Thursday 27 December 2018

Points to remember regarding the agreements in Field Service.


Hi Everyone,


Important points to remember about the agreements.



A single agreement can have numerous agreement schedules, like create an agreement and can have multiple booking for that agreement.

The agreement price list specifies the price of all products and services related to an agreement.


Work orders generated from an agreement provides  can still be edited at the work-order level.

Agreements are extremely useful when you want to automatically create work orders on a schedule.

Agreements can be associated with Quotes, Orders and Opportunities.

A single agreement can have numerous agreement schedules tied to it.

I hope this helps.

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