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When using the "WRITE-IN" feature of adding products to an opportunity, then converting the opportunity to a WORK ORDER, none of the WRITE-IN products appear on the work order, only "price list" items appear. Also, when adding a WRITE-IN product, you can not choose UNIT, that is why the field is blank. Any insight is appreciated....
Hi JHarvey,
Yes, there is no OOB way to convert it to Work Order product/service. You could post an idea here to progress this feature:
Understood. But how does that make the ability to WRITE-IN products effective, AT ALL? What's the point of adding items on the fly that can't be added to a Work Order or Invoice?? Great in concept, but lacking teeth, IMO...
Hi JHarvey,
Yes, the WRITE-IN product wouldn't be added to Work Order Product. This is because only the Field Service Product or Service could be converted to Work Order Product.
Please see the following test:
I add three products to Opportunity and convert the Opportunity to Work Order.
First Product is Field Service Product:
Second is not:
The last one is Write-In product which doesn't exist in the product catalog.
Only the first one is converted to the Work Order Product.
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