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Microsoft Dynamics CRM (Archived)

Create plugin to raise invoice from the order on update event ( involves read the data from order and create Invoice)

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Create plugin to raise invoice from the order on update event ( involves read the data from order and create Invoice)

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    Kokulan Profile Picture
    18,054 on at

    Hi

    You can do this either on Workflow or Plugin.

    Either way, you will end up doing custom code as the workflow does not have feature to loop through and create invoice products.

    I would recommend you do the following

    01. Create a Custom Workflow Activity(CWA) that takes Order as input and does the following

    a. Creates the invoice record

    b.Creates Invoice Products

    c.Updates Order Status.

    02. Use the CWA created in step 1 in a Workflow that triggers on Order Update (you can define the trigger - field or status change )

    Please have a look at the discussion in the link below

    community.dynamics.com/.../687141

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