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 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();
		}
	}
}
}

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