How To Create a Customer-Billed Workshop Order in D365

 

  1. Navigate to “Asset management” > “Work orders” > “All work orders”.
  2. Click the “New” button at the top in the Ribbon menu.

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  1. In the Work order type field, choose “Customer Repair”.

 

  1. In the Description field, choose “Customer Repairs”.

 

  1. In the Asset field, choose “CUST”.

  1. In the Warehouse(Shop) field, choose your shop warehouse. 

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  1. In the Maintenance job type field, choose “Customer Repair WO”.

 

  1. In the Expected start field, enter a date and time.
  2. In the Expected end field, enter a date and time.

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  1. Click “OK”.

 

  1. In the Work order maintenance jobs area, Click “Project group”.

  1. In the Change to group field, choose “TM”.

 

 

  1. In the Project contract ID field, choose the Customer.

 

  1. Click OK.

 

 

  1. In the Ribbon menu at the top, in the Project area, click “Journals”.

  1. In the Hours area, click “Add line”.

 

 

  1. In the Resource field, choose a mechanic.

  1. In the Hours field, enter the number of hours to be billed.
  2. In the Sales price field, enter the hourly rate to charge the customer.
  3. In the VMRS Code field, choose a VMRS Code.

 

 

 

  1. In the dropdown list, click the VMRS Code to be added.

  1. In the “Items” area, click “Add line”.

 

  1. In the Item number field, choose a part.

  1. In the Site field, choose the Site inventory location of the part.

 

  1. In the Warehouse field, choose the Warehouse for the inventory location of the part.

  1. In the Location field, click to open the dropdown menu.

 

  1. In the Location dropdown menu select the inventory location of the part.

  1. In the Sales price field, enter a price to charge the customer.
  2. In the VMRS Code field, choose a VMRS Code.

  1. Keep adding parts until you’ve added all the parts used for the work.
  2. Click Save.

  1. Click the Financial dimensions button, add the financial dimensions for all lines in the Hours and Items journals.  After adding all Financial Dimensions you can “Validate” and “Post” the Journals.

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  1. You will be returned to the main Work order page.
  2. At this point you will send the Work Order Number to Accounts Receivable, Lynn Whisenant for invoicing.  Once invoicing is completed proceed to step 35.

 

  1. In the ribbon menu at the top, on the “Work order” tab, in the “Lifecycle state” area, choose “Update work order state”.

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  1. Check the “Select Checkbox” box next to “Completed”

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  1. Click “OK”.

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  1. When prompted to choose the “Actual end date” choose the date the work was completed.
  2. Click “OK”.

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  1. You are now finished, you can close the Work order page.
  2. Remember, you should alert the Accounts Receivable department (Lynn Whisenant or Sharon Thrash) to the pending customer-billed Workshop order and they will invoice the customer.