Hi, I've got some custom attributes in the Quote Product, Order Product and
Invoice Product to hold some extra information regarding the customer's order
(customised dimensions, unique serial numbers, etc). Write-In Products isn't
an option - I need to use Existing Products to make data entry easier for the
sales people (follows price list automatically).

The problem is, when I convert the Order to an Invoice, the information in
the custom attributes of the Order Product do not get passed over to the
Invoice Product. I've tried looking in the relationship section of the Order
Products and I don't see anything that I can use to map the data over to the
Invoice Product.

Thanks, I'd appreciate any help.

mc

Re: Mapping Quote Product to Order Product to Invoice Product by Jeffry

Jeffry
Wed Mar 29 02:09:42 CST 2006

Indeed, that's a problem. Unfortunately, there is no defined mapping between
these different types of product lines. When you convert an Order to an
Invoice, CRM copies these entities internally, but doesn't include the
custom attributes (which makes sense because it wouldn't know how to map
those).

A possible solution is to map the custom fields using a callout on the
orderproduct, but there are 2 problems with that. The 3.0 callouts don't
trigger when creating an invoice from an order, you would have to use the
1.2 style callouts. And second, you need to find a way to match each
orderproduct with each new invoiceproduct because there is no defined
relationship between them.

HTH,

--
Jeffry van de Vuurst
CWR Mobility
www.cwrmobility.com
--
"mc" <mc@discussions.microsoft.com> wrote in message
news:DB075288-A204-405B-A21B-B931417D27EA@microsoft.com...
> Hi, I've got some custom attributes in the Quote Product, Order Product
> and
> Invoice Product to hold some extra information regarding the customer's
> order
> (customised dimensions, unique serial numbers, etc). Write-In Products
> isn't
> an option - I need to use Existing Products to make data entry easier for
> the
> sales people (follows price list automatically).
>
> The problem is, when I convert the Order to an Invoice, the information in
> the custom attributes of the Order Product do not get passed over to the
> Invoice Product. I've tried looking in the relationship section of the
> Order
> Products and I don't see anything that I can use to map the data over to
> the
> Invoice Product.
>
> Thanks, I'd appreciate any help.
>
> mc



Re: Mapping Quote Product to Order Product to Invoice Product by mc

mc
Mon Apr 10 22:33:01 CDT 2006

Thanks for the reply Jeffry. It sounds like it's an oversight to not transfer
all fields of a quote product to an order product.

I have no experience in developing callouts but I think I understand what
you mean by not being able to determine which order product corresponds to
the quote product it came from.

I guess there's no alternative but to wait till a patch is made to the code
that does the quote-order-invoice conversion. Is this a feature other
companies would like to have in Microsoft CRM? Is there an e-mail address I
can send feature requests to?

Thanks for the help anyway Jeffry.

Regards,
mc

"Jeffry van de Vuurst" wrote:

> Indeed, that's a problem. Unfortunately, there is no defined mapping between
> these different types of product lines. When you convert an Order to an
> Invoice, CRM copies these entities internally, but doesn't include the
> custom attributes (which makes sense because it wouldn't know how to map
> those).
>
> A possible solution is to map the custom fields using a callout on the
> orderproduct, but there are 2 problems with that. The 3.0 callouts don't
> trigger when creating an invoice from an order, you would have to use the
> 1.2 style callouts. And second, you need to find a way to match each
> orderproduct with each new invoiceproduct because there is no defined
> relationship between them.
>
> HTH,
>
> --
> Jeffry van de Vuurst
> CWR Mobility
> www.cwrmobility.com
> --
> "mc" <mc@discussions.microsoft.com> wrote in message
> news:DB075288-A204-405B-A21B-B931417D27EA@microsoft.com...
> > Hi, I've got some custom attributes in the Quote Product, Order Product
> > and
> > Invoice Product to hold some extra information regarding the customer's
> > order
> > (customised dimensions, unique serial numbers, etc). Write-In Products
> > isn't
> > an option - I need to use Existing Products to make data entry easier for
> > the
> > sales people (follows price list automatically).
> >
> > The problem is, when I convert the Order to an Invoice, the information in
> > the custom attributes of the Order Product do not get passed over to the
> > Invoice Product. I've tried looking in the relationship section of the
> > Order
> > Products and I don't see anything that I can use to map the data over to
> > the
> > Invoice Product.
> >
> > Thanks, I'd appreciate any help.
> >
> > mc
>
>
>

Re: Mapping Quote Product to Order Product to Invoice Product by Manisha

Manisha
Mon Apr 24 18:04:57 CDT 2006

Hi mc, Microsoft released a KB article - please take a look at whether this
would help resolve the problem:

http://support.microsoft.com/kb/914921

--
Manisha Powar (Madhusudanan)
Program Manager
Microsoft Dynamics - CRM

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.
"mc" <mc@discussions.microsoft.com> wrote in message
news:26D4EC0B-92B4-4C3D-8F10-7384A2433FAC@microsoft.com...
> Thanks for the reply Jeffry. It sounds like it's an oversight to not
> transfer
> all fields of a quote product to an order product.
>
> I have no experience in developing callouts but I think I understand what
> you mean by not being able to determine which order product corresponds to
> the quote product it came from.
>
> I guess there's no alternative but to wait till a patch is made to the
> code
> that does the quote-order-invoice conversion. Is this a feature other
> companies would like to have in Microsoft CRM? Is there an e-mail address
> I
> can send feature requests to?
>
> Thanks for the help anyway Jeffry.
>
> Regards,
> mc
>
> "Jeffry van de Vuurst" wrote:
>
>> Indeed, that's a problem. Unfortunately, there is no defined mapping
>> between
>> these different types of product lines. When you convert an Order to an
>> Invoice, CRM copies these entities internally, but doesn't include the
>> custom attributes (which makes sense because it wouldn't know how to map
>> those).
>>
>> A possible solution is to map the custom fields using a callout on the
>> orderproduct, but there are 2 problems with that. The 3.0 callouts don't
>> trigger when creating an invoice from an order, you would have to use the
>> 1.2 style callouts. And second, you need to find a way to match each
>> orderproduct with each new invoiceproduct because there is no defined
>> relationship between them.
>>
>> HTH,
>>
>> --
>> Jeffry van de Vuurst
>> CWR Mobility
>> www.cwrmobility.com
>> --
>> "mc" <mc@discussions.microsoft.com> wrote in message
>> news:DB075288-A204-405B-A21B-B931417D27EA@microsoft.com...
>> > Hi, I've got some custom attributes in the Quote Product, Order Product
>> > and
>> > Invoice Product to hold some extra information regarding the customer's
>> > order
>> > (customised dimensions, unique serial numbers, etc). Write-In Products
>> > isn't
>> > an option - I need to use Existing Products to make data entry easier
>> > for
>> > the
>> > sales people (follows price list automatically).
>> >
>> > The problem is, when I convert the Order to an Invoice, the information
>> > in
>> > the custom attributes of the Order Product do not get passed over to
>> > the
>> > Invoice Product. I've tried looking in the relationship section of the
>> > Order
>> > Products and I don't see anything that I can use to map the data over
>> > to
>> > the
>> > Invoice Product.
>> >
>> > Thanks, I'd appreciate any help.
>> >
>> > mc
>>
>>
>>



Re: Mapping Quote Product to Order Product to Invoice Product by Manisha

Manisha
Mon Apr 24 18:06:13 CDT 2006

Hi mc, Microsoft released a KB article - please take a look at whether this
would help resolve the problem:

http://support.microsoft.com/kb/914921

--
Manisha Powar (Madhusudanan)
Program Manager
Microsoft Dynamics - CRM

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.
"mc" <mc@discussions.microsoft.com> wrote in message
news:26D4EC0B-92B4-4C3D-8F10-7384A2433FAC@microsoft.com...
> Thanks for the reply Jeffry. It sounds like it's an oversight to not
> transfer
> all fields of a quote product to an order product.
>
> I have no experience in developing callouts but I think I understand what
> you mean by not being able to determine which order product corresponds to
> the quote product it came from.
>
> I guess there's no alternative but to wait till a patch is made to the
> code
> that does the quote-order-invoice conversion. Is this a feature other
> companies would like to have in Microsoft CRM? Is there an e-mail address
> I
> can send feature requests to?
>
> Thanks for the help anyway Jeffry.
>
> Regards,
> mc
>
> "Jeffry van de Vuurst" wrote:
>
>> Indeed, that's a problem. Unfortunately, there is no defined mapping
>> between
>> these different types of product lines. When you convert an Order to an
>> Invoice, CRM copies these entities internally, but doesn't include the
>> custom attributes (which makes sense because it wouldn't know how to map
>> those).
>>
>> A possible solution is to map the custom fields using a callout on the
>> orderproduct, but there are 2 problems with that. The 3.0 callouts don't
>> trigger when creating an invoice from an order, you would have to use the
>> 1.2 style callouts. And second, you need to find a way to match each
>> orderproduct with each new invoiceproduct because there is no defined
>> relationship between them.
>>
>> HTH,
>>
>> --
>> Jeffry van de Vuurst
>> CWR Mobility
>> www.cwrmobility.com
>> --
>> "mc" <mc@discussions.microsoft.com> wrote in message
>> news:DB075288-A204-405B-A21B-B931417D27EA@microsoft.com...
>> > Hi, I've got some custom attributes in the Quote Product, Order Product
>> > and
>> > Invoice Product to hold some extra information regarding the customer's
>> > order
>> > (customised dimensions, unique serial numbers, etc). Write-In Products
>> > isn't
>> > an option - I need to use Existing Products to make data entry easier
>> > for
>> > the
>> > sales people (follows price list automatically).
>> >
>> > The problem is, when I convert the Order to an Invoice, the information
>> > in
>> > the custom attributes of the Order Product do not get passed over to
>> > the
>> > Invoice Product. I've tried looking in the relationship section of the
>> > Order
>> > Products and I don't see anything that I can use to map the data over
>> > to
>> > the
>> > Invoice Product.
>> >
>> > Thanks, I'd appreciate any help.
>> >
>> > mc
>>
>>
>>



Re: Mapping Quote Product to Order Product to Invoice Product by mc

mc
Tue Apr 25 19:25:01 CDT 2006

Hi Manisha,

That solved my problem completely! Thank you very much for your help.

Regards,
mc

"Manisha Powar (MSFT)" wrote:

> Hi mc, Microsoft released a KB article - please take a look at whether this
> would help resolve the problem:
>
> http://support.microsoft.com/kb/914921
>
> --
> Manisha Powar (Madhusudanan)
> Program Manager
> Microsoft Dynamics - CRM
>
> This posting is provided "AS IS" with no warranties, and confers no rights.
> You assume all risk for your use. © 2005 Microsoft Corporation. All rights
> reserved.
> "mc" <mc@discussions.microsoft.com> wrote in message
> news:26D4EC0B-92B4-4C3D-8F10-7384A2433FAC@microsoft.com...
> > Thanks for the reply Jeffry. It sounds like it's an oversight to not
> > transfer
> > all fields of a quote product to an order product.
> >
> > I have no experience in developing callouts but I think I understand what
> > you mean by not being able to determine which order product corresponds to
> > the quote product it came from.
> >
> > I guess there's no alternative but to wait till a patch is made to the
> > code
> > that does the quote-order-invoice conversion. Is this a feature other
> > companies would like to have in Microsoft CRM? Is there an e-mail address
> > I
> > can send feature requests to?
> >
> > Thanks for the help anyway Jeffry.
> >
> > Regards,
> > mc
> >
> > "Jeffry van de Vuurst" wrote:
> >
> >> Indeed, that's a problem. Unfortunately, there is no defined mapping
> >> between
> >> these different types of product lines. When you convert an Order to an
> >> Invoice, CRM copies these entities internally, but doesn't include the
> >> custom attributes (which makes sense because it wouldn't know how to map
> >> those).
> >>
> >> A possible solution is to map the custom fields using a callout on the
> >> orderproduct, but there are 2 problems with that. The 3.0 callouts don't
> >> trigger when creating an invoice from an order, you would have to use the
> >> 1.2 style callouts. And second, you need to find a way to match each
> >> orderproduct with each new invoiceproduct because there is no defined
> >> relationship between them.
> >>
> >> HTH,
> >>
> >> --
> >> Jeffry van de Vuurst
> >> CWR Mobility
> >> www.cwrmobility.com
> >> --
> >> "mc" <mc@discussions.microsoft.com> wrote in message
> >> news:DB075288-A204-405B-A21B-B931417D27EA@microsoft.com...
> >> > Hi, I've got some custom attributes in the Quote Product, Order Product
> >> > and
> >> > Invoice Product to hold some extra information regarding the customer's
> >> > order
> >> > (customised dimensions, unique serial numbers, etc). Write-In Products
> >> > isn't
> >> > an option - I need to use Existing Products to make data entry easier
> >> > for
> >> > the
> >> > sales people (follows price list automatically).
> >> >
> >> > The problem is, when I convert the Order to an Invoice, the information
> >> > in
> >> > the custom attributes of the Order Product do not get passed over to
> >> > the
> >> > Invoice Product. I've tried looking in the relationship section of the
> >> > Order
> >> > Products and I don't see anything that I can use to map the data over
> >> > to
> >> > the
> >> > Invoice Product.
> >> >
> >> > Thanks, I'd appreciate any help.
> >> >
> >> > mc
> >>
> >>
> >>
>
>
>