Learn how to implement flexible billing strategies in Microsoft Dynamics 365 Field Service for accurate invoicing based on service type and negotiated agreements. Discover the best practices for associating price lists with agreements and automating invoice creation.
Table of Contents
Question
Contoso Ltd. is implementing Dynamics 365 Field Service to streamline their field operations. They offer various services with different pricing strategies and want to ensure accurate billing for their clients. You need to create a strategy that allows for flexible billing based on the type of service delivered, while ensuring that work orders are invoiced correctly according to the negotiated price list in the agreements. What should you recommend?
A. Associate the correct price list with each agreement and enable the Work Order Invoice Creation setting to automatically generate invoices upon work order completion.
B. Disable the Calculate Price setting on work orders to prevent automatic pricing and invoice generation.
C. Set the Default Warehouse on work orders to the main warehouse to standardize product sourcing and pricing.
D. Use a single default price list for all agreements and manually adjust prices on each work order to match the negotiated rates.
Answer
A. Associate the correct price list with each agreement and enable the Work Order Invoice Creation setting to automatically generate invoices upon work order completion.
Explanation
Option A is correct because associating the correct price list with each agreement and enabling Work Order Invoice Creation ensures that invoices are generated automatically with the correct pricing. Option D is incorrect as it is inefficient and prone to errors. Option B is incorrect because disabling the Calculate Price setting would prevent any pricing from being applied to work orders. Option C is incorrect as it relates to product sourcing and does not address the need for flexible billing based on service type.
Microsoft Dynamics 365 Field Service Functional Consultant MB-240 certification exam assessment practice question and answer (Q&A) dump including multiple choice questions (MCQ) and objective type questions, with detail explanation and reference available free, helpful to pass the Microsoft Dynamics 365 Field Service Functional Consultant MB-240 exam and earn Microsoft Dynamics 365 Field Service Functional Consultant MB-240 certification.