- Create Order doesn't copy values for custom attributes
- Posted by Claes Bergefall on July 31st, 2006
Using CRM 3.0
We have added a bunch of custom attributes to our Quote, Quote Details,
Order and Order Details entities, but when I create an order from a quote
(by using the Create Order toolbar button on the Quote form) the values for
these custom attributes are not copied to the newly created order. When I go
and look at the created order, all the custom attributes are empty. I can
see them on the quote though. All standard attributes are copied as
expected.
I have verified that the schema names are the same in both Quote and Order
(not sure if that makes a difference though).
Is there something else I need to do to get this to work correctly?
/claes
- Posted by Matt Parks on July 31st, 2006
You need to modify the mapping between the 2 entities. Just because the
field names are ethe same, does not mean they will get mapped. the mapping
are controled from the relationship between the 2 entities.
--
Matt Parks
MVP - Microsoft CRM
"Claes Bergefall" <louplou@nospam.nospam> wrote in message
news:%23zDHwMMtGHA.1304@TK2MSFTNGP06.phx.gbl...
Using CRM 3.0
We have added a bunch of custom attributes to our Quote, Quote Details,
Order and Order Details entities, but when I create an order from a quote
(by using the Create Order toolbar button on the Quote form) the values for
these custom attributes are not copied to the newly created order. When I go
and look at the created order, all the custom attributes are empty. I can
see them on the quote though. All standard attributes are copied as
expected.
I have verified that the schema names are the same in both Quote and Order
(not sure if that makes a difference though).
Is there something else I need to do to get this to work correctly?
/claes
- Posted by Claes Bergefall on August 1st, 2006
Perfect. Once I added the mappings everything seems to be working.
Thank you very much
/claes
"Matt Parks" <mattp65@Yax_RemoveDashAndX_xhoo.com> wrote in message
news:%23vxhxEOtGHA.3240@TK2MSFTNGP03.phx.gbl...
- Posted by Claes Bergefall on August 1st, 2006
Hmm, I still have a problem. The mapping worked fine from Quote to Order,
but I can't find any way to map from Quote Product to Order Product. The
only mappable relationship on Order Product is from Order
/claes
"Claes Bergefall" <louplou@nospam.nospam> wrote in message
news:eVMGpOXtGHA.1216@TK2MSFTNGP03.phx.gbl...
- Posted by Matt Parks on August 1st, 2006
Check out the following blog entry:
http://blogs.msdn.com/midatlanticcrm...oft_CRM_3.aspx
--
Matt Parks
MVP - Microsoft CRM
"Claes Bergefall" <louplou@nospam.nospam> wrote in message
news:uVKCkgXtGHA.4140@TK2MSFTNGP03.phx.gbl...
Hmm, I still have a problem. The mapping worked fine from Quote to Order,
but I can't find any way to map from Quote Product to Order Product. The
only mappable relationship on Order Product is from Order
/claes
"Claes Bergefall" <louplou@nospam.nospam> wrote in message
news:eVMGpOXtGHA.1216@TK2MSFTNGP03.phx.gbl...
