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Copying a custom field from one entity to another RRS feed

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    Hi guys,

    I have created a custom field within the quote product form to create a line description for things we sell.

    For example, we sell engineering days and the new field (created within the quote product form) allows us to write a single line description for the work.

    1day engineering, 1 day to configure the pc's

    This custom text field resides within the quote / product entity and I want to copy that data to the order form and of course to invoice.  I can see the the 1:N relationship may be the way to do it but when I set a new one up, I cant see any way of referencing the existing (custom) field??

    Can someone direct me please, I would also be interested in locating some local Dynamics capabilities (Staffordshire) if there is anyone reading this and is interested in some contract work



    Kerrry

    Monday, December 30, 2013 3:42 PM

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    Hello,

    Unfortunately there is no OOB way to set mapping for custom fields from opp-quote-order-invoice, but there is a workaround that you can use.

    HTH

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    • Marked as answer by kerryburn1 Monday, December 30, 2013 5:10 PM
    Monday, December 30, 2013 5:03 PM
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    It sounds like you created the field on Quote Product and you want to automatically move the value over to a corresponding field on Order and Invoice Products as you move through the sales process?  If that is correct using the mappings under the relationships is the way to go - however the out of the box implementation doesn't display the relationships between say Quote Product and Order Product so you can create a mapping that will transfer the value over when you convert a Quote to an Order. 

    I've created a little tool to expose these mappings (as they do exist) so you can access the screen to map additional fields.

    https://crm2011entitymaps.codeplex.com/

    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Monday, December 30, 2013 5:04 PM
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    Jason

    Your tool is genius!  However and probably because of my novice status, I cannot see how to achieve my aims

    I want to be able to map the field I can now see against orders and invoices (and elsewhere maybe) and when I choose the custom field in your tool it only gives me the option to connect to order product??  Also I am not sure if I then need to create a new field (which becomes confusing in itself) or simply create a new 1:n relationship so that this and other data can be repopulated throughout my instance.

    Do you work freelance?  is this a big job or can you direct me a little more?

    Regards

    Kerry

    Monday, December 30, 2013 5:19 PM
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    Jason

    I could well be being thick here!

    Is it as simple as creating a new field in order - product and then in invoice and then creating a link from one to another to another??

    Does this not create a lot of fields that are cumbersome to work with?

    If that is the case, I am guessing it is somewhat easier than I thought??

    K

    Monday, December 30, 2013 5:23 PM
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    You would need to first create the same custom field on Order Product (and Invoice Product)l - then through my tool access the mapping between Quote Product and Order Product and map the custom field on Quote Product to the new custom field on Order Product.

    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    • Marked as answer by kerryburn1 Monday, December 30, 2013 10:55 PM
    Monday, December 30, 2013 5:53 PM
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    Jason

    That seemed to work fantastically thanks for the help on this one.

    Regards

    Kerry

    Monday, December 30, 2013 10:57 PM