I am trying to programmatically update SalesOrder entries by calling
Microsoft CRM SDK's Update functions. But it happens that AccountID
and CustomerID are not working the way I expected. Here is a
scenario:

1. Using Account's create functions to create new account, named TEST
(GUID{1C15...} is assigned)
2. Use the same procedure to create a new account named TEST2
(GUID {81D8...} is assigned})

3. I want to use an existing owner, to create a SalesOrder for TEST,
such that TEST2 becomes a customer of TEST. I applied the
following (partial) XML to create a SalesOrder:

<salesorder>
<ownerid type="8">{05A8...}</ownerid>
<accountid name="TEST" dsc="0">{1C15...}</accountid>
<customerid name="TEST2" type="1">{81D8...}</customerid>
</salesorder>

-=PROBLEM=- When I open up the CRM program, TEST got one Sales Order
(which is expected). But that Sales Order's customer name is TEST,
not TEST2.

To further debug, I programmatically retrieved the SalesOrder using
the SalesOrder's GUID, and got the following (partial) XML:

<salesorder>
<salesorderid>{7F3A...}</salesorderid>
<ownerid name="omitted" dsc="0" type="8">{05A8...}</ownerid>
<customerid name="TEST" dsc="0" type="1">{1C15...}</customerid>
</salesorder>

We can see that the customerid's name is TEST instead of TEST2. Does
anyone know why this is happening?

Sorry for long posting. Thank you!

Regards,
Kelvin

Kevin,

What you are trying to do is not a supported feature of MSCRM. The
product does not allow you to associate 1 account to another in a
"customer of" relationship like you are trying to do.

Matt

On 19 Feb 2004 10:47:37 -0800, google@vpn-monitor.com (Kelvin Tsang)
wrote:

I am trying to programmatically update SalesOrder entries by calling
Microsoft CRM SDK's Update functions. But it happens that AccountID
and CustomerID are not working the way I expected. Here is a
scenario:

1. Using Account's create functions to create new account, named TEST
(GUID{1C15...} is assigned)
2. Use the same procedure to create a new account named TEST2
(GUID {81D8...} is assigned})

3. I want to use an existing owner, to create a SalesOrder for TEST,
such that TEST2 becomes a customer of TEST. I applied the
following (partial) XML to create a SalesOrder:

<salesorder>
<ownerid type="8">{05A8...}</ownerid>
<accountid name="TEST" dsc="0">{1C15...}</accountid>
<customerid name="TEST2" type="1">{81D8...}</customerid>
</salesorder>

-=PROBLEM=- When I open up the CRM program, TEST got one Sales Order
(which is expected). But that Sales Order's customer name is TEST,
not TEST2.

To further debug, I programmatically retrieved the SalesOrder using
the SalesOrder's GUID, and got the following (partial) XML:

<salesorder>
<salesorderid>{7F3A...}</salesorderid>
<ownerid name="omitted" dsc="0" type="8">{05A8...}</ownerid>
<customerid name="TEST" dsc="0" type="1">{1C15...}</customerid>
</salesorder>

We can see that the customerid's name is TEST instead of TEST2. Does
anyone know why this is happening?

Sorry for long posting. Thank you!

Regards,
Kelvin

Matt,

You are right. Thank you!

-Kelvin

Matt Parks <mattp65@RemoveToX_XYahoo.com> wrote in message news:<3l1a30t890j7d1cagmk9ons6sfk2ej99f0@4ax.com>. ..