ConvertQuoteToSalesOrderRequest Class

  • Reference

Definition

Namespace:
Microsoft.Crm.Sdk.Messages
Assembly:
Microsoft.Crm.Sdk.Proxy.dll
Package:
Microsoft.PowerPlatform.Dataverse.Client v1.1.17

Contains the data that is needed to convert a quote to a sales order.

public ref class ConvertQuoteToSalesOrderRequest sealed : Microsoft::Xrm::Sdk::OrganizationRequest
[System.Runtime.Serialization.DataContract(Namespace="http://schemas.microsoft.com/crm/2011/Contracts")]
public sealed class ConvertQuoteToSalesOrderRequest : Microsoft.Xrm.Sdk.OrganizationRequest
[<System.Runtime.Serialization.DataContract(Namespace="http://schemas.microsoft.com/crm/2011/Contracts")>]
type ConvertQuoteToSalesOrderRequest = class
    inherit OrganizationRequest
Public NotInheritable Class ConvertQuoteToSalesOrderRequest
Inherits OrganizationRequest
Inheritance
Object
OrganizationRequest
ConvertQuoteToSalesOrderRequest
Attributes
DataContractAttribute

Examples

The following example shows how to use this message. For this sample to work correctly, you must be connected to the server to get an IOrganizationService interface instance. 

/// <summary>
/// Demonstrates using the ConvertQuoteToSalesOrder message
/// </summary>
/// <param name="service">The authenticated IOrganizationService instance</param>
/// <param name="quoteId">The ID of a quote to convert.</param>
/// <returns>The ID of the salesorder record.</returns>
static Guid ConvertQuoteToSalesOrderRequestExample(IOrganizationService service, Guid quoteId)
{
      // Define columns to be retrieved after creating the order
      ColumnSet salesOrderColumns =
         new("salesorderid", "totalamount");

      // Convert the quote to a sales order
      ConvertQuoteToSalesOrderRequest request =
         new()
         {
            QuoteId = quoteId,
            ColumnSet = salesOrderColumns
         };

      // Send the request

      var response = (ConvertQuoteToSalesOrderResponse)service.Execute(request);
      Entity salesOrder = response.Entity;
      return salesOrder.Id;
}

Remarks

This message requires Dynamics 365 Sales.

For the Web API use the ConvertQuoteToSalesOrder action.

Usage

Pass an instance of this class to the Execute(OrganizationRequest) method, which returns an instance of the ConvertQuoteToSalesOrderResponse class.

Privileges and Access Rights

To perform this action, the caller must have privileges on the Quote table and access rights on the specified record in the QuoteId property. This message requires the following previleges: prvAppendOrder, prvAppendToContact, prvAppendToProduct, prvAppendToQuote, prvCreateOrder, prvReadAttributeMap, prvReadEntityMap, prvReadOrder, and prvReadQuote

Constructors

ConvertQuoteToSalesOrderRequest()

Initializes a new instance of the ConvertQuoteToSalesOrderRequest class.

Properties

ColumnSet

Gets or sets the collection of attributes to retrieve in the resulting sales order (order). Required.
ExtensionData

Gets or sets the structure that contains extra data. Optional.

(Inherited from OrganizationRequest)
Item[String]

Gets or sets the indexer for the Parameters collection.

(Inherited from OrganizationRequest)
Parameters

Gets or sets the collection of parameters for the request. Required, but is supplied by derived classes.

(Inherited from OrganizationRequest)
ProcessInstanceId
QuoteCloseDate

Gets or sets the date when the quote is closed.
QuoteCloseDescription

Gets or sets the description for closing the quote.
QuoteCloseStatus

Gets or sets the status of the closed quote.
QuoteCloseSubject

Gets or sets the subject associated with the closed quote.
QuoteId

Gets or sets the ID of the quote to convert. Required.
RequestId

Gets or sets the ID of the request. Optional.

(Inherited from OrganizationRequest)
RequestName

Gets or sets the name of the request. Required, but is supplied by derived classes.

(Inherited from OrganizationRequest)

Applies to

See also