Create, Read data using OData service in D365 F&O

Hello all,

I will show you, How to create sales order from external using OData service.

Below is the snippet to just create and read the data.

using System;

using System.Collections.Generic;

using System.Linq;

using System.Text;

using System.Threading.Tasks;

using ODataUtility.Microsoft.Dynamics.DataEntities;

using Microsoft.OData.Client;

using Newtonsoft.Json;

namespace ODataConsoleApplication

{

    class SalesOrderCRUD

    {

        public static void createSalesOrder(Resources context)

        {

            try

            {

                //Header

                SalesOrderHeader salesOrder = new SalesOrderHeader();

                DataServiceCollection<SalesOrderHeader> salesOrderCollection = new DataServiceCollection<SalesOrderHeader>(context);

                salesOrderCollection.Add(salesOrder);

                salesOrder.CurrencyCode = "USD";

                salesOrder.InvoiceCustomerAccountNumber = "US-001";

                salesOrder.OrderingCustomerAccountNumber = "US-001";

                salesOrder.LanguageId = "en-us";

                salesOrder.DataAreaId = "USMF";

                context.MergeOption = MergeOption.OverwriteChanges;

                context.SaveChanges(SaveChangesOptions.PostOnlySetProperties | SaveChangesOptions.BatchWithSingleChangeset); // Auto generate number sequence

                //Lines

                SalesOrderLine salesOrderLine = new SalesOrderLine();

                DataServiceCollection<SalesOrderLine> salesOrderLineCollection = new DataServiceCollection<SalesOrderLine>(context);

                salesOrderLineCollection.Add(salesOrderLine);

                salesOrderLine.SalesOrderNumber = salesOrder.SalesOrderNumber;

                salesOrderLine.ItemNumber = "1000";

                salesOrderLine.OrderedSalesQuantity = 1;

                salesOrderLine.ShippingSiteId = "2";

                salesOrderLine.ShippingWarehouseId = "24";

                salesOrderLine.DataAreaId = "USMF";

                context.SaveChanges(SaveChangesOptions.PostOnlySetProperties | SaveChangesOptions.BatchWithSingleChangeset); // Batch with Single Changeset ensure the saved changed runs in all-or-nothing mode.

                Console.WriteLine(string.Format("Sales order {0} is created.", salesOrder.SalesOrderNumber));

            }

            catch (DataServiceRequestException e)

            {

                Console.WriteLine("Error {0}", e.InnerException.Message);

            }

        }

        public static void readSalesOrder(Resources context)

        {

            string company = "USMF";

            //var salesOrderRead = context.SalesOrderHeadersV2.Where(x => x.DataAreaId == company).First();

            //To read all fields information in a record

            //Console.WriteLine(JsonConvert.SerializeObject(salesOrderRead));

            //To read field by field information in a record

            //Console.WriteLine("Sales order {0} Customer {1}", salesOrderRead.SalesOrderNumber, salesOrderRead.OrderingCustomerAccountNumber);

            //To read all records

            var salesOrderRead = context.SalesOrderHeadersV2.Where(x => x.DataAreaId == company).ToList();

            for (int i = 0; i <= salesOrderRead.Count; i++)

            {

                Console.WriteLine("Sales order {0} Customer {1}", salesOrderRead[i].SalesOrderNumber, salesOrderRead[i].OrderingCustomerAccountNumber);

            }

            Console.ReadLine();

        }

    }

}


        public static void updateSalesOrder(Resources context)
        {
            try
            {
                string salesId = "000812";
                string company = "usmf";

                // Read
                var salesOrder = context.SalesOrderLines.Where(x => x.DataAreaId == company && x.SalesOrderNumber == salesId).First();

                DataServiceCollection<SalesOrderLine> salesOrderCollection = new DataServiceCollection<SalesOrderLine>(context);
                salesOrderCollection.Add(salesOrder);

                // Update
                salesOrder.SalesPrice = 169;
                context.UpdateObject(salesOrder);
                context.SaveChanges(SaveChangesOptions.PostOnlySetProperties | SaveChangesOptions.BatchWithSingleChangeset); 

                Console.WriteLine("Updated successfully for Sales order {0} Item id {1}", salesOrder.SalesOrderNumber, salesOrder.ItemNumber);
            }
            catch (DataServiceRequestException e)
            {
                Console.WriteLine("Error {0}", e.InnerException.Message);
            }

        }

Add image symbol based on condition in D365 using x++

List of symbols and usage: https://mbs.microsoft.com/files/public/CS/AX/DynamicsSymbolFont_Update8.pdf

    public display container domhasCustNotes()

    {

        DocuRef             docuRef;

        CustTable           custTable;

        ImageReference      imageReference;

        container           imagecontainer;

        select firstonly RecId from custTable

            where custTable.AccountNum == this.CustAccount;

        select firstonly RecId from docuRef

            where docuRef.RefRecId == custTable.RecId

                && docuRef.USMFSalesOrderEntry == NoYes::Yes;

        if (docuRef.RecId)

        {

            imageReference  = ImageReference::constructForSymbol('RedDiamond');

        }

        if (imageReference)

        {

            imagecontainer  = imageReference.pack();

        }

       

        return imagecontainer;

    }

Standard reference

Ex : PurchReqTable form

Method PurchReqLineDS

public display container workflowIcon(PurchReqLine _line)

        {

            ImageReference imgRef;

            workflowIconObservableLink.observe();

            if (Workflow::findWorkItemsForCurrentUser(_line).elements())

            {

                imgRef = ImageReference::constructForSymbol(ImageReferenceSymbol::Workflow);

            }

            else

            {

                imgRef = ImageReference::constructForSymbol('');

            }

            return imgRef.pack();

        }

Complete Call center sales orders using x++ code

MCRCustPaymTable        mcrCustPaymTable;

RetailMCRChannelTable   retailMCRChannelTable;

boolean                 mcrCallCenterOrder;

//Returns whether the sales order is associated with a call center or not.

mcrCallCenterOrder = salesTable.mcrIsCallCenter();

           

if (mcrCallCenterOrder == true)

{

       select firstonly retailMCRChannelTable

                    where retailMCRChannelTable.RecId   == salesTable.RetailChannelTable;

       mcrCustPaymTable.CustAccount    = salesTable.CustAccount;

       mcrCustPaymTable.CurrencyCode   = salesTable.CurrencyCode;

       mcrCustPaymTable.Channel        = salesTable.RetailChannelTable;

       mcrCustPaymTable.LineNum        = 1;

       mcrCustPaymTable.OnAccountAuthorized = NoYes::Yes;

       mcrCustPaymTable.PercentAmount  = 100;

       mcrCustPaymTable.TenderTypeId   = retailMCRChannelTable.DOMServiceEventPaymMethod;

       mcrCustPaymTable.CustPaymType   = MCRCustPaymTable::getMCRTypeFromTender(mcrCustPaymTable.TenderTypeId,

                                                                                         mcrCustPaymTable.Channel,

                                                                                         mcrCustPaymTable.CardTypeId);

       mcrCustPaymTable.RefTableId     = salesTable.TableId;

       mcrCustPaymTable.RefRecId       = salesTable.RecId;

       mcrCustPaymTable.insert();

       MCRSalesOrderTotals mcrSalesOrderTotals = new MCRSalesOrderTotals(salesTable, true);

       //complete

       MCREndOrder::endOrder(salesTable.SalesId, true, mcrSalesOrderTotals, false);

}