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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Pricing rate tables fo...
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Pricing rate tables for Products & Services in CE

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Posted on by Cindy @TDIndustries 129
HI,
 Is there any other place that a custom price table can be added outside off a billing account or worksite? We have both a construction side, that uses Construct 365 and then our Service group uses Field Service.
We'd like the ability to assign a custom material mark up table or Services rate table at the project level for any intracompany work that may be done. 
 
Thanks
 
  • DiverJoe Profile Picture
    DiverJoe 11 on at
    Pricing rate tables for Products & Services in CE
    I am thinking that Abdul is on target.  Each of your two groups would have an agreement with discounts, fixed prices, etc. and Intracompany work is billed to those "Accounts".   Is that how you are treating the other "customer"  Construction has an Account called "Intra-Service" and they get billed just like all their other regular customers and then the same on the Service side - they have an account "Intra-Construct" and bill them directly. 
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    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Super User 2024 Season 1 on at
    Pricing rate tables for Products & Services in CE
    Hi 
     
    Do you want to extend the behaviour of the existing Dynamics 365 Field Service? Am I right? The link, ‘Use price lists - Dynamics 365 Field Service | Microsoft Learn’ describes the out-of-the-box (OOTB) behaviour, and you want it at the agreement level, similar to the work order screen. Am I right?
     
     
     
     
     
     

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