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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Work Order Summary to ...
Service | Customer Service, Contact Center, Fie...
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Work Order Summary to Invoice Description

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Posted on by AG-17080438-0 6
Hi,
I am trying to copy data entered in the Work Order Summary field across to the Description field on the Invoice form.
Do I need a flow or business rule? I can't see any options to create a business rule to do this.
 
At the moment I can only copy paste the details from a completed Work Order to the Invoice Description.
 
  • Sachin Jadhav Profile Picture
    Sachin Jadhav 157 on at
    Are you manually creating an invoice? 
     
    If invoice is automatically created as part of Service maintenance agreement or work order close posting, probably you can add some server side logic on Invoice entity to get that information from related Work order.
    I think invoices generated automatically from work order context have work order number in the name. Dont think there is any direct lookup field to link back to work order in the Invoice entity.

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