web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Field Service forum / Automate the creation ...
Field Service forum

Automate the creation of an Asset from a Work Order

(0) ShareShare
ReportReport
Posted on by

Hi,  I am trying automate the creation of an asset as mentioned in the following article - 

I am using dynamics online Version 1710 (9.0.2.1468)  and I have set up my product to Convert to Customer Asset = Yes and made sure that the same product is listed within the products section of the Work Order that I want to generate the Asset. When I set the status of the Work Order to 'Closed - Posted' nothing is firing and I am wondering if I am missing something in the work order. I have managed to create the Work Order from an Agreement and can see that normally a work flow would fire on the change of an entity status, which it does for the creation of the Work Order from an Agreement but I cannot see a workflow that may be used to generate an Asset from a Work Order.

Any help would be appreciated?

Categories:
I have the same question (0)
  • Verified answer
    PragmaticDevs Profile Picture
    239 on at

    You also have to mark the Work order product as Used before close posting the Work order, by default it's estimated.

  • Community Member Profile Picture
    on at

    Thank you, worked a treat

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Field Service

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans