Trying to get back to a work order from an invoice ?
After creating a work order and completing the work in service and maintenance, I have then created a customer order to generate an customer invoice. The invoice is then sent to the customer to check and pay, however if the customer has a query and gets back to the business, at the moment there is nothing on the invoice that references to the work order that was completed. How does the business establish what work order the invoice is for?
Thanks
Best answer by Nethmini Kosvinna
Hi @John.Rigby ,
There are two methods that you can find the connected work order from the customer invoice.
You can use the Preliminary Invoice No in the customer invoice and find query for the work task sales line. This way you can find exact sales lines (created from work tasks) connected to the customer order.
Second method I can suggest is to use Invoice Preview window. Using Order No you can find the connected invoice preview and form invoice preview you can navigate to the work order.
There are two methods that you can find the connected work order from the customer invoice.
You can use the Preliminary Invoice No in the customer invoice and find query for the work task sales line. This way you can find exact sales lines (created from work tasks) connected to the customer order.
Second method I can suggest is to use Invoice Preview window. Using Order No you can find the connected invoice preview and form invoice preview you can navigate to the work order.
