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CRM 4.0 Opportunity Product, Quote Product, Order Product, and Invoice Product attribute mapping/Sales Pipleline RRS feed

  • Question

  • There is no ability to map custom attributes added to the Opportunity Product, Quote Product, Order Product, or Invoice Product entities.  There appears to be a workaround for v3.0

     

    http://support.microsoft.com/kb/914921

     

    and I have tried a suggested fix using the Metadata Web Service (GetAppMetadataForEntity)

     

    http://[CRMnstanceName]/MSCRMServices/Metadata.asmx

     

    but this code returns an internal server error 500 when you specify an objectTypeCode and can't get any further. Is anyone aware of a workaround to this problem?  This is a big limitation in our migration off of Siebel.

     

    A related problem to the Opportunity Product entity. The opportunityproduct.productdescription and opportunityproduct.description fields are selectable fields to include on views but there does not appear to be a way to populate them with data from the Products entity as one would expect; ie through mapping or accessibilty through Workflow.


    Thursday, May 1, 2008 10:23 PM

Answers

All replies

  • I wonder if there was ever any solution found to this issue - I'm running into it now.
    Tuesday, December 7, 2010 8:47 PM
  • Hi!

    This case is possible you can affect the system process. I have made a long time of recherches to fix exactly that case. I have made some Customizations in some System Entities especially in the product lines.

    The Solution:

    Export the corresponding entities and then edit the xml data. Here is an excerpt of the xml data of the quoteproduct entity.

     <EntityMaps>
      <EntityMap>
       <EntitySource>quotedetail</EntitySource>
       <EntityTarget>salesorderdetail</EntityTarget>
       <AttributeMaps>
        <AttributeMap>
         <AttributeSource>description</AttributeSource>
         <AttributeTarget>description</AttributeTarget>
        </AttributeMap>
        <AttributeMap>
         <AttributeSource>ispriceoverridden</AttributeSource>
         <AttributeTarget>ispriceoverridden</AttributeTarget>
        </AttributeMap>
    ....
    ....
    ....   
    
        <AttributeMap>
    <AttributeSource>new_attributecustomized</AttributeSource>
    <AttributeTarget>new_attributecustomized</AttributeTarget>
        </AttributeMap>
       </AttributeMaps>
      </EntityMap>
    

    Here at the end is the new attribut. The Mapping goes from the quotedetail to the salesorderdetail.

    I don't know if this way is supported - but it really functional.

    Regards

     

    Andreas

    • Proposed as answer by Andreas_Mueller Wednesday, December 8, 2010 8:55 AM
    Wednesday, December 8, 2010 8:55 AM
  • Thanks Andreas for the response. I actually found another solution too that worked very well:

    http://www.eggheadcafe.com/software/aspnet/32126699/crm-40-opportunity-product-quote-product--attribute-mapping.aspx

    Regards,

    Camille

    Read my blog: http://mscrm-workarounds.blogspot.com/

    Wednesday, December 8, 2010 12:33 PM