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

CurrencySelect the currency in which the invoice will be calculated.Price ListSearch for and select the price list that you want. Price lists are created in the productcatalog. At least one price list must exist in the product catalog before you can select it. Youcan select a record from a filtered list in the Form Assistant pane, or you can click Lookup tosearch for other records.In the Totals area, enter all the information you have available. If you are adding a discount, youcan add a percentage discount, a monetary discount amount, or both.Invoice Discount (%)This number represents a percentage of the total amount (not including freight charges) thatwill be discounted from the total amount. This must be a number between 0.00 and 100.00.You can use a decimal point, but you cannot use a percent sign (%).Invoice DiscountThis number represents a whole monetary amount that will be discounted from the totalamount. This must be a number between 0.00 and 100,000,000,000.00. You can use commasand a decimal point, but you cannot use a currency symbol, such as dollar ($), euro (€), oryen (¥).Pre-Freight AmountThis box is read-only and automatically calculates a subtotal based on the detail amount andany discounts.Freight AmountThis must be a number between 0.00 and 100,000,000,000.00. You can use commas and adecimal point, but you cannot use a currency symbol, such as dollar ($) or euro (€).Total TaxThe total tax is calculated when you click Recalculate or when you click Save.Total AmountThe total amount is calculated when you click Recalculate or when you click Save.Prices LockedThis check box is read-only. You set Prices Locked by clicking the Actions menu, andthen click Lock Pricing. Alternatively, you disable Prices Locked by clicking the Actionsmenu, and then clicking Use Current Pricing.More information: Completing Sales Transactions5. On the Shipping tab, enter all the information you have available and observe any noted restrictionsor requirements.You must enter the date in the format your organization has set for dates. For example, 01/01/2006or 31.12.2005.If you omit leading zeros in a date, Microsoft Dynamics CRM will add them automatically. Forexample, when you type 1/1/06, Microsoft Dynamics CRM will display it as 01/01/2006, if that is thedate format of your organization.6. On the Addresses tab, enter all the information that you have available in the following sections:Bill To AddressEnter the address where the billing information will be sent.308 Microsoft Dynamics CRM 4.0 User’s Guide