web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Recalculate Totals in Custom Entity with c# plugin

(0) ShareShare
ReportReport
Posted on by 105

Hello, 

Can anyone help me how to proceed with my code. 

This is my code for calculating totals when creating a record in order product lines. 

if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)

            {

                if (context.MessageName == "Create")

                {

                    Entity salesorderdetail = context.InputParameters["Target"] as Entity;

 

                    if (salesorderdetail != null)

                    {

                        IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));

                        IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

 

 

                        QueryExpression query = new QueryExpression()

                        {

                            Distinct = false,

                            EntityName = "crcd0_summaryorderproduct",

                            ColumnSet = new ColumnSet("crcd0_totalcost", "crcd0_totalmargin", "crcd0_roi", "crcd0_contractfromdate", "crcd0_contracttodate", "crcd0_totalamount"),

                            Criteria = new FilterExpression

                            {

                                Conditions =

                                {

                                    new ConditionExpression

                                    {

                                        AttributeName = "crcd0_existingproduct",

                                        Operator = ConditionOperator.Equal,

                                        Values =

                                        {

                                            salesorderdetail.GetAttributeValue<EntityReference>("productid").Id,

                                        }

                                    },

                                    new ConditionExpression

                                    {

                                        AttributeName = "crcd0_salesorder",

                                        Operator = ConditionOperator.Equal,

                                        Values =

                                        {

                                            salesorderdetail.GetAttributeValue<EntityReference>("salesorderid").Id,

                                        }

                                    }

                                }

                            }

                        };

                        EntityCollection summaryCollection = service.RetrieveMultiple(query);

                        Entity summary = summaryCollection[0];

 

                        QueryExpression salesOrderQuery = new QueryExpression()

                        {

                            Distinct = false,

                            EntityName = "salesorderdetail",

                            ColumnSet = new ColumnSet("crcd0_summarycost", "crcd0_margin", "priceperunit"),

                            Criteria = new FilterExpression

                            {

                               Conditions =

                                {

                                    new ConditionExpression

                                    {

                                        AttributeName = "productid",

                                        Operator = ConditionOperator.Equal,

                                        Values =

                                        {

                                            salesorderdetail.GetAttributeValue<EntityReference>("productid").Id,

                                        }

                                    },

 

                                    new ConditionExpression

                                   {

                                        AttributeName = "salesorderid",

                                        Operator = ConditionOperator.Equal,

                                        Values =

                                        {

                                            salesorderdetail.GetAttributeValue<EntityReference> ("salesorderid").Id,

                                        }

                                    }

                                }

                            }

                        };

 

                        QueryExpression salesorder = new QueryExpression()

                        {

                            Distinct = false,

                            EntityName = "salesorder",

                           ColumnSet = new ColumnSet("crcd0_totalcost", "crcd0_totalmargin"),

                            Criteria = new FilterExpression

                            {

                                Conditions =

                                {

                                    new ConditionExpression

                                    {

                                        AttributeName = "salesorderid",

                                        Operator = ConditionOperator.Equal,

                                        Values =

                                        {

                                            salesorderdetail.GetAttributeValue<EntityReference>("salesorderid").Id,

                                        }

                                    }

                                }

                            }

                        };

 

                        EntityCollection orderQuery = service.RetrieveMultiple(salesOrderQuery);

                        EntityCollection order = service.RetrieveMultiple(salesorder);

                        Entity salOrder = order[0];

                        var totalcost = (orderQuery.Entities.Sum(o => Convert.ToDecimal(o.GetAttributeValue<Money>("crcd0_summarycost").Value)));

                        var totalmargin = (orderQuery.Entities.Sum(o => Convert.ToDecimal(o.GetAttributeValue<Money>("crcd0_margin").Value)));

                        var roi = Convert.ToDecimal(0);

                        if (totalcost != 0)

                        {

                            roi = orderQuery.Entities.Sum(o => Convert.ToDecimal(o.GetAttributeValue<Money>("crcd0_summarycost").Value)) / orderQuery.Entities.Average(o => Convert.ToDecimal(o.GetAttributeValue<Money>("priceperunit").Value));

                        }

 

                        var totalamount = (orderQuery.Entities.Sum(o => Convert.ToDecimal(o.GetAttributeValue<Money>("priceperunit").Value)));

 

                        summary["crcd0_totalcost"] = new Money(totalcost);

                        summary["crcd0_totalmargin"] = new Money(totalmargin);

                        summary["crcd0_roi"] = roi;

                        summary["crcd0_totalamount"] = new Money(totalamount);

                        salOrder["crcd0_totalcost"] = new Money(totalcost);

                        salOrder["crcd0_totalmargin"] = new Money(totalmargin);

                        service.Update(summary);

                        service.Update(salOrder);

 

                    }

                   

                }

}else if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is EntityReference && context.MessageName == "Delete")

{

}

}

I need to add on delete step and recalculate thw totals when a record is deleted. I tried creating the step as post op and adding pre image, but pre image is null. 

  • Suggested answer
    Bipin D365 Profile Picture
    28,995 Moderator on at

    Hi,

    You should register your delete plugin on prevalidation stage

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the July Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
11manish Profile Picture

11manish 109 Super User 2026 Season 2

#2
Syed Aqib Raza Profile Picture

Syed Aqib Raza 88

#3
ParthPatel249 Profile Picture

ParthPatel249 82

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans