using System; using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Query; using Microsoft.Crm.Sdk.Messages; /// <summary> /// 销售订单 /// </summary> public class SoleOrderHelper { public static readonly string entityName = "salesorder"; public Guid soleorderId = Guid.Empty; public IOrganizationService service; /// <summary> /// 创建销售订单 /// </summary> public void Create(Guid accountId) { Entity en = new Entity() { LogicalName = entityName, Id = accountId }; en["name"] = "销售订单测试"; en["accountid"] = new EntityReference() { LogicalName = "account", Id = accountId }; soleorderId = service.Create(en); } /// <summary> /// 将销售订单分派给其他用户或团队 /// </summary> /// <param name="assignee">用户或团队引用</param> public void Assign(EntityReference assignee) { AssignRequest request = new AssignRequest(); request.Target = new EntityReference() { LogicalName = entityName, Id = soleorderId }; request.Assignee = assignee; AssignResponse response = (AssignResponse)service.Execute(request); } /// <summary> /// 取消销售订单 /// </summary> /// <param name="status">取消的状态</param> public void CancelSalesOrder(int status) { CancelSalesOrderRequest request = new CancelSalesOrderRequest(); request.OrderClose = new Entity() { LogicalName = entityName, Id = soleorderId }; request.Status = new OptionSetValue(status); CancelSalesOrderResponse response = (CancelSalesOrderResponse)service.Execute(request); } /// <summary> /// 将销售订单转换为发票 /// </summary> public void ConvertSalesOrderToInvoice() { ConvertSalesOrderToInvoiceRequest request = new ConvertSalesOrderToInvoiceRequest(); request.SalesOrderId = soleorderId; request.ColumnSet = new ColumnSet("name", "accountid"); ConvertSalesOrderToInvoiceResponse response = (ConvertSalesOrderToInvoiceResponse)service.Execute(request); Entity invoiceEn = response.Entity; } /// <summary> /// 完成销售订单 /// </summary> /// <param name="status">完成的状态</param> public void FulfillSalesOrder(int status) { FulfillSalesOrderRequest request = new FulfillSalesOrderRequest(); request.OrderClose = new Entity() { LogicalName = entityName, Id = soleorderId }; request.Status = new OptionSetValue(status); FulfillSalesOrderResponse response = (FulfillSalesOrderResponse)service.Execute(request); } /// <summary> /// 从指定商机中检索销售订单的产品组 /// </summary> /// <param name="opportunityId">商机id</param> public void GetSalesOrderProductsFromOpportunity(Guid opportunityId) { GetSalesOrderProductsFromOpportunityRequest request = new GetSalesOrderProductsFromOpportunityRequest(); request.OpportunityId = opportunityId; request.SalesOrderId = soleorderId; GetSalesOrderProductsFromOpportunityResponse response = (GetSalesOrderProductsFromOpportunityResponse)service.Execute(request); } /// <summary> /// 锁定销售订单定价 /// </summary> public void LockSalesOrderPricing() { LockSalesOrderPricingRequest request = new LockSalesOrderPricingRequest(); request.SalesOrderId = soleorderId; LockSalesOrderPricingResponse response = (LockSalesOrderPricingResponse)service.Execute(request); } /// <summary> /// 解锁指定的销售订单(订单)中产品的单价 /// </summary> public void UnlockSalesOrderPricing() { UnlockSalesOrderPricingRequest request = new UnlockSalesOrderPricingRequest(); request.SalesOrderId = soleorderId; UnlockSalesOrderPricingResponse response = (UnlockSalesOrderPricingResponse)service.Execute(request); } /// <summary> /// 取消指定安全主体(用户或团队)对销售订单的所有访问权限 /// </summary> /// <param name="revokee">用户或团队引用</param> public void RevokeAccess(EntityReference revokee) { RevokeAccessRequest request = new RevokeAccessRequest(); request.Target = new EntityReference() { LogicalName = entityName, Id = soleorderId }; request.Revokee = revokee; RevokeAccessResponse response = (RevokeAccessResponse)service.Execute(request); } /// <summary> /// /// 删除销售订单 /// /// </summary> public void Delete() { service.Delete(entityName, soleorderId); } }
using System;using Microsoft.Xrm.Sdk;using Microsoft.Xrm.Sdk.Query;using Microsoft.Crm.Sdk.Messages;
/// <summary>/// 销售订单/// </summary>public class SoleOrderHelper{ public static readonly string entityName = "salesorder"; public Guid soleorderId = Guid.Empty; public IOrganizationService service;
/// <summary> /// 创建销售订单 /// </summary> public void Create(Guid accountId) { Entity en = new Entity() { LogicalName = entityName, Id = accountId }; en["name"] = "销售订单测试"; en["accountid"] = new EntityReference() { LogicalName = "account", Id = accountId }; soleorderId = service.Create(en); }
/// <summary> /// 将销售订单分派给其他用户或团队 /// </summary> /// <param name="assignee">用户或团队引用</param> public void Assign(EntityReference assignee) { AssignRequest request = new AssignRequest(); request.Target = new EntityReference() { LogicalName = entityName, Id = soleorderId }; request.Assignee = assignee; AssignResponse response = (AssignResponse)service.Execute(request); }
/// <summary> /// 取消销售订单 /// </summary> /// <param name="status">取消的状态</param> public void CancelSalesOrder(int status) { CancelSalesOrderRequest request = new CancelSalesOrderRequest(); request.OrderClose = new Entity() { LogicalName = entityName, Id = soleorderId }; request.Status = new OptionSetValue(status); CancelSalesOrderResponse response = (CancelSalesOrderResponse)service.Execute(request); }
/// <summary> /// 将销售订单转换为发票 /// </summary> public void ConvertSalesOrderToInvoice() { ConvertSalesOrderToInvoiceRequest request = new ConvertSalesOrderToInvoiceRequest(); request.SalesOrderId = soleorderId; request.ColumnSet = new ColumnSet("name", "accountid"); ConvertSalesOrderToInvoiceResponse response = (ConvertSalesOrderToInvoiceResponse)service.Execute(request); Entity invoiceEn = response.Entity; }
/// <summary> /// 完成销售订单 /// </summary> /// <param name="status">完成的状态</param> public void FulfillSalesOrder(int status) { FulfillSalesOrderRequest request = new FulfillSalesOrderRequest(); request.OrderClose = new Entity() { LogicalName = entityName, Id = soleorderId }; request.Status = new OptionSetValue(status); FulfillSalesOrderResponse response = (FulfillSalesOrderResponse)service.Execute(request); }
/// <summary> /// 从指定商机中检索销售订单的产品组 /// </summary> /// <param name="opportunityId">商机id</param> public void GetSalesOrderProductsFromOpportunity(Guid opportunityId) { GetSalesOrderProductsFromOpportunityRequest request = new GetSalesOrderProductsFromOpportunityRequest(); request.OpportunityId = opportunityId; request.SalesOrderId = soleorderId; GetSalesOrderProductsFromOpportunityResponse response = (GetSalesOrderProductsFromOpportunityResponse)service.Execute(request); }
/// <summary> /// 锁定销售订单定价 /// </summary> public void LockSalesOrderPricing() { LockSalesOrderPricingRequest request = new LockSalesOrderPricingRequest(); request.SalesOrderId = soleorderId; LockSalesOrderPricingResponse response = (LockSalesOrderPricingResponse)service.Execute(request); }
/// <summary> /// 解锁指定的销售订单(订单)中产品的单价 /// </summary> public void UnlockSalesOrderPricing() { UnlockSalesOrderPricingRequest request = new UnlockSalesOrderPricingRequest(); request.SalesOrderId = soleorderId; UnlockSalesOrderPricingResponse response = (UnlockSalesOrderPricingResponse)service.Execute(request); }
/// <summary> /// 取消指定安全主体(用户或团队)对销售订单的所有访问权限 /// </summary> /// <param name="revokee">用户或团队引用</param> public void RevokeAccess(EntityReference revokee) { RevokeAccessRequest request = new RevokeAccessRequest(); request.Target = new EntityReference() { LogicalName = entityName, Id = soleorderId }; request.Revokee = revokee; RevokeAccessResponse response = (RevokeAccessResponse)service.Execute(request); }
/// <summary> /// /// 删除销售订单 /// /// </summary> public void Delete() { service.Delete(entityName, soleorderId); }}