Agreement Invoice with multiple Work Orders

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Posted on by Inksrm

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What happens with Invoicing if the Booking setup recurrence is on a different schedule to the Agreement Invoice Setup recurrence? Does it combine the multiple Work Orders into one Invoice?

For example, if you set up an Agreement Booking to generate daily recurring work orders, but you set up the Agreement Invoice Setup to recur monthly, does each Invoice include the Work Orders for that month, or does it generate individual invoices for each Work Order?

Further to this, if you were to create a Work Order outside of the Agreement but then link it back to an existing Agreement in the Agreement lookup field, does this Work Order get included in the automated invoicing via the Agreement Invoice Setup?

Categories:

Agreement

Work Order

Presales and Invoicing

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Al Iggs on at

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RE: Agreement Invoice with multiple Work Orders

If you want it considered on the roadmap, would you mind filing an idea at experience.dynamics.com/.../ ?
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Inksrm 721 on at

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RE: Agreement Invoice with multiple Work Orders

Circling back to this one, there's no out-of-the-box link between the Invoices generated from an Agreement and the Work Orders generated for the same Agreement, and so my above question is not relevant.

Would be a good idea for future Field Service updates if there could be some sort of link between the Agreement Invoices and the Agreement Work Orders.