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We use CRM Dynamics online for Quote through Invoice. Although we currently use an ERP for the Rev Rec and Financials, we still want the ability to track most everything related to the sales order inside CRM.
This includes adding a "Paid On" date that will automatically save to the current date when the invoice is marked as paid in CRM.
What is best approach on this?My initial line of thinking was to create a new field on the Invoice entity.
Paid On, simple date field.
I then hoped to create workflow that would automatically fill the filed with the current date when the invoice Status was paid.
I am stuck on best way to achieve this.
I meant to say to create a business rule, not a worflow. The business rule logic would simply be if Status = Paid, fill Paid On field with the current date. And then of course else, leave field blank (in case the invoice gets marked as unpaid again for some reason).
I suggest creating a "Paid On" date field, and developing a Plugin to set the "Paid On" date field to the current date when the invoice is marked as paid in CRM.
Hi Adrian, thanks. I hoped to avoid writing anything and using the CRM controls for this. Can you think of any way to achieve this using a business rule instead?
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