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ReportI am looking for some guidance regarding integration between Dynamics 365 Field Service and Business Central.
I have tested various transactions and have found the following:
Questions/Challenges:
I have tested various transactions and have found the following:
- A Quote can be created from an Opportunity.
- A Sales Order can be created from the Quote.
- Products can be defined as “inventory”, “non-inventory”, and “service”.
- If the Quote contains a service-based line, which is done as a “write-in”, an Agreement record will be created when the “Create Order” button is pressed.
- The Agreement record still needs to have “Booking Set-up” and “Invoice Set-up”, if applicable.
- The Sales Order will contain the service-based line.
- A Work Order can be generated from the Opportunity.
- If a service-based line was on the Opportunity, the Work Order does NOT contain the service-based line.
- A Sales Invoice can be created from the Sales Order.
- A Sales Invoice can be created by marking usage on the Work Order and posting the Work Order.
Questions/Challenges:
- Is there functionality to prevent a sales order from being generated if a work order is present?
- Since a work order generates a sales invoice, integration to Business Central must be created for that transaction. Is that correct?
- Since a work order does NOT include service-based lines, what is the recommended approach to bill the service-based lines (write-ins – not product lines that are defined as “services”?
- It seems like adding the invoice set-up under the Agreement is the right approach if the invoicing is going to occur periodically. But what if the service-based line is to be billed up-front?
- A field technician should only be scheduled when all inventory products have sufficient quantity for the work order products that are inventory items. Is there out-of-the-box functionality that can update a work order sub-status to a value like “Ready for Scheduling” when this condition is true?
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