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Hi,
A work order will be created that includes services like installation. However, based on the payment terms, the technician may not be dispatched, until a prepayment of for example of 10% is paid by the customer.
What are the options to complete such task in Field Service?
Thanks
Hi Sam, where are you tracking the payment terms? Is this a field you added to the work order? Or is this on the account?
I would create two fields on the work order, one calculated field that shows the 10% pre-payment amount (If you have the payment terms field on the work order, you can configure the field to only calculate the value based on the value of the payment terms field) and one field "paid" (Y/N) that is checked when the payment is made. I would then use a business rule that will set the sub status of the work order to "ready to dispatch" when the paid field =Yes and the 10% prepaid field has data. I would also in that same business rule set the sub status to something like "waiting for payment" (you can create this status or use an existing one) if the prepayment field has data and the paid field = N. Make sure that you filter your work order list on the schedule board to not include work order with a substatus of "waiting for payment"
Thanks for the detailed reply
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