I'm using CRM 2016 quotes and quote products (quote details). Business requirement is to have a possibility to specify requested delivery dates to each quote product. There might be several delivery dates to one quote product.
I want to create custom entity "delivery dates", that would have lookup to quote product.
Relationships should look like this:
Quote -- 1:N --> Quote Products -- 1:N --> Delivery Dates
Unfortunately I cannot find Quote Products in Target lookup types. Is there a way to accomplish my desired outcome?
You can't create 1:N relation from entity 'quote details' the only option is N:N and N:1.
Related
[in sale analysis on total two list product and product category there. same things I want to add in quotation pivot table how can I add?
That is not really possible, because the BI (Business Intelligence) reports (you called it "sale analysis" in your question) are actually transformed data with sales order LINES as base. And the pivot of sales order are based on sales order. You don't have product and product category information, because you have a one to many relation to order lines where this information is belonging to. It's only working the other way around (lines information -> order information).
So the solution is probably extending sale analysis (i think the model is sale.report) with every other thing you're missing there instead of changing the pivot of sales orders.
I am learning how to use IBM Cognos and my first task is to create relationships between the tables I have uploaded into Cognos.
Basically, I am trying to tell Cognos to link the id column in the Person Table with the person_id and related_person_id columns in the Relationship Table, as shown here:
However, this does not seem possible since the Match Selected Columns button becomes disabled when I try to also link the related_person_id column.
The reason I need to do this is because person_id and related_person_id are foreign keys - they point to people in the Person Table and explain how they are related.
How can this be accomplished in Cognos?
Thank you.
You can have any number of matches. You need to match a single query item from each side for each match. IIRC, a query item can be used in multiple matches, although that would only be really helpful once relational operators are implemented.
It isn't clear if in your case you want to use person_id and related_person_id as a composite key or if you want a 1.n relationship between ID and person_id and some other relationship (n.1?) between ID and related person ID or if a 1.n relationship between ID and person_id would be sufficient to whatever you are trying to accomplish.
Editorial comment:
It would be really really nice if Cognos introduced relational operators Real Soon Now.
I have just started to look into DDD, and is trying to look into some scenarios.
I have a Product (Entity) with a ProductName (Value Object) and a ProductPrice (Value Object). The Product Price then have an amount (decimal) and a Currency.
My issue is regarding the Currency. First I designed this as a Value Object, but it should be possible to add new Currencies to the system, and it should also be possible to list them in some kind of GUI. In other words it seems like I need a repository for Currencies. In my mind this means that Currency should be designed as an Entity.
But, now I have a Value Object (Product Price) referencing an entity (Currency). How should this be handled? My guess (I am not sure) is that I remove the reference to the currency entity inside the Product Price, and instead adds the Id of the Currency (USD, EUR etc). The Currency then becomes its own aggregate.
Is this a valid and preferred design in DDD, or should this be done in some other way?
In the original DDD book, Evans did discuss the possibility of having values that can reference entities. (Chapter 5: "VALUE OBJECTS can even reference ENTITIES")
I think everybody, by and large, has abandoned that practice. Immutability is too powerful an idea. Values will normally only reference other values. Instead of referencing a entity, we include the entity identifier.
So the usual solution would be that you model the currency code as a value, and store (copies of) that value in your Price value.
The Currency then becomes its own aggregate.
I would not expect this to happen. How does a currency change over time?
What I think you will find is that currency is fairly static: the thing that changes over time is the CurrencyExchange -- which currencies are currently listed? what is the exchange rate today? What was the exchange rate two years ago? Which political units prefer this currency as of Thursday?
Currencies are closer in nature to units of measure: feet, inches, meters, pounds, liters seconds. Meters are a unit of measure in the dimension of length; currency is a unit of measure in the dimension of "money".
how do you handle that new currencies can be added to the system, and how can you select between currencies in the GUI?
There are two possible answers to that.
If your domain is the authority for which currencies are active in the system, then the currency registry/currency exchange should be a first class entity in your domain model, and manages the process of change to the listed currencies.
If your domain is not the authority, then you just cache a copy of the information you get from the authority. Caches are typically CRUD (PUT, GET, DELETE, maybe PATCH).
I am trying to add feature to Price List entity to support matrix based price lists.
I had created Price List Columns and Price List Rows entity and added 1-N relations to Price List entity.
Now i have to add a subgrid in a Price List form (probably a new one) to let users fill matrix. So i need a grid that fetches and inserts columns from Price List Columns relation and fetches and inserts rows from Price List Rows relation.
Is this possible? If yes, how can i achieve this?
I believe you are asking, 'How can I build an editable sub grid?'
Well out of the box CRM doesnt support those features. You will have to build (or buy) something custom.
I would suggest having a read of Building an editable grid for CRM 2011 which offers a number of existing addons and suggest development approaches.
I have 2 lists, say, Fruits & Orders.
Orders has a number field FruitID that links to the ID field of Fruits.
Orders also has a number field OrderValue which stores the value of the specific order.
I want to find out the total sale for a particular fruit. I am doing this calculation in a workflow for the specific fruit. Is there an easy way (read 'no coding')?
See the list of standard workflow actions here:
http://office.microsoft.com/en-us/sharepoint-designer-help/workflow-actions-in-sharepoint-designer-2010-a-quick-reference-guide-HA010376961.aspx
There is no select, or looping functionality.
I suggest writing a custom workflow activity, sand boxing should work
http://www.wictorwilen.se/Post/Sandboxed-workflow-activities-in-SharePoint-2010.aspx