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Hello all! I am looking at field services and trying to figure out just how exactly I can integrate a Sales Order with a Work Order.
1. Lets say a sales person sells service a, service b and service c. I now want to send my technician out to install the services. I don't see a way to create a work order from the sales order and move the products from the sales order to the work order so the technician knows what service the customer needs installed?
2. Additionally the tech will need to order the parts for the work order which are not part of the same price list as the products/services just sold.
3. Finally if the tech needs to do additional work not on the sales order it looks like he is locked i to the price list that he pulled the parts under.
4. When work order is complete how do I get all the billables to billing so they can bill it?
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#1
Mohamed Amine Mahmoudi
83
Super User 2025 Season 1
#2
Community Member
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#3
Victor Onyebuchi
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