Service | Customer Service, Contact Center, Fie...

Converting Opportunity to Work Order using WRITE-IN Products

(0) Share

Report

Posted on by JHarvey

108

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....

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

Community Member on at

Like (1)

Report

RE: Converting Opportunity to Work Order using WRITE-IN Products

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:

experience.dynamics.com/.../

Was this reply helpful? Yes No
JHarvey 108 on at

Like (0)

Report

RE: Converting Opportunity to Work Order using WRITE-IN Products

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...

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report

RE: Converting Opportunity to Work Order using WRITE-IN Products

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.

Was this reply helpful? Yes No