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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Invoice not created wh...
Microsoft Dynamics CRM (Archived)

Invoice not created when work order status is changed to Closed-Posted.

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Posted on by kvp_patel 217

I completed a work order and its status changed to "Closed-Posted" now this work order is inactive mode. and also i have set in field service administrator setting to  Work Order Invoice Creation = On Work Order Posted still not generated invoice.

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Can you please help me. 

Thanks

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

    I think you need to add either Work Order Products or Services to your work order and change them from 'Estimated' to 'Used'. So your Work Order has a total amount on it. Then Close-post the work order.

  • kvp_patel Profile Picture
    kvp_patel 217 on at

    Thank You So Much Thomas Dayman,

    Can you please one more help related work order entity, I have added Work Order Product, Work Order Services, and Resource after then automatically generated invoice but the Invoice Product Line item only shows product & service. Does not show resource details.

    So Can you please guide me how to achieve this functionality.  

  • kvp_patel Profile Picture
    kvp_patel 217 on at

    Hello Thomas,

    Can you please tell me only resource add that time not generated invoice. So can you please help me.

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

    Hello, Im not sure what you mean by Resource Details, do you mean the labour costs of the resource to be shown on the invoice?

  • kvp_patel Profile Picture
    kvp_patel 217 on at

    Thanks,

    Work Orders that contain only resources are not creating Invoices when Work Order status changed to 'Closed-Posted'

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

    If you want something to be shown on the invoice then you will need to create Work Order Products or Work Order Services.

    In your case you would need some how create Work Order Service lines on your work order to show the labour costs of your resources.

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