Monday, 11 September 2017

MICROSOFT DYNAMICS 365 FIELD SERVICES PRODUCTS AND SERVICES

PRODUCTS AND SERVICES

1. Anything the Company Sells
2.Maybe added Manually to a work order
3.Can be added automatically to a work order from and incident
4.May be marked as "used " billed to a client or left as "estimated" on a work order.

PRODUCTS AND SERVICES CATEGORIES:

1.Inventory : Products sold and deducted from inventory.
2.Non-Inventory: Products sold but not tracked in inventory 
3.Services: Sold on time and materials Basis
 a) List Price and costs are hourly rates.

4.Duration of Services:
a)Manually Entered on Mobile by Field Agent
b)Dervied from elapsed time between Work order Schedule Statuses.

PRICE LISTS:

1.Define different Pricing Levels
2.Specify how much a customer is charged for products and services
3.Are noted on the Account,Work Order, Agreement, or Individual or Service.


PRICING FEATURES:

1.Minimum Charge Amount
a) Sets the Minimum amount for the visit.Value is added on to final price regardless of the Amount charged.
2.Minimum Charge Duration
a) Can make the first X amount of time Free.
3.Flat Fee Option.


ADDITIONAL INFORMATION:

1.The Work Order Price List is used if a Product has a different default price list than the work order.
2.The Price of the Product will come from the List Price on the Product if an Item is not on the Work Order Price List.
3.Add Products and Services to Price Lists.
4.Add Products and Services to Incidents when adding Products and Services to Work Orders.

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