--------------------------------------
-> Create new field on Opportunity
Status (picklist) (Values: New, Closed)
-> This batch class will run on Every 6th day of month
Process only not closed Opportunity.
-> If the Opportunity Type is “New Customer” create new Account and create new Order for the Opportunity
and create Order Items and update Account reference on Opportunity back
The Order Items copied from Products that related to Opportunity
-> If the Opportunity Type is other than “New Customer” create new Order for the Opportunity and
create Order Items.Order Items copied from Products that related to Opportunity
My code
----------------------------------public class OpportunityToAccountBatchClass implements Database.Batchable<sObject> { //Start Method public Database.QueryLocator start(Database.BatchableContext BC) { String query ='select id,AccountId,Name,Type,Pricebook2Id,CloseDate,Status__c from Opportunity where Status__c != \'%Closed%\''; return Database.getQueryLocator(query); } //Execute Method public void execute(Database.BatchableContext BC,List<Opportunity> oppList) { Map<Opportunity, Account> accountMap = new Map<Opportunity,Account>(); Map<Opportunity, Order> orderMap = new Map<Opportunity,Order>(); for(Opportunity opp: oppList){ if( opp.Type=='New Customer') { System.debug('Opp Records --> '+oppList); //Account Creation Account acc = new Account(); acc.Name = opp.Name; accountMap.put(opp,acc); //Order Creation Order ord = new Order(); ord.Name=opp.Name; ord.OpportunityId=opp.Id; ord.Status= 'Draft'; ord.AccountId=acc.Id;ord.EffectiveDate=opp.CloseDate; orderMap.put(opp,ord); } } if(!accountMap.values().isEmpty()){ insert accountMap.values(); System.debug('Acount records '+accountMap.values()); } if(!orderMap.values().isEmpty()){ insert orderMap.values(); } for(Opportunity opp : oppList){ opp.AccountId = accountMap.get(opp).Id; } if(!oppList.isEmpty()){ update oppList; } } //Finish Method public void finish(Database.BatchableContext BC) { } }Thanks in Advance
Hi Rakesh, You can take reference from this below code.
public class OpportunityToAccountBatchClasss implements Database.Batchable<sObject> {
//Start Method
public Database.QueryLocator start(Database.BatchableContext BC)
{
String query ='select id,AccountId,Name,Type,Pricebook2Id,CloseDate,Status__c from Opportunity where Status__c != \'%Closed%\'';
return Database.getQueryLocator(query);
}
//Execute Method
public void execute(Database.BatchableContext BC,List<Opportunity> oppList)
{
list<opportunityLineItem> oppliList=[select name,opportunityId,PricebookEntryId,UnitPrice,Product2Id,Quantity from opportunityLineItem where opportunityId IN: oppList];
map<id, List<opportunityLineItem>> oppidVsOppLineItemMap= new map<id, List<opportunityLineItem>>();
for(opportunityLineItem oppli: oppliList){
if(!oppidVsOppLineItemMap.containsKey(oppli.opportunityid)){
List<opportunityLineItem> opporliList= new List<opportunityLineItem>();
opporliList.add(oppli);
oppidVsOppLineItemMap.put(oppli.opportunityid,opporliList);
}
else{
List<opportunityLineItem> opporliList= oppidVsOppLineItemMap.get(oppli.opportunityid);
opporliList.add(oppli);
oppidVsOppLineItemMap.put(oppli.opportunityid,opporliList);
}
}
Map<Opportunity, Account> accountMap = new Map<Opportunity,Account>();
Map<Opportunity, Account> accountMap1 = new Map<Opportunity,Account>();
Map<Opportunity, Order> orderMap = new Map<Opportunity,Order>();
for(Opportunity opp: oppList){
if( opp.Type=='New Customer')
{
Account acc = new Account();
acc.Name = opp.Name;
accountMap.put(opp,acc);
}
else{
Account acc = new Account();
acc.Name = opp.Name;
accountMap1.put(opp,acc);
}
}
if(!accountMap.values().isEmpty()){
insert accountMap.values();
}
if(!accountMap1.values().isEmpty()){
insert accountMap1.values();
}
for(Opportunity opp: oppList){
if( opp.Type=='New Customer'){
Order ord = new Order();
ord.Name=opp.Name;
ord.OpportunityId=opp.Id;
ord.Pricebook2Id=opp.Pricebook2Id;
ord.Status= 'Draft';
ord.AccountId=accountMap.get(opp).id;
ord.EffectiveDate=opp.CloseDate;
orderMap.put(opp,ord);
}
else{
Order ord = new Order();
ord.Name=opp.Name;
ord.OpportunityId=opp.Id;
ord.Pricebook2Id=opp.Pricebook2Id;
ord.Status= 'Draft';
ord.AccountId=accountMap1.get(opp).id;
ord.EffectiveDate=opp.CloseDate;
orderMap.put(opp,ord);
}
}
if(!orderMap.values().isEmpty()){
insert orderMap.values();
}
list<orderItem> ordItemList= new List<orderItem>();
for(order ord: orderMap.values()){
if(oppidVsOppLineItemMap.containskey(ord.opportunityid)){
for(opportunitylineitem oppli: oppidVsOppLineItemMap.get(ord.opportunityid)){
orderItem ordItem= new ordeRItem();
ordItem.OrderId=ord.Id;
ordItem.PricebookEntryId=oppli.PricebookEntryId;
ordItem.Product2Id=oppli.Product2Id;
ordItem.UnitPrice=oppli.UnitPrice;
ordItem.Quantity=oppli.Quantity;
ordItemList.add(ordItem);
}
}
}
if(ordItemList.size()>0){
insert ordItemList;
}
list<opportunity> updateOppList= new list<opportunity>();
for(Opportunity opp : oppList){
if(accountMap.containskey(opp)){
opp.AccountId = accountMap.get(opp).Id;
updateOppList.add(opp);
}
}
if(!updateOppList.isEmpty()){
update updateOppList;
}
}
//Finish Method
public void finish(Database.BatchableContext BC)
{
}
}
In case you find any other issue please mention.
If you find your Solution then mark this as the best answer. Thanks and RegardsSuraj Tripathi.
