Map Fields Agreement -> Invoice Setup to Invoice

(0) Share

Report

Posted on by jdaniel1

When the invoice is automatically made from the Invoice Setup for Agreements, how do we control that workflow to map another field. At the very least we need to map the associated Agreement so we can write a workflow that copies over some other information to the Invoice. Little surprised the system doesn't already do this by default.

But I can't seem to find where this automatic behavior is managed. Is it a workflow or a Relationship or something else?

I have the same question (0)

All responses (3)

Answers (1)

Verified answer

Gabriel Dias Junckes 2,428 on at

Like (1)

Report

Hi Daniel.

Field Service controls when the invoices are created from this table Agreement Invoice Date (msdyn_agreementinvoicedate). The msdyn_invoicestatus will update to Processed (690970001), and the field msdyn_Invoice (lookup) will be populated with the new invoice.

You can trigger your custom logic on the update of the field msdyn_Invoice to update the new invoice.

I have done it many times with Flow.

Updating the Invoice Status Reason (statuscode) to Billed (4). Field Service will create records on the actual table.

Was this reply helpful? Yes No
Suggested answer

Leah Ju Microsoft Employee on at

Like (1)

Report

Hi jdaniel1,

When you set Invoice Setup, you need set up Agreement invoice Products, it can be related to current agreement.

https://learn.microsoft.com/en-us/dynamics365/field-service/set-up-customer-agreements#step-1-create-an-agreement-or-select-an-existing-one

However, Out of the box the Invoice entity doesn’t have a relationship to Agreement, and Agreement has 1:N relationship with Invoice Product.

So you need create one lookup to agreement firstly, then copy agreement value from invoice product to the new lookup on the invoice through workflow.

Refer to the following link for detailed steps:

https://daytodaydynamics365.com/dynamics-365-field-service-adding-a-lookup-to-a-related-agreement-and-work-order-on-an-invoice/

=====

Or you can refer to Gabriel idea, use flow to update Invoice with value from the 'Agreement' lookup field of 'Agreement Invoice Date' entity when 'Invoice' lookup field updated.

You also need create one lookup to agreement firstly--build 1:N relationship between Agreement and Invoice entities.

Agreement and Agreement Invoice Date is 1:N

Invoice and Agreement Invoice Date is 1:N

Was this reply helpful? Yes No
jdaniel1 55 on at

Like (0)

Report

Yep, took some digging around, but i finally found that hidden entity. I'll just do a workflow based on when the invoice gets filled out. Thanks for the help!

Was this reply helpful? Yes No