Personalized Community is here!
Quickly customize your community to find the content you seek.
Check out the latest Field Service updates!Learn about the key capabilities and features of Dynamics 365 Field Service and experience some of the new features.
Download overview guide | Watch Field Service video
2021 Release Wave 1Discover the latest updates and new features to Dynamics 365 planned April 2021 through September 2021.
Release overview guides and videos Release Plan | Preview 2021 Release Wave 1 Timeline
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
We are looking to have the work order created and when completed to generate the sales invoice in D365 F&O.
We have the scenarios where a purchase order can be issued against the work order (work order related PO).
If the PO is issued in FS, and if received in FS, can the invoice matching be done in D365 F&O? if not, how do we complete the cycle of procurement and pay the vendor?
Are you looking to match the work order invoice to the PO? Both are generated in D365 - the invoice generated when work order is closed-posted. Wouldn’t you just pass that to F&O?
I am looking to match the vendor invoice to the PO and PO receipt.. Post the vendor invoice and then pay the vendor. If the PO is generated in FS and received in FS, what is the next step from there?
Would the invoice from the vendor have any reference to work order number from FS? The PO In FS can be linked to a vendor and to a work order. There are certainly ways to match them it’s just a matter of having the proper data in both systems.
However it would be beneficial to understand the overall process. I can’t determine what you’re trying to do in F&O and FS. Is F&O handling just the invoice function in the work order —> invoice etc?
Ultimately we want to pay the vendor. When is the vendor invoice is posted / completed, we need to generate a record in AP so the vendor gets paid. If the vendor invoice is completed in FS what is the next step to pay the vendor. Would it be to enter the AP record manually in F&O? or FS integrates with F&O for vendor invoices?
You would either need to manually update AP in F&O or setup an integration to do this. I do not see a standard integration for D365 PO to F&O AP
Business Applications communities