web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Field Service forum / Integration wit D365 f...
Field Service forum

Integration wit D365 fin dimensions

(0) ShareShare
ReportReport
Posted on by 6

We are looking to have the work order created and when completed to generate the sales invoice in D365 F&O.

We want to clone the function of the sales order that occurs in D365 F&O

We have a financial dimension 'Service line' where it is defined by item in the item master. When we create the sales order in D365 F&O, the line item details will inherit the financial dimension value from the item master.

We want to clone the same functionality when creating work orders and then generating the sales invoices in D365 F&O. How is that possible?

Thanks

Sam

Categories:
I have the same question (0)
  • Fannie30 Profile Picture
    2,990 Moderator on at

    I’m not sure I completely understand.  When the work order is completed, it generates an invoice with lines.  Couldn’t you pass that over?  

  • Samkh Profile Picture
    6 on at

    Do you mean when the invoice is generated in F&O from FS,  it will be populated with the financial dimensions?

  • Fannie30 Profile Picture
    2,990 Moderator on at

    I’m not familiar with the financial dimensions of F&O but have integrated FS invoice data to other ERPs - invoice header, invoice lines etc.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Field Service

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans