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Modular work order pricing

Important

This content is archived and is not being updated. For the latest documentation, go to New and upcoming features in Field Service. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
Users, automatically - Aug 2, 2021 Oct 1, 2021

Business value

For many field service organizations, pricing is not critical or not something they intend to derive out of their Field Service solution. The new setting makes it simpler to disable pricing in a Field Service implementation where pricing is not relevant or needed within Field Service. Disabling pricing when it isn't relevant removes unnecessary elements from the user interface and business process, and allows organizations to focus their system on concepts that are more critical to their business.

Feature details

For many Field Service organizations, pricing is not something they intend to use within their Field Service implementation. This can be because:

  • These service organizations don't need to see pricing information or generate invoices, perhaps because they provide services to their own internal field resources and don't need to calculate a price for an invoice.
  • Organizations may intend to generate invoices from their downstream, existing ERP systems and only need Field Service to send over the relevant data that the downstream system uses to generate a price and accurate invoice.

Field Service pricing will continue to be on by default.

To disable, a Field Service administrator or system administrator can change the Calculate Price toggle in Field Service settings.

When pricing is disabled, required pricing fields and logic are disabled and removed from the work order, work order product, and work order service records; relevant out-of-the-box views for both web and Field Service mobile app users are updated.

See also

Work order and bookings settings (docs)