dynamics 365 customer engagement plan pricing

The amount will be added on to final price regardless of amount charged. Minimum Charge Amount defines a base fee for a service.Set Duration Round To for your preferred rounding option.

It saves time because you don't need to add all services as Field Service Price List Items. Not adding a product is helpful if, for example, you want to add a minimum charge amount to all services in the price list. By not adding a product or service, the options apply to all services added to a work order when selecting the parent price list. Minimum Charge Duration specifies the time not billed before charging the customer.The fixed price is derived first from the price list item amount, and then the list price on the product record. Flat fee applies a fixed price to a service, regardless of duration. Select Add Field Service Price List Item. Select Related > Field Service Price List Item. In this case, the list price on the product record will be used. You can add a product or service that isn't a price list item.

You can add more pricing options for products and services by creating Field Service Price List Items. You can configure discounts directly on work order products and services.įor more information about options for price list items, go to Define product pricing with price lists and price list items. Field Service currently doesn't support discount lists price list items.

Discount List: Don't use this setting.

Amount: Enter the price of the product or service.

Pricing Method: Choose Currency Amount.

On the Price List Items tab, select New Price List Item.Ĭhoose a product or service in the Product field. Add price list itemsĪdd products and services as price list items to the price list. Context, Role price, Role price markups, Time Unit, and Category prices are concepts which Project Operations introduces and are currently not supported by the Field Service pricing and costing functionality. Organizations that use Field Service in combination with Dynamics 365 Project Operations find additional fields and related tabs on a price list record, some of them showing by default. Select Save to create the Price List record. :::image type='content' source='media/price-list-general-tab.png' alt-text='Screenshot of a price list record.

Optional Start/End Date to define when the price list is effective.

In the General section, select Price Lists. In Field Service, change to the Settings area. Create a price listĭefine basic properties of the Price List record. You can also use price lists with Field Service Price List Items for more pricing options. Use price lists to add products and services to work orders with appropriate pricing.įor work order products and services that represent parts or labor billed to your customers, use price lists and price list items. Dynamics 365 Field Service builds on Dynamics 365 Sales price lists and product catalogs.

Dynamics 365 customer engagement plan pricing