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I am currently exploring the new PSA version 3 and I have to say I love the look and functionality of it so far.
I am having difficulties however with T&M billings using the Create Invoices batch job / workflow. My Project contracts all have an invoice schedule and there are some time entries created and approved. I used to be able to call the on-demand workflow in order to create invoices, however I can no longer find the option (anywhere!). I only seem to be able to create an invoice directly from the Project Contract, which is not ideal in a world of over 200 contracts - I certainly do not want to do them all manually...
MS documentation on V3 and billing show the workflow process, however screen shots look like legacy product.
What am I missing?
Any help would be greatly appreciated!
You should be able to run the workflow from Advanced Find. However if you have already fired it off once, you should NOT do so again. It is a recurring process and firing it off multiple times will lead to duplicate invoices. You can find more info here:
dynamics 365 project service automation preventing batch jobs from creating duplicate invoices
Thank You Antti!
I am still unable to run the workflow, as the button is grayed out. I am system admin, so it should not be a permission issue... Any ideas?
In addition to Antti's answer, there is a slight customization that we did to select invoices but hitting a button tht we create on the Ribbon. and then once the invoices are created they will disappear from there.
I realize that something needs to be selected before running the workflow, I assume the batch, in order to get the button activated... I've tried them all and nothing works! Help!
Do you have an active Batch Job set? You should be able to select that record and then run the OOTB on-demand workflow for the Batch Job entity record from Advanced Find.
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