Agreements Flashcards
1
Q
An agreement in Dynamics 365 for Field Service provides the framework to automatically generate:
1) ??????
2) ?????
A
Work Orders and Invoices
2
Q
Agreements are ideal for what kind of maintenance?
A
Preventative
3
Q
Can you have multiple schedules in one Agreement?
A
Yes
4
Q
What must the Agreement status be for the system to automatically schedule Work Orders and Invoices?
A
Active
5
Q
What fields are part of Agreements?
A
Service and Billing Account Start & End Date Duration System Status & Sub Status Price List Service Territory Taxable
6
Q
What 2 things can be auto-generated from Agreements?
A
Bookings and Invoices
7
Q
_______ can be auto-created based on settings defined in the Bookings
A
Work Orders
8
Q
Work Order Settings?
A
- If the Work Order should be auto-generated
- What type of Work Order will it be
- How many days in advance to generate
- The work order priority
