Discussion:
Relationship mappings: quotedetail to salesorderdetail to invoicedetail
(too old to reply)
DubSport
2008-02-21 17:21:09 UTC
Permalink
I have CRM 4.0. How do I access the Relationship field mappings for
quotedetail -> salesorderdetail -> invoicedetail ?
I know it was possible in CRM 3.0 like this: http://support.microsoft.com/kb/914921
but this no longer works for CRM 4.0.


There has to be a way to do this in CRM 4.0!

I really just need a way to find the GUID of those particular mappings
then I should be good, but I don't know how to find that guid. Eg. I
need the guid for the mapping of "salesorderdetail->invoicedetail"
mappings.

WTF!
DubSport
2008-03-20 16:42:35 UTC
Permalink
anyone?
Michael Höhne
2008-03-20 21:08:49 UTC
Permalink
Hi Jamie,

In CRM 3.0 it was possible to modify the field mappings in the exported xml,
followed by an import. I don't recommend it though, because you may have
problems in deploying these customizations to another system. You also had
to use the correct sequence to make it work. I haven't tested in CRM 4.0 and
probably won't, because I found it too dangerous in the end.
--
Michael Höhne, Microsoft Dynamics CRM MVP

CRM Blog: http://www.stunnware.com/crm2

----------------------------------------------------------
Post by DubSport
anyone?
DubSport
2008-04-03 14:58:39 UTC
Permalink
Here is the solution:

In SQL Server 2005 Management Studio,

Run The query:
Select * from entitymapbase where targetentityname =
'salesorderdetail'

Returns 3 items, I look at the row with SourceEntityName "quotedetail"
and copy the GUID value of the EntityMapId of that row.

Then I use this URL and at the end of it I paste the GUID that I just
copied:

http://yourservernamehere/Tools/SystemCustomization/Relationships/Mappings/mappingList.aspx?mappingId=

This gives me the secret hidden mappings that I was after, between
"Quote Product" to "Order Product".


And if I run this query:
Select * from entitymapbase where targetentityname = 'invoicedetail'

I can find the GUID of "Order Product to Invoice Product" secret
hidden entity mappings. This is exactly what I was after.


Now I can map my custom attributes from Quote Detail > Order Detail >
Invoice Detail
Jamie Miley
2010-12-02 04:10:07 UTC
Permalink
Here is how to do this in 2011 and 4.0 online also:
http://mileyja.blogspot.com/2010/12/map-custom-attributes-from-opportunity.html
Post by DubSport
I have CRM 4.0. How do I access the Relationship field mappings for
quotedetail -> salesorderdetail -> invoicedetail ?
I know it was possible in CRM 3.0 like this: http://support.microsoft.com/kb/914921
but this no longer works for CRM 4.0.
There has to be a way to do this in CRM 4.0!
I really just need a way to find the GUID of those particular mappings
then I should be good, but I don't know how to find that guid. Eg. I
need the guid for the mapping of "salesorderdetail->invoicedetail"
mappings.
WTF!
Post by Michael Höhne
Hi Jamie,
In CRM 3.0 it was possible to modify the field mappings in the exported xml,
followed by an import. I don't recommend it though, because you may have
problems in deploying these customizations to another system. You also had
to use the correct sequence to make it work. I haven't tested in CRM 4.0 and
probably won't, because I found it too dangerous in the end.
--
Michael H?hne, Microsoft Dynamics CRM MVP
CRM Blog: http://www.stunnware.com/crm2
----------------------------------------------------------
Post by DubSport
anyone?
Post by DubSport
In SQL Server 2005 Management Studio,
Select * from entitymapbase where targetentityname =
'salesorderdetail'
Returns 3 items, I look at the row with SourceEntityName "quotedetail"
and copy the GUID value of the EntityMapId of that row.
Then I use this URL and at the end of it I paste the GUID that I just
http://yourservernamehere/Tools/SystemCustomization/Relationships/Mappings/mappingList.aspx?mappingId=
This gives me the secret hidden mappings that I was after, between
"Quote Product" to "Order Product".
Select * from entitymapbase where targetentityname = 'invoicedetail'
I can find the GUID of "Order Product to Invoice Product" secret
hidden entity mappings. This is exactly what I was after.
Now I can map my custom attributes from Quote Detail > Order Detail >
Invoice Detail
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Jamie Miley
2010-12-02 04:12:30 UTC
Permalink
Here is how to map custom attributes between quotedetail to salesorder detail in 2011 online and 4.0 online:

http://mileyja.blogspot.com/2010/12/map-custom-attributes-from-opportunity.html
Post by DubSport
I have CRM 4.0. How do I access the Relationship field mappings for
quotedetail -> salesorderdetail -> invoicedetail ?
I know it was possible in CRM 3.0 like this: http://support.microsoft.com/kb/914921
but this no longer works for CRM 4.0.
There has to be a way to do this in CRM 4.0!
I really just need a way to find the GUID of those particular mappings
then I should be good, but I don't know how to find that guid. Eg. I
need the guid for the mapping of "salesorderdetail->invoicedetail"
mappings.
WTF!
Post by Michael Höhne
Hi Jamie,
In CRM 3.0 it was possible to modify the field mappings in the exported xml,
followed by an import. I don't recommend it though, because you may have
problems in deploying these customizations to another system. You also had
to use the correct sequence to make it work. I haven't tested in CRM 4.0 and
probably won't, because I found it too dangerous in the end.
--
Michael H?hne, Microsoft Dynamics CRM MVP
CRM Blog: http://www.stunnware.com/crm2
----------------------------------------------------------
Post by DubSport
anyone?
Post by DubSport
In SQL Server 2005 Management Studio,
Select * from entitymapbase where targetentityname =
'salesorderdetail'
Returns 3 items, I look at the row with SourceEntityName "quotedetail"
and copy the GUID value of the EntityMapId of that row.
Then I use this URL and at the end of it I paste the GUID that I just
http://yourservernamehere/Tools/SystemCustomization/Relationships/Mappings/mappingList.aspx?mappingId=
This gives me the secret hidden mappings that I was after, between
"Quote Product" to "Order Product".
Select * from entitymapbase where targetentityname = 'invoicedetail'
I can find the GUID of "Order Product to Invoice Product" secret
hidden entity mappings. This is exactly what I was after.
Now I can map my custom attributes from Quote Detail > Order Detail >
Invoice Detail
Post by Jamie Miley
http://mileyja.blogspot.com/2010/12/map-custom-attributes-from-opportunity.html
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Jamie Miley
2010-12-02 04:13:25 UTC
Permalink
Here is how to do this in CRM Online 2011 and 4.0

http://mileyja.blogspot.com/2010/12/map-custom-attributes-from-opportunity.html
Post by DubSport
I have CRM 4.0. How do I access the Relationship field mappings for
quotedetail -> salesorderdetail -> invoicedetail ?
I know it was possible in CRM 3.0 like this: http://support.microsoft.com/kb/914921
but this no longer works for CRM 4.0.
There has to be a way to do this in CRM 4.0!
I really just need a way to find the GUID of those particular mappings
then I should be good, but I don't know how to find that guid. Eg. I
need the guid for the mapping of "salesorderdetail->invoicedetail"
mappings.
WTF!
Post by Michael Höhne
Hi Jamie,
In CRM 3.0 it was possible to modify the field mappings in the exported xml,
followed by an import. I don't recommend it though, because you may have
problems in deploying these customizations to another system. You also had
to use the correct sequence to make it work. I haven't tested in CRM 4.0 and
probably won't, because I found it too dangerous in the end.
--
Michael H?hne, Microsoft Dynamics CRM MVP
CRM Blog: http://www.stunnware.com/crm2
----------------------------------------------------------
Post by DubSport
anyone?
Post by DubSport
In SQL Server 2005 Management Studio,
Select * from entitymapbase where targetentityname =
'salesorderdetail'
Returns 3 items, I look at the row with SourceEntityName "quotedetail"
and copy the GUID value of the EntityMapId of that row.
Then I use this URL and at the end of it I paste the GUID that I just
http://yourservernamehere/Tools/SystemCustomization/Relationships/Mappings/mappingList.aspx?mappingId=
This gives me the secret hidden mappings that I was after, between
"Quote Product" to "Order Product".
Select * from entitymapbase where targetentityname = 'invoicedetail'
I can find the GUID of "Order Product to Invoice Product" secret
hidden entity mappings. This is exactly what I was after.
Now I can map my custom attributes from Quote Detail > Order Detail >
Invoice Detail
Post by Jamie Miley
http://mileyja.blogspot.com/2010/12/map-custom-attributes-from-opportunity.html
Post by Jamie Miley
http://mileyja.blogspot.com/2010/12/map-custom-attributes-from-opportunity.html
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Jamie Miley
2010-12-07 03:06:30 UTC
Permalink
I also have to say that dubsport above obviously adapted my posting at the address below for his answer and posted it above. If you look at some of the broken sentences and other parts of the post you can find entire sentences copied from:

http://jamiemiley.com/wordpress/?p=11

All I wanted was a little credit :)

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Ralf Ramackers
2011-02-02 22:09:01 UTC
Permalink
What if I want to create a mapping from salesorderdetail to a custom
entity_detail? So a Order Products to Entity Products?

Is there a way to create a new EntityMapId ?

Thanks in advance!

Ralf

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