Voorbeeld: Plug-in voor berekenen van prijzen
Gepubliceerd: januari 2017
Is van toepassing op: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
Deze voorbeeldcode is voor Microsoft Dynamics 365 (online en on-premises).Download het Microsoft Dynamics CRM SDK-pakket. U vindt deze op de volgende locatie in het download-pakket:
SampleCode\CS\BusinessDataModel\ProductCatalog\CustomPricePlug-in\CalculatePricePlugin.cs
Vereisten
Zorg voor het volgende:
Stel de waarde van het kenmerk Organization.OOBPriceCalculationEnabled in op 0 (onwaar).
Registreer de plug-in voor het bericht CalculatePrice, de gebeurtenisfase Na bewerking en de uitvoeringsmodus Synchroon. Zie Plug-ins registreren en inzetten voor meer informatie.
Demonstreert
Dit voorbeeld toont hoe u een plug-in kunt schrijven die de prijs berekent van verkoopkansen, prijsopgaven, orders en facturen op basis van uw aangepaste code. De kortingen en belastingen worden berekend op basis van het totaalbedrag voor alle productregelitems in een verkoopkans, prijsopgave, order of factuur:
Korting: Als het totaalbedrag groter is dan 1000 en kleiner dan 5000, bedraagt de korting 5%; als het totaalbedrag 5000 of groter is, bedraagt de korting 10%.
Belasting: De belasting wordt toegepast op het bedrag dat van kracht is nadat de korting is toegepast (totaalbedrag min korting). Als het effectieve bedrag kleiner is dan 5000, bedragen de belastingen 10%; anders bedragen de belastingen 8%.
Zie Aangepaste prijzen gebruiken voor producten voor meer informatie.
Voorbeeld
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 != 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;
}
}
}
Zie ook
Aangepaste prijzen gebruiken voor producten
Productfamilies, producten, bundels en producteigenschappen maken en beheren
Productcatalogusentiteiten
Microsoft Dynamics 365
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