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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Can volume discounts b...
Service | Customer Service, Contact Center, Fie...
Answered

Can volume discounts be applied to Field Service Agreement Invoice Setup Products?

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Posted on by JK800 87
Hi,
We have volume discounts set-up and working in the Sales Opportunity/Quote. When setting up a Field Service Agreement Invoice Product for Field Service Agreement Invoices, the volume discount doesn't seem to be applied and it can't be overridden on the invoice generated.
 
Is this expected behavior or am I missing something? Looking at the tables in the backend, it looks like agreement invoice products don't support discounts?
 
We need to be able to show on the invoice that the correct discount has been applied.
 
Thanks
John
Categories:
Dynamics 365 Field Service
I have the same question (0)
  • Verified answer
    Daivat Vartak (v-9davar) Profile Picture
    Daivat Vartak (v-9d... 7,841 Moderator on at
    Hello John,
     

    You've hit upon a known limitation and a common point of frustration when using Field Service Agreement Invoice Products with volume discounts.

    The Issue: Agreement Invoice Products and Volume Discounts

    • Agreement Invoice Products Do Not Directly Support Volume Discounts:

      • You are correct. The Agreement Invoice Product entity in Dynamics 365 Field Service does not inherently support the application of volume discounts in the same way that Opportunity Products or Quote Products do.
      • The design of Agreement Invoice Products focuses on recurring billing based on predefined prices, rather than dynamic discounts based on quantity. 

    • Invoice Generation:

      • When Field Service Agreement Invoices are generated, the prices are typically pulled directly from the Agreement Invoice Product records.
      • Volume discounts, which are calculated based on quantity, are not factored into this process. 

    • Backend Tables:

      • As you've observed, the underlying data model for Agreement Invoice Products doesn't include the necessary fields or relationships to support volume discount calculations. 


      •  

    Expected Behavior:

    • Yes, this is generally expected behavior. The standard functionality of Agreement Invoice Products does not include volume discount application.

      •  

    Workarounds and Solutions:

    1. Manual Discount Application (Less Ideal):

      • After the invoice is generated, you could manually adjust the line item prices to reflect the volume discount.
      • However, this is not ideal for automation and can lead to errors.
      • Also, as you have stated, you cannot override the prices on the invoice. 

    2. Custom Development (Recommended):

      • Custom Plugin or Workflow:

        • Develop a custom plugin or workflow that triggers when an invoice is generated from an agreement.
        • The plugin/workflow would:

          • Retrieve the quantity from the Agreement Invoice Product.
          • Retrieve the relevant volume discount from the product's price list or a custom entity.
          • Calculate the discounted price.
          • Update the invoice line item with the discounted price. 

      • Custom Entity for Agreement Invoice Prices:

        • Create a custom entity that stores agreement invoice prices, and includes a lookup to the agreement invoice product.
        • Within this custom entity, add fields to store the discounted price, based on the quantity.
        • Then create a plugin, or flow, that when the invoice is generated, it pulls the price from the custom entity. 

      • Advantages:

        • Provides a fully automated and accurate solution.
        • Allows you to display the correct discounted prices on the invoice. 

      • Considerations:

        • Requires development skills.
        • Adds complexity to your solution. 

    3. Adjust Agreement Invoice Product Prices (If Feasible):

      • If the volume discounts are relatively consistent, you could calculate the discounted prices in advance and enter them directly into the Agreement Invoice Product records.
      • This is not a good solution if the discounts change often.

      • Disadvantages:

        • Not dynamic.
        • Requires manual calculations.
        • Not ideal for various discount structures. 

    4. Reporting:

      • If changing the invoice itself is not an option, create a report that shows the agreement invoice products, the quantities, the discounts that should have been applied, and the final price.
      • This will allow you to show the correct discount information, without changing the invoice.  

      5.  

    Key Recommendation:


    • Custom development (plugin or workflow) is the most robust and scalable solution. It allows you to automate the volume discount calculation and ensure accurate invoice pricing.

    By implementing a custom solution, you can overcome the limitations of Agreement Invoice Products and accurately reflect volume discounts on your Field Service Agreement Invoices.

     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.
     
    My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.
     
    Regards,
    Daivat Vartak
  • Suggested answer
    Tom_Gioielli Profile Picture
    Tom_Gioielli 3,084 Super User 2026 Season 1 on at
    Unfortunately, Field Service does not do use the bulk discount price lists that you see in CRM Sales. You would likely need to build out some automation that handles this, or find some other way to show the details.
     
    Personally, I would use the Product description if possible, to indicate the discount on your invoice. For example:
     
    "Standard Price $13.99, discount provided to $11.56/each" or something like that? Otherwise, you are looking at building out what could be a relatively significant customization to make this work.
  • JK800 Profile Picture
    JK800 87 on at
    Thanks to both responders. That is what I thought, good to have it confirmed. We ultimately decided to abandon use of this feature and only capture the discounted recurring amount in the opportunity and quote revenue. The work order invoices then give us revenue recognition as we do the actual work (we don't have Finance and Operations so can't use that for the purpose) and we bill from a separate system anyway with automatic invoices. Would have been nice to have everything aligned though...
     
    Regards
    John

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