web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Single Agreement with Items from Multiple Price Lists

(0) ShareShare
ReportReport
Posted on by 5

Hello All,

I'm attempting to come up with a solution to the following situation. My company operates primarily under federal assistance programs (CACFP for instance) where we distribute food. The issue I'm running into is that at the Agreement>WO level, on a single Agreement, I may be delivering two or more items that are under two different types of federal assistance programs.

The best resolution I've been able to come up with is creating two separate Agreements with overlapping bookings for the account since you can only select a single Price List per an Agreement. This is extremely cumbersome, makes editing bookings/WO more extensive, and leaves a ton of room for user error. 

Any work-arounds or ideas that you can think of would be greatly appreciated.

Regards,

Joshua Van Timmeren

I have the same question (0)
  • Community Member Profile Picture
    on at

    If you use entitlements, you should be able to get different price lists to apply to different work order product and work order service lines.

  • Suggested answer
    Gabriel Dias Junckes Profile Picture
    2,428 on at

    Hi Joshua.

    I assume you don't use agreements to invoice the customer but you invoice each work order individually.

    Do you use the same Service Account for work orders in different territories?

    I have found it very common to have multiple agreements for a client.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 55 Super User 2025 Season 2

#2
Daniyal Khaleel Profile Picture

Daniyal Khaleel 27 Most Valuable Professional

#3
Soundari Profile Picture

Soundari 15

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans