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When we want to create a sales creditnota, we can choose for the function copy document. We can copy an Invoice in the sales creditnota.

Now we want the same function in Business Cental for creating Service Creditnota's.
STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. We are considering adding it to our (longer term) roadmap.

Sincerely,
Andrei Panko
PM, Microsoft

Comments

E

The "Copy Document" functionality should be available for all service documents, both invoice, order, quote, contract.

Category: Service Order Management

E

Cancellation of Posted Service Invoice such as in case of Posted Sales Invoice should be possible.

Category: Service Order Management

E

There should be an option to copy Service Invoice Header as well service invoice lines

Category: Service Order Management

E

We just moved to Dynamics 365 using Service Orders, and this is probably the biggest complaint I get from my colleagues.


Someone else noted "Also cancellation of Posted Service Invoice such as in case of Posted Sales Invoice should be possible." YES PLEASE!

Category: Service Order Management

E

In addition, we need to have the ability to create a Service Credit Memo based on the Service Invoices lines. Similar to a SALES Credit Memo we can "Get Sales Shipment Lines" to credit the Sales Invoice lines. This should be replicated in the Service Credit Memo functionality.

Category: Service Order Management

E

This has been asked many times by various clients. A "Copy Document" function on a Service Order would be nice so users can copy a past Service Order into a new one.

Category: Service Order Management

E

Great suggestion. Seems like they forgot service once again.

Category: Service Order Management

E

There should also be an option to Copy a Service Order from another service document, such as Posted Service Shipment or Posted Service Invoice.

Also cancellation of Posted Service Invoice such as in case of Posted Sales Invoice should be possible.

Category: Service Order Management