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Unable to locate Resource Pay Types in WO Invoice:

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Posted on by CRM Field Services

I have already set the "Work Pay Type" with certain lookup value and "Travel Pay Type" too. But these fields are not allocated in Invoice of Work order.

Kindly assist me,

Thank you,

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Gabriel Dias Junckes 2,428 on at

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RE: Unable to locate Resource Pay Types in WO Invoice:

Check your Field Service settings.

Time Cost Actuals

docs.microsoft.com/.../configure-default-settings

Generate actuals

docs.microsoft.com/.../configure-default-settings
CRM Field Services on at

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RE: Unable to locate Resource Pay Types in WO Invoice:

Thank you,

One more question:

I am unable to find the Booking Journal records after the Work Order is Posted. To estimate the actual cost spent by company on resource booking. What is the procedure to find it?

Thank you,
Suggested answer

Gabriel Dias Junckes 2,428 on at

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RE: Unable to locate Resource Pay Types in WO Invoice:

Hi.

"Resource pay types can be used to track your company's costs associated with a resource booking"

https://docs.microsoft.com/en-us/dynamics365/field-service/set-up-resource-pay-types

The invoice will be created from the Work Order Products/Services.

The travel time product will be automatically created if you have it configured on the service account and field service setting. If you need to change the price, you might need to change it on the work order product/service.

In the most common scenarios, there is a product called labour over time which has a different price. So you add it into the work order.

Regards,

Gabriel