35
IWe have moved our Helpdesk application to Dynamic 365 Field service.
I can get the WO on my cell but I do not find a place to explain wher the tech have to writte the work done on the client site, how to close the WO and convert it on invoice or how can I see the WO that was already done so I can go back an reopen if the job have a callback.
Anybody really use Field service for Dynamic?
So to automatically create the invoice from a work order, you need to have a Work Order Service or Work Order Product on the work order and set the line status to 'Used'. Once you have done this you set the system status to 'closed-posted' and this should create Invoice show your Work Order Products or Services and Invoice lines.
For seeing older work orders you need to go into the Woodford configurator and on the Bookable Resource Booking entity change the 'Sync Filter' so it shows more bookings.
I would suggest googling some fundamentals on Field Service for Dynamics
#1
André Arnaud de Cal...
291,431
Super User 2024 Season 2
#2
Martin Dráb
230,503
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
