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axaptadynamics-ax-2012lead

How can i initialize the Source Type from Lead to Opportunity

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.

Solution

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