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    Is it possible to show the balance on 'open invoices' on the account entity form

    Dont ask me .. i dont know

    Monday, April 28, 2014 4:15 PM

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    It is possible.

    One way to do it is to write plugins on Post Create and Post Update of Invoice to update the balance (field) on Account.

    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Proposed as answer by Mamatha Swamy Monday, April 28, 2014 6:09 PM
    • Marked as answer by Pete Newman Tuesday, May 27, 2014 9:50 AM
    Monday, April 28, 2014 6:08 PM
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    If it just a visualisation you require, add a sub-grid to the invoice and set to display chart only. If you add a chart to total by invoice status, you can then see the values of invoices by status on your account form. If you need the actual value on your account than Mamatha's solution will work. If you prefer a simple 3rd party add on to do this, try Auto Summary (http://www.gapconsulting.co.uk/our-solutions/essentials/auto-summary-for-crm2013) Rob

    MCTS. GAP Consulting Ltd. Microsoft Community Contributor Award 2011 & 2013

    Monday, May 26, 2014 7:45 AM
    Answerer

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    It is possible.

    One way to do it is to write plugins on Post Create and Post Update of Invoice to update the balance (field) on Account.

    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Proposed as answer by Mamatha Swamy Monday, April 28, 2014 6:09 PM
    • Marked as answer by Pete Newman Tuesday, May 27, 2014 9:50 AM
    Monday, April 28, 2014 6:08 PM
  • Question
    Sign in to vote
    0
    Sign in to vote
    If it just a visualisation you require, add a sub-grid to the invoice and set to display chart only. If you add a chart to total by invoice status, you can then see the values of invoices by status on your account form. If you need the actual value on your account than Mamatha's solution will work. If you prefer a simple 3rd party add on to do this, try Auto Summary (http://www.gapconsulting.co.uk/our-solutions/essentials/auto-summary-for-crm2013) Rob

    MCTS. GAP Consulting Ltd. Microsoft Community Contributor Award 2011 & 2013

    Monday, May 26, 2014 7:45 AM
    Answerer