Closed Posted Work Order Service Description not on invoice

(1) Share

Report

Posted on by Eccountable

613

I created a work order with a Service called "Inspection" where the technician can enter notes in the msdyn_Description field and the msdyn_internalDescription field. The technician enters their Actual Duration and changes the line status to Used. When the work order status is changed to Closed Posted, the service appears on the Invoice Line entity, but there is no description. Is there any way to get the technicians notes carried from the work order to the invoice (some setting or setup I missed), or am I going to have to disable the Work Order Invoice Generation (under Field Service Settings) and create my own Flow to create invoices?

All responses (2)

Answers (1)

Verified answer

Community Member Microsoft Employee on at

Like (0)

Report

RE: Closed Posted Work Order Service Description not on invoice

There is a lookup field from invoice line to the Work Order Service. Use this reference to extract your description.
Suggested answer

Xiong Chen on at

Like (0)

Report

RE: Closed Posted Work Order Service Description not on invoice

Do you say how to sync notes between two entities? If so, please use workflow or plugin to archieve your goal