Closing an active quote via scribe dts
I have done some inserts, updates etc. using the crm adapter, but how do I simulate the action of closing a quote using scribe dts.
I have done seek and update. This is actually working now. It was my fault, I had 2 different organizations in our test instance with the same data. I was running the routine against one and checking the results against the other organization, that explains why I did not get any errors back. Your response with the different status code was very helpful. Thank you.
What kind of Step_Operation do you have configured in the DTS? Update or Update/Insert or Insert/Update or Upsert?
In addiotion, could you try to set some really wrong values for both fields - like [statecode] = -1337
[statuscode] = -1337 - just to check if you get an error or not?
the closing of quotes is nothing more than a simple update operation.
You just have to map the statecode/statuscode fields in your update step with the corresponding values.
Some default combinations:
- [statecode] 0 = "Draft" => corresponding [statuscode] 1 = "In Progress (Draft)"
- [statecode] 2 = "Active" => corresponding [statuscode] 1 = "In Progress (Active)"
- [statecode] 2 = "Won" => corresponding [statuscode] 4 = "Won"
- [statecode] 3 = "Closed" => corresponding [statuscode] 5 = "Lost"
If you need further details, just let me know.