CreateSalesQuote

Description

This method creates a new sales quote.

Parameters

Interfaces

• Dynamics GP
• Sales

Examples

The following C# example creates a sales quote. The example first populates the required DocumentTypeKey, CustomerKey, and BatchKey properties. The sales quote uses a sales quote line to specify an item and quantity. The sales quote line requires the ItemKey, Quantity, QuantityToInvoice, and QuantityToOrder properties to be populated. The sales quote key and sales quote line key are not populated. The CreateSalesQuote operation automatically populates the empty sales quote key and sales quote line key with the next available quote number. All other sales quote properties are set to default values. The CreateSalesQuote operation saves the new sales quote.

** Legacy endpoint**

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

namespace DynamicsGPWebServiceSample
{
    class Program
    {
        static void Main(string[] args)
        {
            CompanyKey companyKey;
            Context context;
            SalesDocumentTypeKey documentTypeKey;
            CustomerKey customerKey;
            BatchKey batchKey;
            ItemKey quoteItem;
            Quantity itemQuantity;
            Quantity quoteItemQuantity;
            SalesQuote salesQuote;
            SalesQuoteLine salesQuoteLine;
            Policy salesQuoteCreatePolicy;

            // 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 sales quote object
            salesQuote = new SalesQuote();

            // Create a sales document type key
            documentTypeKey = new SalesDocumentTypeKey();
            documentTypeKey.Type = SalesDocumentType.Quote;
            documentTypeKey.Id = "STDQTE";

            // Set the document type key of the sales quote object
            salesQuote.DocumentTypeKey = documentTypeKey;

            // Create a customer key
            customerKey = new CustomerKey();
            customerKey.Id = "AARONFIT0001";

            // Set the customer key property of the sales quote object
            salesQuote.CustomerKey = customerKey;

            // Create a batch key
            batchKey = new BatchKey();
            batchKey.Id = "SALES QUOTES";

            // Set the batch key property of the sales quote object
            salesQuote.BatchKey = batchKey;

            // Create a sales quote line to specify the quote items
            salesQuoteLine = new SalesQuoteLine();

            // Create an item key
            quoteItem = new ItemKey();
            quoteItem.Id = "128 SDRAM";

            // Set the item key property of the sales quote line object
            salesQuoteLine.ItemKey = quoteItem;

            // Create a quantity object
            itemQuantity = new Quantity();
            itemQuantity.Value = 0;

            // Initialize the quantity to invoice and quantity to order properties
            salesQuoteLine.QuantityToInvoice = itemQuantity;
            salesQuoteLine.QuantityToOrder = itemQuantity;

            // Create a quantity object
            quoteItemQuantity = new Quantity();
            quoteItemQuantity.Value = 2;

            // Set the quantity property of the sales quote line object
            salesQuoteLine.Quantity = quoteItemQuantity;

            // Create an array of sales quote lines
            // Initialize the array with the sales quote line object
            SalesQuoteLine[] quotes = { salesQuoteLine };

            // Add the sales quote line to the sales quote object
            salesQuote.Lines = quotes;

            // Get the create policy for sales quotes
            salesQuoteCreatePolicy = wsDynamicsGP.GetPolicyByOperation("CreateSalesQuote", context);

            // Create the sales quote
            wsDynamicsGP.CreateSalesQuote(salesQuote, context, salesQuoteCreatePolicy);
        }
    }
}

** Native endpoint **

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

namespace DynamicsGPWebServiceSample
{
    class Program
    {
        static void Main(string[] args)
        {
            CompanyKey companyKey;
            Context context;
            SalesDocumentTypeKey documentTypeKey;
            CustomerKey customerKey;
            BatchKey batchKey;
            ItemKey quoteItem;
            Quantity itemQuantity;
            Quantity quoteItemQuantity;
            SalesQuote salesQuote;
            SalesQuoteLine salesQuoteLine;
            Policy salesQuoteCreatePolicy;

            // 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 sales quote object
            salesQuote = new SalesQuote();

            // Create a sales document type key
            documentTypeKey = new SalesDocumentTypeKey();
            documentTypeKey.Type = SalesDocumentType.Quote;
            documentTypeKey.Id = "STDQTE";

            // Set the document type key of the sales quote object
            salesQuote.DocumentTypeKey = documentTypeKey;

            // Create a customer key
            customerKey = new CustomerKey();
            customerKey.Id = "AARONFIT0001";

            // Set the customer key property of the sales quote object
            salesQuote.CustomerKey = customerKey;

            // Create a batch key
            batchKey = new BatchKey();
            batchKey.Id = "SALES QUOTES";

            // Set the batch key property of the sales quote object
            salesQuote.BatchKey = batchKey;

            // Create a sales quote line to specify the quote items
            salesQuoteLine = new SalesQuoteLine();

            // Create an item key
            quoteItem = new ItemKey();
            quoteItem.Id = "128 SDRAM";

            // Set the item key property of the sales quote line object
            salesQuoteLine.ItemKey = quoteItem;

            // Create a quantity object
            itemQuantity = new Quantity();
            itemQuantity.Value = 0;

            // Initialize the quantity to invoice and quantity to order properties
            salesQuoteLine.QuantityToInvoice = itemQuantity;
            salesQuoteLine.QuantityToOrder = itemQuantity;

            // Create a quantity object
            quoteItemQuantity = new Quantity();
            quoteItemQuantity.Value = 2;

            // Set the quantity property of the sales quote line object
            salesQuoteLine.Quantity = quoteItemQuantity;

            // Create an array of sales quote lines
            // Initialize the array with the sales quote line object
            SalesQuoteLine[] quotes = { salesQuoteLine };

            // Add the sales quote line to the sales quote object
            salesQuote.Lines = quotes;

            // Get the create policy for sales quotes
            salesQuoteCreatePolicy = wsDynamicsGP.GetPolicyByOperation("CreateSalesQuote", context);

            // Create the sales quote
            wsDynamicsGP.CreateSalesQuote(salesQuote, context, salesQuoteCreatePolicy);

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