nerdexam
Microsoft

MB-240 · Question #28

Your customer wants to be setup on a preventative maintenance schedule. You create an agreement. You need to automatically invoice the customer on a monthly basis. What should you do?

The correct answer is B. Create an agreement. Then, create the invoice setup record and an invoice recurrence schedule. https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/set-up- customer-agreements

Configure field service applications

Question

Your customer wants to be setup on a preventative maintenance schedule. You create an agreement. You need to automatically invoice the customer on a monthly basis. What should you do?

Options

  • ACreate an agreement and an invoice setup record.
  • BCreate an agreement. Then, create the invoice setup record and an invoice recurrence schedule.
  • CCreate a recurring booking setup record. Set the record to create invoices automatically.
  • DCreate a recurring booking setup record.

How the community answered

(27 responses)
  • A
    7% (2)
  • B
    74% (20)
  • C
    4% (1)
  • D
    15% (4)

Explanation

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/set-up- customer-agreements

Topics

#agreements#invoice setup#preventative maintenance#invoice recurrence

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