Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Field Service forum / How do I setup so that...
Field Service forum

How do I setup so that if a product is entered by the square foot that it will round to the next full package in Microsoft Dynamics 365 for Field Service?

Posted on by

Hi,

The scenario is as follows....

Insulation is sold/quoted by the square foot.

There are 70 square feet for one particular package installed.

Insulation is also only sold by the full package. 

If adding it to the sales quote by the square foot, is there a way have D365FS automatically round up to the next package?

Categories:
  • Verified answer
    PekkaSahlsten Profile Picture
    PekkaSahlsten 827 on at
    RE: How do I setup so that if a product is entered by the square foot that it will round to the next full package in Microsoft Dynamics 365 for Field Service?

    D365FS uses the standard CRM (or D365CE) Product Catalogue. The described functionality would require some customisation.

    You could use a workflow to add a Quote Product record to you Quote based where the quantity of packages is calculated based on an input value of sq.ft (custom field on Quote?). Unfortunately, however, OOB workflows cannot create Quote Product records so you would need to create a custom workflow step (or have a developer create it for you) to add the Quote Product and at the same time take care of the rounding logic.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,888 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,247 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans