Class SaleGuideUtility
Inherited Members
Namespace: SuperOffice.CRM
Assembly: SoDataBase.dll
Syntax
public static class SaleGuideUtilityMethods
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 |