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Hi There,
I'm looking for the OOB feature in Fields service to see whether I can convert my "Closed Posted" Work order into an Order instead of spinning the Invoice. Currently, we use FinOps for financial transactions and have the integration between the CRM and FinOps Orders.
Thanks,
Jason
Hey Jason
This feature is not available OOB. I'm a bit curious though on the need of generating an order (instead of an invoice) after work has already completed?
Thanks for the reply Ali.
We have already implemented the CDS integration between the CRM Order and FinOps Sales Order as all our financial transactions happened through FinOps. Therefore, I'm exploring the opportunity to utilise that option without further changes to the integration. Would you think there will be a way in Field Service we can achieve it through defining a new business process/workflow?
I understand the desire to reuse existing integration. In my experience, I have seen two approaches:
1. Sales order record in FinOps is created first with a corresponding Work Order in FS. Once Work Order finishes, you can invoice from FinOps
2. Integration on invoice records
Hope this helps.
Thanks for the options Ali.
If I couldn't find the solution with Order creation in Field Service, we might consider the second option.
Also, as we are on the same page, is it possible to do the partial invoicing in the Work Orders? E.g. You got 4 lines in the work order, and I want to invoice ONLY 2 lines while the technician working on the work order?
Yes it is possible. You can create invoices based on your business process. Generally speaking, invoices are generated once Work Order is closed-posted but D365 Field Service doesn't stop you to generate invoices before that. You can also automate the creation of invoices using any of the config/custom options (Power Automate, plugin etc.). Hope this helps :)
Cheers
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