global static List<ffscpqint.SyncEstimateAndQuoteService.SyncEstimateAndQuoteResponse> syncEstimateAndQuote(List<ffscpqint.SyncEstimateAndQuoteService.SyncEstimateAndQuoteRequest> requests)

A method that syncs estimate details to their related quotes and vice versa.

Input Parameters

Return Value

This service returns SyncEstimateAndQuoteResponse in a list that parallels the input list.

Sample Code

//Note: This sample code is for demonstration purposes only. It is not intended for
//use in a production environment, is not guaranteed against defects or errors, and
//is in no way optimized or streamlined.

Id estimateId = 'a6MDK000000L2fJ2AS';
// Id quoteId = 'a5Z6t000000EcEuEAK';

// You can optionally list the details to add to each estimate product instance being created by newly synced quote lines.
// First, use the estimate ID to retrieve unsynced service quote line IDs and the estimate product IDs associated with the same product as the quote lines.
// Construct the retrieveUnsyncedQuoteLines request
ffscpqint.SyncEstimateAndQuoteService.RetrieveUnsyncedQuoteLinesRequest retrieveUnsyncedQuoteLinesRequest = new ffscpqint.SyncEstimateAndQuoteService.RetrieveUnsyncedQuoteLinesRequest();

// The ID of the estimate associated with the quote that the unsynced service quote lines are retrieved from.
retrieveUnsyncedQuoteLinesRequest.EstimateId = estimateId;

// Retrieve the unsynced service quote lines. These will be used when constructing the syncEstimateAndQuote request.
List<ffscpqint.SyncEstimateAndQuoteService.RetrieveUnsyncedQuoteLinesResponse> retrieveUnsyncedQuoteLinesResponses = ffscpqint.SyncEstimateAndQuoteService.retrieveUnsyncedQuoteLines(
    new List<ffscpqint.SyncEstimateAndQuoteService.RetrieveUnsyncedQuoteLinesRequest>{ request }
);

// Construct the syncEstimateAndQuote request
ffscpqint.SyncEstimateAndQuoteService.SyncEstimateAndQuoteRequest request = new ffscpqint.SyncEstimateAndQuoteService.SyncEstimateAndQuoteRequest();

// You must specify either the ID of the quote or of the estimate. You can't specify both.

// The ID of the estimate being synced.
request.EstimateId = estimateId;

// The ID of the quote being synced.
// request.QuoteId = quoteId;

// You can set this to true if you want to consolidate estimate role requests by skills when generating resource requests.
// The estimate and the quote must both be primary to consolidate role requests.
request.AggregateBySkills = false;

// This is an optional setting that provides additional fields to consolidate estimate role requests by when generating resource requests.
// The estimate and the quote must both be primary to consolidate role requests.
request.AdditionalAggregationFieldPaths = new List<String>{
            'ffscpq__Estimate_Task__r.Name'
        };

// You can optionally specify the values of the estimate product instances to be created for each unsynced service quote line from the retrieveUnsyncedQuoteLines request. This is a mandatory step if there are multiple estimate products related to the product on the quote line.
List<ffscpqint.SyncEstimateAndQuoteService.EstimateProductInstanceDetails> estimateProductInstanceDetails = new List<ffscpqint.SyncEstimateAndQuoteService.EstimateProductInstanceDetails>();

for (ffscpqint.UnsyncedQuoteLineDetail unsyncedQuoteLineDetail : retrieveUnsyncedQuoteLinesResponses[0].UnsyncedQuoteLines) {
    ffscpqint.SyncEstimateAndQuoteService.EstimateProductInstanceDetails estimateProductInstanceDetail = new ffscpqint.SyncEstimateAndQuoteService.EstimateProductInstanceDetails(
        unsyncedQuoteLineDetail.QuoteLineId
    );

    // If there are multiple estimate products related to the service product, select the estimate product you want to use to sync with quote from the response list.
    estimateProductInstanceDetail.EstimateProductId = unsyncedQuoteLineDetail.EstimateProducts[1].Id;

    // This is an optional setting to specify the currency ISO code of each estimate product instance.
    estimateProductInstanceDetails[0].CurrencyIsoCode = 'USD';

    estimateProductInstanceDetails.add(estimateProductInstanceDetail);
}

// Add the list of estimate product instance details to the request.
request.EstimateProductInstancesDetails = estimateProductInstanceDetails;


List<ffscpqint.SyncEstimateAndQuoteService.SyncEstimateAndQuoteResponse> responses = ffscpqint.SyncEstimateAndQuoteService.syncEstimateAndQuote(
    new List<ffscpqint.SyncEstimateAndQuoteService.SyncEstimateAndQuoteRequest>{ request }
);

// Extract the response data
System.debug('The estimate ID: ' + responses[0].EstimateId);
System.debug('The quote ID: ' + responses[0].QuoteId);

// Extract errors
System.debug('Number of errors: ' + responses[0].Errors.size());
if (!responses[0].Errors.isEmpty()) {
    System.debug('Error message: ' + responses[0].Errors[0].Message);
}

global static List<ffscpqint.SyncEstimateAndQuoteService.RetrieveUnsyncedQuoteLinesResponse> retrieveUnsyncedQuoteLines(List<ffscpqint.SyncEstimateAndQuoteService.RetrieveUnsyncedQuoteLinesRequest> requests)

A method that retrieves the details of unsynced service quote lines from their related quote.

Input Parameters

Return Value

This service returns RetrieveUnsyncedQuoteLinesResponse in a list that parallels the input list.

Sample Code

//Note: This sample code is for demonstration purposes only. It is not intended for
//use in a production environment, is not guaranteed against defects or errors, and
//is in no way optimized or streamlined.

// Construct the request
ffscpqint.SyncEstimateAndQuoteService.RetrieveUnsyncedQuoteLinesRequest request = new ffscpqint.SyncEstimateAndQuoteService.RetrieveUnsyncedQuoteLinesRequest();

// You must specify either the ID of the quote or of the estimate. You can't specify both.

// The ID of the estimate associated with the quote that the unsynced service quote lines are retrieved from.
request.EstimateId = 'a6MDK000000L2fJ2AS';

// The ID of the quote to retrieve unsynced service quote lines from.
// request.QuoteId = 'a5Z6t000000EcEuEAK';

List<ffscpqint.SyncEstimateAndQuoteService.RetrieveUnsyncedQuoteLinesResponse> responses = ffscpqint.SyncEstimateAndQuoteService.retrieveUnsyncedQuoteLines(
    new List<ffscpqint.SyncEstimateAndQuoteService.RetrieveUnsyncedQuoteLinesRequest>{ request }
);

// Extract the response data
System.debug('The estimate ID: ' + responses[0].EstimateId);
System.debug('The quote ID: ' + responses[0].QuoteId);

// Extract the list of unsynced service quote line details
List<ffscpqint.UnsyncedQuoteLineDetail> unsyncedQuoteLines = responses[0].UnsyncedQuoteLines;

System.debug('Unsynced quote line ID: ' + unsyncedQuoteLines[0].QuoteLineId);
System.debug('Unsynced quote line currency: ' + unsyncedQuoteLines[0].CurrencyIsoCode);

// Extract the estimate products related to the service product on the unsynced quote line
List<ffscpq__Estimate_Product__c> estimateProducts = unsyncedQuoteLines[0].EstimateProducts;

// Extract the estimate product details
System.debug('Estimate product ID: ' + estimateProducts[0].Id);
System.debug('Estimate product Name: ' + estimateProducts[0].Name);
System.debug('Estimate product related product: ' + estimateProducts[0].ffscpq__Product__c);

// Extract errors
System.debug('Number of errors: ' + responses[0].Errors.size());
if (!responses[0].Errors.isEmpty()) {
    System.debug('Error message: ' + responses[0].Errors[0].Message);
}

global SyncEstimateAndQuoteRequest()

global RetrieveUnsyncedQuoteLinesRequest()

global EstimateProductInstanceDetails(Id quoteLineId)

Input Parameters