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It has been a rant among the CRM community that Microsoft did not add the relationship mappings between the above entities!
Whilst searching I came across a solution and thought I would share.
This has helped me immensely in a current project where this requirement is absolutely critical. It also saved some time on the development side.In which callouts would have had to be coded to bring in the necessary data.
Anyway the solution…….Run the query Select * from entitymapbase where targetentityname=’salesorderdetail’
This should return 3 rows, we are looking for the row which shows “quotedetail” in the SourceEntityName.Copy the GUID held within EntityMapId of that row.
Add the GUID to the end of http://yourcrmserver:5555/Tools/SystemCustomization/Relationships/Mappings/mappingList.aspx?mappingId=
This should now bring up the relationship mappings that are used for Quote Product to Order Product!To get the mappings between the ‘order product and invoice product’
Run the statement Select * from entitymapbase where targetentityname = ‘invoicedetail’
This works the same way as the quote to sales product, therefore you will need to use the GUID stored in the EntityMapId on the row that has salesorderdetail in the SourceEntityName.
Once again, add that GUID to the end of http://yourcrmserver:5555/Tools/SystemCustomization/Relationships/Mappings/mappingList.aspx?mappingId=
And there you have it……
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Relationship Mapping between quote product, order product, invoice product
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