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ReportHow to generate invoice for a work order ?
Even after changing the wo status to closed - posted i am unable to generate invoice for the work order.
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How to generate invoice for a work order ?
Even after changing the wo status to closed - posted i am unable to generate invoice for the work order.
*This post is locked for comments
If you go to Field Service > Administration > Field Service Settings
Then go down to the agreements tab and add some value to Generate Agreement Work Order X Days In advance http://prntscr.com/f1eyxt
Then go to the Agreement Booking Schedule.
The screen shot below is an example of a Recurrence pattern i created which generated a Booking date almost instantly:
Hi ganeshm,
Try to enter a large number in this field "Generate Work Order Days In Advance", to generate work orders earlier.
Please mark the answer as verified, if it helped you.
Are you manually generating the Work Order or are you using Schedule Recurrence?
thanks thomas,
that was the key one.now i can create a invoice.
But i have an another doubt,while creating a wo from agreement it take a long pause to create is there any reason behind this,do anyone seen this issues, are am i missing any steps here.
The field is called Line 'Status' in Work Order Product
Make sure the product has a Total Cost assigned to it as well.
I think you would need to check if the products on the Work Order are marked as 'Used' and not 'Estimated'.
As it was generated by an Agreement. Have you set up an Agreement Invoice Setup for that Agreement?
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