Workflow from Opportunity to Order

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Posted on by Letoir

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I have an Opportunity that has a checkbox "Create Order" when the value is "YES" and the Status Reason is "Won" then it should create an ORDER.

All said all done, but the problem is, my Opportunity has Products. When i create an Order (automatically by Workflow) My order does not have any products!

How can i Solve this ?

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Royal King 27,686 on at

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There is no outbox workflow action that can automatically convert opportunity to order. You need to write custom workflow to convert opportunity to order.

Here is the method that converts opportunity to order with all the products in the opportunity. Use this method in your workflow to convert opportunity to order.

GenerateSalesOrderFromOpportunityRequest req = new GenerateSalesOrderFromOpportunityRequest();

req.OpportunityId = new Guid("D911C1BD-23DA-E011-94B4-1CC1DEF177C2");

req.ColumnSet = new ColumnSet(true);

GenerateSalesOrderFromOpportunityResponse resp = (GenerateSalesOrderFromOpportunityResponse)slos.Execute(req);

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Letoir 3,460 on at

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i need to try this out! thanks

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Aileen Gusni 44,524 on at

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Hi Letoir,

You dont have plan to use the sequence provided by out of the box crm, opportunity to quote to order to invoice? It will make the products brough along from opportunity to quote to order.

Thank you.

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Community Member on at

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Please let us know if you question was answered!

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Letoir 3,460 on at

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Yes But the company doesnt want to use Quotes... So it has to go from Opportunity to Order.

But on order you find a button in the command bar that says "Get Products from opportunity", so this can make it work aswell :)

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Letoir 3,460 on at

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Hi Chitran, I did as u told me, but i need this class GenerateSalesOrderFromOpportunityRequest.

Could u give me more details about this, as this is my first workflow activity.

thanks

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Aileen Gusni 44,524 on at

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Hi Letoir,

If my suggestion, better you create a plugin.

Register when onCreate of an Order.

Get the Opportunity, get the Oportunity Product, and then create the Order Product based on the Opportunity Product.

Thanks.

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Letoir 3,460 on at

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True, but the order is created 2 of the 4 times on opportunity.

Depending on the opportunity type, so its better to develop a workflow activity. no ?

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Aileen Gusni 44,524 on at

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Hi Letoir,

Custom workflow or Plugin,

It is similar in usage if you use auto trigger.

You want to run on demand or auto trigger during Order created?

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Letoir 3,460 on at

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When an Opportunity is qualified the order should be created.

So you can say on field change: status reason, is qualified (won) an order should be made.

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