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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Single Workorder Multiple Units - multiple invoices

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Posted on by 173

We are using Field Services CE

We have a new customer coming on board.  It is a gas station with 4 pumps.

They want one workorder but we need to track all the work done for each pump.

They have specific values they need coded so this is a requirement.

They would also like 1 prelim invoice per pump. (done in Field Services).

We would also like to start tracking details on each pump.

I have no idea on how to go about doing this.

Is there any possibility?

Is there a way to do sub-workorders perhaps then merge them?

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  • Suggested answer
    Thomas David Dayman Profile Picture
    11,323 on at

    If I remember correctly OOB if you use 1 work order to track the 4 pumps then it will create 1 invoice with 4 invoice products.

    But if you decide to use 4 work orders for each pump it will give you 4 different invoices.

    So I think you would need to do some customisations or custom code to do this atleast.

    I imagine you would create seperate Assets for these pumps? Then you can track these

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