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I have a recurring invoice that I must create every month.
I would like to create an invoice template, so I do not have to enter the same data every month.
Is this possible in Microsoft Dynamics Sales on premises?
Hi Gansea,
You can use a business rule to populate fields when you are creating a Invoice.
We will add Set Default Value action. This action only works when creating new record, not updating existing record, so this action can be used to set the template for new Invoice..
You can select the scope of the business rule to choose which form is used to be the template.
For example, I create such a business rule, the scope is "Invoice" form. When I create a new Invoice in the "Invoice" form, the fields which are in the business rule will contain data.
Another solution is using an on-demand workflow.
The scope is selected according to how many users are available for the workflow. If the workflow is only for one person, then the scope is the User. If it is used by everyone, then the scope is Organization.
Then open any Invoice, run the on-demand workflow, a new Invoce will be created.
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