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HOw to automatically fill quote fields RRS feed

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    Deal all,

    When I am creating a quote for an account, the quote take the main account information but how can it be done in order to fill up automatically the Bill To and Shipp to information from the account the quote is build from ?

    regards

    serge

    Your knowledge is enhanced by that of others.

    Friday, March 9, 2012 7:45 PM

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    You would need to customize the Account form and add the set of Address2 fields.  Assuming you have the proper permissions in CRM, from the Account screen you can click on the Customize tab and then Form to get there. You should see the Address2 fields on the right side. You would probably want to remove the drop down the indicates what type of address (Primary, ShipTo, etc...) and place the Address1 field in a section titled something like "Ship To Address" and the Address2 fields in a section titled "Bill To Address" for easy identification. Then when you create you mappings, the addresses should come over in a manner that the users will expect. 

    Jason Lattimer

    Saturday, March 10, 2012 4:50 PM
    Moderator

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    If you have your Account form set in such a way where you have the Address1 field set up to only be the shipping address and the Address2 fields to only be the billing address you can set you mappings. You would have to go into the 1:N relationships for Account and find the one that relates to Quote. Double click to edit and then select Mappings from the left hand side and you can match up fields from Account to go to Quote when it is created. The fields will only move over if you are in the Account record and then choose to create the Quote.

    Jason Lattimer

    Friday, March 9, 2012 9:06 PM
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    JLattimer is correct and his method would be the easiest.

    The other way would be to create a plugin to set the fields on creation of an order.

    Ben Hosking
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    Friday, March 9, 2012 10:45 PM
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    The problem is that in the Account form I can see only one adress that I can select as Primary,BIllTo, ShipTo but I do not see a second adress ?

    Where is this second adress located in teh account form ?

    regards

    serge

    Your knowledge is enhanced by that of others.

    Saturday, March 10, 2012 2:53 PM
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    the second set of address fields is not added on the form by default. However it is present on the entity. You can edit the account form and add the address2 fields on the form.

    HTH 

    Sam 

    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    • Proposed as answer by Sam - Inogic Saturday, March 10, 2012 4:48 PM
    Saturday, March 10, 2012 4:47 PM
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    You would need to customize the Account form and add the set of Address2 fields.  Assuming you have the proper permissions in CRM, from the Account screen you can click on the Customize tab and then Form to get there. You should see the Address2 fields on the right side. You would probably want to remove the drop down the indicates what type of address (Primary, ShipTo, etc...) and place the Address1 field in a section titled something like "Ship To Address" and the Address2 fields in a section titled "Bill To Address" for easy identification. Then when you create you mappings, the addresses should come over in a manner that the users will expect. 

    Jason Lattimer

    Saturday, March 10, 2012 4:50 PM
    Moderator
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    Thnaks to all of you

    Your knowledge is enhanced by that of others.

    Saturday, March 10, 2012 5:39 PM