How-to implement?

Jan 16, 2009 at 1:39 PM
Hi,

I have set up a CRM 4.0 server for our company for the first time.
The thing I noticed right away was the random generated InvoiceID's, CaseID's, ...
Could you explain in short how to implement this for the Invoices after I imported your customization?

Thanks in advance,
Kris
Coordinator
Jan 18, 2009 at 10:00 AM
hi Kris

First step is to create a new attribute on the entity you want to increment. For example; if you want to increment the invoice entity, add a new attribute:
Display Name: anything
Type: int
Name: anything_you_like (note this down, we'll need it later)

Save & Close then publish.

Now go into the Incremental Numbering section (assuming you've imported the customizations file and published), add a new entry
Entity Name: invoice
Property Name: schema_name_from_above
Current Position: 0 (recommended, but can be any number you want to start from)

Save & Close

Then you need to register the plugin, grab the registration tool from http://code.msdn.microsoft.com/crmplugin/Release/ProjectReleases.aspx?ReleaseId=2010
Register new assembly -> Register new step
Message: Create
Primary Entity: invoice
Stage of Exec.: Pre
Exec. Mode: Sync
Triggering Pipeline: Parent

hope that helps, let me know how you go

cheers
Gayan
Jun 26, 2009 at 12:38 PM

Can this work with custom entities?

Coordinator
Jul 5, 2009 at 9:03 AM

Yes, set the entity schema name to your custom entities schema name
eg: new_customentityname

Aug 25, 2009 at 8:09 AM
Edited Aug 25, 2009 at 8:12 AM

hi gperera,

I have tried with this plugin fowllowing the mentioned steps, but getting an error saying ..

"The given key was not present in the dictionary."

Can you please let me know why this is not working in invoice entity?

Oct 8, 2009 at 11:11 AM

hi,

when i register the plugin and try to create a new account, the accountnumber field doesn't increment and the CRM throws an error while saving.

However the current position field in the IncrementalNumbering entity is getting updated.

Can you please let me know how to solve this error.

Nov 9, 2009 at 4:34 AM

Hi gperera,

I am new to CRM 4.0. And I also want to create an attribute that will automatically increment in the Account entity.

I have read through the discussion board, but seems I still cannot implement it.

Would you mind telling me the procedure to do it ? I am now doing like...

1. Plugin Registration Tool > New Register > Register "magnetism.dll"
2. Import customization
3. Add new attribute in "Account" entity and named "mag_accountnumber"
4. Plugin Registration Tool > Register New Step > "Create", "Account", Pre..
5. Try to create a new account, "No Attribute" error has occur.

How should I fix it ?
Please !

Best Regards

Jul 14, 2011 at 12:42 PM
 

Hi gperera,

I tried all the steps given here, i get an error while saving the record saying " unable to load the plugin". I am trying to create a autonumbering field for lead's entity. kindly help me out.

 

Thanks,

Surya N