Calculate Price Plugin Sample Code MS CRM

 

using System; using System.ServiceModel; // Microsoft Dynamics CRM namespace(s) using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Query; namespace Microsoft.Crm.Sdk.Samples { public class CalculatePricePlugin : IPlugin { /// <summary> /// A plugin that calculates custom pricing for /// opportunities, quotes, orders, and invoices. /// </summary> /// <remarks>Register this plug-in on the CalculatePrice message, /// Post Operation execution stage, and Synchronous execution mode. /// </remarks> public void Execute(IServiceProvider serviceProvider) { //Extract the tracing service for use in debugging sandboxed plug-ins. ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService)); // Obtain the execution context from the service provider. IPluginExecutionContext context = (IPluginExecutionContext) serviceProvider.GetService(typeof(IPluginExecutionContext)); if (context.ParentContext != null && context.ParentContext.ParentContext != null && context.ParentContext.ParentContext != null && context.ParentContext.ParentContext.ParentContext.SharedVariables.ContainsKey("CustomPrice") && (bool)context.ParentContext.ParentContext.ParentContext.SharedVariables["CustomPrice"]) return; // The InputParameters collection contains all the data passed in the message request. if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is EntityReference) { // Obtain the target entity from the input parmameters. EntityReference entity = (EntityReference)context.InputParameters["Target"]; // Verify that the target entity represents an appropriate entity. if (CheckIfNotValidEntity(entity)) return; try { context.SharedVariables.Add("CustomPrice", true); context.ParentContext.SharedVariables.Add("CustomPrice", true); IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory)); IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId); // Calculate pricing depending on the target entity switch (entity.LogicalName) { case "opportunity": CalculateOpportunity(entity, service); return; case "quote": CalculateQuote(entity, service); return; case "salesorder": CalculateOrder(entity, service); return; case "invoice": CalculateInvoice(entity, service); return; case "opportunityproduct": CalculateOpportunityProduct(entity, service); return; case "quotedetail": CalculateQuoteProduct(entity, service); return; case "salesorderdetail": CalculateOrderProduct(entity, service); return; case "invoicedetail": CalculateInvoiceProduct(entity, service); return; default: return; } } catch (FaultException<OrganizationServiceFault> ex) { tracingService.Trace("CalculatePrice: {0}", ex.ToString()); throw new InvalidPluginExecutionException("An error occurred in the Calculate Price plug-in.", ex); } catch (Exception ex) { tracingService.Trace("CalculatePrice: {0}", ex.ToString()); throw; } } } private static bool CheckIfNotValidEntity(EntityReference entity) { switch (entity.LogicalName) { case "opportunity": case "quote": case "salesorder": case "invoice": case "opportunityproduct": case "invoicedetail": case "quotedetail": case "salesorderdetail": return false; default: return true; } } #region Calculate Opportunity Price // Method to calculate price in an opportunity private static void CalculateOpportunity(EntityReference entity, IOrganizationService service) { Entity e = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("statecode")); OptionSetValue statecode = (OptionSetValue)e["statecode"]; if (statecode.Value == 0) { ColumnSet columns = new ColumnSet(); columns.AddColumns("totaltax", "totallineitemamount", "totalamountlessfreight", "discountamount"); Entity opp = service.Retrieve(entity.LogicalName, entity.Id, columns); QueryExpression query = new QueryExpression("opportunityproduct"); query.ColumnSet.AddColumns("quantity", "priceperunit"); query.Criteria.AddCondition("opportunityid", ConditionOperator.Equal, entity.Id); EntityCollection ec = service.RetrieveMultiple(query); opp["totallineitemamount"] = 0; decimal total = 0; decimal discount = 0; decimal tax = 0; for (int i = 0; i < ec.Entities.Count; i++) { total = total + ((decimal)ec.Entities[i]["quantity"] * ((Money)ec.Entities[i]["priceperunit"]).Value); (ec.Entities[i])["extendedamount"] = new Money(((decimal)ec.Entities[i]["quantity"] * ((Money)ec.Entities[i]["priceperunit"]).Value)); service.Update(ec.Entities[i]); } opp["totallineitemamount"] = new Money(total); // Calculate discount based on the total amount discount = CalculateDiscount(total); total = total - discount; opp["discountamount"] = new Money(discount); opp["totalamountlessfreight"] = new Money(total); service.Update(opp); // Calculate tax after the discount is applied tax = CalculateTax(total); total = total + tax; opp["totaltax"] = new Money(tax); opp["totalamount"] = new Money(total); opp["estimatedvalue"] = new Money(total); service.Update(opp); } return; } // Method to calculate extended amount in the product line items in an opportunity private static void CalculateOpportunityProduct(EntityReference entity, IOrganizationService service) { try { ColumnSet columns = new ColumnSet(); Entity e = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("quantity", "priceperunit")); decimal total = 0; total = total + ((decimal)e["quantity"] * ((Money)e["priceperunit"]).Value); e["extendedamount"] = new Money(total); service.Update(e); } catch (FaultException<OrganizationServiceFault> ex) { System.Diagnostics.Debug.Write(ex.Message); } } #endregion #region Calculate Quote Price // Method to calculate price in a quote private static void CalculateQuote(EntityReference entity, IOrganizationService service) { Entity e = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("statecode")); OptionSetValue statecode = (OptionSetValue)e["statecode"]; if (statecode.Value == 0) { ColumnSet columns = new ColumnSet(); columns.AddColumns("totaltax", "totallineitemamount", "totalamountlessfreight", "discountamount"); Entity quote = service.Retrieve(entity.LogicalName, entity.Id, columns); QueryExpression query = new QueryExpression("quotedetail"); query.ColumnSet.AddColumns("quantity", "priceperunit"); query.Criteria.AddCondition("quoteid", ConditionOperator.Equal, entity.Id); EntityCollection ec = service.RetrieveMultiple(query); quote["totallineitemamount"] = 0; decimal total = 0; decimal discount = 0; decimal tax = 0; for (int i = 0; i < ec.Entities.Count; i++) { total = total + ((decimal)ec.Entities[i]["quantity"] * ((Money)ec.Entities[i]["priceperunit"]).Value); (ec.Entities[i])["extendedamount"] = new Money(((decimal)ec.Entities[i]["quantity"] * ((Money)ec.Entities[i]["priceperunit"]).Value)); service.Update(ec.Entities[i]); } quote["totallineitemamount"] = new Money(total); // Calculate discount based on the total amount discount = CalculateDiscount(total); total = total - discount; quote["discountamount"] = new Money(discount); quote["totalamountlessfreight"] = new Money(total); service.Update(quote); // Calculate tax after the discount is applied tax = CalculateTax(total); total = total + tax; quote["totaltax"] = new Money(tax); quote["totalamount"] = new Money(total); service.Update(quote); } return; } // Method to calculate extended amount in the product line items in a quote private static void CalculateQuoteProduct(EntityReference entity, IOrganizationService service) { try { ColumnSet columns = new ColumnSet(); Entity e = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("quantity", "priceperunit")); decimal total = 0; total = total + ((decimal)e["quantity"] * ((Money)e["priceperunit"]).Value); e["extendedamount"] = new Money(total); service.Update(e); } catch (FaultException<OrganizationServiceFault> ex) { System.Diagnostics.Debug.Write(ex.Message); } } #endregion #region Calculate Order Price // Method to calculate price in an order private static void CalculateOrder(EntityReference entity, IOrganizationService service) { Entity e = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("statecode")); OptionSetValue statecode = (OptionSetValue)e["statecode"]; if (statecode.Value == 0) { ColumnSet columns = new ColumnSet(); columns.AddColumns("totaltax", "totallineitemamount", "totalamountlessfreight", "discountamount"); Entity order = service.Retrieve(entity.LogicalName, entity.Id, columns); QueryExpression query = new QueryExpression("salesorderdetail"); query.ColumnSet.AddColumns("quantity", "salesorderispricelocked", "priceperunit"); query.Criteria.AddCondition("salesorderid", ConditionOperator.Equal, entity.Id); QueryExpression query1 = new QueryExpression("salesorderdetail"); query1.ColumnSet.AddColumns("salesorderispricelocked"); query1.Criteria.AddCondition("salesorderid", ConditionOperator.Equal, entity.Id); EntityCollection ec = service.RetrieveMultiple(query); EntityCollection ec1 = service.RetrieveMultiple(query1); order["totallineitemamount"] = 0; decimal total = 0; decimal discount = 0; decimal tax = 0; for (int i = 0; i < ec.Entities.Count; i++) { total = total + ((decimal)ec.Entities[i]["quantity"] * ((Money)ec.Entities[i]["priceperunit"]).Value); (ec1.Entities[i])["extendedamount"] = new Money(((decimal)ec.Entities[i]["quantity"] * ((Money)ec.Entities[i]["priceperunit"]).Value)); service.Update(ec1.Entities[i]); } order["totallineitemamount"] = new Money(total); // Calculate discount based on the total amount discount = CalculateDiscount(total); total = total - discount; order["discountamount"] = new Money(discount); order["totalamountlessfreight"] = new Money(total); service.Update(order); // Calculate tax after the discount is applied tax = CalculateTax(total); total = total + tax; order["totaltax"] = new Money(tax); order["totalamount"] = new Money(total); service.Update(order); } return; } // Method to calculate extended amount in the product line items in a order private static void CalculateOrderProduct(EntityReference entity, IOrganizationService service) { try { ColumnSet columns = new ColumnSet(); Entity e = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("quantity", "priceperunit", "salesorderispricelocked")); Entity e1 = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("quantity", "salesorderispricelocked")); decimal total = 0; total = total + ((decimal)e["quantity"] * ((Money)e["priceperunit"]).Value); e1["extendedamount"] = new Money(total); service.Update(e1); } catch (FaultException<OrganizationServiceFault> ex) { System.Diagnostics.Debug.Write(ex.Message); } } #endregion #region Calculate Invoice Price // Method to calculate price in an invoice private static void CalculateInvoice(EntityReference entity, IOrganizationService service) { Entity e = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("statecode")); OptionSetValue statecode = (OptionSetValue)e["statecode"]; if (statecode.Value == 0) { ColumnSet columns = new ColumnSet(); columns.AddColumns("totaltax", "totallineitemamount", "totalamountlessfreight", "discountamount"); Entity invoice = service.Retrieve(entity.LogicalName, entity.Id, columns); QueryExpression query = new QueryExpression("invoicedetail"); query.ColumnSet.AddColumns("quantity", "invoiceispricelocked", "priceperunit"); query.Criteria.AddCondition("invoiceid", ConditionOperator.Equal, entity.Id); QueryExpression query1 = new QueryExpression("invoicedetail"); query1.ColumnSet.AddColumns("quantity", "invoiceispricelocked"); query1.Criteria.AddCondition("invoiceid", ConditionOperator.Equal, entity.Id); EntityCollection ec = service.RetrieveMultiple(query); EntityCollection ec1 = service.RetrieveMultiple(query1); invoice["totallineitemamount"] = 0; decimal total = 0; decimal discount = 0; decimal tax = 0; for (int i = 0; i < ec.Entities.Count; i++) { total = total + ((decimal)ec.Entities[i]["quantity"] * ((Money)ec.Entities[i]["priceperunit"]).Value); (ec1.Entities[i])["extendedamount"] = new Money(((decimal)ec.Entities[i]["quantity"] * ((Money)ec.Entities[i]["priceperunit"]).Value)); service.Update(ec1.Entities[i]); } invoice["totallineitemamount"] = new Money(total); // Calculate discount based on the total amount discount = CalculateDiscount(total); total = total - discount; invoice["discountamount"] = new Money(discount); invoice["totalamountlessfreight"] = new Money(total); service.Update(invoice); // Calculate tax after the discount is applied tax = CalculateTax(total); total = total + tax; invoice["totaltax"] = new Money(tax); invoice["totalamount"] = new Money(total); service.Update(invoice); } return; } // Method to calculate extended amount in the product line items in an invoice private static void CalculateInvoiceProduct(EntityReference entity, IOrganizationService service) { try { ColumnSet columns = new ColumnSet(); Entity e = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("quantity", "priceperunit", "invoiceispricelocked")); Entity e1 = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("quantity", "invoiceispricelocked")); decimal total = 0; total = total + ((decimal)e["quantity"] * ((Money)e["priceperunit"]).Value); e1["extendedamount"] = new Money(total); service.Update(e1); } catch (FaultException<OrganizationServiceFault> ex) { System.Diagnostics.Debug.Write(ex.Message); } } #endregion // Method to calculate discount. private static decimal CalculateDiscount(decimal amount) { decimal discount = 0; if (amount > (decimal)1000.00 && amount < (decimal)5000.00) { discount = amount * (decimal)0.05; } else if (amount >= (decimal)5000.00) { discount = amount * (decimal)0.10; } return discount; } // Method to calculate tax. private static decimal CalculateTax(decimal amount) { decimal tax = 0; if (amount < (decimal)5000.00) { tax = amount * (decimal)0.10; } else { tax = amount * (decimal)0.08; } return tax; } } }

Ref: https://learn.microsoft.com/en-us/dynamics365/sales/developer/sample-calculate-price-plugin