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Creating Invoices in Dynamics CRM RRS feed

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    What entities do I need to have populated to create invoices in Dynamics CRM 4.0 (On-Premise)? I have imported data to Account, Contacts/Address, and Invoices. Are there any other entities that should be populated to create invoices? We justing trying to create one single invoice for a single customer? Are there any other items that need to be addressed to ensure to create invoices?

    Monday, January 24, 2011 3:16 AM

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    • Product
    • Price List
    • Unit / Unit Group
    • Currency (assuming your currrency hasn't already been setup in the CRM)

     

    --pogo (pat)
    • Proposed as answer by Edwin2win Monday, January 24, 2011 7:33 AM
    • Marked as answer by Jim Glass Jr Tuesday, January 25, 2011 6:25 PM
    Monday, January 24, 2011 5:40 AM
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    Each Product entity instance must have a default Unit assigned to it.  A Unit belongs to a Unit Group.

    Units are used for the purposes of price total calculations and are therefore mandatory.  By default, for instance a Unit will have a quantity of 1 assigned to it; but the number could be different.  So, if a company wished to sell products by the dozen, they could assign a Quantity of 12 to a Unit called 'Dozen'.

     

    --pogo (pat)
    • Marked as answer by Jim Glass Jr Tuesday, January 25, 2011 6:25 PM
    Monday, January 24, 2011 10:24 PM

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  • Question
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    • Product
    • Price List
    • Unit / Unit Group
    • Currency (assuming your currrency hasn't already been setup in the CRM)

     

    --pogo (pat)
    • Proposed as answer by Edwin2win Monday, January 24, 2011 7:33 AM
    • Marked as answer by Jim Glass Jr Tuesday, January 25, 2011 6:25 PM
    Monday, January 24, 2011 5:40 AM
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    Dear Pat,

    Thank you for your answer. I do appreciate it.

    I will have to look into those items.  How is Unit/ Unit Group used in Dynamics CRM?

    Scott

    Monday, January 24, 2011 12:45 PM
  • Question
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    Each Product entity instance must have a default Unit assigned to it.  A Unit belongs to a Unit Group.

    Units are used for the purposes of price total calculations and are therefore mandatory.  By default, for instance a Unit will have a quantity of 1 assigned to it; but the number could be different.  So, if a company wished to sell products by the dozen, they could assign a Quantity of 12 to a Unit called 'Dozen'.

     

    --pogo (pat)
    • Marked as answer by Jim Glass Jr Tuesday, January 25, 2011 6:25 PM
    Monday, January 24, 2011 10:24 PM