Invoice created from Work Order Name Fail

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Posted on by Lindsay Marrin

Hi,

I haven't seen this issue before BUT about 30% of the time (in Field Service 8.8.42.55) when a Work Order's system status is changed to Closed-Posted and an invoice is created everything works well except the name. I expect to see a value in the new Invoice's name field like: INV-WO-####, instead the Invoice ID is in that column.

Why?! Any idea where to start troubleshooting, before I ask Microsoft Support for help? Especially curious, because it doesn't happen every time.

Any thoughts / ideas / advice is very much appreciated. Thanks for reading.

Here's a pic of some generated invoices - specifically name and related WO columns - to show you what I mean:

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Thomas David Dayman 11,323 on at

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Im not sure what the main cause of your problem is, but you can always create a workflow to replace the name of the Invoice on creation of Invoice?

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Lindsay Marrin 40 on at

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Thanks - can't replicate the issue in any other environment, but while I keep searching for the cause a workaround workflow helps :-)

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