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...
Unanswered

FS Agreement Invoices Products that are Services or Write-in Products

(0) ShareShare
ReportReport
Posted on by 40

I'm working in a system that we have integrated the Product Catalog with F&O SCM which means that all products/price lists/price list items are integrated as actual Inventory Products, Non-Inventory Products and Service Products. This means that all of our products are created through SCM and then leveraged through the Sales process to the Work Order management process. 

When we create a Legal Agreement and want to create the Invoice recurrence but I can only add Inventory Products to the Invoice setup. I want to create Write-in Products or at the very least create lines with Service Products for the Invoice setup.

In theory, an agreement would be setup for ongoing services/maintenance, etc for a client, and would seldom require the use of the same Inventory Products, but would require the same Service Products from CE, so I'm not sure how this should be configured. The example frequently given for the Legal Agreement is a yard maintenance contract - the line item on the Invoice would not be an Inventory product, but would be a service of mowing, or a write-in product of Weekly Service at $X. 

Would love ideas!

Thanks!

  • David Shaw Profile Picture
    David Shaw 30 on at
    RE: FS Agreement Invoices Products that are Services or Write-in Products

    Yes its an awkward one, I don't understand why FS invoice products dont include services. From what I have concluded from the MS learning material is to create an inventory product called Service A, for example 5 Year monthly plan, Qty 1 will be the invoice product. Have you discovered anything further?

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

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,575 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,493 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans