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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Getting a list of all ...
Microsoft Dynamics CRM (Archived)

Getting a list of all Order Products associated with active Orders

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Posted on by Community Member

Hi guys,

I'd like to develop a custom entity that displays all open Order Products and their associated Orders (with "New" Status and "New" Status Reason)

The entity would display the Order Product Name as the default field and in each form I'd like to display the related orders and supplier info.

Is there a simple way to do this without code that anyone can think of?

Regards

Lee

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  • Community Member Profile Picture
    Community Member on at

    Do you mean that you want a custom entity record for each Order Product (Will only look at one order), or one for each Product and therefore through the order product relationship displaying the list of orders for that product.

    Trying to work out what you are aiming to achieve to come up with a suggestion.

    Maybe using a combination of wfs and 3rd party free products like https://crm2011distributewf.codeplex.com/ maybe there is a solution. 

    Please clarify intention and reasons for the new entity to see if there is another way?

  • Community Member Profile Picture
    Community Member on at

    Hi Andy,

    This is so our sales team can easily group orders from suppliers together, for example, if we had 4 orders for 4 separate clients that all wanted a new desktop PC, we would like to see that 4 new desktops are required from the same supplier without having to go into each individual order to check.

    My thinking leads me to an Entity that displays each product that has been added to an Order as a record.  Within each record, all instances of that product would be noted with their associated orders and preferred supplier. An additional feature would be that those individual products could then be marked as 'ordered' on the original Order record.

    Regards

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    I would have thought you could use sitemap editor to display the order product entity grid from the main navigation. This would expose a list of all order products. This has bother the order and the product in it. You should be able to amend the views for order product to pull the retailer/company from the product to display on your view. Limitation is that you can't sort by the retailer field. I would just create a field on order product for the retailer and on creation of order product get the retailer for the product and stamp it on the order product. Thus giving you what you need. It goes slightly against database denormalisation etc, but will meet your need.

  • Community Member Profile Picture
    Community Member on at

    For the completion of the order you could have an on demand wf that is either triggered by custom button, or by out of box button if you don't know how to do that. It would pick the order from the order product and update the status.

  • Community Member Profile Picture
    Community Member on at

    xrmtoolbox.codeplex.com for sitemap editor

  • Community Member Profile Picture
    Community Member on at

    Sorry I should have mentioned the quick way to see if this will work for your requirement is.

    In advanced find select look for Order Products, in the edit columns go in and add column. Change record type to Existing Product and select the Vendor field. Run the query. If this looks like what you are after if you could group by vendor then this will work for you. You will need to add in the order status = open etc in the criteria section when you actually change the view for real.

  • Community Member Profile Picture
    Community Member on at

    Hi Andy,

    This does look promising and is definitely a starting point.  I've got the Order Product Entity showing on my nav bar - great suggestion.  Hopefully I get a view configured to suit my needs.

    Ta very much.

    Lee

  • Community Member Profile Picture
    Community Member on at

    No problem glad to be able to help.

  • Community Member Profile Picture
    Community Member on at

    So it's going quite well - I've got the order product entity view sorted.  I've added a lookup field on the Product to a custom Suppliers entity and can display this in the Order Product view using the associations.  It's almost there.  I can see the Order ID, Supplier & Order Products nicely.

    2318.Capture6.PNG

    Next, (I hope you dont mind me asking) I need a way of bulk editing these.  I don't think CRM offered this out the box but I suspect it's possible.

    Thanks

    Lee

  • Community Member Profile Picture
    Community Member on at

    That's good to hear.

    Had a quick look using Ribbon Workbench https://www.develop1.net/public/Download%20Ribbon%20Workbench%202013.aspx and there doesn't appear to be any buttons out of the box that are there, not even that have been disabled.

    The following post describes the options you have to you.

    https://iancrm.wordpress.com/2012/09/04/microsoft-dynamics-crm-and-bulk-editing-records/

    Of these the export->import one is probably the most easy. However there is a greater element of risk if the users are likely to make mistakes or are none technical.

    Another option not there that may be possible but not sure without looking is:

    - Create a dialog that has fields that are allowed to be changed on the products. The user will walk through populate the information they require you can state if not empty then update record with value.

    -Create a button using Ribbon Workbench that points to a jscript function in a custom jscript web resource. That button will dynamically run the dialog.

    That's off the top off my head and should work as long as you are able to create dialogs for OrderProduct entity, you will have to check.

    Have a look into it and let me know.

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