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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Payment Terms carried ...
Microsoft Dynamics CRM (Archived)

Payment Terms carried over from Entity to Entity ?

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Posted on by savannah_NC 295

I am trying to have the specific payment terms of an account carried over to the opportunity and quote, but workflows do not seem to allow for it. How can I have these carry over all the way through the sales process? (CRM 2011 on-premise)

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  • Verified answer
    jlattimer Profile Picture
    jlattimer 24,562 on at

    I think the problem is that the out of the box Payment Terms on Account doesn't use a global option set. If you created a new field for Payment Terms and also a global option set for the values on Account and Quote and whichever other entities require it, you should find you set then set the value using a workflow.

  • Suggested answer
    Vijay Waghmare Profile Picture
    Vijay Waghmare on at

    You can use the relationship mapping here to map fields from source record to target record,

    You can refer below link for mapping attributes for two entities

    msdn.microsoft.com/.../gg334512.aspx

    www.pardot.com/.../mapping-your-mscrm-lead-fields-to-contact-fields

    Also, you need to look in to hidden mapping for further implementation

    community.dynamics.com/.../116144.aspx

    dynamicslollipops.blogspot.in/.../mscrm-2011-mapping-opportunity-prod

    Thanks,

    Vijay

  • savannah_NC Profile Picture
    savannah_NC 295 on at

    Jason, that was what I was thinking (but hoping to avoid). Thank you for your input.

    Vijay, unfortunately your suggestion is a little over my head. Reading through the links you provided seems logical but then I am not sure how to get to that level. (I have had to teach myself the whole system with little guidance)

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