Codeunit 5348 "CRM Quote to Sales Quote"

Base Application · Microsoft.Integration.D365Sales · BC23-30 · source at ea08af5e · facts from BC29

Properties

Events published

• OnAfterInitializeSalesQuoteLine(CRMQuotedetail: Record "CRM Quotedetail"; SalesHeader: Record "Sales Header"; var SalesLine: Record "Sales Line") (integration)
• OnAfterCopyShipToInformationIfNotEmpty(CRMQuote: Record "CRM Quote"; var SalesHeader: Record "Sales Header") (integration)
• OnCreateOrUpdateNAVQuoteOnAfterCoupleRecordIdToCRMID(CRMQuote: Record "CRM Quote"; SalesHeader: Record "Sales Header") (integration)
• OnCreateOrUpdateSalesQuoteHeaderOnBeforeInsertOrModify(CRMQuote: Record "CRM Quote"; var SalesHeader: Record "Sales Header"; OpType: Option) (integration)
• OnHideQuoteDiscountsDialog(var Hide: Boolean) (integration)
• OnBeforeGetCRMAccountOfCRMQuote(CRMQuote: Record "CRM Quote"; var CRMAccount: Record "CRM Account"; var Result: Boolean; var IsHandled: Boolean) (integration)
• OnAfterArchSalesDocumentNoConfirm(var SalesHeader: Record "Sales Header") + BC24 (integration)
• OnBeforeFindOrderSalesHeader(var OrderSalesHeader: Record "Sales Header"; CRMSalesorder: Record "CRM Salesorder") + BC24 + BC29 − BC29 (integration)
• OnBeforeGetCoupledCustomer(CRMQuote: Record "CRM Quote"; var Customer: Record Customer; var Result: Boolean; var IsHandled: Boolean) + BC25 (integration)

Procedures

• ProcessInNAV(CRMQuote: Record "CRM Quote"; var SalesHeader: Record "Sales Header"): Boolean
• GetCoupledCustomer(CRMQuote: Record "CRM Quote"; var Customer: Record Customer): Boolean
• GetCRMAccountOfCRMQuote(CRMQuote: Record "CRM Quote"; var CRMAccount: Record "CRM Account"): Boolean
• CreateExtendedDescriptionQuoteLines(SalesHeader: Record "Sales Header"; FullDescription: Text; QuoteLineNo: Integer)
• ManageSalesQuoteArchive(var SalesHeader: Record "Sales Header")

Plus 20 local procedures.

Triggers

OnRun

Relations

• runs on Table 5351 “CRM Quote”

Calls

From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.

• Codeunit 5344 “CRM Product Name” (9 calls: ApplyQuoteDiscounts → CDSServiceName, CreateOrUpdateNAVQuote → CDSServiceName, GetCoupledCustomer → CDSServiceName, …)
• Codeunit 5063 “ArchiveManagement” (2 calls: ManageSalesQuoteArchive → ArchSalesDocumentNoConfirm, ProcessWonQuote → ArchSalesDocumentNoConfirm)
• Codeunit 5336 “Integration Record Synch.” (2 calls: CreateOrUpdateSalesQuoteHeader → GetTextValue, CreateOrUpdateSalesQuoteHeader → SetTextValue)
• Codeunit 447 “Record Link Management” (1 call: CreateNote → WriteNote)
• Codeunit 5330 “CRM Integration Management” (1 call: InitializeSalesQuoteLine → IsUnitGroupMappingEnabled)
• Codeunit 5342 “CRM Synch. Helper” (1 call: CreateOrUpdateSalesQuoteHeader → GetNavCurrencyCode)
• Codeunit 5343 “CRM Sales Order to Sales Order” (1 call: ProcessWonQuote → (object))
• Codeunit 56 “Sales - Calc Discount By Type” (1 call: ApplyQuoteDiscounts → ApplyInvDiscBasedOnAmt)
• Codeunit 7200 “CDS Integration Mgt.” (1 call: OnRun → GetCDSCompany)

Called by

• Codeunit 5354 “Auto Process Sales Quotes” (1 call: CreateNAVSalesQuotesFromSubmittedCRMSalesquotes → (object))

Recent changes

• 2026-07-24 #9637 [Event Requests] Add integration events across base app and SMTP module (main, BC30, feature)

Ask your agent

Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "codeunit", object_name: "CRM Quote to Sales Quote"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.