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SalesOrder (order) entity messages and methods

Applies To: Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online

In Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online, a sales order (order) is a quote that has been accepted. This entity is called order in the Microsoft Dynamics CRM application. The schema name for this entity is SalesOrder. To view the entity metadata for your organization, install the Metadata Browser solution described in Browse the metadata for your organization. You can also view the metadata for an uncustomized organization in the Excel file called EntityMetadata.xlsx included in the tools folder of the SDK download.

The following table describes the messages for this entity, which you use with the IOrganizationService.Execute method.

 

Message Description

AssignRequest

Assigns a sales order to another user or team.

AssociateRequest

Creates a link between a record and one or more records that participate in a relationship. You can also use the IOrganizationService.Associate method. For more information, see Actions on Entity Records. For a list of default relationships for this entity, refer to the SalesOrder entity metadata. You can find this information in the metadata for your organization. See the preceding metadata browser information.

CancelSalesOrderRequest

Cancels a sales order.

CompoundCreateRequest

Deprecated. Creates a sales order and related sales order details. Use CreateRequest.

CompoundUpdateRequest

Deprecated. Updates a sales order and related sales order details. Use UpdateRequest.

ConvertSalesOrderToInvoiceRequest

Converts a sales order to an invoice.

CreateRequest

Creates a sales order. You can also call the IOrganizationService.Create method.

DeleteRequest

Deletes a sales order. You can also call the IOrganizationService.Delete method.

DisassociateRequest

Removes a link between a record and one or more records that participate in a relationship. You can also use the IOrganizationService.Disassociate method. For more information, see Actions on Entity Records. For a list of default relationships for this entity, refer to the SalesOrder entity metadata. You can find this information in the metadata for your organization. See the preceding metadata browser information.

FulfillSalesOrderRequest

Fulfills the sales order.

GenerateSalesOrderFromOpportunityRequest

Generates a sales order from the specified opportunity.

GetQuantityDecimalRequest

Gets the quantity decimal value of a product for the entity specified in the target.

GetSalesOrderProductsFromOpportunityRequest

Retrieves the set of products for a sales order from the specified opportunity.

GrantAccessRequest

Shares a sales order with another security principal (user or team).

InitializeFromRequest

Initializes a new record from an existing record provided that an attribute map is defined for the two entities. For more information, see Customize entity and attribute mappings.

LockSalesOrderPricingRequest

Locks the sales order pricing.

ModifyAccessRequest

Changes the access rights for a sales order previously shared with another security principal (user or team).

RemoveRelatedRequest

Deprecated. Removes the relationship between a sales order and a contact. Use DisassociateRequest or Disassociate instead.

RetrieveDuplicatesRequest

Detects and retrieves duplicate records for the specified record provided that duplicate detection is enabled and there are published duplicate detection rules for the entity. For more information, see Detect duplicate data.

RetrieveRequest

Retrieves a sales order. You can also call the IOrganizationService.Retrieve method.

RetrieveMultipleRequest

Retrieves a collection of sales orders.You can also call the IOrganizationService.RetrieveMultiple method.

RetrievePrincipalAccessRequest

Retrieves the access rights that the specified security principal (user or team) has to a sales order.

RetrieveSharedPrincipalsAndAccessRequest

Retrieves the security principals (users or teams) that have access to a sales order, together with their access rights to the sales order.

RevokeAccessRequest

Removes all access rights to a sales order for the specified security principal (user or team).

RollupRequest

Rolls up or retrieves all the sales orders related to the specified record (account or contact).

SetRelatedRequest

Deprecated. Creates a relationship between a sales order and a contact. Use DisassociateRequest or Disassociate instead.

SetStateRequest

Sets the state of a sales order. If you are using early bound types, use the SalesOrderState enumeration to set the possible states. For a list of the state values, refer to the SalesOrder entity metadata. You can find this information in the metadata for your organization. See the preceding metadata browser information.

UnlockSalesOrderPricingRequest

Unlocks the price per unit for the products in the specified sales order (order).

UpdateRequest

Updates a sales order. You can also call the IOrganizationService.Update method.

See Also

Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
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