Tuesday, 1 May 2012

Code to convert Opportunity to a Quote, then convert a Quote to a Sales Order and a Sales Order to an Invoice in CRM 2011

In this article , I am going to explain, how to convert Opportunity to a Quote, then convert a Quote to a Sales Order and a Sales Order to an Invoice

For better understanding , i divided code into three parts

(i)   Convert Opportunity to Quote
(ii)  Convert Quote to Sales Order
(iii) Convert Sales Order to Invoice 


Namespace need to include

using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Query;



Convert Opportunity to Quote

 Guid _opportunityId = new Guid("ffbb6e3f-ccfe-4d84-90d9-421418b03a8e");

     // Close the opportunity as won
     var winOppRequest = new WinOpportunityRequest
     {
        OpportunityClose = new OpportunityClose
        {
           OpportunityId = new EntityReference(Opportunity.EntityLogicalName, _opportunityId)
        },
        Status = new OptionSetValue((int)opportunity_statuscode.Won),
     };
     _serviceProxy.Execute(winOppRequest);



     // Convert the opportunity to a quote
     var genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
     {
         OpportunityId = _opportunityId,
         ColumnSet = new ColumnSet("quoteid", "name")
     };
     var genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
     _serviceProxy.Execute(genQuoteFromOppRequest);
     Quote quote = genQuoteFromOppResponse.Entity.ToEntity<Quote>();
     Guid _quoteId = quote.Id;

     // Set the quote's product
     Guid _productId = new Guid("eebb6e3f-ccfe-4d84-90d9-421418b03a8e");
     Guid _defaultUnitId = new Guid("mmbb6e3f-ccfe-4d84-90d9-421418b03a8e");

     QuoteDetail quoteDetail = new QuoteDetail()
     {
        ProductId = new EntityReference(Product.EntityLogicalName,
                            _productId),
        Quantity = 1,
        QuoteId = quote.ToEntityReference(),
        UoMId = new EntityReference(UoM.EntityLogicalName,
                            _defaultUnitId)
     };
     Guid _quoteDetailId = _serviceProxy.Create(quoteDetail);

     // Activate the quote
     SetStateRequest activateQuote = new SetStateRequest()
     {
        EntityMoniker = quote.ToEntityReference(),
        State = new OptionSetValue((int)QuoteState.Active),
        Status = new OptionSetValue((int)quote_statuscode.InProgress)
     };
     _serviceProxy.Execute(activateQuote);

     // Mark the quote as won
     // Note: this is necessary in order to convert a quote into a 
     // SalesOrder.
     WinQuoteRequest winQuoteRequest = new WinQuoteRequest()
     {
         QuoteClose = new QuoteClose()
         {
             Subject = "Quote Close" + DateTime.Now.ToString(),
             QuoteId = quote.ToEntityReference()
         },
         Status = new OptionSetValue(-1)
     };
     _serviceProxy.Execute(winQuoteRequest);




Convert Quote to Sales Order

     ColumnSet salesOrderColumns = new ColumnSet("salesorderid", "totalamount");

     ConvertQuoteToSalesOrderRequest convertQuoteRequest =
                        new ConvertQuoteToSalesOrderRequest()
                        {
                            QuoteId = _quoteId,
                            ColumnSet = salesOrderColumns
                        };
     ConvertQuoteToSalesOrderResponse convertQuoteResponse =
                        (ConvertQuoteToSalesOrderResponse)_serviceProxy.Execute(convertQuoteRequest);
     SalesOrder salesOrder = (SalesOrder)convertQuoteResponse.Entity;
     Guid _salesOrderId = salesOrder.Id;


     Guid _priceListItemId = new Guid("eebb6e3f-ccfe-4d84-90d9-421418b03a8e");
     // Retrieve current price list
     ProductPriceLevel priceListItem =
                        (ProductPriceLevel)_serviceProxy.Retrieve(ProductPriceLevel.EntityLogicalName,
                            _priceListItemId, new ColumnSet("productpricelevelid", "amount"));

     // Update the price list
     priceListItem.Amount = new Money(30.0M);

     UpdateRequest updatePriceListItem = new UpdateRequest()
     {
          Target = priceListItem,
     };
     _serviceProxy.Execute(updatePriceListItem);

     // Retrieve the order
     SalesOrder updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve(
                            SalesOrder.EntityLogicalName,_salesOrderId,new ColumnSet("salesorderid", "totalamount")
                        );

     // Unlock the order pricing
     UnlockSalesOrderPricingRequest unlockOrderRequest =new UnlockSalesOrderPricingRequest()
                        {
                            SalesOrderId = _salesOrderId
                        };
     _serviceProxy.Execute(unlockOrderRequest);

     // Retrieve the order
     updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve( SalesOrder.EntityLogicalName,
                            _salesOrderId,  new ColumnSet("salesorderid", "totalamount") );

    // Relock the order pricing
    LockSalesOrderPricingRequest lockOrderRequest = new LockSalesOrderPricingRequest()
                        {
                            SalesOrderId = _salesOrderId
                        };
    _serviceProxy.Execute(lockOrderRequest);




Convert Sales Order to Invoice 

ColumnSet invoiceColumns = new ColumnSet("invoiceid", "totalamount");

    // Convert the order to an invoice
    ConvertSalesOrderToInvoiceRequest convertOrderRequest =  new ConvertSalesOrderToInvoiceRequest()
                                {
                                  SalesOrderId = _salesOrderId,
                                  ColumnSet = invoiceColumns
                                 };
    ConvertSalesOrderToInvoiceResponse convertOrderResponse =
                        (ConvertSalesOrderToInvoiceResponse)_serviceProxy.Execute(convertOrderRequest);
    Invoice invoice = (Invoice)convertOrderResponse.Entity;
    Guid _invoiceId = invoice.Id;


    // Retrieve current price list
    priceListItem = (ProductPriceLevel)_serviceProxy.Retrieve(ProductPriceLevel.EntityLogicalName,
                            _priceListItemId,new ColumnSet("productpricelevelid", "amount"));

    // Lock the invoice pricing
    LockInvoicePricingRequest lockInvoiceRequest = new LockInvoicePricingRequest()
                               {
                                 InvoiceId = _invoiceId
                                };
    _serviceProxy.Execute(lockInvoiceRequest);


    // Update the price list
    priceListItem.Amount = new Money(40.0M);

    updatePriceListItem = new UpdateRequest()
    {
        Target = priceListItem
    };
    _serviceProxy.Execute(updatePriceListItem);


    // Retrieve the invoice
    Invoice updatedInvoice = (Invoice)_serviceProxy.Retrieve(
                            Invoice.EntityLogicalName,
                            _invoiceId, new ColumnSet("invoiceid", "totalamount"));

    // Unlock the invoice pricing
    UnlockInvoicePricingRequest unlockInvoiceRequest =  new UnlockInvoicePricingRequest()
                        {
                            InvoiceId = _invoiceId
                        };
    _serviceProxy.Execute(unlockInvoiceRequest);

    // Retrieve the invoice
    updatedInvoice = (Invoice)_serviceProxy.Retrieve(Invoice.EntityLogicalName,
                            _invoiceId,
                            new ColumnSet("invoiceid", "totalamount"));



Complete Code

using (OrganizationServiceProxy _serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri,
             serverConfig.HomeRealmUri,
             serverConfig.Credentials,
             serverConfig.DeviceCredentials))
{
     _serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());

     Guid _opportunityId = new Guid("ffbb6e3f-ccfe-4d84-90d9-421418b03a8e");

     // Close the opportunity as won
     var winOppRequest = new WinOpportunityRequest
     {
        OpportunityClose = new OpportunityClose
        {
           OpportunityId = new EntityReference(Opportunity.EntityLogicalName, _opportunityId)
        },
        Status = new OptionSetValue((int)opportunity_statuscode.Won),
     };
     _serviceProxy.Execute(winOppRequest);



     // Convert the opportunity to a quote
     var genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
     {
         OpportunityId = _opportunityId,
         ColumnSet = new ColumnSet("quoteid", "name")
     };
     var genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
     _serviceProxy.Execute(genQuoteFromOppRequest);
     Quote quote = genQuoteFromOppResponse.Entity.ToEntity<Quote>();
     Guid _quoteId = quote.Id;

     // Set the quote's product
     Guid _productId = new Guid("eebb6e3f-ccfe-4d84-90d9-421418b03a8e");
     Guid _defaultUnitId = new Guid("mmbb6e3f-ccfe-4d84-90d9-421418b03a8e");

     QuoteDetail quoteDetail = new QuoteDetail()
     {
        ProductId = new EntityReference(Product.EntityLogicalName,
                            _productId),
        Quantity = 1,
        QuoteId = quote.ToEntityReference(),
        UoMId = new EntityReference(UoM.EntityLogicalName,
                            _defaultUnitId)
     };
     Guid _quoteDetailId = _serviceProxy.Create(quoteDetail);

     // Activate the quote
     SetStateRequest activateQuote = new SetStateRequest()
     {
        EntityMoniker = quote.ToEntityReference(),
        State = new OptionSetValue((int)QuoteState.Active),
        Status = new OptionSetValue((int)quote_statuscode.InProgress)
     };
     _serviceProxy.Execute(activateQuote);

     // Mark the quote as won
     // Note: this is necessary in order to convert a quote into a 
     // SalesOrder.
     WinQuoteRequest winQuoteRequest = new WinQuoteRequest()
     {
         QuoteClose = new QuoteClose()
         {
             Subject = "Quote Close" + DateTime.Now.ToString(),
             QuoteId = quote.ToEntityReference()
         },
         Status = new OptionSetValue(-1)
     };
     _serviceProxy.Execute(winQuoteRequest);




     // Define columns to be retrieved after creating the order
     ColumnSet salesOrderColumns = new ColumnSet("salesorderid", "totalamount");

     ConvertQuoteToSalesOrderRequest convertQuoteRequest =
                        new ConvertQuoteToSalesOrderRequest()
                        {
                            QuoteId = _quoteId,
                            ColumnSet = salesOrderColumns
                        };
     ConvertQuoteToSalesOrderResponse convertQuoteResponse =
                        (ConvertQuoteToSalesOrderResponse)_serviceProxy.Execute(convertQuoteRequest);
     SalesOrder salesOrder = (SalesOrder)convertQuoteResponse.Entity;
     Guid _salesOrderId = salesOrder.Id;


     Guid _priceListItemId = new Guid("eebb6e3f-ccfe-4d84-90d9-421418b03a8e");
     // Retrieve current price list
     ProductPriceLevel priceListItem =
                        (ProductPriceLevel)_serviceProxy.Retrieve(ProductPriceLevel.EntityLogicalName,
                            _priceListItemId, new ColumnSet("productpricelevelid", "amount"));

     // Update the price list
     priceListItem.Amount = new Money(30.0M);

     UpdateRequest updatePriceListItem = new UpdateRequest()
     {
          Target = priceListItem,
     };
     _serviceProxy.Execute(updatePriceListItem);

     // Retrieve the order
     SalesOrder updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve(
                            SalesOrder.EntityLogicalName,_salesOrderId,new ColumnSet("salesorderid", "totalamount")
                        );

     // Unlock the order pricing
     UnlockSalesOrderPricingRequest unlockOrderRequest =new UnlockSalesOrderPricingRequest()
                        {
                            SalesOrderId = _salesOrderId
                        };
     _serviceProxy.Execute(unlockOrderRequest);

     // Retrieve the order
     updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve( SalesOrder.EntityLogicalName,
                            _salesOrderId,  new ColumnSet("salesorderid", "totalamount") );

    // Relock the order pricing
    LockSalesOrderPricingRequest lockOrderRequest = new LockSalesOrderPricingRequest()
                        {
                            SalesOrderId = _salesOrderId
                        };
    _serviceProxy.Execute(lockOrderRequest);


    // Define columns to be retrieved after creating the invoice
    ColumnSet invoiceColumns = new ColumnSet("invoiceid", "totalamount");

    // Convert the order to an invoice
    ConvertSalesOrderToInvoiceRequest convertOrderRequest =  new ConvertSalesOrderToInvoiceRequest()
                                {
                                  SalesOrderId = _salesOrderId,
                                  ColumnSet = invoiceColumns
                                 };
    ConvertSalesOrderToInvoiceResponse convertOrderResponse =
                        (ConvertSalesOrderToInvoiceResponse)_serviceProxy.Execute(convertOrderRequest);
    Invoice invoice = (Invoice)convertOrderResponse.Entity;
    Guid _invoiceId = invoice.Id;


    // Retrieve current price list
    priceListItem = (ProductPriceLevel)_serviceProxy.Retrieve(ProductPriceLevel.EntityLogicalName,
                            _priceListItemId,new ColumnSet("productpricelevelid", "amount"));

    // Lock the invoice pricing
    LockInvoicePricingRequest lockInvoiceRequest = new LockInvoicePricingRequest()
                               {
                                 InvoiceId = _invoiceId
                                };
    _serviceProxy.Execute(lockInvoiceRequest);


    // Update the price list
    priceListItem.Amount = new Money(40.0M);

    updatePriceListItem = new UpdateRequest()
    {
        Target = priceListItem
    };
    _serviceProxy.Execute(updatePriceListItem);


    // Retrieve the invoice
    Invoice updatedInvoice = (Invoice)_serviceProxy.Retrieve(
                            Invoice.EntityLogicalName,
                            _invoiceId, new ColumnSet("invoiceid", "totalamount"));

    // Unlock the invoice pricing
    UnlockInvoicePricingRequest unlockInvoiceRequest =  new UnlockInvoicePricingRequest()
                        {
                            InvoiceId = _invoiceId
                        };
    _serviceProxy.Execute(unlockInvoiceRequest);

    // Retrieve the invoice
    updatedInvoice = (Invoice)_serviceProxy.Retrieve(Invoice.EntityLogicalName,
                            _invoiceId,
                            new ColumnSet("invoiceid", "totalamount"));
}

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