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CRM 2013 Opportunities form adding a Invoice Sub Grid

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Posted on by Community Member

Hi all ,

I added a Invoice Sub Grid in the Opportunities Main form.

I want to display all the Invoice which i create against the opportunity to be displayed there.

But there is no specific view is there to show the opportunity associated Invoice alone like the one that we have for Quotes.

The available option are All Invoices and the new custom view that i have created.

But in the invoice Associate view i can see the records. Not in the sub grid that i have added in the page.

How to show the invoice Associate view details in the sub grid that i have created

Any advice would be help full

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Shakti Singh Rajput 958 on at

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Hy Leonard,

When you are making a subgrid for invoices select the entity invoice(customer) and then select that view which you want and my suggestion is that always select that view of entity which is pin view for that entity. And uncheck the allow quick create from customize entity from that entity.

Hope it hepls.

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Shakti Singh Rajput 958 on at

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You have to select the option from View Selector of subgrid properties then you are able to view the record.

Thanks

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