Adding Values to Contract Billing Frequency Drop-Down Menu

I just added the a value to the Contract Billing Frequency Drop-Down Menu via:
MSCRM>Settings>System Customization>Contract Customization>Customize Form

The problem now is that when making our Contract Templates, this new values 
doesn't appear. Of course I can't to customize the "Contract Template Form" 
to add this value here to, but shouldn't it refer to the same drop-down menu?
How do I make this work?

Thanks,
SturE
0
Utf
11/9/2005 10:46:05 AM
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hi Sture Van de moortel,

did you publish your changes with the deployment manager and reset the iis?

I hope this helps
Andreas Donaubauer [MVP f�r CRM]
MCP seit 1999, MCSE, MCSA
andreas[at]donaubauer.com
http://www.crmfaq.de




"Sture Van de moortel" <StureVandemoortel@discussions.microsoft.com> schrieb 
im Newsbeitrag news:E6122948-0D7A-45F6-8B90-3C7794AE1C71@microsoft.com...
>I just added the a value to the Contract Billing Frequency Drop-Down Menu 
>via:
> MSCRM>Settings>System Customization>Contract Customization>Customize Form
>
> The problem now is that when making our Contract Templates, this new 
> values
> doesn't appear. Of course I can't to customize the "Contract Template 
> Form"
> to add this value here to, but shouldn't it refer to the same drop-down 
> menu?
> How do I make this work?
>
> Thanks,
> SturE 


0
Andreas
11/9/2005 2:55:02 PM
Yes I did so,
result is that now when making a contract this option in the dropdown menu 
is available, but when we try to make a template, this extra value isn't 
there!

I can't understand because (so says the Deployement manager) these Dropdown 
menu's refer to the same data field, or don't they?

Thanks,
SturE




"Andreas Donaubauer" wrote:

> hi Sture Van de moortel,
> 
> did you publish your changes with the deployment manager and reset the iis?
> 
> I hope this helps
> Andreas Donaubauer [MVP für CRM]
> MCP seit 1999, MCSE, MCSA
> andreas[at]donaubauer.com
> http://www.crmfaq.de
> 
> 
> 
> 
> "Sture Van de moortel" <StureVandemoortel@discussions.microsoft.com> schrieb 
> im Newsbeitrag news:E6122948-0D7A-45F6-8B90-3C7794AE1C71@microsoft.com...
> >I just added the a value to the Contract Billing Frequency Drop-Down Menu 
> >via:
> > MSCRM>Settings>System Customization>Contract Customization>Customize Form
> >
> > The problem now is that when making our Contract Templates, this new 
> > values
> > doesn't appear. Of course I can't to customize the "Contract Template 
> > Form"
> > to add this value here to, but shouldn't it refer to the same drop-down 
> > menu?
> > How do I make this work?
> >
> > Thanks,
> > SturE 
> 
> 
> 
0
Utf
11/9/2005 3:14:04 PM
I am sitting with the same problem and nut sure how to fix this.

"Sture Van de moortel" wrote:

> Yes I did so,
> result is that now when making a contract this option in the dropdown menu 
> is available, but when we try to make a template, this extra value isn't 
> there!
> 
> I can't understand because (so says the Deployement manager) these Dropdown 
> menu's refer to the same data field, or don't they?
> 
> Thanks,
> SturE
> 
> 
> 
> 
> "Andreas Donaubauer" wrote:
> 
> > hi Sture Van de moortel,
> > 
> > did you publish your changes with the deployment manager and reset the iis?
> > 
> > I hope this helps
> > Andreas Donaubauer [MVP für CRM]
> > MCP seit 1999, MCSE, MCSA
> > andreas[at]donaubauer.com
> > http://www.crmfaq.de
> > 
> > 
> > 
> > 
> > "Sture Van de moortel" <StureVandemoortel@discussions.microsoft.com> schrieb 
> > im Newsbeitrag news:E6122948-0D7A-45F6-8B90-3C7794AE1C71@microsoft.com...
> > >I just added the a value to the Contract Billing Frequency Drop-Down Menu 
> > >via:
> > > MSCRM>Settings>System Customization>Contract Customization>Customize Form
> > >
> > > The problem now is that when making our Contract Templates, this new 
> > > values
> > > doesn't appear. Of course I can't to customize the "Contract Template 
> > > Form"
> > > to add this value here to, but shouldn't it refer to the same drop-down 
> > > menu?
> > > How do I make this work?
> > >
> > > Thanks,
> > > SturE 
> > 
> > 
> > 
0
Utf
1/18/2006 5:33:02 PM
Hi SturE,
The "Contract Template" form itself is not customizable. It is the 
"Contract" form that can be customized. So if you add a field to the 
"Contract" form by Settings>System Customization>Contract 
Customization>Customize Form, it will show up on each contract irrespective 
of the Template. If you create a new template (you won't see the extra field 
in the Template), save it and use that template to create the contract, the 
new contract should show that custom field.

HTH.
-- 
Manisha Powar (Madhusudanan)
Program Manager
Microsoft Dynamics - CRM

This posting is provided "AS IS" with no warranties, and confers no rights. 
You assume all risk for your use. � 2005 Microsoft Corporation. All rights 
reserved.
"Ulrich" <Ulrich@discussions.microsoft.com> wrote in message 
news:C55D9DAE-50EF-4996-812F-F71E0635DC83@microsoft.com...
>I am sitting with the same problem and nut sure how to fix this.
>
> "Sture Van de moortel" wrote:
>
>> Yes I did so,
>> result is that now when making a contract this option in the dropdown 
>> menu
>> is available, but when we try to make a template, this extra value isn't
>> there!
>>
>> I can't understand because (so says the Deployement manager) these 
>> Dropdown
>> menu's refer to the same data field, or don't they?
>>
>> Thanks,
>> SturE
>>
>>
>>
>>
>> "Andreas Donaubauer" wrote:
>>
>> > hi Sture Van de moortel,
>> >
>> > did you publish your changes with the deployment manager and reset the 
>> > iis?
>> >
>> > I hope this helps
>> > Andreas Donaubauer [MVP f�r CRM]
>> > MCP seit 1999, MCSE, MCSA
>> > andreas[at]donaubauer.com
>> > http://www.crmfaq.de
>> >
>> >
>> >
>> >
>> > "Sture Van de moortel" <StureVandemoortel@discussions.microsoft.com> 
>> > schrieb
>> > im Newsbeitrag 
>> > news:E6122948-0D7A-45F6-8B90-3C7794AE1C71@microsoft.com...
>> > >I just added the a value to the Contract Billing Frequency Drop-Down 
>> > >Menu
>> > >via:
>> > > MSCRM>Settings>System Customization>Contract Customization>Customize 
>> > > Form
>> > >
>> > > The problem now is that when making our Contract Templates, this new
>> > > values
>> > > doesn't appear. Of course I can't to customize the "Contract Template
>> > > Form"
>> > > to add this value here to, but shouldn't it refer to the same 
>> > > drop-down
>> > > menu?
>> > > How do I make this work?
>> > >
>> > > Thanks,
>> > > SturE
>> >
>> >
>> > 


0
Manisha
1/18/2006 8:32:23 PM
Reply:

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