Preassigning contracts in Sales

After a subscription has been shipped, the subscription lines must be assigned to a Customer subscription contract so that they can then be invoiced. This handling from the Business Central Standard is somewhat cumbersome, as this assignment can only be made after the shipment has been posted.

To simplify this, DYCE Feature Suite for Subscription Billing offers the option of making this assignment in advance during the sales process. Specifically, the customer subscription contract is selected in the sales line in the new field Add to Customer Subscription Contract. In addition to the creation of the subscription, the associated subscription lines in the specified customer subscription contract are retrieved during shipment.

Restrictions

It is generally not possible to select an inactive customer subscription contract. Nevertheless, it can happen that a contract is changed to inactive after selection (e.g. by another user). In this case, the shipment is posted, but the subscription lines are not assigned to the contract. The user also receives a corresponding message.

The system behaves in a similar way if the Sell-to to Customer or the Currency differs in the customer subscription contract. In both cases, the shipment is also posted, but the subscription lines are not assigned to the contract. The user also receives a corresponding message here.