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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Field service in crm
Microsoft Dynamics CRM (Archived)

Field service in crm

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Posted on by AbiRami 516

Hi,

I studied about work order and purchase order. what is the relationship between these two? If i change any one, did that change affect other one? How work order and purchase order linked?

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  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,078 on at

    Hi Abi Rami,

    A work order has information on what work needs to be done. It is used to coordinate and schedule resources and activities. It can be used for different types of work, such as installations, repairs, or preventative maintenance.

    A purchase order (P.O.) is created to add inventory to a warehouse, or to purchase products to sell to a customer in a work order.

    If you link the P. O. to a work order, then when you receive the product it will be added directly to the work order as a work order product.

    dynamicsuser.net/.../what-is-difference-between-purchase-order-work-order

    www.powerobjects.com/.../dynamics-crm-and-fieldone-solutions-for-field-services

  • AbiRami Profile Picture
    AbiRami 516 on at

    Thanks nithya,

    I need more explanation in this,

    "If you link the P. O. to a work order, then when you receive the product it will be added directly to the work order as a work order product."

    what u mean by work order product?

  • AbiRami Profile Picture
    AbiRami 516 on at

    is that the product(work order product) needed for the service(work order)

  • Verified answer
    Neil Parkhurst Profile Picture
    Neil Parkhurst 10,727 User Group Leader on at

    Hi Abi

    In this post I have tried to explain the detail behind qty on hand, qty on order, qty available and allocated. It is quite a complicated post but should help answer your question.

    neilparkhurst.com/.../field-service-inventory-quantities

    The products don't get automatically added to the work order in the way your imagine. But what does happen is that when we receive the stock from the purchase order it can be assigned to that work order. The reason for doing this is that it will then show in the allocated column, meaning (hopefully) the stock wouldn't be taken for another purpose. As the qty available field will not increase if the stock is allocated.

    Hopefully this helps.

    Neil.

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