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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 rather than just applying the negative amount.

As confirmed by MS Support, this is as per design.

Currently, the only way to apply the correction is to just remove the line item.

We believe it would be ideal for traceability and visibility for the customer (especially on the resulting invoice), to be able to specifically see this correction as a negative line item, rather than just disappearing.
Category: Work order
STATUS DETAILS
Needs Votes

Comments

C

Having several customers asking for ability to enter negative qty or amount for creating a credit note. For example, incorrect product or qty or incorrect service or duration has been posted do transaction cannot be reversed. Credit line required to correct the invoice and in case inventory product, correct inventory as well.


Unlike what is being stated in this idea (You are able to enter a negative Quantity and/or a negative Unit Amount) we did not succeed in doing this. The following errors are thrown when you try:


Estimate Quantity: Enter a number between 0.00 and 1,000,000,000.00.

Estimate Unit Amount: Enter an amount between $0.00 and $1,000,000,000.00.

Estimate Discount %: Enter a number between 0.00 and 1,000,000,000.00

Estimate Duration: The duration must be entered in the following format: x minutes, x hours or x days. Hours and days can also be entered using decimals, for example, x.x hours or x.x days.


Negative amounts, qty and duration is simply not possible. This should be OOB functionality.

Category: Work order

C

This has also been a problem for us, could also be used to make discounts which aren't connected to a specific WO-Product oder Service visible.

Category: Work order

C

Entering a negative qty or negative dollar value is common business practice.
This should be OOB functionality.

Category: Work order