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Create Work Order from "won" Quote - copying Quotelines into the Work Order

Karen-Turid Meier on 11/8/2021 10:35:03 AM
Service employees more often use Opportunities and Quotes to directly sell Services.

Once a Quote is won it should be possible to directly create a Work Order out of the Quote, copying all the Products and Services included in the Quote.
Category: Field Service
STATUS DETAILS
Under Review

Comments

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RE: Create Work Order from "won" Quote - copying Quotelines into the Work Order

Ian Podmore on 8/4/2023 2:47:06 PM

Appears to be in 2023 Wave 2

Category: Field Service

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RE: Create Work Order from "won" Quote - copying Quotelines into the Work Order

David White on 6/29/2022 4:49:33 PM

We have added an Automate to create a task in a queue to get around this

Category: Field Service

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RE: Create Work Order from "won" Quote - copying Quotelines into the Work Order

Gabriel Junckes on 2/15/2022 7:44:41 PM

This will be very useful.


There is another scenario here:


https://community.dynamics.com/365/fieldservice/f/dynamics-365-for-field-service-forum/447852/sales-quote-order-purchase-order/1228094

Category: Field Service

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RE: Create Work Order from "won" Quote - copying Quotelines into the Work Order

Andre Heptner on 12/8/2021 1:09:45 PM

Must have feature. From my and most customers experiences.

Category: Field Service

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RE: Create Work Order from "won" Quote - copying Quotelines into the Work Order

Sebastian Duckwitz on 11/12/2021 1:31:31 PM

Hi there. This feature will grant more flexibility in the sales process. Thanks!

Category: Field Service

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RE: Create Work Order from "won" Quote - copying Quotelines into the Work Order

Anton Trainotti on 11/10/2021 12:51:47 PM

This feature will provide more flexibility in the sales process of field service.

Category: Field Service

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RE: Create Work Order from "won" Quote - copying Quotelines into the Work Order

Jens Koch on 11/9/2021 10:27:02 AM

This is usefull!

Category: Field Service

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RE: Create Work Order from "won" Quote - copying Quotelines into the Work Order

Jens Koch on 11/8/2021 10:54:29 AM

Yeah we absolutly need that feature. Why is it not there in the first place?

Category: Field Service