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    Hi,

    I created relationship between invoices and contracts. The problem is, when I try to select active contract I can't see any active contracts in search ?

    Is there a way I can see all contracts ?

    tnx, Neven

    Tuesday, March 2, 2010 10:03 AM

Answers

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    The contract should move from Invoiced status to Active status once the Contract Start Date is met.  You should be able to make the association to a Contract that is in Active status.  Try creating a test Contract with a Start Date in the past and an End Date in the future, select the Invoice Action, wait until the Contract goes into Active Status and then try the action again.
    Best Regards | Twitter: edwardsdna
    Thursday, March 4, 2010 2:28 PM

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    Is this your custom view. Open your view. Click on advanced find.
    Eid filter and set this filter

    StatusCode Equals "Active".

    If it is system defined view, Please check if Active contract exits. A Contract become active only once the contract start date reaches. Before that a contract remains in "Invoiced State" so may be your contract is still in "Invoiced State".

    Muhammad Ali Khan
    My MS CRM blog
    Tuesday, March 2, 2010 12:23 PM
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    It's a entity search box when i want to "add" contract to invoice.
    Tuesday, March 2, 2010 1:04 PM
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    i think
    1) contract has to be active first of all in the dates
    2) secondly contract has to be for the same customer, did you selected the right customer.
    Muhammad Ali Khan
    My MS CRM blog
    Tuesday, March 2, 2010 1:12 PM
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    1) Yup, contract is active
    2) Yup, I have only 1 Account atm while testing

    It seems that once that contract goes live (Invoiced) you cant reference it on other entities.
    Tuesday, March 2, 2010 2:19 PM
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    The contract should move from Invoiced status to Active status once the Contract Start Date is met.  You should be able to make the association to a Contract that is in Active status.  Try creating a test Contract with a Start Date in the past and an End Date in the future, select the Invoice Action, wait until the Contract goes into Active Status and then try the action again.
    Best Regards | Twitter: edwardsdna
    Thursday, March 4, 2010 2:28 PM