CRM 2013

(0) Share

Report

Posted on by mtkeenan

1,895

Hi, what is the best way to achieve the following scenario. CRM 2013 - quote is won and an order has been created. How do we automatically get the address info across from the quote to the order. The customer doesn't want to manually type this info in again. Many thanks, M

*This post is locked for comments

I have the same question (0)

All responses (3)

Answers (1)

Verified answer

Aileen Gusni 44,524 on at

Like (0)

Report

Hi S W,

Do you mean Quote to Order or Quote Product to Order Product.

By default as I know, as long as you create the Order following CRM Procedures, Won the Quote and create order using the CRM Ribbon, it will automatically create the Order from initialized Quote or I can say that this mapping already worked and the addresses fields by default will also populated and copied to newly created Order.

I need you to check it out.

Inspect the relationship mapping between Quote and Order, create new mapping to map the address if nothing..

Double click and check the mappings

As you can see the billing address + shipping address as well already mapped..

For the Product Line you can refer this concept:

http://dynamicslollipops.blogspot.com/2011/07/mscrm-2011-mapping-opportunity-product.html

Hope this helps.

THanks.

Was this reply helpful? Yes No
mtkeenan 1,895 on at

Like (0)

Report

Hi Aileen,

many thanks for your reply.

I've now got it working using the crm procedure. Tested and all good.

thanks again

S

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report
Hi

You can follow this steps to create and modify a quote:

Create an order from a quote

Typically, you convert a quote that you have won into an order. Start with an active quote. Note that once a quote is accepted, you won't be able to revise it.

Go to Sales > Quotes.

Choose the quote you want to create an order from.

Choose Create Order at the top of the Quote screen.

Add a description and indicate whether or not you want to close the opportunity in the Create Order window and choose OK.

To add products from your opportunity to your quote, choose Get Products at the top of the screen, select your opportunity, and choose OK.

Choose the Save button at the bottom right corner of the screen.

Create an order

You can create an order that is based on your communication with a customer, instead of an accepted quote.

Go to Sales > Orders.

Choose New.

Add your customer's contact information.

To add products from your opportunity to your order, choose Get Products at the top of the screen, select your opportunity, and choose OK.

Note

You need to enter the tax amount when you add a product to a quote, order, or invoice. Microsoft Dynamics CRM does not automatically calculate tax for individual products. However, the total tax is calculated automatically based on the sum of the tax amounts for all of the individual products in a quote, order, or invoice.

In the Shipping Information area, type shipping details.

In the Addresses area, type shipping and billing addresses.

Choose the Save button at the bottom right corner of the screen.

Note

You close an order by either fulfilling the order or canceling the order. Products or services that are shipped are fulfilled. You should cancel orders for any products or services that are not shipped.

You can't update or change an order after it has been closed or if it has been partially or completely fulfilled.

Edit an order

Go to Sales > Orders.

Select the order you want to edit.

Add or change any details about your order.

Choose the Save button at the bottom right corner of the screen.

Please let me know if these links and steps were useful for you.

+ Electronic Resources:

Create or edit an order http://www.microsoft.com/en-us/dynamics/crm-customer-center/create-or-edit-an-order.aspx#bkmk1

Was this reply helpful? Yes No