Δείγμα: Πρόσθετο Υπολογισμού Τιμής

Αυτό το δείγμα κώδικα αφορά τις Πωλήσεις Dynamics 365. Για λήψη του δείγματος, βλέπε Εργασία με προσαρμοσμένης προσθήκης τιμής.

Προαπαιτούμενα

Απαιτείται σύνδεση στο Internet για τη λήψη του δείγματος έργου και για την επαναφορά των πακέτων NuGet που χρησιμοποιούνται στο δείγμα έργου.

Απαιτήσεις

Βεβαιωθείτε ότι πληρούνται οι ακόλουθες απαιτήσεις:

Ορίστε την τιμή της στήλης Organization.OOBPriceCalculationEnabled σε 0 (false).
Καταχωρήστε την προσθήκη στο μήνυμα CalculatePrice , στο στάδιο συμβάντος μετά τη λειτουργία και στη σύγχρονη λειτουργία εκτέλεσης. Για περισσότερες πληροφορίες, ανατρέξτε στο θέμα Καταχώρηση προσθήκης.

Αποδεικνύει

Αυτό το δείγμα δείχνει πώς μπορείτε να συντάξετε μια προσθήκη που υπολογίζει την τιμολόγηση των ευκαιριών, των προσφορών, των παραγγελιών και των τιμολογίων με βάση τον προσαρμοσμένο κώδικά σας. Οι εκπτώσεις και οι φόροι υπολογίζονται με βάση το συνολικό ποσό όλων των στοιχείων γραμμής προϊόντος σε μια ευκαιρία, προσφορά, παραγγελία ή τιμολόγιο:

Έκπτωση: Εάν το συνολικό ποσό είναι μεγαλύτερο από 1.000 και μικρότερο από 5.000, η έκπτωση είναι 5%. Εάν το συνολικό ποσό είναι 5.000 ή μεγαλύτερο, η έκπτωση είναι 10%.
Φόρος: Εφαρμόζεται φόρος στο ποσό που ισχύει μετά την εφαρμογή της έκπτωσης (συνολικό ποσό μείον έκπτωση). Εάν το ισχύον ποσό είναι μικρότερο από 5.000, ο φόρος είναι 10%. Διαφορετικά, ο φόρος είναι 8%.

Για περισσότερες πληροφορίες, ανατρέξτε στο θέμα Χρήση προσαρμοσμένων τιμών για προϊόντα.

Παράδειγμα



using System;
using System.ServiceModel;

// Microsoft Dynamics CRM namespace(s)
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;

namespace Microsoft.Crm.Sdk.Samples
{
    public class CalculatePricePlugin : IPlugin
    {
        /// <summary>
        /// A plugin that calculates custom pricing for 
        /// opportunities, quotes, orders, and invoices.
        /// </summary>
        /// <remarks>Register this plug-in on the CalculatePrice message,
        /// Post Operation execution stage, and Synchronous execution mode.
        /// </remarks>
        public void Execute(IServiceProvider serviceProvider)
        {
            //Extract the tracing service for use in debugging sandboxed plug-ins.
            ITracingService tracingService =
                (ITracingService)serviceProvider.GetService(typeof(ITracingService));
            
            // Obtain the execution context from the service provider.
            IPluginExecutionContext context = (IPluginExecutionContext)
                serviceProvider.GetService(typeof(IPluginExecutionContext));
            
            if (context.ParentContext != null
                && context.ParentContext.ParentContext != null
                && context.ParentContext.ParentContext.ParentContext !=null
                && context.ParentContext.ParentContext.ParentContext.SharedVariables.ContainsKey("CustomPrice")
                && (bool)context.ParentContext.ParentContext.ParentContext.SharedVariables["CustomPrice"])
                return;
            
            // The InputParameters collection contains all the data passed in the message request.            
            if (context.InputParameters.Contains("Target") &&
                context.InputParameters["Target"] is EntityReference)
            {
                // Obtain the target entity from the input parmameters.
                EntityReference entity = (EntityReference)context.InputParameters["Target"];                

                // Verify that the target entity represents an appropriate entity.                
                if (CheckIfNotValidEntity(entity))
                    return;

                try
                {
                    context.SharedVariables.Add("CustomPrice", true);
                    context.ParentContext.SharedVariables.Add("CustomPrice", true);
                    IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
                    IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

                    // Calculate pricing depending on the target entity
                    switch (entity.LogicalName)
                    {
                        case "opportunity":
                            CalculateOpportunity(entity, service);
                            return;

                        case "quote":
                            CalculateQuote(entity, service);
                            return;

                        case "salesorder":
                            CalculateOrder(entity, service);
                            return;

                        case "invoice":
                            CalculateInvoice(entity, service);
                            return;

                        case "opportunityproduct":
                            CalculateOpportunityProduct(entity, service);
                            return;

                        case "quotedetail":
                            CalculateQuoteProduct(entity, service);
                            return;

                        case "salesorderdetail":
                            CalculateOrderProduct(entity, service);
                            return;

                        case "invoicedetail":
                            CalculateInvoiceProduct(entity, service);
                            return;

                        default:
                            return;
                    }                   
                }
                
                catch (FaultException<OrganizationServiceFault> ex)
                {
                    tracingService.Trace("CalculatePrice: {0}", ex.ToString());
                    throw new InvalidPluginExecutionException("An error occurred in the Calculate Price plug-in.", ex);
                }                

                catch (Exception ex)
                {
                    tracingService.Trace("CalculatePrice: {0}", ex.ToString());
                    throw;
                }
            }
        }

        private static bool CheckIfNotValidEntity(EntityReference entity)
        {
            switch (entity.LogicalName)
            {
                case "opportunity":
                case "quote":
                case "salesorder":				
                case "invoice":
                case "opportunityproduct":
                case "invoicedetail":
                case "quotedetail":
                case "salesorderdetail":
                    return false;

                default:
                    return true;
            }
        }

        #region Calculate Opportunity Price
        // Method to calculate price in an opportunity        
        private static void CalculateOpportunity(EntityReference entity, IOrganizationService service)
        {
            Entity e = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("statecode"));
            OptionSetValue statecode = (OptionSetValue)e["statecode"];
            if (statecode.Value == 0)
            {
                ColumnSet columns = new ColumnSet();
                columns.AddColumns("totaltax", "totallineitemamount", "totalamountlessfreight", "discountamount");
                Entity opp = service.Retrieve(entity.LogicalName, entity.Id, columns);

                QueryExpression query = new QueryExpression("opportunityproduct");
                query.ColumnSet.AddColumns("quantity", "priceperunit");
                query.Criteria.AddCondition("opportunityid", ConditionOperator.Equal, entity.Id);
                EntityCollection ec = service.RetrieveMultiple(query);
                opp["totallineitemamount"] = 0;

                decimal total = 0;
                decimal discount = 0;
                decimal tax = 0;                

                for (int i = 0; i < ec.Entities.Count; i++)
                {
                    total = total + ((decimal)ec.Entities[i]["quantity"] * ((Money)ec.Entities[i]["priceperunit"]).Value);
                    (ec.Entities[i])["extendedamount"] = new Money(((decimal)ec.Entities[i]["quantity"] * ((Money)ec.Entities[i]["priceperunit"]).Value));
                    service.Update(ec.Entities[i]);
                }

                opp["totallineitemamount"] = new Money(total);

                // Calculate discount based on the total amount
                discount = CalculateDiscount(total);
                total = total - discount;
                opp["discountamount"] = new Money(discount);
                opp["totalamountlessfreight"] = new Money(total);
                service.Update(opp);

                // Calculate tax after the discount is applied
                tax = CalculateTax(total);
                total = total + tax;
                opp["totaltax"] = new Money(tax);
                opp["totalamount"] = new Money(total);
                opp["estimatedvalue"] = new Money(total);
                service.Update(opp);
            }
            return;
        }

        // Method to calculate extended amount in the product line items in an opportunity
        private static void CalculateOpportunityProduct(EntityReference entity, IOrganizationService service)
        {
            try
            {
                ColumnSet columns = new ColumnSet();
                Entity e = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("quantity", "priceperunit"));
                decimal total = 0;
                total = total + ((decimal)e["quantity"] * ((Money)e["priceperunit"]).Value);
                e["extendedamount"] = new Money(total);
                service.Update(e);
            }
            catch (FaultException<OrganizationServiceFault> ex)
            {
                System.Diagnostics.Debug.Write(ex.Message);
            }
        }
        
        #endregion

        #region Calculate Quote Price
        // Method to calculate price in a quote
        private static void CalculateQuote(EntityReference entity, IOrganizationService service)
        {
            Entity e = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("statecode"));
            OptionSetValue statecode = (OptionSetValue)e["statecode"];
            if (statecode.Value == 0)
            {
                ColumnSet columns = new ColumnSet();
                columns.AddColumns("totaltax", "totallineitemamount", "totalamountlessfreight", "discountamount");
                Entity quote = service.Retrieve(entity.LogicalName, entity.Id, columns);

                QueryExpression query = new QueryExpression("quotedetail");
                query.ColumnSet.AddColumns("quantity", "priceperunit");
                query.Criteria.AddCondition("quoteid", ConditionOperator.Equal, entity.Id);
                EntityCollection ec = service.RetrieveMultiple(query);
                quote["totallineitemamount"] = 0;

                decimal total = 0;
                decimal discount = 0;
                decimal tax = 0;

                for (int i = 0; i < ec.Entities.Count; i++)
                {
                    total = total + ((decimal)ec.Entities[i]["quantity"] * ((Money)ec.Entities[i]["priceperunit"]).Value);
                    (ec.Entities[i])["extendedamount"] = new Money(((decimal)ec.Entities[i]["quantity"] * ((Money)ec.Entities[i]["priceperunit"]).Value));
                    service.Update(ec.Entities[i]);
                }

                quote["totallineitemamount"] = new Money(total);

                // Calculate discount based on the total amount
                discount = CalculateDiscount(total);
                total = total - discount;
                quote["discountamount"] = new Money(discount);
                quote["totalamountlessfreight"] = new Money(total);
                service.Update(quote);

                // Calculate tax after the discount is applied
                tax = CalculateTax(total);
                total = total + tax;
                quote["totaltax"] = new Money(tax);
                quote["totalamount"] = new Money(total);                
                service.Update(quote);
            }
            return;
        }

        // Method to calculate extended amount in the product line items in a quote
        private static void CalculateQuoteProduct(EntityReference entity, IOrganizationService service)
        {
            try
            {
                ColumnSet columns = new ColumnSet();
                Entity e = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("quantity", "priceperunit"));
                decimal total = 0;
                total = total + ((decimal)e["quantity"] * ((Money)e["priceperunit"]).Value);
                e["extendedamount"] = new Money(total);
                service.Update(e);
            }
            catch (FaultException<OrganizationServiceFault> ex)
            {
                System.Diagnostics.Debug.Write(ex.Message);
            }
        }

        #endregion

        #region Calculate Order Price
        // Method to calculate price in an order
        private static void CalculateOrder(EntityReference entity, IOrganizationService service)
        {
            Entity e = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("statecode"));
            OptionSetValue statecode = (OptionSetValue)e["statecode"];
            if (statecode.Value == 0)
            {
                ColumnSet columns = new ColumnSet();
                columns.AddColumns("totaltax", "totallineitemamount", "totalamountlessfreight", "discountamount");
                Entity order = service.Retrieve(entity.LogicalName, entity.Id, columns);

                QueryExpression query = new QueryExpression("salesorderdetail");
                query.ColumnSet.AddColumns("quantity", "salesorderispricelocked", "priceperunit");
                query.Criteria.AddCondition("salesorderid", ConditionOperator.Equal, entity.Id);

                QueryExpression query1 = new QueryExpression("salesorderdetail");
                query1.ColumnSet.AddColumns("salesorderispricelocked");
                query1.Criteria.AddCondition("salesorderid", ConditionOperator.Equal, entity.Id);

                EntityCollection ec = service.RetrieveMultiple(query);
                EntityCollection ec1 = service.RetrieveMultiple(query1);
                order["totallineitemamount"] = 0;

                decimal total = 0;
                decimal discount = 0;
                decimal tax = 0;

                for (int i = 0; i < ec.Entities.Count; i++)
                {
                    total = total + ((decimal)ec.Entities[i]["quantity"] * ((Money)ec.Entities[i]["priceperunit"]).Value);
                    (ec1.Entities[i])["extendedamount"] = new Money(((decimal)ec.Entities[i]["quantity"] * ((Money)ec.Entities[i]["priceperunit"]).Value));
                    service.Update(ec1.Entities[i]);
                }

                order["totallineitemamount"] = new Money(total);

                // Calculate discount based on the total amount
                discount = CalculateDiscount(total);
                total = total - discount;
                order["discountamount"] = new Money(discount);
                order["totalamountlessfreight"] = new Money(total);
                service.Update(order);

                // Calculate tax after the discount is applied
                tax = CalculateTax(total);
                total = total + tax;
                order["totaltax"] = new Money(tax);
                order["totalamount"] = new Money(total);                
                service.Update(order);
            }
            return;
        }

        // Method to calculate extended amount in the product line items in a order
        private static void CalculateOrderProduct(EntityReference entity, IOrganizationService service)
        {
            try
            {
                ColumnSet columns = new ColumnSet();
                Entity e = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("quantity", "priceperunit", "salesorderispricelocked"));
                Entity e1 = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("quantity", "salesorderispricelocked"));
                decimal total = 0;
                total = total + ((decimal)e["quantity"] * ((Money)e["priceperunit"]).Value);
                e1["extendedamount"] = new Money(total);
                service.Update(e1);
            }
            catch (FaultException<OrganizationServiceFault> ex)
            {
                System.Diagnostics.Debug.Write(ex.Message);
            }
        }

        #endregion

        #region Calculate Invoice Price
        // Method to calculate price in an invoice
        private static void CalculateInvoice(EntityReference entity, IOrganizationService service)
        {
            Entity e = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("statecode"));
            OptionSetValue statecode = (OptionSetValue)e["statecode"];
            if (statecode.Value == 0)
            {
                ColumnSet columns = new ColumnSet();
                columns.AddColumns("totaltax", "totallineitemamount", "totalamountlessfreight", "discountamount");

                Entity invoice = service.Retrieve(entity.LogicalName, entity.Id, columns);

                QueryExpression query = new QueryExpression("invoicedetail");
                query.ColumnSet.AddColumns("quantity", "invoiceispricelocked", "priceperunit");
                query.Criteria.AddCondition("invoiceid", ConditionOperator.Equal, entity.Id);

                QueryExpression query1 = new QueryExpression("invoicedetail");
                query1.ColumnSet.AddColumns("quantity", "invoiceispricelocked");
                query1.Criteria.AddCondition("invoiceid", ConditionOperator.Equal, entity.Id);

                EntityCollection ec = service.RetrieveMultiple(query);
                EntityCollection ec1 = service.RetrieveMultiple(query1);
                
                invoice["totallineitemamount"] = 0;

                decimal total = 0;
                decimal discount = 0;
                decimal tax = 0;

                for (int i = 0; i < ec.Entities.Count; i++)
                {
                    total = total + ((decimal)ec.Entities[i]["quantity"] * ((Money)ec.Entities[i]["priceperunit"]).Value);
                    (ec1.Entities[i])["extendedamount"] = new Money(((decimal)ec.Entities[i]["quantity"] * ((Money)ec.Entities[i]["priceperunit"]).Value));
                    service.Update(ec1.Entities[i]);
                }

                invoice["totallineitemamount"] = new Money(total);

                // Calculate discount based on the total amount
                discount = CalculateDiscount(total);
                total = total - discount;
                invoice["discountamount"] = new Money(discount);
                invoice["totalamountlessfreight"] = new Money(total);
                service.Update(invoice);

                // Calculate tax after the discount is applied
                tax = CalculateTax(total);
                total = total + tax;
                invoice["totaltax"] = new Money(tax);
                invoice["totalamount"] = new Money(total);                
                service.Update(invoice);
            }
            return;
        }        

        // Method to calculate extended amount in the product line items in an invoice
        private static void CalculateInvoiceProduct(EntityReference entity, IOrganizationService service)
        {
            try
            {
                ColumnSet columns = new ColumnSet();
                Entity e = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("quantity", "priceperunit", "invoiceispricelocked"));
                Entity e1 = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("quantity", "invoiceispricelocked"));
                decimal total = 0;
                total = total + ((decimal)e["quantity"] * ((Money)e["priceperunit"]).Value);
                e1["extendedamount"] = new Money(total);
                service.Update(e1);
            }
            catch (FaultException<OrganizationServiceFault> ex)
            {
                System.Diagnostics.Debug.Write(ex.Message);
            }
        }

        #endregion


        // Method to calculate discount.
        private static decimal CalculateDiscount(decimal amount)
        {
            decimal discount = 0;

            if (amount > (decimal)1000.00 && amount < (decimal)5000.00)
            {
                discount = amount * (decimal)0.05;
            }
            else if (amount >= (decimal)5000.00)
            {
                discount = amount * (decimal)0.10;
            }
            return discount;
        }

        // Method to calculate tax.        
        private static decimal CalculateTax(decimal amount)
        {
            decimal tax = 0;
            if (amount < (decimal)5000.00)
            {
                tax = amount * (decimal)0.10;
            }
            else 
            {
                tax = amount * (decimal)0.08;
            }
            return tax;
        }  
    }
}

Χρήση προσαρμοσμένης τιμολόγησης για προϊόντα
Δημιουργία και διαχείριση οικογενειών προϊόντων, προϊόντων και πακέτων
Πίνακες καταλόγου προϊόντων

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Τελευταία ενημέρωση στις 2026-05-12