We are a service provider and do not sell any inventory or physical products. Each month, we perform a standard set of services at a client site. I have these services synchronized between Dynamics Business Central, Sales, and Field Service.
I am working on setting up the agreements for our clients, but am running into an issue when it comes to to the Agreement Invoice Setup. When I try to add that service to an invoice, in the only location I see (Invoice Products), I get an error message that I can only configure Inventory and Non-Inventory items.
Questions:
Is there a way to invoice a client for a regularly-recurring service in a Field Service agreement, when the item or product is categorized as a service?
If not, do I need to change the categorization to non-inventory?
In Dynamics 365 Field Service, the Agreement Invoice Setup only supports Inventory and Non-Inventory products. Service-type products are not allowed for invoicing through agreements. Solution:
Convert the service item to Non-Inventory in Dynamics 365.
Navigate to Products in Field Service.
Locate your service item and change the Product Type to Non-Inventory.
Ensure it is synced correctly across Business Central and Sales.
Use Agreement Invoice Setup:
Add the Non-Inventory item to the Invoice Products tab in your agreement.
Set the appropriate billing frequency.
The system will then generate invoices based on the agreement terms.
This will allow you to bill for recurring services while maintaining proper synchronization across Dynamics 365 modules.
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