Question Status

Suggested Answer
colkatol1 asked a question on 17 Feb 2015 9:17 AM

I have an existing account and need to create an invoice, but the contact for the invoice is different than the primary contact associated with the account.  How can I ensure that the invoice is addressed to the correct contact?

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Aileen Gusni responded on 17 Feb 2015 9:27 AM

Colk,

How you create the Invoice?

Do you mean the Customer Contact?

Actually you can use Real Time workflow to validate this, but I need to know which Contact field exactly you are referring to? A Custom field?

Correct or not.

Thank you.

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Suggested Answer
Mithilesh Kumar responded on 17 Feb 2015 9:30 AM

Hi Colkatol,

You need to map the fields in the 1:N relationship between Account and Invoice.

1. Expand your Account Entity from customization area.

2. Head on to 1:N relationship and look for Invoice in the Related Entity column

3. Open the Relationship and click on Mappings on the left menu

4. Add/Change your definition here.

Values from parent entity gets carried over to the child entity when the record it created from within the parent entity.

In your case Account is the Parent Entity and Invoice is the Child Entity.

Hope that helps

Thanks

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Oana Nitescu responded on 17 Feb 2015 9:48 AM

Hi colkatol1 ,

The contact field on the Invoice is not a default field. Do you have a Contact Lookup?

For this scenario you can add a filter on the Contact field in order to display only the Primary Contact of the Account:

To have it populated automatically you can consider a workflow.

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colkatol1 responded on 17 Feb 2015 9:48 AM

Yes, Thanks, but what if I want to keep the primary contact for the account print another contacts name on the invoice?

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Suggested Answer
Aileen Gusni responded on 17 Feb 2015 10:32 AM

Colkatol,

If you just let the user choose from the Contact (a custom field) then yes, users can select any contact, withut filter by default.

If you want to make sure that only the primary contact of the Account that should be able to be selected in your custom Lookup Contact field, you can achieve using what Oana suggested:

Or can use Realtime workflow, check condition of this field.

If you want to make sure that the selected Contact is should be one of the Contact of an Account then you can use the filtered lookup as well.

I recommend you to use this way instead of writing script on this.

You can set to this:

*Remember, you set this setting in the Invoice Form - your custom contact lookup.

Same concept here:

http://missdynamicscrm.blogspot.com/2014/11/filter-lookup-field-by-related-subgrid-crm-2011-2013.html

Turn of the view selector if you want to make sure that this invoice billed to correct Contact just when the user choose it from the list.

By using the filter, it would eliminate other choice, dismiss the possibility for users to select selected wrong contact, only display the correct contact that really really truly linked to the Account.

Hope this can help you.

Thank you!

Reply
colkatol1 responded on 17 Feb 2015 12:35 PM

Thanks a lot to everyone for your replies.

Reply
Suggested Answer
Mithilesh Kumar responded on 17 Feb 2015 9:30 AM

Hi Colkatol,

You need to map the fields in the 1:N relationship between Account and Invoice.

1. Expand your Account Entity from customization area.

2. Head on to 1:N relationship and look for Invoice in the Related Entity column

3. Open the Relationship and click on Mappings on the left menu

4. Add/Change your definition here.

Values from parent entity gets carried over to the child entity when the record it created from within the parent entity.

In your case Account is the Parent Entity and Invoice is the Child Entity.

Hope that helps

Thanks

Reply
Suggested Answer
Aileen Gusni responded on 17 Feb 2015 10:32 AM

Colkatol,

If you just let the user choose from the Contact (a custom field) then yes, users can select any contact, withut filter by default.

If you want to make sure that only the primary contact of the Account that should be able to be selected in your custom Lookup Contact field, you can achieve using what Oana suggested:

Or can use Realtime workflow, check condition of this field.

If you want to make sure that the selected Contact is should be one of the Contact of an Account then you can use the filtered lookup as well.

I recommend you to use this way instead of writing script on this.

You can set to this:

*Remember, you set this setting in the Invoice Form - your custom contact lookup.

Same concept here:

http://missdynamicscrm.blogspot.com/2014/11/filter-lookup-field-by-related-subgrid-crm-2011-2013.html

Turn of the view selector if you want to make sure that this invoice billed to correct Contact just when the user choose it from the list.

By using the filter, it would eliminate other choice, dismiss the possibility for users to select selected wrong contact, only display the correct contact that really really truly linked to the Account.

Hope this can help you.

Thank you!

Reply