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Cost Totals in Order form.. RRS feed

  • Question

  • Hi there. I am new to CRM. I am not a programmer by any means. However, I can customise forms, add field etc. I have added a new field called Cost to the Order Product form (We dont use Price Lists so we use Write in Product Lines) and I would simply like another field on the Order form to show the total Cost for each Order Product Line. Also, is it possible for the value in the Cost field on the Order Product to be carried through to the Invoice Product stage?

    Thanks anyone in anticipation.

     

    Thursday, January 20, 2011 5:40 PM

Answers

  • As Daniel states, there are enough development-related tasks involved in your desired functionality that it would be best to involve a developer if you intend to achieve this functionality quickly.  However, if you're a budding developer and wish to tackle the task on your own, then I would recommend the following process:

    1. Setup a Plugin to trigger on the Create, Update, and Delete of Order Products to recalculate the "total cost" on the whole Order.
    2. Configure a relationship mapping between the "total cost" field on the Order to the Invoice.

    If you intend to adjust the "total cost" of the invoice based on changes to the Invoice lines, then you'll want to make these additional developments

    1. Place a "Cost" field on the Invoice Product, and use the hidden relationship to map the values from the Order Product to the Invoice Product
    2. Copy the Plugin code from Order Products to work with Invoice Products

    Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.com Please follow the forum guidelines when inquiring of the dedicated CRM community for assistance.
    Thursday, January 20, 2011 10:34 PM
    Moderator

All replies

  • This definitely requires a developer resource to do it. What you have described is achievable, it might be a good idea to involve a partner or at least a CRM freelancer, if you don't have much programming background. 
    Daniel Cai | http://danielcai.blogspot.com
    Thursday, January 20, 2011 8:15 PM
  • As Daniel states, there are enough development-related tasks involved in your desired functionality that it would be best to involve a developer if you intend to achieve this functionality quickly.  However, if you're a budding developer and wish to tackle the task on your own, then I would recommend the following process:

    1. Setup a Plugin to trigger on the Create, Update, and Delete of Order Products to recalculate the "total cost" on the whole Order.
    2. Configure a relationship mapping between the "total cost" field on the Order to the Invoice.

    If you intend to adjust the "total cost" of the invoice based on changes to the Invoice lines, then you'll want to make these additional developments

    1. Place a "Cost" field on the Invoice Product, and use the hidden relationship to map the values from the Order Product to the Invoice Product
    2. Copy the Plugin code from Order Products to work with Invoice Products

    Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.com Please follow the forum guidelines when inquiring of the dedicated CRM community for assistance.
    Thursday, January 20, 2011 10:34 PM
    Moderator
  • You use WriteIn product therefore you are entering the prices manually which always has a chance of human error. You can create a dummy pricelist by entering List Price on Product. You can import PriceListItem. For example

    Pricing Method:Percentage of List// Pull the List Price field from the product

    Percentage: 100%//Keep the List price to 100%

    Rounding Policy: None//For simplicity

    To create pricelist for all of product you can do an import of pricelist item entity. If you are interested than I can provide the csv format which you can import.

    You can fetch/retreive data from any related entity and populate it on select entity therefore when you populate Product on Product Order Form, you can also pull its price or any other information. Normally as this is a time critical activity therefore Java scripting is used to do it effeciently.

    You can acheive the mapping of custom fields from order product to invoice product using this link:-

    http://crmconsultancy.wordpress.com/tailoring-the-product-selection-for-opportunities-and-quotes-in-dynamics-crm/productcataloguemapping-mscrm-fields-from-opportunity-product-to-quote-product/

    As you have started CRM therefore soon you will learn programming also. You are always welcome to ask more questions.

    Good luck


    Regards Faisal
    Thursday, January 20, 2011 10:50 PM
  • Also, you can get the cost, using javascript. Here's a post with a similar example: http://msdn.microsoft.com/en-us/library/cc677077.aspx .
    Cornel Croitoriu - Senior Software Developer - http://bizforward.blogspot.com
    Wednesday, January 26, 2011 8:45 PM