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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Payment Entity
Microsoft Dynamics CRM (Archived)

Payment Entity

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Posted on by Community Member

Hello friends,

I am Sara. Actually I am totally new For Coding and Microsoft Dynamics Crm 2015. Now I am currently working for one company.I learned Microsoft Dynamics crm 2015
Somewhat through Referring some Books and links. But still I am studied MSCRM 2015 downright. I have lot of doubts in MSCRM 2015. Ok I directly go for my question. I
need to see my Outstanding i.e Total paid amount and Balance amount of my invoices. Mostly I will Import my old invoices in CRM . For that I need to create One new
Entity called "Payments". In that Payment Entity I need Fields like

1)Invoice Id

2)Total Amount

3)Total Paid amount

4)Balance Amount.

And also i need to create the Total Paid amount and Balance Amount fields in invoice entity as like mentioned in that Below link http://www.dynamicscrmpros.com/changing-rollup-calculation-frequency-microsoft-dynamics-crm-2015/

If I import my old invoices in CRM 2015 it will automatically go and save the invoice Id, Total amount in Payment entity. And we can manually put the Balance amount
and total amount in Payment Entity so if i select the payment field button in invoice it will fetch the data from payment entity to Invoice entity same as like
mentioned in the below link. www.dynamicscrmpros.com/changing-rollup-calculation-frequency-microsoft-dynamics-crm-2015 so please suggest some solution me to
solve this question..

Thanks

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    I'm sorry not clear on the question.

    technet.microsoft.com/.../dn832162.aspx

    This url shows you how to setup rollup fields, you need to define what Payments should count towards the overall value. For example if you want to deactive Payments, you might say where status = Active.

    It should be fairly straight forward to get working.

  • Community Member Profile Picture
    Community Member on at

    Hai Andy Thanks for your response. What i need is I want to see the balance Payment and Total amount paid of my invoice. Suppose  I have a one customer Eg Skyweaves. Our company continuously supplying Product to that customer . So we put order, Invoice . Now  If we put invoice in crm depend upon particular order. And we mentioned the Due date for Amount. In our company we give 90 days from the invoice date as due date . Before the due date gets over the customer need to pay the amount of their invoices. But some customer will delay to give the payment or Some customers will Give partial amount without giving full amount. Now my question How to add the "Total Amount paid" and "Balancing Payment " in invoice Entity.

    Thanks..

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    The Payments Entity would need to be associated to the Invoice. This can be done manually or a plugin written to identify on import which invoice it links to.

    Then by Rollup fields or a plugin you can calculate the total amount of the payments against each Invoice automatically.

    You can then if you wish have a calculated field (or field populated by plugin) that will subtract the new total amount paid field from the balance to leave you with the amount outstanding.

    I would then suggest a plugin to set Invoice Status Reason to either 'Part Paid' as soon as any Payment is associateed to an invoice or 'Paid' if the sum of the Payments equals the Invoice amount.

    Hope this makes sense.

  • outlook Profile Picture
    outlook 3,275 on at

    you should said We can associate the Payment entity with invoice manually. How to do that manually Andy.Because in my Payment Entity I have Four Fields Invoice Id, Total Amount, Total Amount paid, Balancing Amount. Invoice Id and Total Amount is want to import Automatically while Importing old Invoice File in Crm  . Then the Total Amount Paid and Balance Amount will be Enter by the sales person manually. Ok How could I Associate the Payment Entity to invoice Manually.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    If you are associating manually, you will need to add a lookup to invoice in the Payment entity.

    On the Invoice form you can add a subgrid..(Insert..subgrid).

    Then when you want to add a payment your user can add the Payment from the grid on the invoice. The rollup field you have added to the invoice will then give the current total paid, and the calculated field can give you the outstanding amount.

    Hope that helps

  • Community Member Profile Picture
    Community Member on at

    Hi Sara,

    I don't have a lot of experience in CRM but I do have in database modeling and I don't think Total Amount and Total Paid Amount fields belong to the Payment entity. These two fields should only be in Invoice. All you need in the Payement entity are fields like Payment Date, Payment Amount, Payment Status, Payment Type (i.e. credit/cash etc.), Payment note, etc

    If you introduce these fields in the Payment entity, you could end-up with data inconsistencies (having the same information in two or more entities). 

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