Map custom attributes from salesorder detail to invoice detail when convert sales order to invoice

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  This *could* be possible with a plugin that triggers when an invoice detail is created.  You might be able to figure out which sales order it is coming from by using the ParentContext. 

  You could have an if statement like this in your plugin to make sure that it is being triggered from the convert process.

   

  if (context.ParentContext != null && context.ParentContext.MessageName == "ConvertSalesOrderToInvoice")
  

   

  Then use this to get the SalesOrderId

   

  salesOrderId = (Guid)context.ParentContext.InputParameters["SalesOrderId"];
  

  Now that you have the Sales Order you can query all the Sales Order Details for that Sales Order and then compare each one to your Invoice Detail to find the matching record and then copy over the necessary fields.
  
  

   

  ---

  Blake Scarlavai - http://mscrmdev.blogspot.com/ - Sonoma Partners - http://www.sonomapartners.com/ - Follow @bscarlav
  

  • Edited by Blake ScarlavaiMVP Thursday, September 22, 2011 5:45 PM
  • Proposed as answer by anwar_addi Thursday, November 8, 2012 12:32 PM

  Thursday, September 22, 2011 5:44 PM
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  Hi there,

  You might find this similar thread helpful: http://social.microsoft.com/Forums/en/crm/thread/7462bed7-6029-415f-8bff-decfe38ecedc

  To quote a snippet from it, the following articles show how to get access to these mappings and add new field mappings between the Opportunity Product, Sales Order Detail, Quote Detail and Invoice Detail entities:

  For CRM 4.0

  http://crmconsultancy.wordpress.com/tailoring-the-product-selection-for-opportunities-and-quotes-in-dynamics-crm/productcataloguemapping-mscrm-fields-from-opportunity-product-to-quote-product/

  For CRM 2011

  http://dynamicslollipops.blogspot.com/2011/07/mscrm-2011-mapping-opportunity-product.html

  However the technique is similar for both versions of Dynamics CRM.

  Is slightly strange that this set of mappings is not directly exposed by the CRM interface as is a common request to map fields between the detail line entities, and these mappings can help avoid having to develop a Plugin which can add cost in development time.  Hope that helps.

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  Kind Regards, Paul | http://crmconsultancy.wordpress.com

  • Marked as answer by w.benamor Tuesday, September 27, 2011 8:40 AM

  Friday, September 23, 2011 9:57 AM
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  Thanks for all,

  The following post seems to be very helpfull:

  http://dynamicslollipops.blogspot.com/2011/07/mscrm-2011-mapping-opportunity-product.html

   

  Thank you again !

   

   

  Tuesday, September 27, 2011 8:39 AM