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ReportThis is for 1 account only but has 2 functional locations that's why it has 2 different work orders.
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This is for 1 account only but has 2 functional locations that's why it has 2 different work orders.
Hi.
The out-of-the-box will create one invoice per work order.
I did not try it, but how about merging the two invoices? Does it work? Field Service creates the invoice as active, but you still need to confirm to set it as billed and generate the actuals.
Another option is a background process to create the invoices for you. Most of the customers will ask to group invoices by customer and period.
Hi Faith Marie,
It is a two-step process. First, you need to identify the component which is responsible for making the invoices against the work order.
2nd you need to inject your code/extension there.
3rd and most important one is to analyse the impact on the existing system.
If I answer your question then please mark it as verified.
Let me know if I can provide you with more details.
Thanks
Regards,
Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../
Hi Cindy,
Is the child work order a custom field or something cause I don't see that in ours.
We use this feature but I believe it was a customization. We make them Parent/Child work orders and when both are close posted they combine into 1 invoice to our customer.
Hi Faith Marie,
I do not think so it is possible with out-of-the-box design as per my very little knowledge.
If I answer your question then please mark it as verified.
Let me know if I can provide you with more details.
Thanks
Regards,
Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../
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