My Organization wants to Email (automatically means system itself generate the invoice mail) Invoices to their Customers 25th of every Month with the number of products(LINE ITEMS Means Invoice products) in The INVOICE. For Having Line items in the invoive form I've made some customization and add "grid" Which now shows the line items information means you get information that how many products this invoice actually is..
For this I've made an e-mail tempelete For the Entity invoice .But Problem is that the grids fields are not there in the the tempelete "Insert\delete" option .
I research alot and made all possible attempts To mail(AUTOMATICALLY) the invoice with all the line items in it
There is no way to easily accomplish what you wish to do. You can't create custom workflow activities in crm online so your only real option is to create some type of external program that does the work. Templates will only handle part of the problem and not the invoice line items at all.
Related
I have a list of opportunity product lines associated to opportunities that I want to pass to a field within the opportunity table so users can see this within the opportunity table view. The products in the opportunity lines are Number of learners. For projecting onboarding numbers for the month I want to add one field to my opportunity entity.
Total number of learners
This field would be populated by the total quantity of all "learners" products in the opportunity product lines.
I have tried a roll up field, but I can't seem to get it to sum up the quantity of products to appear within the new field created in the opportunity entity.
What features of Dynamics CRM could help me achieve this? MS workflow?
Rollup
Product Line
Rollup field on Form
rollup field should solve your req.
If that does not solve your problem, Then you can create Power autome/ cloud flow.
If not you can create Plugin
If not Javascript.
But my best bet or choice would be rollup and then cloud flow.
I am creating free accounting package in libreoffice-base to compete already available ones your contribution is appreciated. the package include tables:
items
item_groups
order_details
sales_bill_desc
cash
units
companyinfo
bill sales
Customer_ledger
etc.
and created two forms
first to enter items in items table with following fields:
id
List item
particulars
units from units table linked with id gst chooses from
tax table related as id basic price basic stock, barcode, group,
subgroup,
second form is sales bill entry form
it contains a form which relates to order_details table selects customers name from ledger where its state code is also defined e.g. for punjab its 03 basically it is picked from customer's GSTIN number
a subform which is connected to sales_bill_desc table related to order_details table with bill number in both tables.
now in subform when we enter one item, its name is displayed which is same entered in sales_desc table additionally it also need automatically display item units, gst, price(editable field but basic price must be displayed there).but it does not. how to do that i have studied books but am lacking i created same in access 2016 somewhere which worked fine (full working package accounts with inventory).At this time,I am trying to use same database but advanced with features such as barcode. Of course the issue is to be resolved if someone can help. I am loading code of the package.Please rectify and update.
I have a plan for which I generate subscriptions with trial periods.
Stripe is generating invoices with a line item of 0$ for this trial period, with Trial period for <my_plan_name> as description. I would like to rename this description because my customers are French (and you know, we French people don't speak very well English but that's another story).
When I'm trying to update the item description
Stripe::InvoiceItem.update("sli_xyz",
{ description: "Essai..." })
I'm getting error Stripe::InvalidRequestError: When passing an invoice's line item id, you may only update tax_rates.
I can't delete such a line item neither because this is a subscription item and I can't remove the description neither.
What am I missing here ? Is there a way to resolve that ?
There are two Stripe concepts here: an Invoice and InvoiceItem.
InvoiceItems are essentially line items of individual items/services that is being tendered. An Invoice can contain many InvoiceItems. Imagine an Invoice is the complete receipt, and InvoiceItem is the individual grocery item.
Normally, you can update the InvoiceItem either before you attach to an Invoice, or even after you attach it, before the Invoice is finalized/closed (a.k.a. paid for by the customer).
Stripe does not allow you to update the description of InvoiceItems that are closed/finalized, because as a merchant, invoice is a record of what you sold (and receipting) to the customer, and once the invoice paid by the customer, you cannot change it.
Imagine if your invoice was originally for 50 beers, but after they pay for it, you decide to update the invoice to say 5 beers! How is that fair to your customers?
Your only solution is to make sure the description is defined properly in French for your French customers before issuing the invoice going forward into the future.
There is no way to fix this for past InvoiceItems.
I have a business requirement that execs are really wanting to see. In our lead and email templates we have a few of our products listed. The products themselves are pretty stable but the prices are of course subject to change.
I'm OK with hard coding the product name into email but I was hoping the price could be a slug that get's resolved.
We only have one price list so nothing to worry about there.
I see no way to get access to the product and or price list entities through the data field values dialog.
So my thought was to create the 2-4 fields in the lead and opportunity entities. Then create a background workflow that takes the price from the price list and sets those fields.
Then when an email is generated I can access those hidden fields as they will be available through the lead or opportunity entity.
Any thoughts, concerns, better approaches?
Unfortunately CRM's email template system is not capable of what you describe out of the box. As you have discovered it will only permit you to insert placeholders from, or assocated with, the primary entity. It won't let you insert fields from other entities. What you suggest as a workaround is possible but it's not an ideal solution as you'll have these 2-4 redundant fields on each record type that contain duplicated data from the price list.
If you have any experience with creating custom workflow activities using the SDK then the best solution here is to create a custom activity that accepts either an draft Email or Email template as a input parameter, instantiates the email if required, loads the price list data, and performs your own custom placeholder replacements.
I've done this on a few projects in order to pass multiple entity records into the template, or to insert complex tables into emails by loading data from relationships. See the screenshots below for an example of how I've configured the email template and dialog process to pass both an 'Account' and 'User' record into the email template.
We are using Microsoft CRM 4.0 to run a consulting business. Its working pretty well but we want to simplify the way we are doing some things. What we want to do is create an Order (salesorder) with multiple Order Products (salesorderdetal). So good so far.
Next I want to be able associate each Order Product (salesorderdetail) with a Service Activity (serviceappointment), this representing that this billable line item in the order is actually going to be fulfilled as a consuting engagement.
The problem is, I can't seem to be able to create an association between the Order Product (salesorderdetail) and Service Activiy (serviceappointment). It simply doesn't appear in the drop downlist.
Can anyone think of a reason for this? I've seen some posts about relating field mapping between Quote Product, Order Product, Opportunity Product and Invoice Product, but that isn't quite what I am after.
Any suggestions gratefully received - even if it is an explaination of why its not possible.
I created a simple 1:N mapping from Case to Invoice. The Case records its ID and Title in custom fields in the Invoice. Unfortunately this does not allow for product creation as children of the Invoice, so that should be created as a custom code workflow.