Tag: Determine when a Product has default Price List and a work order price list

MB2-877 Microsoft Dynamics 365 for Field Service Module 1 Topic – Configure product and service pricing

This is the 3rd blog of this series, before this I have created a blog on the first topic “Perform initial configuration steps”  from Module 1 which you can check here : MB2-877 Microsoft Dynamics 365 for Field Service Module 1 Topic – Perform initial configuration steps

In this blog we will cover up the second Topic from the module 1 “Configure product and service pricing

NOTE : Before we start the module I would strongly suggest you to understand product catalogue in dynamics crm as we will be using price lists, products, unit groups etc alot :   https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/set-up-product-catalog-walkthrough   and if you have the knowledge already lets begin:

 

  1. Configure product and service pricing features including minimum charge amount, minimum charge duration, and the flat fee option
    You can add default “Standard” Price List to your Product in field service, however when you think about “Service” you might want to handle its price list slightly different. In Field service to accomplish this “Field Service Price List” has been added to dynamics CRM:
    Once you have configured a price list , you then navigate to “Related” option and click on “Field Service Price List Items”.

    ( Note that My field service is in Unified Interface so don’t get confused, I am intentionally using field service application – Once you have created a dynamics CRM trial for yourself which should include field service module too, you will see the field service app which you can access :

    So, Once your default price list – navigate to the related Field service price list and click on “Add new field service price list”

    If you see above I have set Flat Fee, Min Charge Amount & Minimum Charge Duration. Let’s understand what these options are:

    Flat Fee – If enabled then the pricing of this item will be not be multiplied by the quantity  and also Let’s you decide if a fixed fee for this service applies.

    Minimum Charge Duration–  If this field has a value , The Min charge will first apply to the minimum duration and beyond the min duration the standard charges will apply in short it will make some amount of time service free.

    Minimum Charge Amount –  As name suggest these are minimum charges for this service which correlates to the min charge duration. 

    lets do some math, assume my training per hour charge is 20,000 INR.
    now if  I apply above field service price list. The requirement is for 5 hours of training. then the math goes like this:

    Minimum Charge Duration defined by me is 1 hour. The requirement is 5 hour which means the bill will be for 4 hour which is 4*20,000= 80,000 INR then on this my minimum charge amount will be added which is 10,000 INR. So the final bill will be 90,000 INR.

     

  2. Add Products & Services to Incidents

    To this, simply navigate to Field service > Incident Type and add incident type. Once you do that; Now When you creating a work order and select incident there – it creates an incident for you which will have the product or service associated. so on a work order you can add product or services via incident.

  3. Determine when a Product has default Price List and a work order price list.

    Here are some quick points to cover up this topic. As we know Price List can be associated to following entities:

    • Account
    • Work Order
    • Agreement
    • product or service

    There there can be a clash in which price list to be used when they combine such as what if work order has a price list & also associated product has a price list too, in that scenario we’ll consider below:

    a. The Work Order Price List is used if a product has a different default price list than the Work Order

    b. 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


  4. Associate Products & Services to Price Lists.

    Its Quiet easy and straight forward to associated a product or service to a price list. To do this go from Field service navigation > Field service navigation then click on an existing price list or create new as needed.



    Open an existing price list or create new one and click on “Price List Items” & click on “+Add New Price List Item”:



    Add the Product to it in my case I have added as “Exam preparation” and its Unit in “Hour” which is all defined on the product level and click on Save and Close.



  5. Define tax code.
    You can define tax code within your dynamics CRM field service. Remember you can have different scenarios/requirement to have different – different tax codes.

    To define a tax code, click on the dynamics 365 navigation from within field service app and click on field service setting and then on “Tax Codes“:

    Click on “Add new tax code”:

    Few important points on Tax Codes:  
    a. Used to define how tax on Work Order charged
    b. Tax options for products,
    agreements, and services
    c. Can be individually defined
    for each taxable item
    d. A tax code can contain
    multiple child tax codes and hence the total tax is defined by the sum of all the children.