Payment terms field in accounts entity is mapped with payment terms field in quotes entity, but for some reason when i create the quote and identify the account, the payment terms field does not take the value as identified in the account entity.
I need to do this step, as each account has its own payment terms method, and i don't want each time when i create a quote to search what is the payment method for this account.
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If you don't need the information to be stored in quote, you can create an account quick view form and put that form into the quote. The quick view form should contain the payment details.
Otherwise you can use a workflow to populate the value, i.e. set the quote.payment term to account.payment term bla bla bla
ok, the "normal" business process is
To our understanding this process is the main idea behind the concept of Dynamics 365.
The opportunity entity has no fields for payment, freight and shipment terms, therefore these information cannot be mapped from an account to the opportunity.
Our customer and we also expect from Dynamics 365, that the given payment terms of the associated account is copied into the new quote created from an opportunity.
Otherwise it would make really no sense to store information about payment, freight and shipment terms into the account entity.
Dude. Your test steps are wrong.
- adding a new quote and assigning it to an account, which already has payment terms defined
>>Mapping will not trigger on lookup change. You have to go to account and add new quote from the associated view.
- creating a new quote within an existing opportunity assigned to an account with payment terms defined
>>This is not account to quote mapping, this is rather opportunity to quote mapping.
The provided mapping of fields is already part of standard configuration of Dynamics 365.
But unfortunately it does NOT work!
I tested it with a new created D365-Account on two ways:
- adding a new quote and assigning it to an account, which already has payment terms defined
Result: Payment terms of the account are NOT copied to the quote
- creating a new quote within an existing opportunity assigned to an account with payment terms defined
Result: Payment terms of the account are NOT copied to the quote
To my understanding the mapping of the field paymenttermscode from Account to Quote is correct and should work, when a new quote is created.
But it does NOT work!
Hi Shahd,
+1 for Mark's suggestion. Here's how to do it.
Navigate to Settings > Customizations > Customize the system (Ideally, you should use a solution).
Expand Entities > Quote
Click N:1 Relationships
Open the quote_customer_account relationship
Click New
Select the fields to map.
Hi Shahd
On the relationship between Accounts and Quotes you can add a map so it brings it through each time
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