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Microsoft Dynamics CRM (Archived)

how to generate Invoice after completion of work order in field service.

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Posted on by 255

Hi,

     I have generated an Agreement and after completing it successfully, i am getting the work orders but not able to get the Invoice. Help me guyz..

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  • Suggested answer
    Thomas David Dayman Profile Picture
    11,323 on at

    Have set up the Agreement settings in the Field Service Administration?

    4744.Screenshot_5F00_1.png

    If you want to generate an Invoice from an Agreement Invoice Setup then make sure that it has an Agreement Invoice Product attached to it and also make sure the Invoice Recurrence pattern is correct.

    If you want to generate an Invoice from the work order itself make sure a work order product is connected to the work order and its line status is marked as used. The close post the work order.

  • Community Member Profile Picture
    on at

    How to create an invoice for a work order without an agreement?

  • Anant Profile Picture
    255 on at

    You can change the Work Oder Product Line status as "Used" and then change Work Order status as "Closed-Posted".

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