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Subsequent sale of Service Commitments

This feature described in this section simplifies the addition of Service Commitments to existing Service Objects, aligning with existing workflows in DYCE Managed Service Providers.

In order to sell and add additional Service Commitments to an existing Service Object, set the Type field in a Sales Quote or Sales Order line to Service Object. Afterwards, the lookup in No. shows a filtered list of Service Objects based on the Sell-to Customer No. from the Sales document.
After selecting a Service Object, the remaining fields are filled in a standard way, with slight adjustments to the following fields:

  • Quantity: Transferred from the selected Service Object and is not editable.
  • Unit Price excl. VAT: The determination of the Unit Price for Sales lines with Type=Service Object is based on either the Sales Price List or the Item Card of the Service Object's item (no changes to price calculation itself).

Add Services

When the Add Service action is called for a line with Type=Service Object, the page Assign Service Commitments opens up automatically. The system shows all Service Commitment Packages for the Service Object's item that have not yet been applied. It is possible to remove the filter and additionally show all the packages that have already been used.
When the wizard is finished and executed, Sales Service Commitments are created for the selected Service Object. The process for creating Sales Service Commitments is the same as explained here.

Upon shipping a Sales Order with a Service Object line, the Sales Service Commitments associated with that Service Object are automatically converted into Service Commitments for the existing Service Object. The existing Service Object is hereby updated.

Important for auditors

In Sales Quotes and Orders, the behavior of a Service Object line differs significantly from that of normal items from the Business Central Standard, aligning instead with the behavior of Service Commitment Items. The differences is also noted and explained here.