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Opportunity Product Worflow and updating the Primary entity RRS feed

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    Been creating work-flows fora while now and pretty much got to grips with what I can and can't do with them.
    But this week I decided to work on the Product catalog and wanted to make some work-flows to control stock levels.
    So I created a work-flow that would check the qty entered in the new Product Opportunity record after it was saved and use that to reduce the stock level in the Product catalog.
    That worked well but would fail if the Qty was greater than the stock level. So how to solve in a work-flow?
    One option was to check the actual stock qty and if that was less than the New Product opportunity reduce the Qty in the New Product Opportunity to the current stock level.
    However the work-flow doesn't offer the Primary entity in the update record step. It offers the related entities for update but not the primary opportunity?
    Never seen this in a work-flow before?
    How can I update fields in the New Product Opportunity if the work-flow doesn't offer that option?
    Sunday, December 13, 2009 4:47 PM

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    As a simple fix, you could add an arbitrary amount to the stock levels, say 1000.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Tuesday, December 22, 2009 11:00 AM

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    You should be create a plugin to control the stock.

    Check this :

    http://social.microsoft.com/Forums/en-US/crm/thread/39879b1b-a97d-41fb-baa9-1a757ab8e141

    Also this:

    http://social.microsoft.com/Forums/en/crmdevelopment/thread/fb0e8b3b-c2c2-4ffc-9ee6-394ab74f03c3

    Jimmy Larrauri
    Sunday, December 13, 2009 5:35 PM
    Moderator
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    Thanks for the reply.

    Why should I need to create a plugin?
    Surely CRM can do stock management from the normal UI and workflows?
    It would appear not and resorting to custom code is required.

    I don't have any experience of coding at that level and hadn't expected the implementation of the product catalog to be so uphill.

    Frankley it's a very clunky handling of stock and products. Having to enter unit values (which for us are just 1) and qty values and discount lists etc seems very complex and then to discover you can't easily manage stock level control!

    Maybe it's easier to just create a custom entity for stock and abandon the CRM products and then at least I can use workflows?
    Monday, December 14, 2009 11:19 AM
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    I understand .. but sometimes is necesary ...

    Did u have experience using JavaScript?

    Another way is using javascript and update the quantity.

    Check it:

    http://msdn.microsoft.com/en-us/library/cc677074.aspx

    I recommend you download the sdk .. click here for download

    Jimmy Larrauri
    Monday, December 14, 2009 3:08 PM
    Moderator
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    No not used JavaScript.
    Done a little on event programming but found that heavy going.

    So my choice s to dive in and try and learn a new skill or abandon the CRM stock and product element and create a more simlified version with custom entities (I can do that fine)

    I'll download the SDK and have a peek but as I can't run a test CRM (our organisation is just too smal for that sort of IT infrastructure) and I ave to work on a live server it's won;t be wise for me to learn a new programming skill there!
    Monday, December 14, 2009 5:41 PM
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    As a simple fix, you could add an arbitrary amount to the stock levels, say 1000.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Tuesday, December 22, 2009 11:00 AM