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 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();
		}
	}
}
}

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