Advise on using order to invoice RRS feed

  • Question

  • Dear all,

    We are a small company trying to use efficiently the crm for our needs. So far we are able to handle correctly opportunities, quote, invoice but I have some questions basic:

    1 Order to Invoice:

    When you won a quote you clikc on Create an order, from that order you are bale to generate an Invoice without Fullfill it.

    What is the order basic idea ?
    What is the correct way to swicth to Invoice from an Order ?

    2 Invoice
     - When invoice is created is it normal that Order is still active ?
     - Sometimes in our system we have some price revision and I have notice is that If I change pricing, the change can goes and update already delliver invoice or quote, how to avoid this ?

    THnaks for help

    Your knowledge is enhanced by that of others.

    Friday, March 9, 2012 7:38 PM


  • I shall try and explain my thoughts 

    You create an order in CRM when the customer has agreed to purchase the goods you quoted to them.  At this point you would convert a quote into an order.

    You probably then send the goods to the customer, you then create an invoice because at this point you want the customer to pay for the goods.  (this does depend on how your business works, in some businesses you get the customer to pay the invoice before they receive the goods)

    If you fulfill  the order (by using the fulfill button in the ribbon bar above the main order form) then this changes the status to fulfilled and makes the order uneditable.  You can then then create invoice this now creates an invoice and makes the order complete.

    If you didn't fulill the order you can create an invoice and the order would still be editable/changeable.

    you can stop price changes affecting orders by using the lock pricing button on top of the order, this will stop the prices on the order being affected by any changes you make.

    Ben Hosking
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    Saturday, March 10, 2012 12:26 AM