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Customer experience | Sales, Customer Insights,...
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plugin for blocking order for same quote id not working

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Posted on by 3,263
Hi All
I've implemented a plugin to block creation of sales order if the same quote number exist but its not firing no trace, think there is a different message i have to use. below salesorder entity create message and preoperation

--
{
    public class OrderDuplicateQuoteValidation : IPlugin
    {
        private const int STATE_CANCELED = 3;
        public void Execute(IServiceProvider serviceProvider)
        {
            // Services
            IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
            ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
            IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
            IOrganizationService service = serviceFactory.CreateOrganizationService(context.InitiatingUserId); // Not UserId unless impersonating
            // Only run on Create of Sales Order
            if (!"create".Equals(context.MessageName, StringComparison.OrdinalIgnoreCase))
                return;
            // Prevent plugin recursion
            if (context.Depth > 1)
                return;
            // Validate target 
            if (!context.InputParameters.TryGetValue("Target", out object target) || !(target is Entity))
                return;
            Entity salesOrder = (Entity)target;
            if (salesOrder.LogicalName != "salesorder" || !salesOrder.TryGetAttributeValue("quoteid", out EntityReference quoteRef) || quoteRef == null)
                return;
            Guid quoteId = quoteRef.Id;
            tracingService.Trace($"Checking for existing sales orders for Quote ID: {quoteId}");
            // Query existing orders from the same quote (excluding cancelled)
            QueryExpression query = new QueryExpression("salesorder")
            {
                ColumnSet = new ColumnSet("name"),
                Criteria = new FilterExpression
                {
                    Conditions =
                    {
                        new ConditionExpression("quoteid", ConditionOperator.Equal, quoteId),
                        new ConditionExpression("statecode", ConditionOperator.NotEqual, STATE_CANCELED)
                    }
                }
            };
            EntityCollection results = service.RetrieveMultiple(query);
            Entity existingOrder = results.Entities.FirstOrDefault();
            if (existingOrder != null)
            {
                string existingOrderName = existingOrder.GetAttributeValue<string>("name") ?? string.Empty;
                if (!string.IsNullOrWhiteSpace(existingOrderName))
                    existingOrderName = $" (Order: {existingOrderName})";
                throw new InvalidPluginExecutionException(
                    $"This quote has already been converted to an order{existingOrderName}. " +
                    "Please use the existing order or cancel it before creating a new one.");
            }
        }
    }
    // Extension method (optional but neat)
    public static class EntityExtensions
    {
        public static bool TryGetAttributeValue<T>(this Entity entity, string attributeName, out T value)
        {
            value = default(T); // C# 7.3 requires explicit type for default
            if (entity.Contains(attributeName) && entity[attributeName] is T castValue)
            {
                value = castValue;
                return true;
            }
            return false;
        }
    }
I have the same question (0)
  • Suggested answer
    Tom_Gioielli Profile Picture
    2,862 Super User 2025 Season 2 on at
    Can I make an alternative suggestion, in case you are looking for it. You can achieve this same functionality by creating an Alternate Key on your Sales Order table, and it will only take a few minutes to implement through the maker portal. If items truly need to be unique, creating a table key will ensure that this is enforced at the database level.
     

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