从机会创建销售订单时填充自定义字段 [英] Populate custom field while creating sale order from opportunity

问题描述

我在SO屏幕（SO301000）上创建了一个自定义字段Contact。现在，当用户从机会屏幕创建销售订单时（CR304000），我需要填充这些字段。新的自定义字段联系人基于机会中选择的客户。我可以看到，当我按照设计的方式从机会创建销售订单时，会自动填充客户。但是，如何对自定义字段执行同样的操作。

I have created a custom field Contact on SO screen (SO301000). Now I need to populate these field when user Create Sales Order from Opportunity screen (CR304000). New custom field Contact is based on Customer selected in Opportunity. I can see that Customer is automatically populated when I create Sales Order from Opportunity as it is by designed. However, how can I do that same for the custom field.

我尝试扩展现有的CreateSalesOrder方法，但似乎无济于事。

I have tried extending existing CreateSalesOrder method but it seems it is not helping.

联系查询（它会根据客户在SO中的选择进行刷新，但不会根据我从机会创建SO进行刷新）

Contact Lookup (It refreshes based on Customer select in SO but not when I create SO from Opportunity)

[PXDBInt()]

[PXUIField(DisplayName = "Contact", Visibility = PXUIVisibility.Visible)]
[PXSelector(typeof(Search2<Contact.contactID,
	LeftJoin<BAccount2, On<BAccount2.bAccountID, Equal<Contact.bAccountID>>>>),
	DescriptionField = typeof(Contact.displayName), Filterable = true, DirtyRead = true)]
[PXDefault(PersistingCheck = PXPersistingCheck.Nothing)]
[PXFormula(typeof(Default<SOOrder.customerID>))]
[PXRestrictor(typeof(Where<Contact.contactType, NotEqual<ContactTypesAttribute.bAccountProperty>,
		And<Where<BAccount2.bAccountID, Equal<Current<SOOrder.customerID>>,
				Or<Current<SOOrder.customerID>, IsNull>>>>), PX.Objects.CR.Messages.ContactBAccountDiff)]
[PXRestrictor(typeof(Where<Contact.isActive, Equal<True>>), PX.Objects.CR.Messages.ContactInactive,
			  typeof(Contact.displayName))]

public virtual int? UsrCustContactID { get; set; }
public abstract class usrCustContactID : IBqlField { }

Contact Lookup（它当我根据机会创建SO时，它可以按要求工作，但不会根据客户的选择进行刷新。）

Contact Lookup (It is working as required when I create SO from Opportunity but does not refreshes based on Customer selection)

[PXDBInt()]

[PXDBChildIdentity(typeof(Contact.contactID))]
[PXRestrictor(typeof(Where<Contact.isActive, Equal<True>>), "Contact '{0}' is inactive or closed.", new[] { typeof(Contact.displayName) })]
[PXSelector(typeof(Search2<Contact.contactID, LeftJoin<BAccount, On<BAccount.bAccountID, Equal<Contact.bAccountID>>>, Where<Contact.contactType, Equal<ContactTypesAttribute.person>, Or<Contact.contactType, Equal<ContactTypesAttribute.lead>>>>), DescriptionField = typeof(Contact.displayName), Filterable = true)]
[PXUIField(DisplayName = "Contact")]


public virtual int? UsrCustContactID { get; set; }
public abstract class usrCustContactID : IBqlField { }

推荐答案

在此处找到类似的答案：如何将订单项自定义字段值从机会传递给销售订单？

Similar answer found here: How to pass line item custom field value to sales order from opportunity?

可以将其从CROpportunity转换为SOOrder。 ..

Can be translated to something like this from CROpportunity to SOOrder...

public class CROpportunityMaintExtension : PXGraphExtension<OpportunityMaint>
{
    [PXOverride]
    public virtual void DoCreateSalesOrder(Action del)
    {
        PXGraph.InstanceCreated.AddHandler<SOOrderEntry>(graph =>
        {
            graph.RowInserting.AddHandler<SOOrder>((cache, args) =>
            {
                var soOrder = (SOOrder)args.Row;
                CROpportunity opportunity = PXResult<CROpportunity>.Current;

                // Copy logic here...

            });
        });

        del();
    }
}

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