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Add Service Invoices and service orders in the document lay-outs on the customer card

Posted on by 400

Why cannot we add teh service invoices and the service orders as usage in the document lay-outs on the customer card. We can add all sorts of documents as usage, like Sales invoices, sales shipment, sales order confirmation.

But we cannot add the Service documents. We need this, to make sure that we can add a certain e-mail adress on the document. 

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  • Suggested answer
    MahGah Profile Picture
    MahGah 15,419 on at
    RE: Add Service Invoices and service orders in the document lay-outs on the customer card

    Hi

    As you mentioned this is currently not possible. See below idea and vote.

    experience.dynamics.com/.../

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,023 Moderator on at
    RE: Add Service Invoices and service orders in the document lay-outs on the customer card

    Hi,

    Please confirm which version of BC Module you are using, 

    Please visit to Company Information card > User Experience (see the image), it should be selected as Premium (please check if you have access the Premium license)

    pastedimage1657113738267v1.png

    As the service module will work on Premium license

    If yes, then you can search Report Selection - Service page, there you can see the report usage and can also be used for sending the email of the particular document.(see the image)

    pastedimage1657113791697v2.png

    pastedimage1657113819280v3.png

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