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Error When Creating Opportunity through Customization

  • August 23, 2022
  • 2 replies
  • 105 views
R
Varsity III
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Hello,

I am currently trying to add a button to Cases where I can create an opportunity. See below for graph initiation and insert. Note that this is proof of concept.

    #region Actions

    public PXAction<PX.Objects.CR.CRCase> CreateOpportunity;

        [PXButton(CommitChanges = true)]
        [PXUIField(DisplayName = "Create Opportunity")]
        protected void createOpportunity()
        {
            CRCase cCase = Base.Case.Current;

            OpportunityMaint graph = PXGraph.CreateInstance<OpportunityMaint>();

            CROpportunity opty = new CROpportunity
            {
                BAccountID = cCase.CustomerID,
                ContactID = cCase.ContactID,
                //Status = "N",
                //ClassID = "SERVICE",
                //StageID = "L",
                Subject = cCase.Subject
            };

            graph.Opportunity.Insert(opty);

            if (graph != null)
            {
                PXRedirectHelper.TryRedirect(graph, PXRedirectHelper.WindowMode.NewWindow);
            }
    }

    #endregion

However, I’m getting an odd error when I try to execute. See below for snip.

Any help regarding this error would be greatly appreciated.

Best answer by Naveen Boga

Hi @rhooper91  Please use the below code, I have verified it from my end and it is working as expected.

 

 public class CRCaseMaintExt : PXGraphExtension<CRCaseMaint>
    {
        public PXAction<PX.Objects.CR.CRCase> CreateOpportunity;
        [PXButton(CommitChanges = true)]
        [PXUIField(DisplayName = "Create Opportunity")]
        protected IEnumerable createOpportunity(PXAdapter adapter)
        {

            CRCase cCase = Base.Case.Current;
            PXLongOperation.StartOperation(Base, delegate ()
            {
                OpportunityMaint graph = PXGraph.CreateInstance<OpportunityMaint>();
                if (cCase != null)
                { 

                    CROpportunity objcROpportunity = new CROpportunity
                    {
                        Status = "L",
                        StageID = "P"
                    };

                    objcROpportunity.Subject = "Test Subject";
                    // objcROpportunity.BAccountID = cCase.CustomerID;
                    graph.Opportunity.Cache.Insert(objcROpportunity);
                    CRContact objCrContact = graph.Opportunity_Contact.Select();
                    objCrContact.Email = "Test@Test.com";
                    objCrContact.FirstName = "Naveen";
                    graph.Opportunity_Contact.Cache.Update(objCrContact);
                    graph.Actions.PressSave();

                    objcROpportunity.BAccountID = cCase.CustomerID;
                    graph.Opportunity.Cache.Update(objcROpportunity);
                    graph.Actions.PressSave();
                    PXRedirectHelper.TryRedirect(graph, PXRedirectHelper.WindowMode.Same);


                }
            });
            return adapter.Get();
        }
    }

 

 

2 replies

Naveen Boga
Captain II
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  • Naveen Boga
  • Captain II
  • Answer
  • August 23, 2022

Hi @rhooper91  Please use the below code, I have verified it from my end and it is working as expected.

 

 public class CRCaseMaintExt : PXGraphExtension<CRCaseMaint>
    {
        public PXAction<PX.Objects.CR.CRCase> CreateOpportunity;
        [PXButton(CommitChanges = true)]
        [PXUIField(DisplayName = "Create Opportunity")]
        protected IEnumerable createOpportunity(PXAdapter adapter)
        {

            CRCase cCase = Base.Case.Current;
            PXLongOperation.StartOperation(Base, delegate ()
            {
                OpportunityMaint graph = PXGraph.CreateInstance<OpportunityMaint>();
                if (cCase != null)
                { 

                    CROpportunity objcROpportunity = new CROpportunity
                    {
                        Status = "L",
                        StageID = "P"
                    };

                    objcROpportunity.Subject = "Test Subject";
                    // objcROpportunity.BAccountID = cCase.CustomerID;
                    graph.Opportunity.Cache.Insert(objcROpportunity);
                    CRContact objCrContact = graph.Opportunity_Contact.Select();
                    objCrContact.Email = "Test@Test.com";
                    objCrContact.FirstName = "Naveen";
                    graph.Opportunity_Contact.Cache.Update(objCrContact);
                    graph.Actions.PressSave();

                    objcROpportunity.BAccountID = cCase.CustomerID;
                    graph.Opportunity.Cache.Update(objcROpportunity);
                    graph.Actions.PressSave();
                    PXRedirectHelper.TryRedirect(graph, PXRedirectHelper.WindowMode.Same);


                }
            });
            return adapter.Get();
        }
    }

 

 

Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
Fernando Amadoz
Chris Hackett
R
R
Varsity III
Forum|alt.badge.img+1
  • rhooper91
  • Author
  • Varsity III
  • August 23, 2022

@Naveen Boga - that did it. I modified it a little bit, but I no longer get the error.

You are the best, I appreciate the time you spend into this and all my other questions!

Chris Hackett
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