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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / make similar entity li...
Microsoft Dynamics CRM (Archived)

make similar entity like Quote line

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Posted on by Sumit Ruhela 1,805

Hey Guys,

I have a job to do. My task is to add some quote lines in quote entity record where every quote line should be a different type of custom entity. e.g. I need three type of custom entities similar to quote line where there are different attributes and in every entity, there will be associated line items. So lets say we have three custom entities A,B and C. The calculation of amount will be done from these entities. Every entity has a different way of calculating cost. e.g. one entity will be similar to products where we fetch products and calculate amount on the basis of quantity and some multiplication factor attribute, the other entity could be resources who have some fixed/day cost and cost on holidays/weekend. based on that, after adding all resources, the total amount will be calcualted. lastly, the third entity could like miscellaneous services which are predefined somewhere and based on their usage, cost will be calculated. e.g. of service could be parking charge, delivery charge etc.

So my question is that can i bypass the quote line entity and create my own custom entities to calculate cost. If yes, then where would i have to be cautious.

Thanks

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  • Sumit Ruhela Profile Picture
    Sumit Ruhela 1,805 on at
    RE: make similar entity like Quote line

    ok. so few things i should be creating.

    1. Custom Quote entity

    2. Custom Quote line.

    3. While making opportunity, use custom quote line and then populate the same in custom quote entity.

    4. create invoice and order from this custom quote.

    5. Also create a button in quote for making it won or lost.

    6. Have a field in custom quote to filter price lists too.

    Apart from all this, am i missing something else? I can do development. that should not be a problem. but all i want to make sure that i am following the correct sales process.

    The Business process that i am following is

    1. create opportunity

    2. add relevant custom quote lines to opportunity.

    3. update estimated revenue with the total value from quote line.

    4. create quote and populate quote lines from opportunity.update amount with total value from quote lines.

    5. create project and associate it with the quote as a job.

    6. when quote is won, opportunity will be won automatically.

    7. generate invoice from this quote. once paid, create order.

    Hope this will work as expected.

  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: make similar entity like Quote line

    You can remove them, but the problem is that you will break the functionality of converting Quote to Order to Invoice, since it uses the child entities such as products.

    If you need to do this, you can build your own logic.

    The other option is to create a custom quote entity, if the one in CRM does not meet your needs.

    Basically whichever route you choose, you are going to have quite a bit of development in getting your processes, since you are replacing existing processes that already have a predefined logic.

  • Sumit Ruhela Profile Picture
    Sumit Ruhela 1,805 on at
    RE: make similar entity like Quote line

    Alright Aric. Thanks for the response. So while creating my own custom entities what do i do with opportunity product and project-based lines. I don't want to use them too.

  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: make similar entity like Quote line

    Basic answer is yes, but you would have to add all the required fields from the different calculations to your entity.

    If you are OK with using Quick Create, basically select a type, and based on the type display the required fields to make the calculation.

    Once you have all the fields, make the calculation either with JavaScript, or on the Create method(Plugin Step). Not sure what your calculations are, but I think JavaScript should suffice.

    If you need to have an editable grid to do this functionality, you will need to develop your own (or purchase) an editable grid. For self development (Sparkle Xrm: http://www.sparklexrm.com) and if you want to purchase, AbleBridge editable grid is the way to go.

    If you don't need to be able to make the records in grid, you can use the out of the box grids.

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