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

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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?

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  • Verified answer
    PekkaSahlsten Profile Picture
    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.

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