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Dynamics 365 Community / Forums / Field Service forum / Link between Work Orde...
Field Service forum

Link between Work Order Product and Invoice Product

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Posted on by Darryl M

Hi,

How can I tell which work order products have been invoiced, and which have not? 

When setting the System Status on a Work Order to "Closed - Posted", an Invoice is automatically created.  The work order products that are Used are copied to the Invoice.  Removing an invoice product from an invoice seems to free it up to be re-invoiced.

Is there an entity tracking this association?  Is there a field on the work order product that flags it as already invoiced?  Or is the invoice product the only record that indicates if invoice-status of a work order product?

Thanks,

Darryl M

  • antc Profile Picture
    antc 2,909 on at
    RE: Link between Work Order Product and Invoice Product

    Also I don't think it's changed that when invoiced the Products (inventory) are turned into write-in Products so may have an effect on look-ups etc.

  • Darryl M Profile Picture
    Darryl M on at
    RE: Link between Work Order Product and Invoice Product

    Hi, Thanks for the reply!

    I'm trying to understand some of the relationships in the out-of-the-box CRM invoicing process.  I wasn't able to find any detailed documentation on this specific relationship.

    Our business occasionally will partially invoice a work order.  I'm looking for ways to show which products in a work order have or have not been invoiced.  I know this is not the typical use-case for work order invoicing.

    Your suggestion of adding a workflow to create the link from the Invoice Product back to the Work Order Product sounds promising.

    Another solution we considered was creating child "invoice" work orders to act as a container to hold which products to invoice, but we weren't happy with all the additional steps required.

    Thanks,

    Darryl M

  • Verified answer
    Saif Ehsan Profile Picture
    Saif Ehsan 360 on at
    RE: Link between Work Order Product and Invoice Product

    Hi Darryl,

    Interesting question!

    There isn't a direct way you can track this. The Work Order Products entity does have a referential relationship with the Invoice Products entity. Maybe look into a customisation using workflows to establish this? Perhaps adding an Invoiced Status Field (Yes/No) to the Work Order product and as the invoice products are created or deleted this field's status changes.

    What options have you brain stormed so far?

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