Monday, August 06, 2012 7:33 AM
Is it possible to auto populate invoice product fields from opportunity products?
My research has lead me to relationships. Am I on the right track? If so what would be the relatiosnhip type? Thanks in advance.
Monday, August 06, 2012 2:59 PMModeratorAre you working through the sales process from Opportunity -> Quote -> Order -> Invoice? If so, standard product data should be retained throughout each stage. You can also have a look at this blog as to edit the built in field mappings.
Monday, August 06, 2012 9:45 PM
Thanks for your response.
We jump from Opportunity to Invoice.
Monday, August 06, 2012 11:19 PMModerator
I believe the process in the blog I noted will still work between Opportunity Product and Invoice Product.
Assuming you aren't running the Online version of CRM 2011 you can run this query in SQL Management Studio to get the Entity Mapping ID to plugin into the URL to access the hidden mapping screen and match up your fields.
SELECT EntityMapId FROM EntityMapBase WHERE TargetEntityName='invoicedetail' AND SourceEntityName='opportunityproduct'
Then in the browser go to: http://yourServer/yourOrg/Tools/SystemCustomization/Relationships/Mappings/mappingList.aspx?mappingId=QueryResultID(GUID)
From there you should be able to use the interface to create mappings. Be sure and Publish afterward.
- Proposed As Answer by JLattimerMicrosoft Community Contributor, Moderator Monday, August 06, 2012 11:19 PM
- Unproposed As Answer by JLattimerMicrosoft Community Contributor, Moderator Tuesday, August 07, 2012 12:54 PM
Tuesday, August 07, 2012 11:26 AMIm running online...
Tuesday, August 07, 2012 4:18 PMModerator
You might have to write a plugin to accomplish then. The concern there being matching up your line items between Opportunity and Invoice as at the line item level I don't believe there is anything that relates a specific Opportunity Product to an Invoice Detail line. You can match on the Product Id but there might be the possibility of having more than one of the same product on an Opportunity with different custom field values (assuming your set up allows this). The Invoice level does link to an Opportunity.