Monday Jun 10, 2013

FusionCRM :Adding a Product Item and a Product Group to a CRM Opportunity

Recently it was asked to me how one can insert a product item/group into a Fusion CRM Opportunity. First thing is one needs to understand the difference between a CRM Product Item and a CRM Product Group. 

A Product Item is a Item, usually managed externally from Fusion CRM, often from Fusion PIM or uploaded independantly.

A  Product Group is a collection of Product Items collected together in the "Manage Product Group" screen within Fusion Setup and Maintenance.

When inserting into an opportunity a product group, or a product item, you will need to know the product group ID (ProdGroupId) or the InventoryItemIds+InventoryOrgId respectively.

You can get a list of all your product group IDs, by exporting the object "ProductGroupDetailExpPVO" in the "Schedule Export Processes" task within "Setup and Maintenance" 

The payload for inserting a product Item within an Opportunity is

and for inserting a ProductGroup is similar but for product groups you dont need the InventoryOrgId.

Finally if you want to do this as part of a groovy script,e.g trigger from a button, the script would look something like this

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