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Class SaleGuideUtility

Inheritance
Object
SaleGuideUtility
Inherited Members
Object.ToString()
Object.Equals(Object)
Object.Equals(Object, Object)
Object.ReferenceEquals(Object, Object)
Object.GetHashCode()
Object.GetType()
Object.MemberwiseClone()
Namespace: SuperOffice.CRM
Assembly: SoDataBase.dll
Syntax
public static class SaleGuideUtility

Methods

BatchUpdateNextDueDate(ProgressEstimateCallback, ProgressStepCallback)

Updates the next due date for all sales.

Declaration
public static void BatchUpdateNextDueDate(ProgressEstimateCallback estimateCB, ProgressStepCallback stepCB)
Parameters
Type Name Description
ProgressEstimateCallback estimateCB
ProgressStepCallback stepCB

CalculateNextDueDate(Int32)

Calculates the next due date for a given sale. This method takes into account the status of the sale.

Declaration
public static NextDateInfo CalculateNextDueDate(int saleId)
Parameters
Type Name Description
Int32 saleId

Identifies the sale for which you want to calculate the next due date

Returns
Type Description
NextDateInfo

The DateTime representing the next due date for the supplied sale identifier

Remarks

If a sale is stalled, the next due date will be the re-open date. If the sale is done, the next due date will be the sale date. The same is the case when no valid appointments can be found for a given sale.

GetNextDueAppointmentDate(Int32)

Gets the active date from the first appointment associated with the specified sale. This method does not take into account the status of the sale.

Declaration
public static NextDateInfo GetNextDueAppointmentDate(int saleId)
Parameters
Type Name Description
Int32 saleId

Identifies the sale for which you want to calculate the next due date

Returns
Type Description
NextDateInfo

The DateTime representing the next due date for the supplied sale identifier. Returns DateTime.MinValue if no appointment is found

Remarks

We loop through all the appointments for a sale and find the first one that has not been completed and is not a child appointment.

GetNextSaleStage(Int32, Boolean)

Declaration
public static int GetNextSaleStage(int saleId, bool includeCurrentStage)
Parameters
Type Name Description
Int32 saleId
Boolean includeCurrentStage
Returns
Type Description
Int32

LastActivityOfStageDone(Int32, Int32, Int32)

Determine if (all instances of) the last activity of the given stage/sale are Complete, AND that the given suggestedappointment is in fact the last one of the stage

Declaration
public static bool LastActivityOfStageDone(int saleId, int stageId, int suggestedAppointmentId)
Parameters
Type Name Description
Int32 saleId
Int32 stageId
Int32 suggestedAppointmentId
Returns
Type Description
Boolean

OfferAutoNextStageOnApppointmentCompleted(Int32)

Determine if we should offer the user auto-advance to next stage, based on a just-completed appointment

Declaration
public static bool OfferAutoNextStageOnApppointmentCompleted(int appointmentId)
Parameters
Type Name Description
Int32 appointmentId
Returns
Type Description
Boolean
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