tisdag 25 augusti 2015

Mapping from opportunity through quote to salesorder

I've run into this issue a couple of times now so I thought it might be a good thing to collect what I've found about this issue. If you noticed that the order of the lines from an opportunity isn't copied from opportunity to quote and then on to salesorder. 

This probly ranks among the sort-of-supported, but it's not any SQL hacks involved so I think it's sort of kosher. 
All info is taken from https://community.dynamics.com/crm/f/117/t/140108 which in turn points to a bllog. This is a  summary of that.

First, run the following SQL command on your organisation db:
SELECT  EntityMapId
FROM    EntityMapBase
WHERE   TargetEntityName='quotedetail' AND SourceEntityName='opportunityproduct'
That will give you a guid to a mapping page which is interesting. When you want to do the same thing on quote to order mapping, change the target to "salesorderdetail" and the source to "quotedetail"

Now we use the guid provided by the nice database in the following URL: http://[x]/Tools/SystemCustomization/Relationships/Mappings/mappingList.aspx?mappingId=[y]. Change [x] to serverurl and organisation (myserver/testorg/) and the [y] to the guid just found in the database

This opens a mapping page where you can insert mapping from sequencenumber to sequencenumber and the products will be in the same order in both records.
I'm pretty much posting this to make it easier for me to find, maybe it's good for someone else too. Again, I haven't found out how you did this, just to make sure.

Rickard Norström
Developer at CRM-Konsulterna

1 kommentar:

  1. Thank you for posting this. It was a good read, nice that you are still covering the topic of microsoft dynamics technologies :)