Determine how pricing rules affect the price that is applied to a product on a work order
In Dynamics 365 Field Service, pricing rules play a critical role in determining how much a customer is charged for products and services added to a work order. Here’s a detailed explanation of how pricing rules impact the final applied price for a product on a work order:
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Unit price of each product
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Price per unit of service
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Currency and effective date rangeOnly products on the selected price list are eligible for pricing when added to the work order.
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Product or service name
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Unit of measure
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Unit price
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Pricing method (Standard, Percent Markup over Cost, or Percent Margin)
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Standard: Uses a fixed price defined in the price list.
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Percent Markup over Cost: Applies a markup percentage to the product’s cost.
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Percent Margin: Adjusts the price to achieve a defined margin over cost.
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Tax codes applied at the account or work order level
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Discount lists (global or customer-specific)
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Promotions or entitlements
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