Disabling Asset Creation in the Infor CRM Web Client

In the Infor CRM web client, when you Close and Win an opportunity one of the things that happens is the Opportunity Products on the Opportunity become Assets at the Account level.

Several of our clients have asked how to turn off this functionality. Unfortunately it is not as easy as it should be to disable this but it is possible. This post will walk through how to do this.

There are 2 places that Assets can be created from an Opportunity. On the OnBeforeUpdate event and on the OnAfterInsert event there are actions to create these Assets. Both of these events have a primary step that calls a compiled method in the Sage.Saleslogix.BusinessRules.dll assembly. Since this is a compiled assembly we cant modify these events. Instead what we need to do is to replace the primary steps with our own custom primary steps.

OnBeforeUpdate
In the OnBeforeUpdate event you will want to add a new Primary step. Make this new step the active one which will disable the standard event OnBeforeUpdate wired up to the standard Business Rule Event.

In your Primary step, you will choose a C# Code Snippet.

You will need to add an assembly reference to Sage.SalesLogix.Plugins.dll

In the code itself you need to add the following:

Sage.SalesLogix.Opportunity.Rules.ValidateOpportunity(opportunity);
if (opportunity.Status ==  "Closed - Lost")
    opportunity.CloseProbability = new int?(0);
else if (opportunity.Status ==  "Closed - Won")
{
    opportunity.CloseProbability = new int?(100);
    //Rules.MoveOppProductsToAssets(opportunity);
}
Sage.SalesLogix.Opportunity.Rules.EnsureDocumentPricing(opportunity);
Sage.SalesLogix.Opportunity.Rules.SetBOEKeyFields(opportunity);

OnAfterInsert
In the OnAfterInsert event you will want to add a new Primary step. Make this new step the active one which will disable the standard event OnAfterUpdate wired up to the standard Business Rule Event.

In your Primary step, you will choose a C# Code Snippet.

You will need to add assembly references to

• Sage.SalesLogix.Plugins.dll
• Sage.SalesLogix.BusinessRules.dll

In the code itself you need to add the following:

if (opportunity.Status ==  "Closed - Lost")
	opportunity.CloseProbability = new int?(0);
else if (opportunity.Status ==  "Closed - Won")
{
	opportunity.CloseProbability = new int?(100);
	Sage.SalesLogix.Opportunity.Rules.ValidateOpportunity(opportunity);
	//Rules.MoveOppProductsToAssets(opportunity);
}
//SetupSalesProcess, this had to be re-written because it is protected in the assembly			
string commonOption = Sage.Platform.Application.ApplicationContext.Current.Services.Get<Sage.Platform.Application.Services.IUserOptionsService>().GetCommonOption("cboSalesProcess", "OpportunityDefaults");
if (string.IsNullOrEmpty(commonOption) || !(commonOption != "NONE"))
	return;
			
string pluginIdFromName = string.Empty;
foreach (Sage.SalesLogix.Plugins.Plugin salesProcessPlugin in (System.Collections.Generic.IEnumerable<Sage.SalesLogix.Plugins.Plugin>) Sage.SalesLogix.SalesProcess.Helpers.GetSalesProcessPluginList())
{
	if (string.Equals(commonOption, salesProcessPlugin.Name, StringComparison.InvariantCultureIgnoreCase))
		pluginIdFromName = salesProcessPlugin.PluginId;
}						
      		
if (string.IsNullOrEmpty(pluginIdFromName))
	return;
			
Sage.Platform.EntityFactory.Create<Sage.Entity.Interfaces.ISalesProcesses>().InitSalesProcess(pluginIdFromName, opportunity.Id.ToString());