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Microsoft Dynamics CRM (Archived)

Products in the invoice "advanced Filter"

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Posted on by Ted

125

Is it possible to filter on the Invoice en see the sold products / Invoice?

On the Invoice are choosen Existing products, I see in the filter all the Invoice fields but
now Products fields.

Example: I want to know: What Who sold on and wat price each product is.

Kind regards!

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Ted 125 on at

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Re: Re: Products in the invoice "advanced Filter"

Hi Yaniv, First, thank you for your answer. We work unfortunately with CRM 3.0.
So this may be a good reason to upgrade to 4.0.Again, Thanks
Ted.

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Yaniv Arditi 3,990 on at

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Re: Products in the invoice "advanced Filter"

Hi Ted,

You can't use Invoice Product as the main entity in Advanced Find but if you are using Microsoft Dynamics CRM 4.0 you can use the Report Wizard to query the information you need.
In the report building form select the Invoice as primary entity type and the Invoice Product as related record type. This will enable you to group Invoice products by Invoice and access the Invoice and Invoice product data.

Hope this helps.

Yaniv

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