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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Billing Account not be...
Service | Customer Service, Contact Center, Fie...
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Billing Account not being populated correctly on Work Order

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Posted on by John Holmes 260

When creating a Work Order through Quick Create, the Billing Account is being set to the Account record and not the Billing Account from the Account.

Billing Account is set correctly on the Account but regardless of whether it is populated or not the Account Record is being inserted into the Billing Account field on the Work Order.

E.G. Test Address 1 has a Billing Account of Test Address 2 yet when I try and create a Work Order both Service Account and Billing Account have the same value.

pastedimage1579085443112v1.png

  • Al Iggs Profile Picture
    Al Iggs on at
    RE: Billing Account not being populated correctly on Work Order

    pastedimage1579173502060v1.png

  • John Holmes Profile Picture
    John Holmes 260 on at
    RE: Billing Account not being populated correctly on Work Order

    Could you send a screenshot of the Form Properties from your Work Order Form so i can check against mine?

    Thanks

  • Al Iggs Profile Picture
    Al Iggs on at
    RE: Billing Account not being populated correctly on Work Order

    Hmmm, since this is a custom form, can you check the customizing? Does the last control on the form actually refer to the billing account field? Otherwise I'm running out of ideas...

  • John Holmes Profile Picture
    John Holmes 260 on at
    RE: Billing Account not being populated correctly on Work Order

    Here is a screenshot - I turned off Quick Create wondering if was to do with the Quick Create form but same behaviour on the Normal Work Order Form

    pastedimage1579110056090v1.png

  • Al Iggs Profile Picture
    Al Iggs on at
    RE: Billing Account not being populated correctly on Work Order

    Can you share a screenshot of the account form that shows your service account and its related billing account? And double-check whether someone changed the quick create form?

  • John Holmes Profile Picture
    John Holmes 260 on at
    RE: Billing Account not being populated correctly on Work Order

    Upgraded to latest version and behaviour is still the same.  It is setting Billing Account to Account regardless of whether Billing Account on the Account record is populated or not. So basically behaving as if the Billing Account on the Account is not populated (as the notes on the field say "Account to be billed. If a billing account has been set on service account it will be populated by default. Otherwise, the billing account will be the same as the service account.")

    Is it JS populating the field on the form?  Could there be an issue there?

    Thanks

  • Al Iggs Profile Picture
    Al Iggs on at
    RE: Billing Account not being populated correctly on Work Order

    That's strange, I'm also on 8.8.8.135

  • John Holmes Profile Picture
    John Holmes 260 on at
    RE: Billing Account not being populated correctly on Work Order

    Thanks - I have noticed there is an upgrade 8.8.9.84 I will install that and see if the issue persists.

    Currently running 8.8.8.135

  • Al Iggs Profile Picture
    Al Iggs on at
    RE: Billing Account not being populated correctly on Work Order

    Have just tried it on the latest FS release and it works correctly. Have used sample account A Datum Integration and both was the billing account is correctly populated.

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