Method:Classic General Q&A

Re: Possible to treat Invoice 'Service Date' as Work Order 'Date Start'

bcr_garrett — Tue, 24 Apr 2012 14:11:49 GMT

Thanks Ted. We wanted to make sure - glad to have a definate answer.
-Garrett

Re: Possible to treat Invoice 'Service Date' as Work Order 'Date Start'

Method_Ted — Mon, 23 Apr 2012 22:04:27 GMT

Garrett - Welcome to our forum

From your post, I have interpret the following situation :

You are trying to create multiple work orders and want to perform this task all from the invoice screen. You are entering several Service Date items on the invoice screen and want those service dates to become work orders and allocate them in the Method calendar.

It is not possible to tie an Invoice Service Date action to create an event on the Calendar. The workflow for the Field Services application should always start with an Estimate or Work Order. Once you convert a Work Order to an Invoice your service date field will be populated with the Work Order start date.

You can also perform recurring Work Orders by selecting Recurring Dates tab and choose your desired set of dates.

Please let me know if I can be of further assistance.

Possible to treat Invoice 'Service Date' as Work Order 'Date Start'

bcr_garrett — Fri, 20 Apr 2012 20:38:48 GMT

Hi there,
Researching to simplify from using multiple work orders in Field Services. Is it possible to tie Invoice 'Service Date' actions to create events on a Field Services calendar (like a Work Order 'Date Start' does)?
Thanks,
Garrett