Adrien
2010-08-20 12:15:03 UTC
Hello,
My problem is the following : the company I work for is selling diffrent
types of product : product, service, maintenance. In each categorie I have
several "products".
In one quote, my sales rep are selling different products from diffrent
types. But the different types of products won't be invoiced and paid at the
same time. For example we will invoice the product right away, but we will
invoiced the service only when it will be done, maybe a month later.
What I would like : automatically have one invoice (or orders) by product
type.
I showed my users to do it manually, but it is quite time consuming and it
can lead to a lot of mistakes.
Another way I thought was to add a field on the order-produtc line, to say
it was invoice, paid cancel ect... But it is not statisfying me.
I am not familiar with c# and the CRM sdk but if it is the only solution I
will have a llok at it.
Anyway thanks for your suggestions.
My problem is the following : the company I work for is selling diffrent
types of product : product, service, maintenance. In each categorie I have
several "products".
In one quote, my sales rep are selling different products from diffrent
types. But the different types of products won't be invoiced and paid at the
same time. For example we will invoice the product right away, but we will
invoiced the service only when it will be done, maybe a month later.
What I would like : automatically have one invoice (or orders) by product
type.
I showed my users to do it manually, but it is quite time consuming and it
can lead to a lot of mistakes.
Another way I thought was to add a field on the order-produtc line, to say
it was invoice, paid cancel ect... But it is not statisfying me.
I am not familiar with c# and the CRM sdk but if it is the only solution I
will have a llok at it.
Anyway thanks for your suggestions.