Quote Helper

using System; using Microsoft.Xrm.Sdk; using Microsoft.Crm.Sdk.Messages; using Microsoft.Xrm.Sdk.Query; /// <summary> /// 报价单 /// </summary> public class QuoteHelper { public static readonly string entityName = "quote"; public Guid quoteId = Guid.Empty; public IOrganizationService service; /// <summary> /// 创建报价单 /// </summary> public void Create(Guid accountId) { Entity en = new Entity() { LogicalName = entityName }; en["name"] = "报价单测试"; en["accountid"] = new EntityReference() { LogicalName = "account",Id = accountId }; quoteId = service.Create(en); } /// <summary> /// 创建报价单及其相关报价单详细信息 /// </summary> /// <param name="childEn">报价单详细信息</param> public void CompoundCreate(EntityCollection childEn) { CompoundCreateRequest request = new CompoundCreateRequest(); request.Entity = new Entity() { LogicalName = entityName }; request.ChildEntities = childEn; CompoundCreateResponse response = (CompoundCreateResponse)service.Execute(request); quoteId = response.Id; } /// <summary> /// 将报价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 = quoteId }; request.Assignee = assignee; AssignResponse response = (AssignResponse)service.Execute(request); } /// <summary> /// 指定结束报价单 /// </summary> /// <param name="status">结束的状态值</param> public void CloseQuote(int status) { CloseQuoteRequest request = new CloseQuoteRequest(); request.QuoteClose = new Entity() { LogicalName = entityName,Id = quoteId }; request.Status = new OptionSetValue(status); CloseQuoteResponse response = (CloseQuoteResponse)service.Execute(request); } /// <summary> /// 将报价单转换为销售订单 /// </summary> public Entity ConvertQuoteToSalesOrder() { ConvertQuoteToSalesOrderRequest request = new ConvertQuoteToSalesOrderRequest(); request.QuoteId = quoteId; request.ColumnSet = new Microsoft.Xrm.Sdk.Query.ColumnSet("name","accountid"); ConvertQuoteToSalesOrderResponse response = (ConvertQuoteToSalesOrderResponse)service.Execute(request); //销售订单 Entity solrorderEn = response.Entity; return solrorderEn; } /// <summary> /// 为目标值中指定的实体获取产品的数量小数值 /// </summary> /// <param name="productId">产品id</param> /// <param name="uoMId">单位id</param> public int GetQuantityDecimal(Guid productId, Guid uoMId) { GetQuantityDecimalRequest request = new GetQuantityDecimalRequest(); request.Target = new EntityReference() { LogicalName = entityName,Id = quoteId }; request.ProductId = productId; request.UoMId = uoMId; GetQuantityDecimalResponse response = (GetQuantityDecimalResponse)service.Execute(request); return response.Quantity; } /// <summary> /// 从商机中检索产品并将其复制到报价单 /// </summary> /// <param name="opportunityId">商机id</param> public void GetQuoteProductsFromOpportunity(Guid opportunityId) { GetQuoteProductsFromOpportunityRequest request = new GetQuoteProductsFromOpportunityRequest(); request.OpportunityId = opportunityId; request.QuoteId = quoteId; GetQuoteProductsFromOpportunityResponse response = (GetQuoteProductsFromOpportunityResponse)service.Execute(request); } /// <summary> /// 与其他安全主体（用户或团队）共享报价单 /// </summary> /// <param name="accessMask">访问权限</param> /// <param name="principal">用户或团队引用</param> public void GrantAccessRequest(AccessRights accessMask,EntityReference principal) { GrantAccessRequest request = new GrantAccessRequest(); request.Target = new EntityReference() { LogicalName = entityName,Id = quoteId }; request.PrincipalAccess = new PrincipalAccess() { AccessMask = accessMask,Principal = principal }; GrantAccessResponse response = (GrantAccessResponse)service.Execute(request); } /// <summary> /// 将报价单的状态设置为“草稿” /// </summary> public void ReviseQuote() { ReviseQuoteRequest request = new ReviseQuoteRequest(); request.QuoteId = quoteId; request.ColumnSet = new Microsoft.Xrm.Sdk.Query.ColumnSet("name","accountid"); ReviseQuoteResponse response = (ReviseQuoteResponse)service.Execute(request); //草稿状态的报价单 Entity quoteEn = response.Entity; } /// <summary> /// 汇总或检索与指定的记录（客户或联系人）相关的所有报价单 /// </summary> /// <param name="target">客户或联系人引用</param> /// <param name="query">查询条件</param> /// <param name="rollupType">关联类型</param> public void Rollup(EntityReference target, QueryBase query, RollupType rollupType) { RollupRequest request = new RollupRequest(); request.Target = target; request.Query = query; request.RollupType = rollupType; RollupResponse response = (RollupResponse)service.Execute(request); EntityCollection entityCollection = response.EntityCollection; } /// <summary> 　　　　 /// 删除报价单 　　　　 /// </summary> 　　　　public void Delete() 　　　　 { 　　　　　　service.Delete(entityName, quoteId); 　　　　 } }

 

转载于:https://www.cnblogs.com/bennylam/p/9920617.html

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