Sample: Fulfill a sales order
Dynamics CRM 2016
Updated: November 29, 2016
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
This sample code is for Microsoft Dynamics 365 (online & on-premises). Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:
SampleCode\CS\BusinessDataModel\BusinessManagementSampleCode\FulfillSalesOrder.cs
Requirements
For more information about the requirements for running the sample code provided in this SDK, see Use the sample and helper code.
Demonstrates
This sample shows how to create a sales order and then close it by fulfilling it.
Example
using System; using System.Linq; using System.ServiceModel; using Microsoft.Crm.Sdk.Messages; using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Client; using Microsoft.Xrm.Sdk.Messages; using Microsoft.Xrm.Sdk.Metadata; using Microsoft.Xrm.Sdk.Query; namespace Microsoft.Crm.Sdk.Samples { /// <summary> /// This sample creates a SalesOrder record and demonstrates how to use the /// FulfillSalesOrderRequest to deactivate the record. /// </summary> /// <remarks> /// At run-time, you will be given the option to delete all the /// database records created by this program. /// </remarks> public class FulfillSalesOrder { #region Class Level Members private OrganizationServiceProxy _serviceProxy; private Guid? _salesOrderId; private Guid? _accountId; #endregion #region How To Sample Code /// <summary> /// Creates a sales order and shows how to close using the FulfillSalesOrderRequest /// </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) { using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials)) { // This statement is required to enable early-bound type support. _serviceProxy.EnableProxyTypes(); CreateCustomer(); CreateSalesOrder(); CloseSalesOrder(); DeleteRequiredRecords(promptforDelete); } } /// <summary> /// Creates a customer for the sales order /// </summary> private void CreateCustomer() { // Create an account to be used with the sales account. _accountId = _serviceProxy.Create(new Account { Name = "Microsoft" }); Console.WriteLine(String.Concat("Created account for sales order: ", _accountId.Value)); } /// <summary> /// Creates the sales order to close /// </summary> private void CreateSalesOrder() { // Create a sales order with an account _salesOrderId = _serviceProxy.Create(new SalesOrder { CustomerId = new EntityReference { LogicalName = Account.EntityLogicalName, Id = _accountId.Value }, Description = "Sales Order Description", }); Console.WriteLine(String.Concat("Created sales order: ", _salesOrderId.Value)); } /// <summary> /// Calls the FulfillSalesOrderRequest and closes it as completed /// </summary> private void CloseSalesOrder() { if (!_salesOrderId.HasValue) return; // Close the sales order with a status of Complete int newStatus = (int)salesorder_statuscode.Complete; var request = new FulfillSalesOrderRequest { OrderClose = new OrderClose { SalesOrderId = new EntityReference { LogicalName = SalesOrder.EntityLogicalName, Id = _salesOrderId.Value } }, Status = new OptionSetValue(newStatus) }; Console.WriteLine(String.Concat("Executing FullfillSalesOrderRequest on sales order: ", _salesOrderId.Value, ",\n\t new status: ", GetLabelForStatus(SalesOrder.EntityLogicalName, "statuscode", newStatus))); _serviceProxy.Execute(request); // Validate that the sales order is complete var salesOrder = _serviceProxy.Retrieve(SalesOrder.EntityLogicalName, _salesOrderId.Value, new ColumnSet("statuscode")).ToEntity<SalesOrder>(); Console.WriteLine(String.Concat("Validation of closed sales order: ", _salesOrderId.Value, ",\n\t status: ", salesOrder.FormattedValues["statuscode"])); } /// <summary> /// Returns the label for a status option /// </summary> /// <param name="entity">entity logical name</param> /// <param name="attribute">statuscode </param> /// <param name="value">numeric value</param> /// <returns>user label</returns> private string GetLabelForStatus(string entity, string attribute, int value) { // Retrieve the attribute metadata var attributeMD = ((RetrieveAttributeResponse) _serviceProxy.Execute( new RetrieveAttributeRequest { EntityLogicalName = entity, LogicalName = attribute, RetrieveAsIfPublished = true, })).AttributeMetadata; // find the option based on the numeric value and return the label if (attributeMD.AttributeType == AttributeTypeCode.Status) { var options = ((StatusAttributeMetadata)attributeMD).OptionSet.Options; var crmOption = options.FirstOrDefault(x => x.Value == value); if (crmOption != null) return crmOption.Label.UserLocalizedLabel.Label; } return string.Empty; } /// <summary> /// /// </summary> /// <param name="prompt"></param> private void DeleteRequiredRecords(bool prompt) { 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) { // Delete records created in this sample. Delete the sales order first // or there will be an error due to restrict delete. if (_salesOrderId.HasValue) { Console.WriteLine(String.Concat("Deleting sales order: ", _salesOrderId.Value)); _serviceProxy.Delete(SalesOrder.EntityLogicalName, _salesOrderId.Value); } if (_accountId.HasValue) { Console.WriteLine(String.Concat("Deleting account: ", _accountId.Value)); _serviceProxy.Delete(Account.EntityLogicalName, _accountId.Value); } Console.WriteLine("Entity records have been deleted."); } } #endregion #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(); var app = new FulfillSalesOrder(); 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 } }
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