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Field mapping RRS feed

  • Question

  • Dear All,

    Once I close the 'opportunity' as won then it converts to an 'order'. During the process of converting to an order I want to populate some fields and infromation from opportunity to order. How to do it? Is it possible for field mapping?

    I would be very happy if anybody share me the information.

     

     


    Thanks & Regards, Sudhakar
    Sunday, September 11, 2011 6:05 PM

All replies

  • You can't do this through this mapping. Mapping will if you are trying to create a order from opportunity form from front end.

    You can creating a plugin on message "won"  of opportunity. and use "GenerateSalesOrderFromOpportunityRequest" to create the order based on the opportunity.

    You can pass

     GenerateSalesOrderFromOpportunityRequest quoteRequest = new GenerateSalesOrderFromOpportunityRequest()

                        {

                            // Columns that will be transferred

     

                            ColumnSet = new ColumnSet("name", "customerid"), // Here you can add all the columns you want to add.

                            OpportunityId = _opportunityId

                        };

     

    There is sample in sdk to convert the opportunity to quote you can have a look at that. Just change the GenerateQuoteFromOpportunityRequest to GenerateSalesOrderFromOpportunityRequest()

    the path of the sample is 

    \sdk\samplecode\cs\businessdatamodel\businessmanagement--convertopportunitytoquote

    I hope this helps.


    Amreek singh Senior CRM Consultant CDC Praxa Sydney,Australia http://mscrmshop.blogspot.com/
    Monday, September 12, 2011 1:53 AM