目的：
本文概述了利用网络服务在Dynamics 365财务与运营中创建销售订单的流程。它详细介绍了一个API，旨在促进外部系统生成销售订单，包括销售订单、销售线和响应的数据合同结构，以及服务内的验证和处理方法。
应用：
Dynamics 365 财务与运营
业务需求：
要求通过单一API调用，从外部系统创建D365 Finance中的销售订单。
解决方案：
许多使用 Dynamics 365 Finance 的企业依赖于不同的平台来生成销售订单——账单系统、客户关系管理（CRM）、电子商务平台或客户门户——并要求这些交易自动流入 D365 Finance，无需手动重新录入。
该解决方案直接在 D365 Finance 内部构建了定制的 Web 服务，能够接受来自任何外部系统的销售订单请求，并在整个创建流程中完成：头部数据、行项、付款条款、税款和销售确认——所有这些都在单一 API 调用中完成。
该服务在每一步都进行验证，在写入任何数据之前，拒绝缺少客户、无效商品或零值行的请求。错误会以描述性消息返回，以便调用系统能够干净利落地处理故障。成功请求后，D365 Finance会收到确认的销售订单，准备开具发票。
这种模式消除了手动订单录入，降低了系统间数据错误的风险，并为你的集成提供了可靠且可维护的基础，并随着交易量的增长而扩展。
邮差
代码
网络请求
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/// <summary>/// This is the data contract class for the web request for <c>ATLASBillingIntegrationService</c>./// </summary>[DataContractAttribute]class ATLASBillingIntegrationRequest{ private SelectableDataArea dataAreaId; private ATLASBillingIntegrationRequestSalesOrder salesOrderRequest; private List salesLinesRequest; /// <summary> /// Gets or sets the value of data contract parameter DataAreaId /// </summary> /// <param name = "_dataAreaId"> /// The new value of data contract parameter DataAreaId /// </param> /// <returns> /// The current value of data contract parameter DataAreaId /// </returns> [DataMember("DataAreaId")] public SelectableDataArea parmDataAreaId(SelectableDataArea _dataAreaId = dataAreaId) { dataAreaId = _dataAreaId; return dataAreaId; } /// <summary> /// Gets or sets the value of data contract parameter SalesOrderRequest /// </summary> /// <param name = "_salesOrderRequest"> /// The new value of data contract parameter SalesOrderRequest /// </param> /// <returns> /// The current value of data contract parameter SalesOrderRequest /// </returns> [DataMember("SalesOrderRequest")] public ATLASBillingIntegrationRequestSalesOrder parmSalesOrderRequest(ATLASBillingIntegrationRequestSalesOrder _salesOrderRequest = salesOrderRequest) { salesOrderRequest = _salesOrderRequest; return salesOrderRequest; } /// <summary> /// Gets or sets the value of data contract parameter SalesLinesRequest /// </summary> /// <param name = "_salesLinesRequest"> /// The new value of data contract parameter SalesLinesRequest /// </param> /// <returns> /// The current value of data contract parameter SalesLinesRequest /// </returns> [ DataMember("SalesLinesRequest"), DataCollection(Types::Class, classStr(ATLASBillingIntegrationRequestSalesLine)), AifCollectionTypeAttribute('_salesLinesRequest', Types::Class, classStr(ATLASBillingIntegrationRequestSalesLine)), AifCollectionTypeAttribute('return', Types::Class, classStr(ATLASBillingIntegrationRequestSalesLine)) ] public List parmSalesLinesRequest(List _salesLinesRequest = salesLinesRequest) { salesLinesRequest = _salesLinesRequest; return salesLinesRequest; }} |
网络销售订单请求
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/// <summary>/// This is the data contract class for the sales order request./// </summary>[DataContractAttribute]class ATLASBillingIntegrationRequestSalesOrder{ private CustAccount custAccount; private TaxAmountCur actualSalesTaxAmount; private PaymTermId paymTermId; private SalesFixedDueDate dueDate; private CustRef customerRef; private SalesOriginId salesOriginId; /// <summary> /// Gets or sets the value of data contract parameter CustAccount /// </summary> /// <param name = "_custAccount"> /// The new value of data contract parameter CustAccount /// </param> /// <returns> /// The current value of data contract parameter CustAccount /// </returns> [DataMember("CustAccount")] public CustAccount parmCustAccount(CustAccount _custAccount = custAccount) { custAccount = _custAccount; return custAccount; } /// <summary> /// Gets or sets the value of data contract parameter ActualSalesTaxAmount /// </summary> /// <param name = "_actualSalesTaxAmount"> /// The new value of data contract parameter ActualSalesTaxAmount /// </param> /// <returns> /// The current value of data contract parameter ActualSalesTaxAmount /// </returns> [DataMember("ActualSalesTaxAmount")] public TaxAmountCur parmActualSalesTaxAmount(TaxAmountCur _actualSalesTaxAmount = actualSalesTaxAmount) { actualSalesTaxAmount = _actualSalesTaxAmount; return actualSalesTaxAmount; } /// <summary> /// Gets or sets the value of data contract parameter PaymentTerms /// </summary> /// <param name = "_paymTermId"> /// The new value of data contract parameter PaymentTerms /// </param> /// <returns> /// The current value of data contract parameter PaymentTerms /// </returns> [DataMember("PaymentTerms")] public PaymTermId parmPaymentTerms(PaymTermId _paymTermId = paymTermId) { paymTermId = _paymTermId; return paymTermId; } /// <summary> /// Gets or sets the value of data contract parameter DueDate /// </summary> /// <param name = "_dueDate"> /// The new value of data contract parameter DueDate /// </param> /// <returns> /// The current value of data contract parameter DueDate /// </returns> [DataMember("DueDate")] public SalesFixedDueDate parmDueDate(SalesFixedDueDate _dueDate = dueDate) { dueDate = _dueDate; return dueDate; } /// <summary> /// Gets or sets the value of data contract parameter SalesOrigin /// </summary> /// <param name = "_salesOrigin"> /// The new value of data contract parameter SalesOrigin /// </param> /// <returns> /// The current value of data contract parameter SalesOrigin /// </returns> [DataMember("SalesOrigin")] public SalesOriginId parmSalesOrigin(SalesOriginId _salesOriginId = salesOriginId) { salesOriginId = _salesOriginId; return salesOriginId; } /// <summary> /// Gets or sets the value of data contract parameter Description /// </summary> /// <param name = "_customerRef"> /// The new value of data contract parameter Description /// </param> /// <returns> /// The current value of data contract parameter Description /// </returns> [DataMember("Description")] public CustRef parmCustomerRef(CustRef _customerRef = customerRef) { customerRef = _customerRef; return customerRef; }} |
网络销售订单线索请求
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/// <summary>/// This is the data contract class for the sales order lines request./// </summary>[DataContractAttribute]class ATLASBillingIntegrationRequestSalesLine{ private ItemId itemId; private LineAmount lineAmount; private TaxAmount taxAmount; private ItemFreeTxt itemName; private SalesQty salesQty; /// <summary> /// Gets or sets the value of data contract parameter ItemId /// </summary> /// <param name = "_itemId"> /// The new value of data contract parameter ItemId /// </param> /// <returns> /// The current value of data contract parameter ItemId /// </returns> [DataMember("ItemId")] public ItemId parmItemId(ItemId _itemId = itemId) { itemId = _itemId; return itemId; } /// <summary> /// Gets or sets the value of data contract parameter LineAmount /// </summary> /// <param name = "_lineAmount"> /// The new value of data contract parameter LineAmount /// </param> /// <returns> /// The current value of data contract parameter LineAmount /// </returns> [DataMember("LineAmount")] public LineAmount parmLineAmount(LineAmount _lineAmount = lineAmount) { lineAmount = _lineAmount; return lineAmount; } /// <summary> /// Gets or sets the value of data contract parameter TaxAmount /// </summary> /// <param name = "_taxAmount"> /// The new value of data contract parameter TaxAmount /// </param> /// <returns> /// The current value of data contract parameter TaxAmount /// </returns> [DataMember("TaxAmount")] public TaxAmount parmTaxAmount(TaxAmount _taxAmount = taxAmount) { taxAmount = _taxAmount; return taxAmount; } /// <summary> /// Gets or sets the value of data contract parameter ItemName /// </summary> /// <param name = "_itemName"> /// The new value of data contract parameter ItemName /// </param> /// <returns> /// The current value of data contract parameter ItemName /// </returns> [DataMember("ItemName")] public ItemFreeTxt parmItemName(ItemFreeTxt _itemName = itemName) { itemName = _itemName; return itemName; } /// <summary> /// Gets or sets the value of data contract parameter SalesQty /// </summary> /// <param name = "_salesQty"> /// The new value of data contract parameter SalesQty /// </param> /// <returns> /// The current value of data contract parameter SalesQty /// </returns> [DataMember("Quantity")] public SalesQty parmSalesQty(SalesQty _salesQty = salesQty) { salesQty = _salesQty; return salesQty; }} |
网络响应
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/// <summary>/// This is the data contract class for the web response for <c>ATLASBillingIntegrationService</c>./// </summary>[DataContractAttribute]class ATLASBillingIntegrationResponse{ private boolean success; private str errorMessage; private str debugMessage; /// <summary> /// Gets or sets the value of data contract parameter Success /// </summary> /// <param name = "_success"> /// The new value of data contract parameter Success /// </param> /// <returns> /// The current value of data contract parameter Success /// </returns> [DataMember("Success")] public boolean parmSuccess(boolean _success = success) { success = _success; return success; } /// <summary> /// Gets or sets the value of data contract parameter ErrorMessage /// </summary> /// <param name = "_errorMessage"> /// The new value of data contract parameter ErrorMessage /// </param> /// <returns> /// The current value of data contract parameter ErrorMessage /// </returns> [DataMember("ErrorMessage")] public str parmErrorMessage(str _errorMessage = errorMessage) { errorMessage = _errorMessage; return errorMessage; } /// <summary> /// Gets or sets the value of data contract parameter DebugMessage /// </summary> /// <param name = "_debugMessage"> /// The new value of data contract parameter DebugMessage /// </param> /// <returns> /// The current value of data contract parameter DebugMessage /// </returns> [DataMember("DebugMessage")] public str parmDebugMessage(str _debugMessage = debugMessage) { debugMessage = _debugMessage; return debugMessage; }} |
网络服务
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/// <summary>/// This is the service class for <c>ATLASBillingIntegrationService</c>./// </summary>class ATLASBillingIntegrationService{ #OCCRetryCount #define.SalesOrigin('ExtBillingSystem') /// <summary> /// Creates sales order and sales invoice /// </summary> /// <param name = "_request"> /// Web request /// </param> /// <returns> /// Web response /// </returns> public ATLASBillingIntegrationResponse run(ATLASBillingIntegrationRequest _request) { ATLASBillingIntegrationResponse response; ATLASBillingIntegrationRequestSalesOrder salesOrderRequest; List salesLinesRequest; SelectableDataArea dataAreaId; SalesId salesId; InvoiceDate invoiceDate; str infologMessages; dataAreaId = _request.parmDataAreaId(); invoiceDate = today(); salesOrderRequest = _request.parmSalesOrderRequest(); salesLinesRequest = _request.parmSalesLinesRequest(); response = new ATLASBillingIntegrationResponse(); this.validateWebRequest(_request); changecompany(dataAreaId) { try { ttsbegin; salesId = this.createSalesOrder(salesOrderRequest); this.createSalesOrderLines(salesId, salesLinesRequest); this.postSalesConfirmation(salesId, invoiceDate); ttscommit; response.parmSuccess(true); if (response.parmSuccess()) { response.parmDebugMessage(strFmt("@ATLAS:SalesOrderCreated", salesId, dataAreaId)); } else { response.parmErrorMessage(strFmt("@ATLAS:ErrorOccurred")); } } catch (Exception::Deadlock) { retry; } catch (Exception::UpdateConflict) { if (appl.ttsLevel() == 0) { if (xSession::currentRetryCount() >= #RetryNum) { throw Exception::UpdateConflictNotRecovered; } else { retry; } } else { throw Exception::UpdateConflict; } } catch (Exception::Error) { infologMessages = this.getInfologMessages(); response.parmErrorMessage(strFmt("%1", infologMessages)); } } return response; } /// <summary> /// Gets infolog messages /// </summary> /// <returns> /// Infolog messages string value /// </returns> private str getInfologMessages() { SysInfologEnumerator enumerator; ListEnumerator le; List messageList; str allMessages; enumerator = SysInfologEnumerator::newData(infolog.infologData()); messageList = new List(Types::String); allMessages = ""; while (enumerator.moveNext()) { messageList.addEnd(enumerator.currentMessage()); } infolog.clear(); le = messageList.getEnumerator(); while (le.moveNext()) { if (allMessages == "") { allMessages = le.current(); } else { allMessages += " " + le.current(); } } return allMessages; } /// <summary> /// Validates web request /// </summary> /// <param name = "_request"> /// Web request /// </param> private void validateWebRequest(ATLASBillingIntegrationRequest _request) { ATLASBillingIntegrationRequestSalesOrder salesOrderRequest; ATLASBillingIntegrationRequestSalesLine salesLineRequest; ListIterator listIterator; List salesLinesRequest; SelectableDataArea dataAreaId; CustAccount custAccount; PaymTermId paymTermId; ItemId itemId; LineAmount lineAmount; SalesOriginId salesOriginId; SalesQty salesQty; dataAreaId = _request.parmDataAreaId(); salesOrderRequest = _request.parmSalesOrderRequest(); salesLinesRequest = _request.parmSalesLinesRequest(); custAccount = salesOrderRequest.parmCustAccount(); paymTermId = salesOrderRequest.parmPaymentTerms(); salesOriginId = salesOrderRequest.parmSalesOrigin(); if (!CompanyInfo::findDataArea(dataAreaId)) { throw error(strFmt("@ATLAS:CompanyDoesNotExist", dataAreaId)); } changecompany(dataAreaId) { if (!CustTable::exist(custAccount)) { throw error(strFmt("@ATLAS:CustomerDoesNotExist", custAccount)); } if (!PaymTerm::exist(paymTermId)) { throw error(strFmt("@ATLAS:PaymentTermDoesNotExist", paymTermId)); } if (!SalesOrigin::exist(salesOriginId)) { throw error(strFmt("@ATLAS:SalesOriginDoesNotExist", salesOriginId)); } if (salesLinesRequest) { listIterator = new ListIterator(salesLinesRequest); while (listIterator.more()) { salesLineRequest = listIterator.value(); itemId = salesLineRequest.parmItemId(); lineAmount = salesLineRequest.parmLineAmount(); salesQty = salesLineRequest.parmSalesQty(); if (!InventTable::exist(itemId)) { throw error(strFmt("@ATLAS:ItemDoesNotExist", itemId)); } if (lineAmount == 0) { throw error(strFmt("@ATLAS:LineAmountNotProvided", salesLineRequest.parmItemId())); } if (salesQty == 0) { throw error(strFmt("@ATLAS:QuantityNotProvided", salesLineRequest.parmItemId())); } listIterator.next(); } } } } /// <summary> /// Creates sales order header /// </summary> /// <param name = "_salesOrderRequest"> /// Sales order details /// </param> /// <returns> /// Sales order number /// </returns> private SalesId createSalesOrder(ATLASBillingIntegrationRequestSalesOrder _salesOrderRequest) { CustAccount custAccount; SalesTable salesTable; PaymTermId paymTermId; SalesOriginId salesOriginId; CustRef customerRef; NumberSeq numberSeq; custAccount = _salesOrderRequest.parmCustAccount(); salesOriginId = _salesOrderRequest.parmSalesOrigin(); customerRef = _salesOrderRequest.parmCustomerRef(); paymTermId = PaymTerm::find(_salesOrderRequest.parmPaymentTerms()).PaymTermId; numberSeq = NumberSeq::newGetNum(SalesParameters::numRefSalesId()); numberSeq.used(); salesTable.SalesId = numberSeq.num(); salesTable.initValue(); salesTable.CustAccount = custAccount; salesTable.initFromCustTable(); salesTable.SalesOriginId = SalesOrigin::find(salesOriginId).OriginId; salesTable.CustomerRef = customerRef; salesTable.Payment = paymTermId; salesTable.FixedDueDate = _salesOrderRequest.parmDueDate(); if (!salesTable.validateWrite()) { throw Exception::Error; } salesTable.insert(); return salesTable.SalesId; } /// <summary> /// Creates sales order lines /// </summary> /// <param name = "_salesId"> /// Sales order number /// </param> /// <param name = "_salesLinesRequest"> /// List of sales order lines /// </param> private void createSalesOrderLines(SalesId _salesId, List _salesLinesRequest) { ATLASBillingIntegrationRequestSalesLine salesLineRequest; ListIterator listIterator; SalesTable salesTable; SalesLine salesLine; ItemId itemId; SalesQty salesQty; LineAmount lineAmount; TaxAmount taxAmount; ItemFreeTxt itemName; if (_salesLinesRequest) { listIterator = new ListIterator(_salesLinesRequest); while (listIterator.more()) { salesLineRequest = listIterator.value(); salesTable = SalesTable::find(_salesId); itemId = salesLineRequest.parmItemId(); lineAmount = salesLineRequest.parmLineAmount(); taxAmount = salesLineRequest.parmTaxAmount(); itemName = salesLineRequest.parmItemName(); salesQty = salesLineRequest.parmSalesQty(); salesLine.clear(); salesLine.initFromSalesTable(salesTable); salesLine.SalesId = salesTable.SalesId; salesLine.ItemId = itemId; salesLine.SalesQty = salesQty; salesLine.createLine(true, true, true, true, true, true); salesLine.SalesPrice = lineAmount; salesLine.modifiedField(fieldNum(SalesLine, SalesPrice)); salesLine.ATLASTaxAmount = taxAmount; salesLine.Name = itemName; salesLine.update(); listIterator.next(); } } } /// <summary> /// Posts sales order confirmation /// </summary> /// <param name = "_salesId"> /// Sales order number /// </param> private void postSalesConfirmation(SalesId _salesId, TransDate _transDate) { SalesFormLetter salesFormLetter; SalesTable salesTable; salesTable = SalesTable::find(_salesId); salesFormLetter = SalesFormLetter::construct(DocumentStatus::Confirmation); salesFormLetter.update(salesTable, _transDate); }} |
需要为您的业务打造这个设备吗？
如果你的团队在系统间手动管理销售订单创建，或者当前的集成不够可靠，无法大规模信任，我们可以提供帮助。
Atlas Dynamics 专注于打造定制的 D365 Finance 集成，这些集成既准备好生产，经过妥善验证，并设计得持久。无论您需要将计费平台、客户关系管理系统（CRM）、电子商务系统或内部门户连接到D365 Finance，我们的团队都能从范围界定、开发到测试和上线支持，提供端到端的服务。
转载请注明：ww12345678 的部落格 | AX Helper » 利用定制Web服务将外部系统集成到D365F&O