サンプル: 価格計算のプラグイン
このサンプル コードは、Dynamics 365 Sales 用です。 サンプルのダウンロード: カスタムの価格プラグインに関する作業。
前提条件
サンプル プロジェクトをダウンロードし、サンプル プロジェクトで使用されている NuGet パッケージを復元するには、インターネット接続が必要です。
要件
以下のことを確認します。
Organization.OOBPriceCalculationEnabled列の値を0(false) に設定します。CalculatePrice メッセージ、事後操作イベント ステージ、および同期実行モードでプラグインを登録します。 詳細については、プラグインの登録 を参照してください。
実際の動作
このサンプルは、カスタム コードに基づいて、営業案件、見積もり、受注、および請求書の価格を計算するプラグインの作成方法を示します。 割引と税額は、営業案件、見積もり、受注、または請求書のすべての製品品目の合計価格に基づいて計算されます。
割引: 合計価格が 1000 より大きく 5000 より少ない場合、割引は 5% となり、合計価格が 5000 以上の場合、割引は 10% となります。
税額: 税額は、割引の適用後、有効な金額に適用されます (割引を差し引いた合計金額)。 有効な金額が 5000 未満の場合、税額は 10% ですが、その他の場合は 8% です。
詳細については、「製品にユーザー定義価格設定を使用」を参照してください。
例
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;
}
}
}
関連情報
製品に対してユーザー定義の価格を使用する
製品ファミリ、製品、およびバンドルを作成および管理する
製品カタログ テーブル