Whilst a service must be set to “Service”. Products will be either “Non-Inventory” or “Inventory”. (Or it won’t be available to add to your work order.) You do this by setting the “Field Service Product Type” in the field service tab on the product. You access Field Service Price List Items from the price list item navigation bar.īefore creating a price list item you need to ensure your product has been flagged as a product or a service. So having added your standard pricelist item you can optionally add more details. To enable additional functionality a second entity of “Field Service Price list Item” has been added. But when we start to think about the pricing of services some additional options might be nice. For products the options available on a standard price list item should be sufficient. Within Field Service you will have two types of items on price lists. But then the rounding is applied in multiples of £10. I have a standard cost defined on the product of £15. Just to explain the maths behind my example below. If you would like additional information on standard pricing options this post might help. But the options available are pretty flexible. I won’t cover all of the possible options here as this is standard CRM stuff. You can also define rounding rules and even create a discount list which gives a percentage discount based on volume. Prices can be calculated as a mark-up or margin. They include the ability to base a price on list price, cost price, standard cost or simply to enter a value. Price list items are a standard feature of Microsoft Dynamics. Below is an example of my price list item. Having created your price list, you then need to add price list items, which are the products or services you sell. Initially you create a price list in the normal way, giving it a name and currency. Field Service extensions build on this logic to allow minimum charge amount / duration or flat fee. Out of the box “standard” CRM offers the ability to process products based on a specific value or as a % markup / margin. It is very important to be aware of this. NOTE: Price lists are associated with work orders, however if you consume a product or service not included in the price list on the work order then the “list price” from the product will be used. The extensions provide functionality to support these types of situations. With field work it would be common to want to make the first hour of a visit not chargeable or have a minimum call out charge that is automatically added to the cost of a job. The price list option within Field Service does make use of the standard CRM price list functionality but it has some important extensions that are specific to providing services. Here I will continue my series of posts related to Field Service for Microsoft Dynamics CRM 2016, this time I will look at price lists.
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