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Create Order description field RRS feed

  • Question

  • Thank you in advance for any and all help.  I am going through the sales process, trying to work out how my company will use CRM for our sales, and I see the "Description" field when you create an Order but after I create the Order I can't find what I had entered in the "Description" field.  I checked every tab on the Order and all the other items under the details section and still cannot find the information.  Does anyone know where this information is on the Order?  How can I make it available to users?

     

    Thanks,

    elittle

    Monday, February 18, 2008 6:04 PM

Answers

  • Hi.

     

    Can you see the description field (empty) or is the field gone (hidden, removed from DOM).

     

    In general, I would approach such a problem following these steps:

     

    1. This might be a UI problem witch means that either the field is cleaned up when the form loads or the data is not saved.

        If this is an OnLoad problem you need to check that there is no code in the OnLoad event that might clean the field

     

    4example: this would clean the description field value.

     

    Code Snippet
     
    crmForm.all.description.DataValue = null;

     

     

    If this is an OnSave issue then I suggest you bind to the onsubmit event and see if the data exists in the xml sent to the server.

    4example:

     

    Code Snippet

     

    function OnCrmPageLoad()

    {
          var SubmitForm = document.getElementById( crmForm.SubmitFormId );        
                 

               SubmitForm.attachEvent( "onsubmit" , OnCrmFromSave );

    }

     

    function OnCrmPageSave()

    {
            var SubmitForm = document.getElementById( crmForm.SubmitFormId );        
     

                 alert( SubmitForm.crmFormSubmitXml.value )

    }

     

    OnCrmPageLoad();

     

     

     

    If you can't see the description xml node then this is your problem.

     

    2. If this does not help check if someone created a workflow ,using the workflow manager, that might delete the field.

    3. Finally I would check whether any callouts are defined for the order entity.

        Open the callout.config.xml at the [CRM Install dir] \ Server \ Assembly \ Bin \ callout.config and look for an

        order definition

     

    4example:

    <callout entity="salesorder" event="PreCreate">

    If so you will need deepen your search and check the callout implementation.

     

    4. I would also check if the description field data disappears on an already existing order (Update).

     

    Cheers,

    Adi

     

     

     

    • Marked as answer by Jim Glass Jr Tuesday, May 26, 2009 9:18 PM
    Monday, February 18, 2008 10:46 PM

All replies

  • Hi.

     

    Can you see the description field (empty) or is the field gone (hidden, removed from DOM).

     

    In general, I would approach such a problem following these steps:

     

    1. This might be a UI problem witch means that either the field is cleaned up when the form loads or the data is not saved.

        If this is an OnLoad problem you need to check that there is no code in the OnLoad event that might clean the field

     

    4example: this would clean the description field value.

     

    Code Snippet
     
    crmForm.all.description.DataValue = null;

     

     

    If this is an OnSave issue then I suggest you bind to the onsubmit event and see if the data exists in the xml sent to the server.

    4example:

     

    Code Snippet

     

    function OnCrmPageLoad()

    {
          var SubmitForm = document.getElementById( crmForm.SubmitFormId );        
                 

               SubmitForm.attachEvent( "onsubmit" , OnCrmFromSave );

    }

     

    function OnCrmPageSave()

    {
            var SubmitForm = document.getElementById( crmForm.SubmitFormId );        
     

                 alert( SubmitForm.crmFormSubmitXml.value )

    }

     

    OnCrmPageLoad();

     

     

     

    If you can't see the description xml node then this is your problem.

     

    2. If this does not help check if someone created a workflow ,using the workflow manager, that might delete the field.

    3. Finally I would check whether any callouts are defined for the order entity.

        Open the callout.config.xml at the [CRM Install dir] \ Server \ Assembly \ Bin \ callout.config and look for an

        order definition

     

    4example:

    <callout entity="salesorder" event="PreCreate">

    If so you will need deepen your search and check the callout implementation.

     

    4. I would also check if the description field data disappears on an already existing order (Update).

     

    Cheers,

    Adi

     

     

     

    • Marked as answer by Jim Glass Jr Tuesday, May 26, 2009 9:18 PM
    Monday, February 18, 2008 10:46 PM
  • I think I have also had this problem, in my case, I was transferring a quotation to an order, I had selected Create Order from my quotation, on our system, we have been filling in invoice numbers (as we have not linked with SAGE), and any extra information we might need, however have only just realised that this information does not actually appear anywhere else in the CRM.

    Does anyone know where this information is stored? Or where it should be stored. As per Jim, maybe the links are broken, but just wondering where the info should be.......

    Thanks

    Abbey

    Thursday, October 17, 2013 3:16 PM