.");
#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()
{
#region Create or Retrieve the necessary system users
// Retrieve the ldapPath
String ldapPath = String.Empty;
// Retrieve the sales team - 1 sales manager and 2 sales representatives.
_salesManagerId =
SystemUserProvider.RetrieveSalesManager(_serviceProxy, ref ldapPath);
_salesRepresentativeIds =
SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath);
#endregion
#region Create records to support Opportunity records
// Create a unit group
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
// Retrieve the default unit id that was automatically created
// when we created the Unit Group
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "uomscheduleid",
Operator = ConditionOperator.Equal,
Values = { _unitGroupId }
}
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
// Retrieve the unit.
UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
_defaultUnitId = unit.UoMId.Value;
// Create a few products
Product newProduct1 = new Product
{
ProductNumber = "1",
Name = "Example Product 1",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product1Id = _serviceProxy.Create(newProduct1);
Console.WriteLine("Created {0}", newProduct1.Name);
Product newProduct2 = new Product
{
ProductNumber = "2",
Name = "Example Product 2",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 3,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product2Id = _serviceProxy.Create(newProduct2);
Console.WriteLine("Created {0}", newProduct2.Name);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
// Create a price list item for the first product and apply volume discount
ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20)
};
_priceListItem1Id = _serviceProxy.Create(newPriceListItem1);
// Create a price list item for the second product
ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(15)
};
_priceListItem2Id = _serviceProxy.Create(newPriceListItem2);
//Publish Product1
SetStateRequest publishRequest1 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest1);
//Publish Product2
SetStateRequest publishRequest2 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest2);
Console.WriteLine("Published both the products");
// Create an account record for the opportunity's potential customerid
Account newAccount = new Account
{
Name = "Margie's Travel",
Address1_PostalCode = "99999"
};
_accountId = (_serviceProxy.Create(newAccount));
#endregion Create records to support Opportunity records
}
/// <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(SalesOrderDetail.EntityLogicalName, _orderDetailId);
_serviceProxy.Delete(SalesOrder.EntityLogicalName, _orderId);
_serviceProxy.Delete(QuoteDetail.EntityLogicalName, _quoteDetailId);
_serviceProxy.Delete(Quote.EntityLogicalName, _quoteId);
_serviceProxy.Delete(Opportunity.EntityLogicalName, _opportunityId);
_serviceProxy.Delete(ProductPriceLevel.EntityLogicalName, _priceListItem1Id);
_serviceProxy.Delete(ProductPriceLevel.EntityLogicalName, _priceListItem2Id);
_serviceProxy.Delete(PriceLevel.EntityLogicalName, _priceListId);
_serviceProxy.Delete(Product.EntityLogicalName, _product1Id);
_serviceProxy.Delete(Product.EntityLogicalName, _product2Id);
_serviceProxy.Delete(UoMSchedule.EntityLogicalName, _unitGroupId);
_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();
WorkingWithNegativePrices app = new WorkingWithNegativePrices();
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
}
}
Vedere anche
Entità Vendite (lead, opportunità, concorrente, offerta, ordine, fattura)
Entità offerte, ordini e fatture
Metodi e messaggi delle entità PriceLevel (listino prezzi)
Metodi e messaggi dell'entità Opportunità
Sample: Set Negative Prices in Opportunities, Quotes and Sales Orders
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