CRM Call Log in Sales Order Tracker

Yahoo Archive
1
This is something my company has asked for, if other want to use it, here is the code (Taken from the CRM Call buttons on Salesperson Workbench and butchered):


Private Sub AddUpdateCRMCall(ByVal launchType As String)
Dim OrderHed As EpiDataView = CType(oTrans.EpiDataViews("OrderHed"), EpiDataView)
Dim CustomerCustID As String = OrderHed.dataView(OrderHed.Row)("CustomerCustID")
Dim OrderNum As String = OrderHed.dataView(OrderHed.Row)("OrderNum")
Dim custID As String = CustomerCustID
Dim CustNum as integer
Dim PrimeKey as String = String.Empty
Dim RtFile as Integer
Dim TaskRelatedToFiles as String = String.Empty
Dim relTofile as String = String.Empty
Dim key1 as string = OrderNum
Dim key2 as string = String.Empty
Dim key3 as string = String.Empty
Dim callSeqNum As Integer = 0


'Dim dt As DataTable = DBTVP.DBView.dataView.Table
Dim LaunchOK as Boolean = true
'Dim thisCust As integer = DBTVP.GetCurrentPublishedValue("zCustomer01- Customer Tracker Query: Customer.CustNum")

'if thisCust < 1 then LaunchOk = false

if launchType = "AddNew" then

custID = CustomerCustID
End IF

if LaunchOK then

Dim xDoc As XmlDocument = New XmlDocument()
Dim xDocElem As XmlNode = xDoc.CreateElement("Test")
Dim xNodeMode As XmlNode = xDoc.CreateElement("Mode")
xNodeMode.InnerText = launchType

xDocElem.AppendChild(xNodeMode)
xDoc.AppendChild(xDocElem)

Dim crmCArgs As CRMCallArgs = New CRMCallArgs(relToFile, key1, key2, key3, callSeqNum.ToString(), custID)


'Dim crmCArgs As CRMCallArgs = New CRMCallArgs(RelatedToFiles.Customer, key1, custNum.ToString(), key3, "", taskSeqNum.ToString(), "", custID, False)
crmCArgs.ValueIn = xDoc

ProcessCaller.LaunchForm(oTrans, "Epicor.Mfg.UI.CRMCallEntry", crmCArgs)

End If
End Sub



Private Sub btnEpiCustom3_MouseUp(ByVal Sender As Object, ByVal Args As System.Windows.Forms.MouseEventArgs) Handles btnEpiCustom3.MouseUp
'// ** Place Event Handling Code Here **
AddUpdateCRMCall("AddNew")
End Sub


End Module