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Invoice – Set the sate of a record

Scott asked 5 years ago
After import of all invoice data from GP to CRM using the CRM templates, I found that I could not import any invoices and line items using the [CRM_INVOICE_BK] map unless I set the record status to (New) and the state to (Active). This now leave me with history displaying incorrectly.
My task now is to validate the status of the invoices and update the state of the record. I am using the Invoice – Set the sate of the record, mapping and come unstuck with the ‘entity moinker’.
I have copied from the original map and have the entity reference the same as previous, yet received errors when trying to import.
Does anyone know how to update the state and status of an invoice and what the entity moniker is and where it may be found?
Lorren Zemke Staff replied 5 years ago

Scott, what version of SmartConnect are you using? What version of Dynamics CRM are you using? EntityMoniker is used for setting the state request but that isn’t something you would set in your integration as it would be done in SmartConnect. What is the exact error you are getting? There are CRM rules that exist that may not allow you to update the state of the record.

Scott replied 5 years ago

SmartConnectVersion: 20.15.0.51
SmartConnect Dynamics CRM Connector: 20.15.0.51
Microsoft Dynamics CRM Online 2016
Error in ‘MsCrm2011Destination’.
Line ‘invoice__Microsoft__Crm__Sdk__Messages__SetStateRequest’.
Parameter ‘Entity Moniker’.
Parameter set value event.
Failed to set column Entity Moniker to an entity reference column : Object reference not set to an instance of an object.

Scott replied 5 years ago

Hello Lorren,
Still have not worked out how to change the status of an invoice as described above. Have you found anything further on this issue?

Answers
Scott answered 5 years ago







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SmartConnectVersion: 20.15.0.51
SmartConnect Dynamics CRM Connector: 20.15.0.51
Microsoft Dynamics CRM: Online 2016
The error on import:
Error in ‘MsCrm2011Destination’.
Line ‘invoice__Microsoft__Crm__Sdk__Messages__SetStateRequest’.
Parameter ‘Entity Moniker’.
Parameter set value event.
Failed to set column Entity Moniker to an entity reference column : Object reference not set to an instance of an object.

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