14

Ability to enter a negative line item on a work order

Currently if a correction is required in the billing of a Work order, there is no ability to correctly apply a negative value. You are able to enter a negative Quantity and/or a negative Unit Amount. However, if the result is a negative amount, the system automatically sets the value to $0.00 r...

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2 Comments

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Category: Work order (56)

STATUS DETAILS
Needs Votes
13

Completion of a requirement when booking(s) are completed

When all bookings of a requirement are completed, the work order will get status Open - Completed. Nevertheless, the requirement of the work order is still Active. In case a work order was executed in less time than planned, the remaining duration will still be >0. The combination of the 'a...

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0 Comments

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Category: Work order (56)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

Sincerely,

Jason Cohen 

PM, Microsoft.

8

Allow for Completed Bookings to Keep Work Order Open

Allow for work order bookings to be completed and be able to set the work order to open - unscheduled. The reason for this is when using Time Entries, a booking has to be completed to stop time. Then, a new booking is needed for capturing any other time that is spent for that work order. Busines...

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1 Comments

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Category: Work order (56)

STATUS DETAILS
Needs Votes
7

Add a new Work Order System Status for non-billable or Agreement Work Orders to close them out without generating an Invoice

Add a new work order system status of 'Closed-Non-Billable' so that Work Orders that do go ahead but do NOT need to have an invoice generated can be closed out. At the moment the only option is to create a sub-status that links to the 'Closed - Canceled' system status which is misleading if th...

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2 Comments

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Category: Work order (56)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

I think a way to indicate that an invoice should not be generated in certain circumstances is an interesting idea.If we were to implement a way to ensure Invoices are not generated in certain circumstances, we would not likely do it with a new System Status but it is still an idea worth consideration.

In the meantime, there are likely many ways to handle this from complex to simple. One workaround is to ensure that WOs generated from Agreements get an entitlement or pricelist applied that will drive the invoice that does get generated to $0.

If this concept gets more votes, we'll give it more consideration.

Sincerely,
Jason Cohen
PM, Microsoft

2

Product Bundles in Field Service for Work Orders

Currentyl it's possible to create product bundles in Field Service, but I can't set the Field service product type. So it's not possible to use them on the Work Order.

It would be super helpful if product bundles could be used on the Work Order.

It's a frequently asked requiremen...

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Category: Work order (56)

STATUS DETAILS
New
1

Write-In Products

When using the "WRITE-IN" feature of adding products to an opportunity, then converting the opportunity to a WORK ORDER, none of the WRITE-IN products appear on the work order, only "price list" items appear. We regularly add items "on the fly" to opportun...

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0 Comments

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Category: Work order (56)

STATUS DETAILS
New