Hi Experts,
I want to convert Lead as prospect partner .
prospect partner in Customer has code “ZPRT”
I am getting the following error .
I have resolved the above error but partner object not created..
First we need to create Role then only create prospect.
Category 1 is for person creation and category 2 for organization creation.
Either only one we need to specify.
For example:
elCustomerRoot.CategoryCode= "1";
elCustCurrentCommon.Person.Name.FamilyName = "TestnameSrinivas";
elCustCurrentCommon.Person.Name.FamilyName = "TestnameBorra";
or
elCustomerRoot.CategoryCode= "2";
elCustCurrentCommon.Organisation.Name.FirstLineName="SrinivasIBM";
Please find the following code and help me how to proceed on this.
Zlead.XBO
import AP.Common.GDT;
import AP.CRM.Global;
[Extension] businessobject AP.CRM.Global:Lead raises PartnerCreationFailed,PartnerConversionFailed,PartnerConvertedSuccess,DuplicateLeadFound{
// You must activate this business object before you can access the extension fields
// or messages in script files, forms, and screens.
node Party {
}
node Item {
}
message PartnerCreationFailed text "Account or Partner already created with this company name ";
message DuplicateLeadFound text "This Lead has Duplicate company name ";
message PartnerConversionFailed text "Partner Created already or Lead associated to Account.";
message PartnerConvertedSuccess text "Partner is Converted successfully";
element PartnerIndicator : Indicator= true;
element isPartnerDisable : Indicator= false;
action ConvertPartnerAndContact;
}
Custom Action:LeadToPartnerAndContactConversion.ABSL
import ABSL;
import AP.FO.BusinessPartner.Global;
import AP.CRM.Global as crm;
import AP.FO.Address.Global;
import AP.FO.BusinessPartnerRelationship.Global;
import AP.PC.ActivityManagement.Global;
if(!this.ID.IsInitial())
{
var LeanLead : crm:LeanLead;
LeanLead = crm:LeanLead.Retrieve(this.ID);
var isLeadConvertedToAccount = true;
var qryLead_Root_QueryByElements;
var selParamsLead_Root_QueryByElements;
var colQryResult;
var instLead;
// Lead: define query and parameters to be used for retrieval of data
qryLead_Root_QueryByElements = Lead.QueryByElements;
selParamsLead_Root_QueryByElements = qryLead_Root_QueryByElements.CreateSelectionParams();
selParamsLead_Root_QueryByElements.Add(qryLead_Root_QueryByElements.PartySortingFormattedName.content, "I","EQ",LeanLead.Organisation.FirstLineName);
// Lead: execute the query
colQryResult = qryLead_Root_QueryByElements.Execute(selParamsLead_Root_QueryByElements);
var leadCount = colQryResult.Count();
if(leadCount > 1)
{
foreach (var leadQry in colQryResult)
{
var LeanLeadDuplicate = crm:LeanLead.Retrieve(leadQry.ID);
var LLConversionInformation = LeanLeadDuplicate.ConversionInformation;
if(LLConversionInformation.IsSet())
{
isLeadConvertedToAccount = false;
raise DuplicateLeadFound.Create("E");
}
}
}
var query;
var selParams;
var queryResult;
query = Customer.QueryByBusinessObjectCustomer;
selParams = query.CreateSelectionParams();
// Retrieve customer by query identification
selParams.Add(query.CommonSortingFormattedName,"I","EQ", LeanLead.Organisation.FirstLineName);
queryResult = query.Execute(selParams);
var customerCount = queryResult.Count();
if(customerCount > 0)
{
isLeadConvertedToAccount = false;
raise PartnerCreationFailed.Create("E");
}
if(isLeadConvertedToAccount)
{
var leadStatus = this.Status.UserStatusCode.GetDescription();
if(leadStatus.Matches("Contacted") || leadStatus.Matches("Qualified"))
{
this.isPartnerDisable = true;
}else if(leadStatus.Matches("Open") || leadStatus.Matches("Rejected"))
{
this.isPartnerDisable = false;
}
// instance of object Lean Lead
var PartnerFlag = true;
// instance of object Lean Lead
var party = this.Party;
//filter the partner party.
var PartnerParty = this.Party.Where(n=>n.RoleCode=="ZPP");
//this count is more than zero means partner party is already created and partner creation fail.
if(PartnerParty.Count() > 0)
{
PartnerFlag = false;
this.PartnerIndicator = false;
raise PartnerConversionFailed.Create("E");
}
//Once the customer or account is created system is mainting the information in ConversionInformation
//once account is already created then not allow to create partner.
var ConversionInformation = LeanLead.ConversionInformation;
if(ConversionInformation.IsSet())
{
if(!ConversionInformation.TargetCustomerInternalID.IsInitial())
{
this.PartnerIndicator = false;
PartnerFlag = false;
raise PartnerCreationFailed.Create("E");
}
}
if(PartnerFlag)
{
// define root node
var elCustomerRoot: elementsof Customer;
var newCustomer;
elCustomerRoot.CategoryCode= "2";
newCustomer = Customer.Create(elCustomerRoot);
// set the customer new role code specific to partner and crearte customer role.
var elCustRole: elementsof newCustomer.Role;
elCustRole.RoleCode.content = "ZPART";
newCustomer.CustomerRole.Create(elCustRole);
// set the party new role code specific to partner and crearte customer role.
var elePartnerParty: elementsof this.Party;
elePartnerParty.RoleCode="ZPP";
elePartnerParty.PartyKey.PartyID.content=newCustomer.InternalID;
this.Party.Create(elePartnerParty);
///LeanLead.bu
// set the party new role code specific to partner and crearte customer role.
var elCustBussChars: elementsof newCustomer.CurrentBusinessCharacters;
elCustBussChars.ProspectIndicator= true;
newCustomer.CurrentBusinessCharacters.Create(elCustBussChars);
//set the Organisation name in currentcommon node and crearte CurrentCommon node.
var elCustCurrentCommon: elementsof Customer.Common;
elCustCurrentCommon.Organisation.Name.FirstLineName=LeanLead.Organisation.FirstLineName;
newCustomer.CurrentCommon.Create(elCustCurrentCommon);
// set the Organisation name to common node because once current common is created then common node also create.
if(newCustomer.Common.Count()>0)
{
var CurrCommon = newCustomer.CurrentCommon;
var currCommonName = CurrCommon.Organisation.Name.FirstLineName;
newCustomer.Common.GetFirst().Organisation.Name.FirstLineName = currCommonName;
}
// set and create ABCClassifications Node
var elCustABCClassi: elementsof newCustomer.ABCClassifications;
elCustABCClassi.CustomerABCClassificationCode= LeanLead.Organisation.AccountABCClassificationCode;
newCustomer.ABCClassifications.Create(elCustABCClassi);
// set partner address and personal information
var newAddressInfo = newCustomer.AddressInformation.Create();
var newPostalAddress = newAddressInfo.Address.DefaultPostalAddressRepresentation.Create();
newPostalAddress.StreetName = LeanLead.Address.PostalAddressElements.StreetName;
newPostalAddress.CityName = LeanLead.Address.PostalAddressElements.CityName;
newPostalAddress.CountyName = LeanLead.Address.PostalAddressElements.CountryCode.GetDescription();
newPostalAddress.CountryCode = LeanLead.Address.PostalAddressElements.CountryCode;
newPostalAddress.StreetPostalCode=LeanLead.Address.PostalAddressElements.StreetPostalCode;
var DefaultEMailAddress = newAddressInfo.Address.DefaultEMail.Create();
DefaultEMailAddress.URI=LeanLead.Address.EmailURI;
//set Owner of the partner.
var eleCurrentEmployeeResponsible: elementsof newCustomer.CurrentEmployeeResponsible;
eleCurrentEmployeeResponsible.EmployeeUUID =this.ResponsibleEmployeeParty.PartyUUID;
newCustomer.CurrentEmployeeResponsible.Create(eleCurrentEmployeeResponsible);
//set Relationship of the partner or to set main contact
var eleRelationship : elementsof newCustomer.Relationship;
eleRelationship.RoleCode.content = "BUR001-1";
var PartyContactParty = this.ProspectParty.PartyContactParty;
var PartyID = PartyContactParty.GetFirst().PartyKey.PartyID.RemoveLeadingZeros();
eleRelationship.RelationshipBusinessPartnerUUID=this.Party.MainPartyContactParty.GetFirst().PartyUUID;
newCustomer.Relationship.Create(eleRelationship);
newCustomer.CurrentDefaultHasContactPerson.BusinessPartnerRelationship.SecondBusinessPartner.CurrentDefaultIsContactPersonFor.Delete();
if(!LeanLead.Address.EmailURI.IsInitial())
{
var DefaultEMail =newCustomer.CurrentDefaultHasContactPerson.BusinessPartnerRelationship.ContactPerson.ContactPersonWorkplaceAddressInformation.ContactPersonWorkplaceAddress.DefaultEMail.Create();
DefaultEMail.URI=LeanLead.Address.EmailURI;
}
if(this.ProspectParty.PartyContactParty.GetFirst().AddressSnapshot.DefaultConventionalPhone.IsSet())
{
var DefaultConventionalPhone =newCustomer.CurrentDefaultHasContactPerson.BusinessPartnerRelationship.ContactPerson.ContactPersonWorkplaceAddressInformation.ContactPersonWorkplaceAddress.DefaultConventionalPhone.Create();
DefaultConventionalPhone.FormattedNumberDescription=this.ProspectParty.PartyContactParty.GetFirst().AddressSnapshot.DefaultConventionalPhone.FormattedNumberDescription;
}
if(this.ProspectParty.PartyContactParty.GetFirst().AddressSnapshot.DefaultMobilePhone.IsSet())
{
var DefaultMobilePhone =newCustomer.CurrentDefaultHasContactPerson.BusinessPartnerRelationship.ContactPerson.ContactPersonWorkplaceAddressInformation.ContactPersonWorkplaceAddress.DefaultMobilePhone.Create();
DefaultMobilePhone.FormattedNumberDescription=this.ProspectParty.PartyContactParty.GetFirst().AddressSnapshot.DefaultMobilePhone.FormattedNumberDescription;
}
if(this.ProspectParty.PartyContactParty.GetFirst().AddressSnapshot.DefaultFacsimile.IsSet())
{
var DefaultFacsimile =newCustomer.CurrentDefaultHasContactPerson.BusinessPartnerRelationship.ContactPerson.ContactPersonWorkplaceAddressInformation.ContactPersonWorkplaceAddress.DefaultFacsimile.Create();
DefaultFacsimile.FormattedNumberDescription=this.ProspectParty.PartyContactParty.GetFirst().AddressSnapshot.DefaultFacsimile.FormattedNumberDescription;
}
//to convert contact.
var cont_uuid = this.Party.MainPartyContactParty.GetFirst().PartyUUID; //Contact UUID
var cust_uuid = this.Party.GetFirst().PartyUUID; //Account UUID
if (!cont_uuid.IsInitial() && !cust_uuid.IsInitial())
{
LeanLead.ConvertStatus(cont_uuid);
// LeanLead.ConvertStatus(cust_uuid,cont_uuid);
}
newCustomer.Activate();
//to invisible to partner action once partner is created and this is one way to stop duplicate partner.
this.PartnerIndicator= false;
//show success message once partner is created.
raise PartnerConvertedSuccess.Create("S");
}
}
}
Event-AfterModify.absl
import ABSL;
import AP.CRM.Global as crm;
if(!this.ID.IsInitial())
{
var LeanLead = crm:LeanLead.Retrieve( this.ID );
var leadStatus = this.Status.UserStatusCode.GetDescription();
if(leadStatus.Matches("Contacted") || leadStatus.Matches("Qualified"))
{
this.isPartnerDisable = true;
}else if(leadStatus.Matches("Open") || leadStatus.Matches("Rejected"))
{
this.isPartnerDisable = false;
}
var party = this.Party;
var PartnerIndicator = this.PartnerIndicator;
var PartnerParty = this.Party.Where(n=>n.RoleCode=="ZPP");
// if the PartnerParty count exists means custom party partner1 is already Created.
//because of this check ,can be avoid the duplicate partner .
if(PartnerParty.Count() > 0)
{
this.PartnerIndicator = false;
}
//this ProspectParty is set means lead is converted to account.
//because of this check ,can be avoid the duplicate partner
var ConversionInformation = LeanLead.ConversionInformation;
if(ConversionInformation.IsSet())
{
if(!ConversionInformation.TargetCustomerInternalID.IsInitial())
{
this.PartnerIndicator = false;
}
}
//this ProspectParty is set means lead is converted to account or assoicated to account.
//because of this check ,can be avoid the duplicate partner
var ProspectParty= LeanLead.ProspectParty;
if(ProspectParty.IsSet())
{
this.PartnerIndicator = false;
}
}
Thanks & Regards,
SRINIVAS BORRA
