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

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Posted on by Eelco Wijr

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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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MahGah 15,419 on at

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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/.../
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Nitin Verma 21,023 Moderator on at

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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)

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)