Re: from work order to estimate

Anonymous — Mon, 24 Sep 2012 16:15:30 GMT

John M:
Work order to estimate, is it possible?

Not without customizing this. You may want to review the process we use to create an invoice from a work order by looking at the actions on the FieldService_WorkOrderList and FieldService_CreateInvoices screens. On the work order list screen there's a more actions button with Invoice all... and Invoice selected... events. On the create invoices screen you can review the actions under the create invoices button to see how we're creating an invoice for work orders. We use the ActivityJobItems table to store the billable line items for each work order then insert those into the invoiceLineItems when ready to bill.

If your business process requires estimates to be created instead of invoice from these screens I would recommend some customization help from our team. They can help point you in the right direction on if this customization will work or alternatives if this isn't a good idea.

from work order to estimate

John M — Mon, 24 Sep 2012 15:31:18 GMT

Greetings,

Work order to estimate, is it possible?

John M

Method:Classic General Q&A

Re: from work order to estimate

from work order to estimate