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How to create 2 Invoices for 1 Order

    Question

  • Hi,

    I'm working with dynamics CRM online and ideally I would like the following setting up:

    • Quotation is created with all goods/services listed.
    • Order is created from quotation with all goods/services listed.
    • Manually create a first invoice from the order with all goods/services charged out at 50% of their order value.
    • Manually create a second invoice from the order with all goods/services charged out at 50% of their order value.

    I may be looking at this from the wrong angle, but I'm trying to create a process that supports payment terms of 50% deposit (with order) and 50% on completion. Is there a way to do this? I cant seem to find out how.

    Is the best solution to just create custom Invoice reports hard-coded to show 50% of the totals? Ideally I'd like to stay away from this in case my payment terms change to 40/60, 30/70 etc.

    Many Thanks,


    James Bratley

    Friday, May 24, 2013 10:47 AM

Answers

  • Thanks for the info Suresh but I also need the option to provide a full invoice at 100% so this wouldnt be suitable.

    I think I'll have to add a field on the invoice titled "Invoice Type", have options "Full", "Desposit" and "Final". Then have 2 fields stating "Deposit %" and "Final %" and write some javascript to make "deposit %" required if "Deposit" be chosen in the invoice type field and "final %" be required if "Final" is chosen in the invoice type field. I can then use the deposit/final % fields inside calculations in my reports that produce the invoice and create 3 invoice reports titled; "full", "deposit", "final".

    If anyone can think of a better way of achieving the above then please let me know.

    Many Thanks,


    James Bratley

    • Marked as answer by James Bratley Friday, May 24, 2013 12:52 PM
    Friday, May 24, 2013 11:42 AM

All replies

  • Hi,

    If you want to add 2  invoices you can add the same way you are adding one.

    Onload of invoice form write once javascript function which will make 50% of order value and change the freight amount or which field you are using to 50%. after 1st invoice paid then add 2nd invoice same way. By this way you will be able to track Invoice report easily.  

    Friday, May 24, 2013 11:26 AM
  • Thanks for the info Suresh but I also need the option to provide a full invoice at 100% so this wouldnt be suitable.

    I think I'll have to add a field on the invoice titled "Invoice Type", have options "Full", "Desposit" and "Final". Then have 2 fields stating "Deposit %" and "Final %" and write some javascript to make "deposit %" required if "Deposit" be chosen in the invoice type field and "final %" be required if "Final" is chosen in the invoice type field. I can then use the deposit/final % fields inside calculations in my reports that produce the invoice and create 3 invoice reports titled; "full", "deposit", "final".

    If anyone can think of a better way of achieving the above then please let me know.

    Many Thanks,


    James Bratley

    • Marked as answer by James Bratley Friday, May 24, 2013 12:52 PM
    Friday, May 24, 2013 11:42 AM
  • Your approach sounds good.  I ended up creating a custom Invoice entity to handle a Deposit/Balance scenario.  Sometimes if the OOB Sales Force Automation (SFA) functionality needs significant customization, it's easier to roll your own because of the prohibition of customizing some system entities.
    Friday, May 24, 2013 12:34 PM
  • Cheers Chris, it's always good to get a second oppinion before I spend hours on something that wasn't needed. It's a shame CRM doesn't have OOB functionality for this scenario. I'll try to customise the existing entity at first and if I run into trouble I'll create a custom invoice entity.

    Many Thanks,


    James Bratley

    Friday, May 24, 2013 12:52 PM