Total Field is not calculated for imported invoice until I open the record

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I have lots of invoices which are imported to Dynamics CRM. But the total field is not calculated until I ope each record and save it. Is there any way to make it calculated automatically ?

Regards.

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Community Member on at

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Write a custom plug-in to calculate invoice Total Amount. Register on create message of Invoice, but do this during off-hours if you have a lot of records.

do you link the imported records back to the sales process (opportunity->quote->order) or are they orphaned?

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ScottDurow 21 on at

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This is because the price calculations only happen when you add items via the UI or whenever you open the record. You will need to import the total values when you import the records - alternatively you could export to Excel and mark for reimport before updating the total field in excel and then reimporting.

Hope this helps

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Thanks for your reply. I have to register on pre or post state of create message ?

The invoice is not linked to anything and it is orphaned.

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ScottDurow 21 on at

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I wouldn't recommend creating a plugin for this since it can create inconsistencies in the out of the box calculations - it would be better to import to total along with the other values.

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Upvote Scott Durow's answer about importing. The downside of importing is that you have to work a little harder to create the formulas to account for discounts, taxes, etc. With a plug-in you still have to do this but it's a little easier to extract the calculations from the data model by code than from the UI.

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Community Member on at

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You mean I put all fields in my file (which is to be imported) ?

Would you recommend a server that peridcally do that instead of a plugin ?

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You mean I put all fields in my file (which is to be imported) ?

Would you recommend a server that periodically do that instead of a plugin ?

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ScottDurow 21 on at

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If you are importing invoices - I would recommend that you import the totals fields as well.

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ScottDurow 21 on at

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How did you get on Babak? Do you need any more help with this?

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Coty 89 on at

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Ugh, I have the same issue. Note that this wasn't an issue in version 8, it was introduced in version 9. My case may be slightly different in that I am already using a plugin to convert an existing order into an invoice and the totals are not calculated. I am using the method "ConvertSalesOrderToInvoiceRequest"

You would think that the totalamount field would be included in the convert but I guess it's not? I read in another post you can do a retrieve to force CRM to do the calculation but this will slow down an already slower process.

Any other way?

EDIT: I went into the relationship between the Order and Invoice and went into the Mappings section. SalesOrder.totalamount is already mapped to Invoice.totalamount so it should get copied over during convert. Bug?

Thanks,

Coty

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