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Dynamics 365 Community / Forums / Field Service forum / Field Service Invoice
Field Service forum

Field Service Invoice

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Posted on by Community Member

HI,

I have create Agreement. (i.e Weekly  invoice create)

Base on this agreement create Auto Work Order. (i.e. Create 3 Work Order - Also Show in invoice entity 3 invoice in draft mode )

but whenever i have Closed - Posted Work order that time more generate Invoice(i.e. Agreement 3 invoice and new generate after close - posted ).

So, I want to one invoice against Agreement.

How to do it.

Categories:
Agreement
Connected Field Service
Web and mobile experience
Work Order
Scheduling (URS)
I have the same question (0)
  • Suggested answer
    Fannie30 Profile Picture
    Fannie30 2,990 Moderator on at

    If i understand correctly, you have invoices generating off the agreement and then in addition to that you have invoices generating off those same work orders whenever you close-post the work order  is that correct?  

    If so, you have a field service setting to generate an invoice whenever a work order is closed posted.  Unfortunately that setting doesn't care if that work order does or doesn't also have invoices generated as part of an agreement.  So your option would be to turn off auto-generation of an invoice whenever a work order is closed posted, or some sort of technical solution to handle this issue.  Another thing I tried was creating a new System Status called - Closed-Agreement.  

  • Suggested answer
    Inksrm Profile Picture
    Inksrm 721 on at

    Hi Fannie30

    My understanding is that you can't have a custom Work Order System Status? (correct me if I'm wrong here!).

    I found that when I tried this, by adding a new option to the System Status option set, the sub-status I associated with it wouldn't appear in the sub-status lookup from the Work Order.

    What I had to do to get around Jacky's problem was to create a new Work Order sub-status called 'Closed - Agreement' and associate it with the 'Closed - Canceled' system status. 

    That way when an Agreement Work Order is closed, it doesn't generate another invoice, and I just tell clients to ignore the fact that the system status says Closed - Canceled in that instance. 

  • Suggested answer
    Fannie30 Profile Picture
    Fannie30 2,990 Moderator on at

    You can create a new WO system status - but you need to be careful with it.  You are correct it will not show up , but it will if you set it as the default substatus for the status.  I generally do not like this approach and neither does Microsoft (but it can be done)  

    I would recommend either turning off automatic invoice generation based on closed - posted (and then have a plug-in or a Flow/Workflow create an invoice if WO is closed-posted and not agreement based  OR keep it as open-completed and a sub-status as Agreement -xxx   Closed - Canceled skews metrics and really I only like that for truly canceled work orders.  

  • Inksrm Profile Picture
    Inksrm 721 on at

    Yes that's a good point about it skewing the metrics. 

    I've come across a few instances where clients would like the ability to close a work order and have it NOT create an invoice, so I've raised this idea with Microsoft to create a Closed - Non-Billable (or something similar) system status. Vote for it if you agree! 

    https://experience.dynamics.com/ideas/idea/?ideaid=d32a5832-cdc3-e911-b084-0003ff68f3cc

    Thanks! 

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