Clone quote using SDK

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  Hi,

  I'm trying to develop a module to clone quotations, so far I have this but it always throws an exception "Server was unable to process request"

  CrmService service = CRMService.GetServiceReference();
  quote oldQuote = (quote)service.Retrieve(EntityName.quote.ToString(), new Guid(Request.QueryString["id"]), new AllColumns());
  quote newQuote = oldQuote;
  service.Create(newQuote); // exception thrown here

  What do I need to do with newQuote to enable it to save?

  Thanks

   

  
  You need to nullify the quote identifier (to avoid duplicate key errors):

  quote newQuote = oldQuote;
  newQuote.quoteid = null;
  
  service.Create(newQuote); // exception thrown here
  

  ---

  --pogo (pat)

  • Proposed as answer by Andrii ButenkoMVP, Moderator Friday, January 14, 2011 5:24 AM
  • Marked as answer by DavidJennawayMVP, Moderator Friday, February 11, 2011 4:54 PM

  Friday, January 14, 2011 1:04 AM
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  Thanks a lot, that works great.

  Taking this one step further, how would I retrieve all the quotedetail items associated with oldQuote and then assign copies of them to newQuote?

  Thanks

  Friday, January 14, 2011 1:45 AM
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  Something like this:

  Guid oldQuoteId = new Guid("2EBE2BC0-AB51-DE11-ABD4-001517418135");
  
  quote quote = (quote)crmService.Retrieve(EntityName.quote.ToString(), oldQuoteId, new AllColumns());
  quote.quoteid = null;
  
  Guid newQuoteId = crmService.Create(quote);
  
  QueryByAttribute query = new QueryByAttribute();
  query.EntityName = EntityName.quotedetail.ToString();
  query.Attributes = new string[] { "quoteid" };
  query.Values = new object[] { oldQuoteId };
  query.ColumnSet = new AllColumns();
  
  BusinessEntityCollection lineItems = crmService.RetrieveMultiple(query);
  
  foreach (quotedetail lineItem in lineItems.BusinessEntities)
  {
  	lineItem.quotedetailid = null;
  	lineItem.quoteid = new Lookup(EntityName.quote.ToString(), newQuoteId);
  
  	crmService.Create(lineItem);
  }
  
  

  ---

  --pogo (pat)

  • Proposed as answer by Andrii ButenkoMVP, Moderator Friday, January 14, 2011 5:24 AM

  Friday, January 14, 2011 1:56 AM
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  Thanks a lot - this looks great apart from this line won't compile

  lineItem.quoteid = new Lookup(EntityName.quote.ToString(), newQuoteId);

  "CRMService.Lookup does not contain a constuctor that takes 2 arguments"

  Thanks

   

  Friday, January 14, 2011 2:21 PM
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  I can't remember if it is the CRM SDK or the web service that creates an object model as such, but for whichever it is, you need to use:

  lineItem.quoteid = new Lookup();
  lineItem.quoteid.type = EntityName.quote.ToString();
  lineItem.quoteid.Value = newQuoteId;
  
  

  ---

  --pogo (pat)

  Sunday, January 16, 2011 11:12 PM