CreateCorporateAccount

Description

This method creates a new corporate account.

Parameters

Interfaces

• Dynamics GP
• Sales

Examples

The following C# example creates a new corporate account. The customer object with the key value "COMMUNIC0001" becomes the parent corporate account. The customer object with the key value of "COMMUNIC0002" is added as a member of the corporate account. All other properties of the corporate account are left as default values. A corporate account may also be created without specifying any members.

** 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;
            CustomerKey parentCustomerKey;
            CustomerKey memberCustomerKey;
            CorporateAccount corporateAccount;
            CorporateAccountMemberKey memberKey;
            CorporateAccountMember member;
            Policy createCorpAccountPolicy;

            // 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 customer key to specify the parent corporate account
            parentCustomerKey = new CustomerKey();
            parentCustomerKey.Id = "COMMUNIC0001";

            // Create a customer key to specify the member
            memberCustomerKey = new CustomerKey();
            memberCustomerKey.Id = "COMMUNIC0002";

            // Create a corporate account member key
            // Use the customer keys to specify the parent and the member
            memberKey = new CorporateAccountMemberKey();
            memberKey.CorporateAccountKey = parentCustomerKey;
            memberKey.CustomerKey = memberCustomerKey;

            // Create a corporate account member object
            // Populate the Key property with the member key object
            member = new CorporateAccountMember();
            member.Key = memberKey;

            // Add the corporate account member to an array
            CorporateAccountMember[] corpAccountMembers = {member};

            // Create a corporate account object
            corporateAccount = new CorporateAccount();
            corporateAccount.Key = parentCustomerKey;
            corporateAccount.Members = corpAccountMembers;

            // Get the create policy for corporate accounts
            createCorpAccountPolicy = wsDynamicsGP.GetPolicyByOperation("CreateCorporateAccount", context);

            // Create the corporate account
            wsDynamicsGP.CreateCorporateAccount(corporateAccount, context, createCorpAccountPolicy);
        }
    }
}

** 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;
            CustomerKey parentCustomerKey;
            CustomerKey memberCustomerKey;
            CorporateAccount corporateAccount;
            CorporateAccountMemberKey memberKey;
            CorporateAccountMember member;
            Policy createCorpAccountPolicy;

            // 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 customer key to specify the parent corporate account
            parentCustomerKey = new CustomerKey();
            parentCustomerKey.Id = "COMMUNIC0001";

            // Create a customer key to specify the member
            memberCustomerKey = new CustomerKey();
            memberCustomerKey.Id = "COMMUNIC0002";

            // Create a corporate account member key
            // Use the customer keys to specify the parent and the member
            memberKey = new CorporateAccountMemberKey();
            memberKey.CorporateAccountKey = parentCustomerKey;
            memberKey.CustomerKey = memberCustomerKey;

            // Create a corporate account member object
            // Populate the Key property with the member key object
            member = new CorporateAccountMember();
            member.Key = memberKey;

            // Add the corporate account member to an array
            CorporateAccountMember[] corpAccountMembers = {member};

            // Create a corporate account object
            corporateAccount = new CorporateAccount();
            corporateAccount.Key = parentCustomerKey;
            corporateAccount.Members = corpAccountMembers;

            // Get the create policy for corporate accounts
            createCorpAccountPolicy = wsDynamicsGP.GetPolicyByOperation("CreateCorporateAccount", context);

            // Create the corporate account
            wsDynamicsGP.CreateCorporateAccount(corporateAccount, context, createCorpAccountPolicy);

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