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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.
I was learning Field Service recently, and I also encountered this problem.
Do the experts have any ideas?
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..
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!
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
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.
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