Advice needed if this is possible and if so how RRS feed

  • Question

  • We have a custom entity that holds records of debits and credits for customers. Each record has a cleared funds date field, a value column and a lookup on the account entity

    Typically for one customer there may be records entered as

    Licence  Description      Value    Date

    111111      OPEN/BAL     3.00    01/01/2013

    111111         CREDIT      1.00    01/01/2013

    111111        CREDIT      95.37   02/03/2013

    111111         DEBIT        -0.57  03/03/2013

    111111        CREDIT     123.38  05/03/2013

    What i would like to do is have a button on the custom entity view, enter a licence and date, to run a report and mark the included items ( ie items that are 'active' and before the specified date) as deactivated and also put a new entry in for OPEN/BAL based on a calculation

    in the case above, if i entered 111111 and put the date of 04/03/2013 i would be left with

    111111      OPEN/BAL      9.88 ( based on a calculation )  10/05/2013 ( Date action taken )

    111111        CREDIT     123.38  05/03/2013

    Im presuming that I will need to add a button on the 'ribbon' and then run a process . does any one know of any examples that may help ?     

    Dont ask me .. i dont know

    Tuesday, August 27, 2013 8:27 AM

All replies

  • Hi Pete,

    The easiest approach probably would be to create a custom Workflow Activity that accepts the dates and the account that performs the update. You can then create a dialog that asks for the license and date before calling the workflow activity with the parameters. You can then call this dialog from a button that is added to the SubGrid ribbon of the Debits/Credits entity.

    Create custom workflow activity - http://msdn.microsoft.com/en-us/library/gg328515.aspx

    Create dialog - http://blogs.msdn.com/b/crm/archive/2011/02/02/welcome-to-the-world-of-dialogs-part-1.aspx

    Call Dialog from ribbon button - http://ribbonworkbench.uservoice.com/knowledgebase/articles/140652-create-a-dialog-short-cut-ribbon-button



    Scott Durow
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    Tuesday, August 27, 2013 2:07 PM
  • Hi Scott,

    I'm hoping that you can help me get this started as I have had a look at the links you provided and to be honest I'm still a bit in the dark

    The entity new_fmCurrent  holds records of debits and credits for our customers

    what im looking to end up with is a fully automated process that runs every Tuesday and relates to records that have a 'cleared funds' date on or before the previous Friday

    Each customer  has a unique licence and all have at least one entry with a description of 'BAL B/F'

    The criteria for the records that will be processed are;

    1. Cleared funds is the previous Friday or earlier

    2. the sum of value column for the customer ( credits and debits) ,  excluding the 'BAL B/F'  has a credit value greater then the 'BAL B/F'

    once the records to be included are determined, I need to mark those records as inactive and set a 'processed' date on each record to the current date

    When I have got to this stage, I will attempt to write a custom workflow that makes the correct calculations on those records

    From what little I know of CRM, I am sure that it is well within its capabilities and the only thing holding it back is my lack of knowledge

    Dont ask me .. i dont know

    Friday, August 30, 2013 5:08 PM