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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Flat Fees for Field Se...
Service | Customer Service, Contact Center, Fie...
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Flat Fees for Field Service Price List Items

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Posted on by JK800 71

Can anyone explain the logic to be for setting a flat fee in the field service price list items?

The documentation says this:

pastedimage1646359682178v1.png

We want to capture the duration of all our service delivery, but our "walk-in" customers are charged a premium a fixed fee regardless of duration while our contract customers pay an hourly rate.  As far as I can tell even if we use the "flat fee" option, I still need to create two price lists:

- One that has unit of Hour and the price per hour is set to our actual hourly rate

- One that has unit of Hour and the price "per hours" is set to the fixed fee amount

Am I missing something, this seems to defeat the purpose as I could just use two different prices lists as I am now. I can't find any resources that discuss setting up flat fees in any detail

Thanks for your thoughts!

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Flat Fees for Field Service Price List Items

    Hi JK800,

    I don't think this defeat the purpose. As the doc says, flat fee is used to make a service a fixed price regardless of duration. In your case, you have two types of customers. For "walk-in" customers, you need to set a fixed price so you need to set your service to flat fee. For contract customers, they pay an hourly rate, so you create another price list to add the service as not flat fee. Then set the corresponding price list on work order based on the type of customers.

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