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  1. Datapac

    Entering Credit Notes in CRM

    Hi, I'm having a problem entering Credit Notes in MS CRM. I'm migrating Credit Notes and Invoices into CRM from our accounts for Sales History reference. Invoices and Invoice Details are migrating fine, Credits aren't. Invoice Detail lines with a negative quantity are not calculating the...
  2. Datapac

    Importing Accounts

    Hi Ommer, I've used the MS CRM Data Migration Framework to import data into MS CRM. I brought in my Accounts and Contacts info this way. Basic procedure is: Initialise the CDF (Common Data Format database) Load your data into the CDF (I used DTS for this) Cleanse & map dropdown list data (using...
  3. Datapac

    Summing a Boolean Column

    I've figured it out ... I'm using the 3 formula approach //{@reset} placed in the group header whileprintingrecords; numbervar total := 0; //{@sumonce} placed in the detail section: whileprintingrecords; numbervar total := total + ({@RequestFirstTime}); //{@displtotal} placed in the report...
  4. Datapac

    Summing a Boolean Column

    I've created a report over 2 tables, REQUEST and TASK. There can be many TASKS for each REQUEST. I've added a formula field into my report to indicate whether a REQUEST was completed in a single TASK. @RequestFirstTime if Count ({TASK.TASK_ID},{REQUEST.REQUEST_ID} ) = 1 then 1 else 0 I want to...

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