Work order service details available for word invoice template.

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Posted on by Lipp

Can someone please advise how or if, I can get the "Internal Description" field from a work order service available to add to a custom invoice word template?

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David Shaw 30 on at

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RE: Work order service details available for word invoice template.

Did you have success with this, I hope there ar eplans to have this standard
Lipp 20 on at

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RE: Work order service details available for word invoice template.

I appreciate you responding. I had previously taken the steps you suggested. I am able to add the "internal description" during XML mapping in word template. However, when I "create" the word template in Dynamics the field is not populated.
eromerof 98 on at

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RE: Work order service details available for word invoice template.

Hi Lipp,

First, your invoice Entity must be have a N:1 (lookup) with Work Order. Before, you must generate a new custom word template:

1 .- In templates menu select create new template

2 .- Enable developer options in word

3.- Add your field in your word template

4.- Upload the word template in D365

You have more information about it here: community.dynamics.com/.../work-order-service-details-available-for-word-invoice-template

And you can download and edit the templates with this plugin of XrmToolbox: https://www.xrmtoolbox.com/plugins/MsCrmTools.DocumentTemplatesMover/

I hope it helps you