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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Not possible to add products to incidenttype

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Posted on by 125

Hi!

It is not possible to add Products when making a New Incidenttype.
It is possible to see "recent Products" in the Product search Field, but not possible to search for other Products. 
It is also possible to "add New Product". 

Anyone having experience With this issue?


Thankfull for help. 

I have the same question (0)
  • Suggested answer
    AJ-22040756-0 Profile Picture
    Microsoft Employee on at

    Hi Partner,

    add an incident type product by going to the product tab and selecting +New Incident Type Product.

    Select a Product and Unit.

    Enter a Quantity. This is the number of work order products that will be added to the work order when this incident is added. It can be manually overridden by the work order creator as needed. However, if, for example, a process or procedure generally requires two units of a part to complete the job, you should enter 2 here.

    pastedimage1589097097052v1.png

    Enter a Name if you want the eventual work order product to have a different name than the product name.

    For scenarios where multiple products are added as part of an incident type, Line Order is a numeric value that can be used to define the order in which they appear on the work order product list. This is true for service tasks and service, too.

    Because the Description field can be communicated to the customer or even be customized to appear on an invoice, there is also an Internal Description to provide additional details for the field technician.

    Reference Article: https://docs.microsoft.com/en-us/dynamics365/field-service/configure-incident-types

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