GetSalesDocumentList

Description

Retrieves a list of sales document summary objects that match the specified criteria. The list may contain different types of sales documents.

Parameters

Return Value:

Interfaces

• Dynamics GP
• Sales

Examples

The following C# example retrieves the list of sales document summary objects where the CustomerId property equals "AARONFIT0001" and the TransactionState property is equal to "Work". The list includes sales orders, sales invoices, sales returns, and sales backorders for the specified customer. The Type and TotalAmount property from each sales document summary object is displayed in a message box.

** Legacy endpoint**

using System;
using System.Collections.Generic;
using System.Text;
using System.Windows.Forms;
using DynamicsGPWebServiceSample.DynamicsGPService;

namespace DynamicsGPWebServiceSample
{
    class Program
    {
        static void Main(string[] args)
        {
            CompanyKey companyKey;
            Context context;
            LikeRestrictionOfString customerIdRestriction;
            ListRestrictionOfNullableOfSalesTransactionState transactionStateRestriction;
            SalesDocumentCriteria salesDocumentCriteria;
            SalesDocumentSummary[] salesDocumentSummary;

            // Create an instance of the service
            DynamicsGP wsDynamicsGP = new DynamicsGP();

            // Be sure the default credentials are used
            wsDynamicsGP.UseDefaultCredentials = true;

            // Create a context with which to call the service
            context = new Context();

            // Specify which company to use (sample company)
            companyKey = new CompanyKey();
            companyKey.Id = (-1);

            // Set up the context object
            context.OrganizationKey = (OrganizationKey)companyKey;

            // Create a customer ID restriction object
            customerIdRestriction = new LikeRestrictionOfString();
            customerIdRestriction.EqualValue = "AARONFIT0001";

            // Create a transaction state restriction object
            transactionStateRestriction = new ListRestrictionOfNullableOfSalesTransactionState();
            transactionStateRestriction.EqualValue = SalesTransactionState.Work;

            // Create a sales document criteria object
            salesDocumentCriteria = new SalesDocumentCriteria();
            salesDocumentCriteria.CustomerId = customerIdRestriction;
            salesDocumentCriteria.TransactionState = transactionStateRestriction;

            // Retrieve the sales document summary objects specified by the criteria object
            salesDocumentSummary = wsDynamicsGP.GetSalesDocumentList(salesDocumentCriteria, context);

            // Display the type and amount of each member of the summary object list
            StringBuilder summaryList = new StringBuilder();
            summaryList.AppendLine("Customer Summary for:  " + salesDocumentSummary[0].CustomerName);
            foreach (SalesDocumentSummary a in salesDocumentSummary)
            {
                summaryList.AppendLine("Document Type: " + a.Type.ToString() + "  Total amount: " +
                a.TotalAmount.Value.ToString("C"));
            }
            MessageBox.Show(summaryList.ToString());
        }
    }
}

** Native endpoint **

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.ServiceModel;
using System.Windows.Forms;
using DynamicsGPWebServiceSample.DynamicsGPService;

namespace DynamicsGPWebServiceSample
{
    class Program
    {
        static void Main(string[] args)
        {
            CompanyKey companyKey;
            Context context;
            LikeRestrictionOfstring customerIdRestriction;
            ListRestrictionOfNullableOfSalesTransactionState transactionStateRestriction;
            SalesDocumentCriteria salesDocumentCriteria;
            SalesDocumentSummary[] salesDocumentSummary;

            // Create an instance of the service
            DynamicsGPClient wsDynamicsGP = new DynamicsGPClient();

            // Create a context with which to call the service
            context = new Context();

            // Specify which company to use (sample company)
            companyKey = new CompanyKey();
            companyKey.Id = (-1);

            // Set up the context object
            context.OrganizationKey = (OrganizationKey)companyKey;

            // Create a customer ID restriction object
            customerIdRestriction = new LikeRestrictionOfstring();
            customerIdRestriction.EqualValue = "AARONFIT0001";

            // Create a transaction state restriction object
            transactionStateRestriction = new ListRestrictionOfNullableOfSalesTransactionState();
            transactionStateRestriction.EqualValue = SalesTransactionState.Work;

            // Create a sales document criteria object
            salesDocumentCriteria = new SalesDocumentCriteria();
            salesDocumentCriteria.CustomerId = customerIdRestriction;
            salesDocumentCriteria.TransactionState = transactionStateRestriction;

            // Retrieve the sales document summary objects specified by the criteria object
            salesDocumentSummary = wsDynamicsGP.GetSalesDocumentList(salesDocumentCriteria, context);

            // Display the type and amount of each member of the summary object list
            StringBuilder summaryList = new StringBuilder();
            summaryList.AppendLine("Customer Summary for:  " + salesDocumentSummary[0].CustomerName);
            foreach (SalesDocumentSummary a in salesDocumentSummary)
            {
                summaryList.AppendLine("Document Type: " + a.Type.ToString() + "  Total amount: " +
                a.TotalAmount.Value.ToString("C"));
            }
            MessageBox.Show(summaryList.ToString());

            // Close the service
            if(wsDynamicsGP.State != CommunicationState.Faulted)
            {
                wsDynamicsGP.Close();
            }
        }
    }
}