Exemple : Calculer le plug-in Tarifs
Cet exemple de code s’applique à Dynamics 365 Sales. Téléchargez l’exemple : Utilisation du plug-in de prix personnalisé.
Conditions préalables
Une connexion Internet est requise pour télécharger l’exemple de projet et restaurer les packages NuGet utilisés dans l’exemple de projet.
Conditions requises
Assurez-vous de ce qui suit :
Définissez la valeur de la colonne
Organization.OOBPriceCalculationEnabledsur0(false).Inscrivez le plug-in dans le message CalculatePrice, la phase d’événement Opération postérieure, et le mode d’exécution Synchrone. Pour plus d’informations, consultez Inscrire et déployer un plug-in.
Montre ce qui suit
Cet exemple indique comment écrire un plug-in qui calcule la tarification des opportunités, des devis, des commandes et des factures, selon votre code personnalisé. Les remises et les taxes sont calculées selon le montant total de tous les articles de la ligne de produit d’une opportunité, d’un devis, d’une commande ou d’une facture :
Remise : Si le montant total est supérieur à 1 000 et inférieur à 5 000, la remise est de 5 % ; si le montant total est égal à 5 000 ou supérieur, la remise est de 10 %.
Taxes : Les taxes sont appliquées sur le montant appliqué une fois la remise déduite (montant total moins la remise). Si le montant appliqué est inférieur à 5 000, les taxes sont égales à 10 % ; sinon, les taxes sont de 8 %.
Pour plus d’informations, voir Utilisation de la tarification personnalisée pour les produits.
Exemple
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;
}
}
}
Voir aussi
Utilisation d’une tarification personnalisée pour les produits
Créer et gérer des familles de produits, des produits et des offres groupées
Tables du catalogue de produits