Dynamics 365 Field Service builds onDynamics 365 Sales price lists andproduct catalogs. Use price lists to add products and services to work orders with appropriate pricing.

For work orderproducts and services that represent parts or labor billed to your customers, use price lists and price list items. You can also use price lists withField Service Price List Items for more pricing options.

Create a price list

Define basic properties of the price list.

1. In Field Service, change to theSettings area.

2. In theGeneral section, selectPrice Lists, and then selectNew.

3. On theGeneral tab, enter the following information:

   • Name: A unique name to distinguish the price list.
   • Start/End Date (optional): When the price list is effective.
   • Currency: The currency to use on the price list.

   

4. SelectSave.

Add price list items

Add products and services as price list items to the price list. For more information about options for price list items, go toDefine product pricing with price lists and price list items.

1. Open a price list.

2. On thePrice List Items tab, selectNew Price List Item.

3. Choose a product or service in theProduct field.

4. On thePricing information tab, enter the following information:

   • Pricing Method: SelectCurrency Amount.
   • Amount: The price of the product or service or the hourly rate for services.

5. SelectSave.

Add Field Service price list items

You can add more pricing options for products and services by creatingField Service Price List Items. You can add a product or service that isn't a price list item. In this case, the list price on the product record is used.

1. Open a price list.

2. SelectRelated >Field Service Price List Items.

3. SelectNew Field Service Price List Item.

4. On theGeneral tab, enter the following information:

   • Name: Name for the item.
   • Duration Rounding Policy: How the system should round the Duration To Bill.
   • Flat Fee:Yes applies a fixed price to a service, regardless of duration. The fixed price is derived first from the price list item amount, and then the list price on the product record.
   • Minimum Charge Duration: The timenot billed before charging the customer.
   • Product/Service: If you don't add a product or service, the options apply to all services added to a work order when selecting the parent price list. For example, if you want to add a minimum charge amount to all services in the price list, don't add a product or service. It saves time because you don't need to add all services as Field Service Price List Items.
   • Duration Round To: The rounding duration.
   • Minimum Charge Amount: A base fee for a service. The amount is added on to the final price regardless of the amount charged.

   

5. SelectSave & Close.

Add a price list to work orders

Whencreating a work order, choose a price list. The price list can be entered manually or filled in automatically based on the billing account or the work order.

The selected price list automatically applies to all work order products and services. However, you can change it on the individual work order product or service.

Add territory relationships

Add default price lists forterritories or customer segments. It helps your field service team to see the default price list for the area they're working in.

1. Open a price list.

2. In theTerritory Relationships section, selectNew Connection.

3. Select one or more territories.

4. SelectSave & Close.