Automatic Update Policy for Project Service
The Project Service (PS) solution will enable system-driven, automatic updates, in alignment with other Microsoft announcements that have highlighted the improved update process for Dynamics 365.
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Currently in the process of implementing Project Service Automation and Field Service for a client. In PSA, the Opportunity -> Quote -> Order works great for their business however the trouble I am running into has to do with the invoice generation utility.
They have a highly custom integration with GP that uses a transaction batching process and generates General Ledger Entry records. In their current CRMv8 system you cannot create the invoice without selecting from a lookup to input these values. On save then it generates the invoice detail lines. Unfortunately OOB logic for PSA an Field Service just creates the invoice complete with Invoice Detail Lines and bypasses these requirements.
Basically what I am trying to accomplish is interrupt the Generate Invoice utiliy in order to allow the user to input these required fields? Does anyone have any ideas?
What you will have to do you is nothing but, hide the OOB button on the Ribbon names" generate invoice" and create a new button of your own and name it whatever. Behind the scene you will need to write the logic over this button to pick up the lines as per your selection an generate the invoice.
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