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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Invoice - Status will...
Microsoft Dynamics CRM (Archived)

Invoice - Status will not be updated

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Posted on by Community Member

for several invoices it is not possible to change the status to "billed". If selecting such an invoice we can select "billed" and the popup window appears were I can select the reason. After OK the status changed in the displayed form to billed, but if I go back to the list of invoice and select the same invoice once again for displaying it again, it shows the old status "settled/cleared" again (sorry I do not know the exact status wording as we use a german version). As mentioned before this is not a general problem, it occurs only for a few of company, but then for all invoices of this company.

I tried also to change the status to "canceled", same problem.

Regards,

Ralph

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I have the same question (0)
  • mscrmba Profile Picture
    mscrmba on at

    Do the affected Accounts have no 'Currency' loaded,  'Credit Hold' = 'Yes', no 'Address' or 'Bill To Address' loaded or some other value that is either stopping or triggering a workflow/plug-in?

    crmbook.powerobjects.com/.../advanced-sales-processes explains how it is set to run OOTB.  For your information, OOTB Status: Status Reasons in English are as follows:

    Active:  New, Partially Shipped, Billed, Booked (applies to services), Installed (applies to services)'

    Paid: Complete, Partial

    Canceled: Canceled'

    Note: Closed: Canceled and Paid in Full have both been deprecated.

  • Community Member Profile Picture
    Community Member on at

    there is 'currency' and all the other dields right there. The fields are not different to other accounts. That's what the issue makes it so strange.

  • mscrmba Profile Picture
    mscrmba on at

    Are you using Contracts?  

    If so, is the Billing Start Date in the past, and the Billing End Date in the future for the contract that is associated to the account/invoice?  Is there some code that won't allow you to bill more than the contract amount?

    I think it's unlikely to be the answer though - as 'canceled' shouldn't be similarly affected.

  • Community Member Profile Picture
    Community Member on at

    no, we don't use contracts.

  • mscrmba Profile Picture
    mscrmba on at

    Has your solution been upgraded from a previous version of CRM?

    Closed: Canceled and Paid in Full have both been deprecated.  

    Perhaps there is some workflow that only triggers for some clients and is trying to set the status  reason to one of these status reasons that is no longer available (so it is rolling back instead)?

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