CreateServiceQuote

Description

This method creates a new service quote document.

Parameters

Interfaces

• Dynamics GP
• Field Service

Examples

The following C# example creates a service quote document with the key value "SQTEST0100". The required Key, CustomerKey, and ShipToAddressKey properties are populated. All other properties use default values.

** Legacy endpoint**

using System;
using System.Collections.Generic;
using System.Text;
using DynamicsGPWebServiceSample.DynamicsGPService;

namespace DynamicsGPWebServiceSample
{
    class Program
    {
        static void Main(string[] args)
        {
            CompanyKey companyKey;
            Context context;
            ServiceQuote serviceQuote;
            ServiceDocumentKey serviceDocKey;
            CustomerKey customerKey;
            ShipToAddressKey shipToAddressKey;
            Policy serviceQuoteCreatePolicy;

            // Create an instance of the service
            DynamicsGP wsDynamicsGP = new DynamicsGP();

            // Be sure the default credentials are used
            wsDynamicsGP.UseDefaultCredentials = true;

            // Create a context with which to call the service
            context = new Context();

            // Specify which company to use (sample company)
            companyKey = new CompanyKey();
            companyKey.Id = (-1);

            // Set up the context object
            context.OrganizationKey = (OrganizationKey)companyKey;

            // Create a service quote object
            serviceQuote = new ServiceQuote();

            // Create a service document key object
            // Populate the Id property with a value that uniquely identifies the service quote
            serviceDocKey = new ServiceDocumentKey();
            serviceDocKey.Id = "SQTEST0100";

            // Populate the service quote object's Key property with the service document key object
            serviceQuote.Key = serviceDocKey;

            // Create a customer key object
            // Populate the Id property to specify the customer
            customerKey = new CustomerKey();
            customerKey.Id = "AARONFIT0001";

            // Populate the service quote object's CustomerKey property with the customer
            // key object
            serviceQuote.CustomerKey = customerKey;

            // Create a ship to address key object
            // Populate the Id to specify the customer address for the service quote
            shipToAddressKey = new ShipToAddressKey();
            shipToAddressKey.Id = "PRIMARY";

            // Populate the service quote object's ship to address key property
            serviceQuote.ShipToAddressKey = shipToAddressKey;

            // Get the create policy for service quotes
            serviceQuoteCreatePolicy = wsDynamicsGP.GetPolicyByOperation("CreateServiceQuote", context);

            // Create the service quote
            wsDynamicsGP.CreateServiceQuote(serviceQuote, context, serviceQuoteCreatePolicy);
        }
    }
}

** Native endpoint **

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.ServiceModel;
using DynamicsGPWebServiceSample.DynamicsGPService;

namespace DynamicsGPWebServiceSample
{
    class Program
    {
        static void Main(string[] args)
        {
            CompanyKey companyKey;
            Context context;
            ServiceQuote serviceQuote;
            ServiceDocumentKey serviceDocKey;
            CustomerKey customerKey;
            ShipToAddressKey shipToAddressKey;
            Policy serviceQuoteCreatePolicy;

            // Create an instance of the service
            DynamicsGPClient wsDynamicsGP = new DynamicsGPClient();

            // Create a context with which to call the service
            context = new Context();

            // Specify which company to use (sample company)
            companyKey = new CompanyKey();
            companyKey.Id = (-1);

            // Set up the context object
            context.OrganizationKey = (OrganizationKey)companyKey;

            // Create a service quote object
            serviceQuote = new ServiceQuote();

            // Create a service document key object
            // Populate the Id property with a value that uniquely identifies the service quote
            serviceDocKey = new ServiceDocumentKey();
            serviceDocKey.Id = "SQTEST0100";

            // Populate the service quote object's Key property with the service document key object
            serviceQuote.Key = serviceDocKey;

            // Create a customer key object
            // Populate the Id property to specify the customer
            customerKey = new CustomerKey();
            customerKey.Id = "AARONFIT0001";

            // Populate the service quote object's CustomerKey property with the customer
            // key object
            serviceQuote.CustomerKey = customerKey;

            // Create a ship to address key object
            // Populate the Id to specify the customer address for the service quote
            shipToAddressKey = new ShipToAddressKey();
            shipToAddressKey.Id = "PRIMARY";

            // Populate the service quote object's ship to address key property
            serviceQuote.ShipToAddressKey = shipToAddressKey;

            // Get the create policy for service quotes
            serviceQuoteCreatePolicy = wsDynamicsGP.GetPolicyByOperation("CreateServiceQuote", context);

            // Create the service quote
            wsDynamicsGP.CreateServiceQuote(serviceQuote, context, serviceQuoteCreatePolicy);

            // Close the service
            if(wsDynamicsGP.State != CommunicationState.Faulted)
            {
                wsDynamicsGP.Close();
            }
        }
    }
}