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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 the Work Order did actually go ahead. This status could also be used to close out Work Orders generated via Agreement as they are usually invoiced separately through the Agreement Invoice Setup anyway.
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Needs Votes
Administrator on 10/11/2019 8:19:19 PM
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