You cannot access the field mappings area for the Invoice Product, Order Product, Opportunity Product, and Quote Product entities in Microsoft Dynamics CRM 3.0 (914921)



The information in this article applies to:

  • Microsoft CRM 3.0

SYMPTOMS

You cannot access the field mappings area for the Invoice Product, Order Product, Opportunity Product, and Quote Product entities in Microsoft Dynamics CRM 3.0. Because you cannot access the field mappings area for these entities, you cannot manage the field mappings.

Note In Microsoft CRM 1.2, you can create mappings between entities.

CAUSE

This issue occurs in Microsoft Dynamics CRM 3.0 because mappings are shown by using the relationship section on the customize entity form. Because there are no relationships between the entities, you cannot manage the mappings.

RESOLUTION

To access the field mappings area, you must create relationships between the following entities:
  • Opportunity Product to Invoice Product
  • Opportunity Product to Order Product
  • Opportunity Product to Quote Product
  • Quote Product to Order Product
  • Order Product to Invoice Product
To do this, follow these steps for each set of entities:
  1. Start Microsoft Internet Explorer on the computer that is running Microsoft Dynamics CRM 3.0 Server.
  2. Type the following URL in the Address box of Internet Explorer:

    http://localhost/MSCRMServices/EntityMap.asmx

  3. Click RetrieveEntityMaps.
  4. Type the schema name for a source entity in the entityName box, and then click Invoke. The source entity is the entity from which data is mapped. The following are the schema names for the source entities:
    • The schema name for the Order Product entity is salesorderdetail.
    • The schema name for Invoice Product entity is invoicedetail.
    • The schema name for Opportunity Product entity is opportunityproduct.
    • The schema name for Quote Product entity is quotedetail.
  5. A new window opens that contains XML text. Copy the entitymapid GUID that comes before the sourceentityname and targetentityname XML elements for the source and target entities that you want to map.

    Note You can find the entitymapid GUID in the entitymapid XML element. The entitymapid GUID is similar to the following GUID:

    {1C4EC80A-AE71-DA11-AAAA-000D56C2E08A}

    Assume that you type opportunityproduct in the entityName box before you clicked Invoke. In this case, the XML text that is displayed in the new window is similar to the following.

    Note The GUIDs are different in every environment.
      <?xml version="1.0" encoding="utf-8" ?> 
    - <BusinessEntityCollection xmlns="http://schemas.microsoft.com/crm/2006/WebServices">
    - <entitymaps entity="EntityMap" morerecords="0" paging-cookie="" version="3.0">
    - <entitymap>
      <entitymapid>{1C4EC80A-AE71-DA11-AAAA-000D56C2E08A}</entitymapid> 
      <sourceentityname>opportunityproduct</sourceentityname> 
      <targetentityname>quotedetail</targetentityname> 
      </entitymap>
    - <entitymap>
      <entitymapid>{B04EC80A-AE71-DA11-AAAA-000D56C2E08A}</entitymapid> 
      <sourceentityname>opportunityproduct</sourceentityname> 
      <targetentityname>salesorderdetail</targetentityname> 
      </entitymap>
    - <entitymap>
      <entitymapid>{F54EC80A-AE71-DA11-AAAA-000D56C2E08A}</entitymapid> 
      <sourceentityname>opportunityproduct</sourceentityname> 
      <targetentityname>invoicedetail</targetentityname> 
      </entitymap>
      </entitymaps>
      </BusinessEntityCollection>
    
  6. Start another instance of Internet Explorer, and then type the following URL in the Address box:

    http://localhost/Tools/SystemCustomization/Relationships/Mappings/mappingList.aspx?mappingId=

  7. Paste the GUID that you copied in step 5 after the equal sign of the URL in the Address box. The Address box now contains text that is similar to the following:

    http://localhost/Tools/SystemCustomization/Relationships/Mappings/mappingList.aspx?mappingId={1C4EC80A-AE71-DA11-AAAA-000D56C2E08A}

    Note You may have to add a colon (:) and a port number after localhost if a Microsoft Dynamics CRM 3.0 Web site is not on port 80.
  8. When you press ENTER to locate the URL, the mapping page for the source and target entity opens. When you click New, a new page opens where you can confirm the mapping that you are editing.
To quickly access a mapping, add a shortcut to the desktop, or add the URL to a favorites list in Internet Explorer.

MORE INFORMATION

How to add mapping URLs to the sitemap XML file

You can also add the URLs as sub-areas to the sitemap XML file. For information about how to modify the sitemap XML file, see the Microsoft Dynamics CRM 3.0 software development kit (SDK). To obtain the Microsoft Dynamics CRM 3.0 SDK, visit the following Microsoft Web site: To add the mapping URLs to the sitemap XML file, you can use the following sample XML text. Add the following sample text after the last Area closing element in the current sitemap XML file.

Note You must change the GUIDs as they are different in every environment.
<Area Id="Mappings" Title="Mappings" ShowGroups="true">
        <Group Id="Mappings" Title="Mappings" IsProfile="true">
          <SubArea Title="Quote Product To Order Product Mapping" Id="quoteToOrder" Url="/tools/systemcustomization/relationships/mappings/mappinglist.aspx?mappingId={654DC80A-AE71-DA11-AAAA-000D56C2E08A}" Client="Web">
            <Privilege Entity="role" Privilege="Create" />
          </SubArea>
          <SubArea Title="Order Product To Invoice Product Mapping" Id="orderToInvoice" Url="/tools/systemcustomization/relationships/mappings/mappinglist.aspx?mappingId={D84CC80A-AE71-DA11-AAAA-000D56C2E08A}" Client="Web">
            <Privilege Entity="role" Privilege="Create" />
          </SubArea>
          <SubArea Title="Opportunity Product To Order Product Mapping" Id="oppToOrder" Url="/tools/systemcustomization/relationships/mappings/mappinglist.aspx?mappingId={B04EC80A-AE71-DA11-AAAA-000D56C2E08A}" Client="Web">
            <Privilege Entity="role" Privilege="Create" />
          </SubArea>
          <SubArea Title="Opportunity Product To Quote Product Mapping" Id="oppToInvoice" Url="/tools/systemcustomization/relationships/mappings/mappinglist.aspx?mappingId={1C4EC80A-AE71-DA11-AAAA-000D56C2E08A}" Client="Web">
            <Privilege Entity="role" Privilege="Create" />
          </SubArea>
          <SubArea Title="Opportunity Product To Invoice Product Mapping" Id="oppToQuote" Url="/tools/systemcustomization/relationships/mappings/mappinglist.aspx?mappingId={F54EC80A-AE71-DA11-AAAA-000D56C2E08A}" Client="Web">
            <Privilege Entity="role" Privilege="Create" />
          </SubArea>
        </Group>
      </Area>

Modification Type:MinorLast Reviewed:4/18/2006
Keywords:kbprb kbMBSMigrate kbmsccsearch kbpubtypekc KB914921