Microsoft Dynamics CRM (Archived)

work order from quotes

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Posted on by ganeshm

how to generate work order from agreement using quote & sales contract ?

so that we can setup agreement booking steps within quotes & order.

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Thomas David Dayman 11,323 on at

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I couldn't find any way of generating work orders from Quotes or Sales Contracts.

The only way of creating a work order was creating a case and then attaching a Sales Contract to that case. You can then create a work order based on that case.

Other than that you would need to customise the changes yourself.

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ganeshm on at

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hey thomas thanks for your reply,

i have followed this website www.microsoft.com/.../create-a-work-order-field-service.aspx for work order creation.

so i am trying to create wo in three possible way(agreement,case,sales order).If first two works how to do it from sales order?

thanks.

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ganeshm on at

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sorry i wasn't clear about "quote & sales contract" .

In agreement we have a quote & order inline ,from quote inline i can able to create a booking steps for the agreement.now i have created quotes and order(which i mention as quote& sales contract).but after doing so(i am not sure what i miss here) i cant able to generate my wo.

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Thomas David Dayman 11,323 on at

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I believe that it could be referring to Opportunities. You can attach a Quote to that Opportunity and then create a Work Order.

I also found this flow diagram from a FieldOne Sky video which supports my claim.

As for the Sales Order and Contracts Inline for Agreements. I have no Idea how you attach them to an Agreement. I can see the subgrids for them but I don't know how they work. Maybe someone who finds this thread might be able to answer this.

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ganeshm on at

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thank you Thomas ,

let me keep this thread open then ,

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Sayeed Akhter Mohammed 5 on at

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Not sure if you found the solution or not, but Andy Nevitt in this post gives a perfect example to create WO from Quotes - andynevitt.com/.../

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