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Invoice Product in Field service is getting created as Write in

When a invoice is generated on Work Order, work order product and service is crated as write-in product in Invoice Product. which is creating overload to system every time we generate invoice . Even though we have product available published, still it is getting created as Write In product. Re...

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Category: Presales and Invoicing (3)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

We think this idea is interesting. If this idea gains more votes, we'll look more closely into what it would take to deliver this feature.

One area we'd be interested to understand in more detail is whether these customers are using an ERP system to handle their more complex invoicing requirements. If so, it would seem simpler to integrate the data from the used WO Product or WO Service into a financial system which would allow a customer to associate it with a specific Product and Unit of Measure.

As always, we really appreciate your feedback. Keep the suggestions coming.

Thank you,
Jason Cohen
PM, Microsoft

1

Dynamics 365 Field service billing by visual component image replaced, repaired or inspected

Future featuring field service billing with visual component image replaced or repaired maybe optimum luxury ideal. Not featuring billing by visual component image replaced, repaired or inspected, user may not visually easily identify or reference what may had been the issue, even after potentia...

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Category: Presales and Invoicing (3)

STATUS DETAILS
New
1

Functionality to Reverse a Subscription Fee

If a subscription fee transaction is created in error, there is no way to reverse, or delete, the transaction. The only way is to proceed with the posting and then issue a credit note to reverse / net to 0. This is a very cumbersome solution. Provide the ability to reverse the transaction.

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0 Comments

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Category: Presales and Invoicing (3)

STATUS DETAILS
Needs Votes