In my account form i have added 1 field (postofficebox) and I use it to store
the housenumber so I can use the dutch postal code file.
I also added this filed in quote, order and invoice.
When creating a quote I use lookup address to fill the address fields in the
quote. It doesnot fill the field postofficebox although I have made mappings
from account to quote, order and invoice.
What do I do wrong? Does the mapping has to be made someore else??

Please help

Fred,

Mappings won't help with the "Lookup Address" functionality. Where on the
Account did you add this field? Is it on the address or on the account itiself?

If you added it to the Account, then the map from Account to Quote should pull
this is if you create the Quote "from" the Account (ie. Add related Quote from
tha Account page).

If you added it to the Address, then the only way to get this to work would be
to modify the javascript code that implements this feature to pull in the other
field.

Matt Parks
MVP - Microsoft CRM

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On Thu, 2 Dec 2004 04:41:03 -0800, "Fred" <Fred@discussions.microsoft.com>
wrote:

In my account form i have added 1 field (postofficebox) and I use it to store
the housenumber so I can use the dutch postal code file.
I also added this filed in quote, order and invoice.
When creating a quote I use lookup address to fill the address fields in the
quote. It doesnot fill the field postofficebox although I have made mappings
from account to quote, order and invoice.
What do I do wrong? Does the mapping has to be made someore else??

Please help

Matt

Your solution works ok but the problem with lookup stays in the product
lines of anquote, order and invoice. At that satge I cannot do add related.
Maybe it is possible in a future release or enhancement to let it work with
mapping and the lookup functionallity?

Further on sorry for putting the question on more than 1 board. It was the
first time and I didn't knew exactly were to put it.

Have a nice weeknd

Fred Meier

"Matt Parks" wrote:

Fred,

Ahh, I think I see what you're saying now. You want this to hit the line items,
not the header. The Add Related would work for the Bill To / Ship to info on
the header, but as you've noted, not the Details.

You are trying to get the Lookkup Address on the detail page to bring across the
new field. This is implemented with Javascript in the browser. The only way to
modify this behaviour would be to modify the Javascript call that pulls in the
address info from the lookup form and places it in the current window. You may
also need to modify the Lookup form itself, as I don't know if it will return
all the fields or just the ones it expects.

All in all, not a great solution.

Another option would be to try to implement this with a Post-Callout. You
should be able to trap the update on the detail record and the check for a value
that can indicate to go and pull in the address data. This requires code and
would probably rely on the user entering something specific to trigger the
action.

Matt Parks
MVP - Microsoft CRM

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On Fri, 3 Dec 2004 02:59:02 -0800, "Fred" <Fred@discussions.microsoft.com>
wrote:

Matt

Your solution works ok but the problem with lookup stays in the product
lines of anquote, order and invoice. At that satge I cannot do add related.
Maybe it is possible in a future release or enhancement to let it work with
mapping and the lookup functionallity?

Further on sorry for putting the question on more than 1 board. It was the
first time and I didn't knew exactly were to put it.

Have a nice weeknd

Fred Meier

"Matt Parks" wrote:

Where can I find examples or more information regarding creating a
post-callout?

I am in a similar situation. I have a custom field (fieldname: warehouse)
on the quote product form and the order product form. I need to create a
mapping on these fields.

How can I accomplish this?

Thanks!!!
Cayla

"Matt Parks" wrote:

Hi Cayla, Microsoft released a KB article - please take a look at whether
this
would help resolve the problem:

http://support.microsoft.com/kb/914921

--
Manisha Powar (Madhusudanan)
Program Manager
Microsoft Dynamics - CRM

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.
"Cayla" <Cayla@discussions.microsoft.com> wrote in message
news:B66B4B47-9E84-4688-80C6-1F46B226D083@microsoft.com...

Hi.

I need to do the same: create a mapping on custom fields on the quote
product form and the order product form and the invoice product form. But
I'm using CRM 4.0. Can someone help me with this?

Thanks.
Marcelo


"Manisha Powar (MSFT)" wrote: