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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Field Service Invoice ...
Microsoft Dynamics CRM (Archived)

Field Service Invoice a WO

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Posted on by Community Member Microsoft Employee

Hi,

After a WO without any agreement has been completed, how do we invoice it? What exactly are we invoicing?

Products used during service and the per hour $rate of the resource? anything other than this

When I go to Invoice FS form there is no WO field. When I  manually try to add the products and services after filling basic Invoice information the services and products tabs disappear.

So I created a WO lookup field  in Invoice FS form and this opens up option in WO to create invoice but products dont get transferred directly to invoice Guess it needs a Workflow or something. 

Please advise

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  • Matnikr Profile Picture
    Matnikr 5 on at
    RE: Field Service Invoice a WO

    That is great but if I ma trying to do this this way on the workflow the Work Order Lookup on the invoice is greyed out. Any ideas why?

  • apa Profile Picture
    apa 8,282 on at
    RE: Field Service Invoice a WO

    Haha Thomas Dayman thanks mate. You never disappoint!

    To add, I put the WO lookup field on the Invoice Line form as it is not there by default. Then made a workflow against the Invoice Line entity and updated my Invoice with the WO. I populated a lookup to a WO on the Invoice so also created a 1:N relationship from WO to Invoice.

  • Suggested answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Field Service Invoice a WO

    Hi Jogendar,

    You invoice the Work Order by setting the system status to "Closed - Posted" this will then  create an Invoice.

    What gets invoiced from the Work Order are the Work Order Service's & Work Order Product's. For each line item within the Work Order Products, you will need to mark the line item from 'Estimated' to 'Used'. This means that the product has been used on the Work Order and will add onto the total amount of the work order.

    OOB the Invoice does not populate a Work Order number. You will need a Workflow which reads the Invoice line item and get the Work Order number from there and populate it on the Invoice.

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