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Archive Subscription & Recurring Billing

· 11 min read

This post summarizes all release notes for DYCE Subscription & Recurring Billing that were published before October 2023.

Changes in version 2023.9​

Features​

  • Restructuring DYCE Apps

Changes in version 2023.8.x​

Features​

  • New publishers

Fixes​

  • Show line headings in standard layouts
  • Sales Order related purchase of non-inventory items without reservation entries
  • Conditional deleting of billing lines when the corresponding Sales document is deleted
  • Consider discounts for Service Commitments as negative in the Contract invoice
  • Exclude amount for Service Commitment Items from the totals when printing
  • Keep Service Commitments in Blanket Sales Order when creating a Sales Order
  • Recalculate Service Amount in Sales Service Commitments when Sales Order is created from a Blanket Sales Order

Changes in version 2023.7​

Features​

  • Ability to batch-delete all created documents in the Recurring Billing page

Fixes​

  • Correction regarding the rounding of Bundle prices
  • Creation of correct deferrals for Credit Memos to an already paid Vendor Contract invoice
  • Extend Contracts creates only one Service Object with the specified quantity.
  • Consistent printing of the currencies

Changes in version 2023.6​

Features​

  • Fact boxes for Attachments, Links and Notes in Customer Contracts and Service Objects
  • Use of items with Item Tracking and Service Commitments in Bundle
  • Refactoring of Contract Renewals
  • Improved usability when importing Customer Contracts and Service Commitments
  • Order-related purchasing of non-inventory items
  • Improvements in batch sending of posted Sales documents
  • Support for all entities in the Role Center parts of DYCE Record History & Favorites

Fixes​

  • Discount Service Commitments are deducted from the total amount of Recurring Services (Quotation and Order Confirmation reports).
  • If there is a change in quantity in the Service Object, the prices in the Service Commitments remain unchanged.
  • Additional texts in the Contract invoice are only printed if the main line is printed.
  • Consistency of the price group regarding Service Commitment Packages and item assignments.
  • When recalculating prices for Vendor Service Commitments, the Last Direct Cost of the item is used.
  • Do not exclude Service Commitment Items from Contract invoice statistics.
  • Default correct Position Number when using Bundles
  • Additional bug fixes in reports (RDL + WORD layout)

Changes in version 2023.5.x​

Features​

  • Extension of Service Objects by Attributes
  • The quantity in the Service Object can be stored and processed as a decimal value (with decimal places).
  • Serial numbers can be stored in Service Objects regardless of whether an item tracking is set up on the associated item.

Fixes​

  • The service amount and discount amount will be recalculated for partial shipments from orders.

Changes in version 2023.4.x​

Features​

  • Compatibility with DYCE Recurring Prepaid Services
  • Updated and extended report extensions for standard reports incl. DYCE layouts for WORD and RDL
  • Extension of the possibilities for standard translations (here: Contract Type)
  • Data Transfer: Functionality for importing Service Objects, Service Commitments and Contract lines

Fixes​

  • Lines with the value 0 (or 100% discount) are shown in the sales invoice
  • Dialog due to changed dimensions is no longer triggered when creating invoices
  • Bundle price is recalculated on price update
  • In Service Commitments Billing Base Period and Billing Rhythm can be changed
  • The Contract line type can be changed (from Service Commitment to Comment) only if no Service Commitments are linked.
  • Correction of displaying Archived Billing lines per Customer and Vendor Contract line
  • Creation of correct deferrals for Credit Memos to an already paid Customer Contract invoice
  • Pricing for Service Commitments is based on the invoice recipient (Bill-to Customer).
  • Service Start Date is reset by Credit Memo.
  • Invoicing Item No. is always set for Service Commitment Items.
  • Handover that the line discount % is issued in the Contract Renewal quote.
  • Service Commitments that are charged once via a sales document are not shown there as recurring services.
  • Service Commitments can be called into Customer Contracts with deviating shipping address.
  • Use only selected and standard Service Commitment Packages when extending contracts
  • Closed Contract lines are deleted, if the corresponding service commitment is deleted.
  • When creating an invoice directly from a specific Customer Contract, the billing lines are checked only for that contract.
  • The same cost basis (Last Direct Cost from Item card) is used in sales documents and Extend Contract.
  • Serial numbers of Service Objects are available for both active and closed Customer and Vendor Contract lines.
  • Same link between Vendor Contract lines and Service Commitments as for Customer Contract lines and Service Commitments
  • When assigning Service Commitments, the same filter regarding the price group is applied in the Service Object as in the Sales documents.

Changes in version 2023.3​

Features​

  • The Serial No. in Service Objects can be changed. Changes can be tracked using the Archived Service Commitments.
  • New cues in Role Center show overdue and not yet invoiced Contract Lines (Service Commitments).
  • Use items with Service Commitments in Blanket Sales Orders
  • Statistics and invoice discounts in Sales Orders and Sales Quotes display only the amount billable from the respective document. Service Commitment Items are excluded from statistics calculation.
  • Updated report extension for standard reports incl. DYCE layouts for WORD and RDL

Fixes​

  • Billing lines for Customer Contracts with harmonized billing can be deleted if the Service Commitments contain German Dateformulas.
  • Checking if an Invoicing Item No. is set, is only executed for Service Commitment Package Lines with Invoicing via=Contract.
  • If multiple Serial or Lot Numbers are assigned to one Sales Shipment Line all of them are printed.

Changes in version 2023.2.x​

Features​

Fixes​

  • Update extension to permission set D365 SETUP
  • Bundles containing Service Commitment Items can be invoiced.
  • When Service Commitments are archived, the Service Amount is passed correctly.
  • Wrong transfer of bundles into contract renewal quotes (IC222374)
  • Adjustments to the DataSet for extensions of Sales Quote and Sales Invoice reports

Changes in version 2023.1.x​

Features​

  • Extension of Item Templates
  • Customer and Vendor ledger entries associated with a contract invoice or credit memo are marked as Recurring Billing.

Fixes​

  • Deleting a Service Object also deletes the related archived Service Commitments.
  • Deferrals for Vendor Contracts have the correct sign.
  • Performing a Contract Renewal deletes the Contract Renewal Quote afterwards.
  • Update of the app possible even if posted documents have been deleted.

Changes in version 2022.12​

Features​

  • In addition to the extension of the dataset of standard reports by DYCE fields, DYCE Word layouts are available for use.

Fixes​

  • Service Commitment Package Line allows negative signs in Dateformulas.
  • Bundle are transferred in the correct order on creating Contract Renewal Quotes.
  • Contract lines are extended by the period entered in the Contract Renewal Quote.

Changes in version 2022.11​

Features​

  • When creating Service Objects via Inventory Picks, either the Posting Date or the Shipment Date can be used to calculate the Service Start Date.
  • Granting of a lump sum invoice discount in recurring invoices

Fixes​

  • Inherit differing bill-to customer into the Service Object
  • Do not allow decimal places for quantity in the sales line for items for which a Service Object is created
  • Correction of price calculation for Contract Renewal quotes
  • Corrections in Contract Deferrals
    • Deferrals for credit memos are created only once per period
    • Posting Date retained and identical to the corresponding General Ledger Entry
    • Posting Date taken from Credit Memo
    • Posting Date of released deferrals matches that of original deferrals
    • Correction of existing data (if necessary)

Changes in version 2022.10​

Features​

  • Improved handling of serial no. in Contract Renewal Quote: the serial no. is transferred from the Service Object as a comment line into the quote

Fixes​

  • If an item is set up to create a Service Object and is tracked by serial no. only one Service Object incl. the serial no. is created.
  • Service Commitments are only marked as closed, if they are completely invoiced and the Service End Date is in the past.
  • Several small fixes for Bundles

Changes in version 2022.9​

Features​

  • The total of Contract Renewals in Sales Quotes is printed separately.
  • Global Dimension 1 & 2 can be edited in the Contract card.

Fixes​

  • The price for Contract Renewals is calculated accurately to the day.
  • Sales Service Commitments can be exported via Configuration package.

Changes in version 2022.8​

Features​

  • Customer specific sales prices are used when creating Service Objects manually.
  • In Vendor and Customer Contract lines the quantity from the related Service Object is displayed.
  • Create Contract Renewal Quotes for Contract lines to extend the Service End Date.

Fixes​

  • Fixes the issue that Calculation Base % in Service Commitments allowed only 2 decimal places.
  • Fixes an issue with wrong description in Sales Quotes for Contract Renewal.
  • Fixes the issue that not all fields from General Posting Setup were displayed in General Posting Setup Card page.

Changes in version 2022.7​

Fixes​

  • Fix, that the discount is calculated correctly in Sales Service Commitments
  • Prevent Service Commitment Items to be assigned to an invoice by using Get Shipment Lines
  • Prevent Service Commitments which are invoiced via Sales from inserting into a contract
  • Extend Contract takes into account that no decimal numbers are allowed for the quantity in the Service Object.
  • No Project Tasks and Project Planning Lines are created when shipping Service Commitment Items

Changes in version 2022.6.x​

Features​

  • The field Contract Deferrals can be preset using the Contract Types.
  • Standard reports have been extended to include DYCE fields to enable working with WORD layouts.

Fixes​

Changes in version 2022.5.x​

Features​

Fixes​

  • The basis for billing the app will only include net values (excluding VAT).
  • The Service Start Date can be pushed into the future, if the Service Commitment has not been invoiced.
  • Bundle with components, which are text lines, can be shipped in Sales Orders.
  • The customer address can be edited in the Customer Contract.
  • In posted documents, only the associated Billing Lines are displayed.
  • The Start Date of a Service Commitment can be moved into the future, if it has never been invoiced.
  • The amount is updated when Service Commitments/ Contract Lines are merged.

Changes in version 2022.4.x​

Features​

  • Compatibility with DYCE Usage Based Billing

Fixes​

  • Credit memos created with Correct can be called up in the Sales Order.
  • Entering more than 100% discount in a Service Commitment/ Contract Line is no longer possible.
  • If the quantity in the Sales Order line is negative, no Service Object will be created on shipping the negative quantity.
  • The dimensions of Invoicing Items have a higher prioritization when creating Service Commitments.
  • Credit memos can be created regardless of the user, who posted the invoice.

Changes in version 1.0.38​

Features​

  • Extend contract to create a Service Object incl. Service Commitments and assignment to Customer and/or Vendor Contracts in just one step.
  • Transfer Customer Reference from the Sales Order into Service Object and Contract invoice.
  • Service Object can save a serial number.

Fixes​

  • The Service End Date is set correctly, when Service Commitments are terminated.
  • Fix in posting behavior for deferrals of Customer Contracts with subsequent credit memo

Changes in version 1.0.37​

Features​

Fixes​

  • Small fixes

Changes in version 1.0.36​

Features​

Fixes​

  • Service Commitment Items can be invoiced.
  • Posting documents can be opened in the Recurring Billing Overview via lookup.
  • Dimensions are copied from the contract lines to the invoice lines.

Changes in version 1.0.35​

  • Bug fixes to version 1.0.34