Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

Lock or unlock the price for an order or invoiceCan I do this task?This task requires permissions that are found in all default security roles. More information aboutspecific permissions and performing this task while offline: Sales PermissionsTo determine whether your order or invoice is using Prices Locked, view the Prices Locked check box on theGeneral tab of the Invoice or Order form. If the Prices Locked check box is not selected, Use Current Pricingis enabled.Note that this check box is read-only. You cannot enable or disable Prices Locked by clicking the Prices Lockedcheck box on the General tab.1. In the Navigation Pane, click Sales, and then click Orders or Invoices.2. Open the order or invoice that you want.3. To enable Prices Locked, on the Actions menu, click Lock Pricing.– OR –To enable Use Current Pricing, on the Actionsmenu, click Use Current Pricing.Create an invoice from an orderCan I do this task?This task requires permissions that are found in all default security roles. More information aboutspecific permissions and performing this task while offline: Sales PermissionsIn Microsoft Dynamics CRM, you can quickly generate an invoice based on the information that is in an order.1. In the Navigation Pane, click Sales, and then click Orders.2. Open the record that you want.3. On the Actions toolbar, click Create Invoice.4. On the General tab, make the changes that you want in the following boxes:Invoice IDThis information is automatically created. System administrators can set the auto-numberingformat for this ID from the Administration page, under Set Auto-Numbering.NameYou must enter a name with a length of 100 characters or fewer. The information should bemeaningful and unique. You can use accent marks when you enter data, for example, in acustomer's name. Your ability to sort and find information is not affected by these accentmarks. By default, these records are sorted by Name in the records list.CustomerYou must search for and select an account or contact. You can select a record from a filteredlist in the Form Assistant pane, or you can click the Lookup buttonrecords.to search for otherMicrosoft Dynamics CRM 4.0 User’s Guide 307