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Dynamics 365 Community / Forums / Field Service forum / Work Order Products/Se...
Field Service forum

Work Order Products/Services Invoice Notes - how can I show them on the Invoice?

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Posted on by E Linton 24

Hi

We have a custom field against each product or service on the Work Order that holds an Invoice Note.

I want to concatenate all of these notes together and hold them on the Invoice that is created when the Work Order is Posted.

Is it possible to amend the job that creates the Invoice record to hold this data as well?

Sorry for the rookie question!

Emma

Categories:
Work Order
Presales and Invoicing
I have the same question (0)
  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at

    There should be a link to the Work Order Product and Service on the Invoice Line?

    You could create a workflow on create of Invoice Line which appends the notes from the Work Order Product and Service to a text field on the Invoice?

  • E Linton Profile Picture
    E Linton 24 on at

    Hi - I tried that but it only seems to put one of the notes there at once.  Is this something that I need to use Flow for instead?  Each work order could have multiple products and multiple services, each with different notes on them.

  • Suggested answer
    antc Profile Picture
    antc 2,911 on at

    Can definitely do with flow.

    Get the content from the work order then use a component like convert text to pdf or some other format and save to annotation or some other location.

    Sorry missed the invoice part, you should be able to trigger a flow on invoice and add text concatenated to a field on invoice.

  • Verified answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at

    You have to add the 'append with' function so it doesn't overwrite the previous value - community.dynamics.com/.../how-do-i-add-data-to-a-memo-field-via-workflow-without-overwriting-it

    I think this could work.

  • E Linton Profile Picture
    E Linton 24 on at

    Thanks both!

    I'll try out the append first and see if that works and let you know

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