Recurring Activity for Sales Order ;-( RRS feed

  • Question

  • Need to setup recurring activity to create Sales Orders.

    Generating Recurring Sales Order’s based on the customer requirement  can vary and it can be daily, weekly or  month.

    Need to provide a screen similar to recurring appointment where users can setup recurring sales order details based on the customer’s requirement.

    Sales Orders should get generated on the date specified in the recurring activity.

    I cannot find a way to achieve this from off the shelf Microsoft CRM 2011, would you agree with me on that or I am missing something.

    Your suggestions will be very much appreciated.

    Hari Prabhu
    Wednesday, August 3, 2011 2:46 PM



    CRM 2011 does not support recurring sales order out of the box but there are work arounds. You may reffer to the following Urls for further information on customizing solution for recurring sales prders (these solution may explained for service activity but same can be done for task entity).




    Simple Solution:

    1. Create a custom entity as a "Sales Order Recurring Schedule" that has the following fields:

    -start date

    -end date



    -Description etc

    -Next scheduled

    2. Create a workflow that runs on update of the "Next scheduled" date

    1. Wait until timeout 1 minute after Next Scheduled

    2. Check conditions--is workflow execution time less than end date

    3. If yes, create activity (setting the due date to 1 week from next scheduled date and mapping company, subject, etc).

    4. Update custom entity "Next scheduled" field.

    Jehanzeb Javeed

    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Jehanzeb.Javeed Wednesday, August 3, 2011 3:12 PM
    • Marked as answer by Hari Prabhu Wednesday, August 3, 2011 4:08 PM
    Wednesday, August 3, 2011 3:12 PM