Wednesday 13 September 2017

MICROSOFT DYNAMICS 365 FIELD SERVICES AGREEMENTS

AGREEMENTS


1)Framework for automatically generating Work Orders and Invoices.
2)Have a recurring schedule for a period of time
    example:- Monthly inspection for two years.
3)Ideal to items like preventative maintenance.

Foundation of Agreements:

1)Service and Billing Account
2)Start/End Date and Duration.
3)Price List.
4)Service Territory.
5)Taxable.

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