Now Available in Community - MBAS 2019 Presentation Videos
Catch the most popular sessions on demand and learn how Dynamics 365, Power BI, Power Apps, Power Automate, and Excel are powering major transformations around the globe. | View Gallery
2020 release wave 1 Discover the latest updates and new features to Dynamics 365 planned through September 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 Timeline
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
When creating a Work Order through Quick Create, the Billing Account is being set to the Account record and not the Billing Account from the Account.
Billing Account is set correctly on the Account but regardless of whether it is populated or not the Account Record is being inserted into the Billing Account field on the Work Order.
E.G. Test Address 1 has a Billing Account of Test Address 2 yet when I try and create a Work Order both Service Account and Billing Account have the same value.
Have just tried it on the latest FS release and it works correctly. Have used sample account A Datum Integration and both was the billing account is correctly populated.
Thanks - I have noticed there is an upgrade 188.8.131.52 I will install that and see if the issue persists.
Currently running 184.108.40.206
That's strange, I'm also on 220.127.116.11
Upgraded to latest version and behaviour is still the same. It is setting Billing Account to Account regardless of whether Billing Account on the Account record is populated or not. So basically behaving as if the Billing Account on the Account is not populated (as the notes on the field say "Account to be billed. If a billing account has been set on service account it will be populated by default. Otherwise, the billing account will be the same as the service account.")
Is it JS populating the field on the form? Could there be an issue there?
Can you share a screenshot of the account form that shows your service account and its related billing account? And double-check whether someone changed the quick create form?
Here is a screenshot - I turned off Quick Create wondering if was to do with the Quick Create form but same behaviour on the Normal Work Order Form
Hmmm, since this is a custom form, can you check the customizing? Does the last control on the form actually refer to the billing account field? Otherwise I'm running out of ideas...
Could you send a screenshot of the Form Properties from your Work Order Form so i can check against mine?
Business Applications communities