Practice Lab 6 - Agreements

Scenario

Contoso Coffee provides preventative maintenance contracts on several models of commercial coffee equipment that they sell. When a customer purchase one of these models, Contoso will send out a technician once every three months to provide preventative maintenance on a device.

You have been asked to configure an agreement for a new customer that will do the following:

Create and schedule a preventative maintenance work order every three months.
- The work customer has a specific resource they prefer to work with. This resource should be indicated.
Send out an invoice every 6 months.

Exercise 1 - Create an Agreement

In this exercise you will be defining a preventative maintenance agreement that will generate Work orders quarterly and bill customers every six months.

Task 1 - Create Agreement

In the Dynamics 365 Field Service app, click the Service area in the bottom-left of the sitemap, and in the Service Delivery group select Agreements.
Click + New.
Select the [your prefix] Relecloud account you created in a previous lab for Service Account.
Select the [your prefix] Price List price list created in a previous lab for Price List.
Select No from the Taxable drop-down field.
Select the first of the current month for the Start Date.
Select the End Date to 12 months after the start date.
Set Duration to 365 days.
Click Save.

Task 2 - Setup an Automated Booking for the Agreement

In the agreement created in Task 1, click on the ellipsis (…) in the Booking Setup section, and select + New Agreement Booking Setup.
Enter [your prefix ex. mollyc] + Monthly Printer Service for Name.
Select Yes for Auto Generate Work Order.
Select 60 for Generate Work Order Days in Advance.
Select the [your prefix] Low priority you created in a previous lab for Priority.
Select the [your prefix] Service Call work order type you created in a previous lab for Work Order Type.
Select No for Auto Generate Booking.
Select 1 Hour for Estimated Duration.
Enter 3 for Pre Booking Flexibility.
Enter 3 for Post Booking Flexibility.
Select 9:00 AM for Time Window Start.
Select 12:00 PM for Time Window End:.
Click Save.
Select the Sub Grids tab and then click on the ellipsis (…) in the Incidents section, and select + New Agreement Booking Incident.
Select the [your prefix] Service Printer incident type you created in a previous lab for Incident Type.
Click Save and Close.
Click Booking Recurrence in the command bar.
Select Monthly from Repeat drop-down list.
Select End after (#specified) occurrences from the End Date Behavior drop-down list.
Enter 12 for Number of occurrences.
Click OK.
Click Save & Close.
In the business process flow, click Next Stage and select the Agreement Booking Setup you created.
In the business process flow, click Next Stage.

Task 3 - Setup an Automated Invoice for the Agreement

In the agreement created in Task 1, click on the ellipsis (…) in the Invoice Setup section, and select + New Agreement Invoice Setup.
Enter [your prefix ex. mollyc] + Quarterly Invoice for Name.
Click Save.
Select the Invoice Products tab.
Click + New Agreement Invoice Product.
Select the [your prefix] Monthly Printer Maintenance product you created in a previous lab for Product.
Select the Primary Unit for Unit.
Select the Quantity & Sale Amount tab.
Enter 3 for Quantity.
Click Save & Close.
Click Save & Close.
In the business process flow, click Next Stage and select the Agreement Invoice Setup.
In the business process flow, click Next Stage.

Task 4 - Generate work orders

Return to the agreement created in Task 1.
Select Active from the System Status drop-down field.
Click Save.
In the Booking Setup section, open the Agreement Booking Setup you created in Task 2.
Verify there are booking dates listed.