Skip to main content

Notifications

Dynamics 365 Community / Forums / Field Service forum / How can we set Purchas...
Field Service forum
Unanswered

How can we set Purchase Order to 'Billed' without creating a Bill, Receipt and Receipt Products?

Posted on by 719

Is there a way to turn off or disable the requirement for Purchase Orders to have a Bill, Receipt and Receipt Products before the Purchase Order can be marked as Billed?

We have our Purchase Orders integrated with another system where they are billed and all we want to do is set the status of the PO to Billed in Dynamics without having to create all the related billing and receipt records. 

Previously we could do this but we have just upgraded our Field Services to version 8 and we can no longer set the status of the PO as Billed without all of these related records.

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: How can we set Purchase Order to 'Billed' without creating a Bill, Receipt and Receipt Products?

    In my experience either create the addtional records using some automation or create your own Purchase Order entity. Although the second option you will have to automate some of the stock movements yourself.

  • Inksrm Profile Picture
    Inksrm 719 on at
    RE: How can we set Purchase Order to 'Billed' without creating a Bill, Receipt and Receipt Products?

    Bumping this one up again. Any thoughts around how the PO Receipting process can be circumvented? It's clunky and many organisations don't require the whole process, i.e. they just want to change the status of the PO without the related PO Bill, PO Receipt and PO Receipt Product records

  • Inksrm Profile Picture
    Inksrm 719 on at
    RE: How can we set Purchase Order to 'Billed' without creating a Bill, Receipt and Receipt Products?

    Thanks K-R-D


    I was hoping to avoid creating additional records in a flow to receive and Bill the PO but it sounds like that is the only way to do it using configuration.

    Previously we were just setting the PO as Billed using our integration, but it seems the update to Field Services version 8 has removed the ability to do this.

    Thanks again!

  • K-R-D Profile Picture
    K-R-D 120 on at
    RE: How can we set Purchase Order to 'Billed' without creating a Bill, Receipt and Receipt Products?

    I had a similar problem , with the number of key strokes/clicks to receive POs with large numbers of products -- I created a Flow that would bulk receive all the lines. The MS plugin changed the PO status to Products Received when it saw all the lines had been received.

    It seems to me you could do the same but in a second pass set the lines to Billed..

  • LuHao Profile Picture
    LuHao 40,870 on at
    RE: How can we set Purchase Order to 'Billed' without creating a Bill, Receipt and Receipt Products?

    I was learning Field Service recently, and I also encountered this problem.

    Do the experts have any ideas?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,802 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,133 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,154

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans