How can i initialize the Source Type from Lead to Opportunity

Question

It is possible to qualify a lead, when a lead is qualified a new opportunity is created.

In the lead dialog it is possible to fill in a Source Type and Source ID.

I want to fill in the opportunity I make from the lead, in this case: If I fill in a campaign for the lead, the opportunity made from that lead must have the same campaign filled in in the source fields.

The problem is, that I can't figure out the process flow of the Source type fields and how I can initialize the SourceTypeId field on the Opportunity.

I have tried searching through the methods on SourceTypeId, but it doesn't help me, can anyone clear this up for me? And where do I have to initialize the desired fields?

I am using AX2012 and the tables: smmLeadTable and SmmOpportunityTable.

Do you have any code you've started with? What are the tables you're working with, etc? — Alex Kwitny, Aug 02 '16 at 15:38

score 0 · Accepted Answer · edited Aug 03 '16 at 11:14

0

I have found out the class: smmCreateEntity, method initFromLead sets the SourceTypeId on the smmOpportunityTable from the smmLeadTable.

edited Aug 03 '16 at 11:14

FH-Inway

3,766
1
17
35

answered Aug 03 '16 at 08:32

Mark Van

281
2
19

Could you mark this answer as accepted? This makes it easier for other People to see which questions are already resolved. – FH-Inway Aug 05 '16 at 12:27

How can i initialize the Source Type from Lead to Opportunity

1 Answers1