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

Last post 04-24-2012 9:11 AM by bcr_garrett. 2 replies.
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  • 04-20-2012 3:38 PM

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

    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

  • 04-23-2012 5:04 PM In reply to

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

    Answer

    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. 

    Ted Le
    Customization Solution Specialist
    Method Integration
    Local: 416.847.0400
    Toll Free: 1.888.925.6238
    Fax: 416.640.6027
    E-mail: t.le@methodintegration.com
    Website: http://www.methodintegration.com
  • 04-24-2012 9:11 AM In reply to

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

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

     

     

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