创建订单产品 (salesorderdetail) 和服务活动 (serviceappointment) 之间的关系

发布于 2024-08-16 07:49:18 字数 425 浏览 7 评论 0原文

我们正在使用 Microsoft CRM 4.0 来运营咨询业务。它工作得很好,但我们想简化我们做一些事情的方式。我们想要做的是创建一个包含多个订单产品(salesorderdetal)的订单(salesorder)。到目前为止一切都很好。

接下来,我希望能够将每个订单产品 (salesorderdetail) 与服务活动 (serviceappointment) 相关联,这表示订单中的此可计费行项目实际上将作为持续参与来履行。

问题是,我似乎无法在订单产品(salesorderdetail)和服务活动(serviceappointment)之间创建关联。它根本不会出现在下拉列表中。

有人能想到其中的原因吗?我看过一些关于报价产品、订单产品、机会产品和发票产品之间的字段映射的帖子,但这并不是我所追求的。

非常感谢收到的任何建议 - 即使它是对为什么不可能的解释。

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.

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醉酒的小男人 2024-08-23 07:49:18

我创建了一个从案例到发票的简单 1:N 映射。案例在发票的自定义字段中记录其 ID 和标题。不幸的是,这不允许将产品创建为发票的子项,因此应将其创建为自定义代码工作流程。

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.

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