Invoicing a contract

Hi,

Within our organization we are now starting to use the contracts feature in
CRM 3.0
However, we are experiencing some difficulties with actvitating some of our
contracts.

To activate a contract, you must first 'invoice' the contract. With some of
our contracts this doesn't seem to be a problem at all and their status turns
from 'Draft' into 'Active'. With most of our other contracts we get the
following error message:

---
Contracts Error
The contract address is missing. You need to add an address before this
contract can be invoiced.
---

We can't seem to activate those contracts. When we try to fill in the
Contract Address, it's not even possible to select such an address!
The 'Bill To' address is filled in properly.

- What address is CRM asking for?
- How can we make sure that we can select such an addres from our look up
field?

If we compare the data that was filled in on the 'Active' contracts it
doesn't seem to differ at all from the 'Draft' contracts we can't seem to
activate.

Does anybody know what we should do or how we can fix this?

Any help would really be appreciated!

Thanks!

Michael
Thu May 08 04:37:21 CDT 2008

When selecting an address in the address lookup, you only get the addresses
displayed having a name. This is "address1_name", "address2_name" and so on.
If you haven't set this field in the customer record, then you can't select
an address.

Next thing to check: if you want to invoice a contract, there has to be at
least one line item. If you don't charge for the contract, simply create a
contract line with a value of 0.

Finally: if you have specified a billing start date, make sure to also
specify a billing end date.

--
Michael Höhne, Microsoft Dynamics CRM MVP
CRM Blog on http://www.stunnware.com

----------------------------------------------------------


"Naëley" <Naëley@discussions.microsoft.com> schrieb im Newsbeitrag
news:B8A00F47-99CB-4508-8451-43506BB19B33@microsoft.com...
> Hi,
>
> Within our organization we are now starting to use the contracts feature
> in
> CRM 3.0
> However, we are experiencing some difficulties with actvitating some of
> our
> contracts.
>
> To activate a contract, you must first 'invoice' the contract. With some
> of
> our contracts this doesn't seem to be a problem at all and their status
> turns
> from 'Draft' into 'Active'. With most of our other contracts we get the
> following error message:
>
> ---
> Contracts Error
> The contract address is missing. You need to add an address before this
> contract can be invoiced.
> ---
>
> We can't seem to activate those contracts. When we try to fill in the
> Contract Address, it's not even possible to select such an address!
> The 'Bill To' address is filled in properly.
>
> - What address is CRM asking for?
> - How can we make sure that we can select such an addres from our look up
> field?
>
> If we compare the data that was filled in on the 'Active' contracts it
> doesn't seem to differ at all from the 'Draft' contracts we can't seem to
> activate.
>
> Does anybody know what we should do or how we can fix this?
>
> Any help would really be appreciated!
>
> Thanks!
>
>