Mapping Quote Product to Order Product to Invoice Product

Discussion:

(too old to reply)

2006-03-28 23:16:02 UTC

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

Jeffry van de Vuurst

2006-03-29 08:09:42 UTC

Permalink

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
--

Post by mc
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

2006-04-11 03:33:01 UTC

Permalink

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

Post by Jeffry van de Vuurst
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
--

Manisha Powar (MSFT)

2006-04-24 23:04:57 UTC

Permalink

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.

Post by mc
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

Post by mc
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

2006-04-26 00:25:01 UTC

Permalink

Hi Manisha,

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

Regards,
mc

Post by Manisha Powar (MSFT)
Hi mc, Microsoft released a KB article - please take a look at whether this
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.

Post by mc
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

Henricus

2009-02-03 22:05:01 UTC

Permalink

Manisha,

How is this solved in CRM4.0?

Thanks,
Henricus

Post by mc
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

Jeroen

2010-09-17 08:21:03 UTC

Permalink

Henricus,
You can use the same approach as described in the KB article.

Regards,
Jeroen Elias

Post by mc
Manisha,
How is this solved in CRM4.0?
Thanks,
Henricus

Post by mc
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

Manisha Powar (MSFT)

2006-04-24 23:06:13 UTC

Permalink

Post by mc
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