Microsoft Dynamics 365 Field Service — Question 53

You are a Dynamics 365 for Field Service Billing Administrator. Your customer wants to purchase a series of quarterly preventative maintenance visits as well as bi-weekly site visits.
The customer wants to be billed for the preventative maintenance quarterly but billed for the site visits monthly.
What are two ways that this can be completed against a single Agreement? Each correct answer presents a complete solution.

Answer options

• A. Create Invoice Setup for preventative maintenance, with Invoice Products tied to Quarterly Price List.
• B. Create Invoice Setup for preventative maintenance with Invoice Recurrence of every three months.
• C. Create Invoice Setup for site visits, with Invoice Recurrence of each month.
• D. Create Invoice Setup for site visits, with Invoice Products tied to Monthly Price List.

Correct answer: B, C

Explanation

Option B is correct because setting the Invoice Recurrence for preventative maintenance to every three months ensures quarterly billing. Option C is also correct as it specifies monthly invoicing for site visits. Options A and D are incorrect because they focus on linking to price lists rather than setting the necessary recurrence for proper billing cycles.