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Single Agreement with Items from Multiple Price Lists

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Posted on by Joshua Van Timmeren

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

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Gabriel Dias Junckes 2,428 on at

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RE: Single Agreement with Items from Multiple Price Lists

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.
Community Member on at

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RE: Single Agreement with Items from Multiple Price Lists

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.