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What's the best way to display invoices on the accounts form. RRS feed

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    I've been tasked with enhancing our Accounts entity form to allow our sales guys to view at a glance all the invoices that are related to the account they are looking at. Usually this would be pretty easy with a sub grid, but some of the invoices are related to the account directly, while others are related to contacts who are then related to the account. Is there a way, using an iframe or a sub-grid (or any other method) to display a collection of invoices assigned to the account and to the account's contacts on one grid?
    Tuesday, September 11, 2012 10:08 AM

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    ..or you could just use the out of the box functionality by clicking on 'invoices' in the left hand navigation pane then ensure you use the Include 'Related Regarding Records' filter. This will show all invoices that are linked to the account PLUS those linked to contact records which are linked to the account.

    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    Thursday, September 13, 2012 10:26 PM
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    Create a custom SSRS report and display that report in iframe on account entity.

    This how to create display a report on entity form

    http://www.mscrmshop.blogspot.com.au/2012/02/step-by-step-tutorial-to-add-crm-report.html

    I hope this helps.

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior Solution Architect HP Australia Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

    • Proposed as answer by Amreek Singh Tuesday, September 11, 2012 12:36 PM
    Tuesday, September 11, 2012 12:36 PM
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    The only thing I can think of, and it is admittedly a litle ugly, would be to build a new field that would store the Account in either case, whether it was linked to the Contact or Account.

    1) create a new relationship on the Invoice called "Account2" that linked back to the Account (N:1 from Invoice to Account). 

    2) (To save your users double-entry) write some JScript to populate that Account2 field onChange of the Regarding field.  Basically, if the Regarding field is a Contact, then you would update Account2 with the parentcustomerid (the Account) from the Contact record.  If the Regarding field is an Account, you would update Account2 with the Account (the regarding field). 

    3) Then, on the Account form, the Account2 left nav bar link would show you all of the Invoices, those linked to the Account's contacts, or to the Account.  Or, you could add a sub-grid to show it that way, too.   You'd probably want to then hide the OOB Invoices left nav item.. but that should do it...

    HTH,

    Dave

    Thursday, September 13, 2012 6:09 AM
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    ..or you could just use the out of the box functionality by clicking on 'invoices' in the left hand navigation pane then ensure you use the Include 'Related Regarding Records' filter. This will show all invoices that are linked to the account PLUS those linked to contact records which are linked to the account.

    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    Thursday, September 13, 2012 10:26 PM
    Answerer