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Invoice Products Not Created Automatically

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Hi,

We recently upgraded from CRM 4.0 to CRM 2011 but have since encountered a serious issue - when creating a new invoice based on an existing order, the order products and not carried across to the invoice as invoice products.

The only customisation we made in this area was some time back when it a user reported that the description field the order product was not mapped to the invoice product's description field. Using similar steps to those described in http://www.resultondemand.nl/support/blog/post/Field-Mappings-between-Invoice-Product-Order-Product-Quote-Product-and-Opportunity-Product-in-Microsoft-CRM-2011.aspx I created a new mapping between these two fields and all was well however now no invoice products are being created at all.

Any assistance in resolving this would be much appreciated.

Thanks!

Tuesday, May 24, 2011 9:34 AM

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I raised a case with Microsoft Support and they explained that the way to raise an invoice and have the invoice products carry across is to click on the "Create Invoice" button on the "Order" ribbon from within an existing order record rather than go to the "Invoices" section under "Sales" on the left-hand side pane and click "Add New Invoice". If you do that, for some reason the order products are not carried across as invoice products.
- Marked as answer by NJC1 Friday, May 27, 2011 1:16 PM
Friday, May 27, 2011 1:16 PM

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Can anyone help with this?

Wednesday, May 25, 2011 8:15 AM
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I raised a case with Microsoft Support and they explained that the way to raise an invoice and have the invoice products carry across is to click on the "Create Invoice" button on the "Order" ribbon from within an existing order record rather than go to the "Invoices" section under "Sales" on the left-hand side pane and click "Add New Invoice". If you do that, for some reason the order products are not carried across as invoice products.
- Marked as answer by NJC1 Friday, May 27, 2011 1:16 PM
Friday, May 27, 2011 1:16 PM