Convert a sales quotation to a sales order in X++ D365

 

To convert a sales quotation to a sales order in X++, you typically create a new sales order header and lines based on the information from the existing sales quotation. Here's an example X++ code snippet:

static void ConvertQuotationToSalesOrder(Args _args)

{

    SalesQuotationTable salesQuotationTable;

    SalesQuotationLine salesQuotationLine;

    SalesTable salesTable;

    SalesLine salesLine;

 

    ttsBegin;

 

    // Replace 'YourQuotationId' with the actual quotation ID

    salesQuotationTable = SalesQuotationTable::find('YourQuotationId');

 

    if (salesQuotationTable)

    {

        // Create a new sales order header

        salesTable.clear();

        salesTable.initValue();

        salesTable.CustAccount = salesQuotationTable.CustAccount;

        salesTable.CurrencyCode = salesQuotationTable.CurrencyCode;

        salesTable.insert();

 

        // Retrieve quotation lines and create sales order lines

        while select * from salesQuotationLine

            where salesQuotationLine.SalesQuotationId == salesQuotationTable.SalesQuotationId

        {

            salesLine.clear();

            salesLine.initValue();

            salesLine.SalesId = salesTable.SalesId;

            salesLine.ItemId = salesQuotationLine.ItemId;

            salesLine.ItemName = salesQuotationLine.ItemName;

            salesLine.LineAmount = salesQuotationLine.LineAmount;

            salesLine.SalesPrice = salesQuotationLine.SalesPrice;

            salesLine.SalesQty = salesQuotationLine.SalesQty;

            salesLine.insert();

        }

 

        // Update quotation status or perform any other required actions

        salesQuotationTable.updateStatus(SalesQuotationStatus::Confirmed);

 

        ttsCommit;

 

        info("Sales order created successfully.");

    }

    else

    {

        warning("Quotation not found.");

    }

}

Make sure to replace 'YourQuotationId' with the actual quotation ID you want to convert. This code assumes that the SalesQuotationTable and SalesQuotationLine tables are used for quotations and the SalesTable and SalesLine tables are used for orders. Adjust the field names and relationships based on your data model. Additionally, you may need to include logic to handle inventory, pricing, and other business rules depending on your specific requirements.

 

Comments

Post a Comment

Popular posts from this blog

Create custom workflow in D365 X++

Image
 For the creation of Custom Workflow in Dynamics 365 F&O, Kindly follow the following steps; 1. Create a custom Enum WorkflowStatus or you can use an existing one.   2. Create a new table EmployeeLeave as defined below and add the above Enum as a field and name it LeaveStatus . 3. Create a new form EmployeeLeaveForm by using the above table as a data source.   4. Create a new Display Menu Item EmployeeLeaveForm for the above form and add to any  Module by creating an extension of the Module Menu from the application Explorer. 5. Create a new Query EmployeeLeaveQuery  and add  EmployeeLeave as a data source.                 6. Create a new Workflow Category EmployeeLeaveCategory .   7. Create a new workflow type EmployeeLeaveWorkflowType .   • Category: Select the workflow category from the previous step • Query: Select the query created for the document table • Document menu item: Sel...
Read more

Convert amount from one currency to another currency using X++

  You can use the following X++ code snippet for currency amount conversion.     CurrencyExchangeHelper currencyExchangeHelper;     AmountMst amountMST;     CurrencyCode FromCurrency =  'PKR';     AmountCur amountCur = 5000;     currencyExchangeHelper = CurrencyExchangeHelper::newExchangeDate(Ledger::current(), systemDateGet());     amountMST =  currencyExchangeHelper.calculateCurrencyToCurrency(fromCurrency, SLDFabCostSheetsCalculation.Currency,amountCur,true);        info(strFmt("%1", amountMST));
Read more

How to Create Extended Data Types (EDTs) in Finance and Operations of Dynamics 365 -- F&O Customization Part 2

Image
For Creating Extended Data Types (EDTs) in Finance and Operations of Dynamics 365 follow the following steps: Step # 1:        Right-click on the project to Add -> New Items as shown in the figure;     When you click the New Item ,  the new window is open as shown in the figure;     Select the Data Types from the Side Bar and click on the Add button as shown in the figure; Step # 2:          Now right click on the EDT and select the Properties as shown in the figure;               When you click the Properties button, the left panel is open, you can set the properties of EDT here,           mostly used properties are Label and Help Test. I have created four EDTs as shown in the figure;           You can check the EDTs in the Application Object Tree ( AOT ) as shown in the figure;          If ...
Read more