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General Setup

The Service Contract Setup page is where settings and defaults for creating and managing Customer and Vendor Contracts (such as number series) are made.

Inventory Picks

If a location requires a dedicated warehouse activity when picking items (Require Pick=Yes in the Location Card, fast tab Warehouse), the item is subsequently delivered via commission. In order to handle the base date for the calculation of the service start differently, the reference date can be specified via Service Start Date for Warehouse Picking. It is used when the item is shipped from a commission or warehouse pick. For more information on warehouse and logistics functionalities, please refer to this part of the Microsoft documentation.

The Autom. Insert Cust. Contr. Dimension Value field controls whether the Customer Contract No. is automatically created as a new dimension value for each new customer contract. This is then automatically assigned to the respective contract. Dimensions are usually used for evaluation purposes. For details on how dimensions work, please refer to this part of the Microsoft documentation. The default value for this setting is Yes.

The Number Series for Customer Contracts, Vendor Contracts, and Service Objects determine which principle is used to assign new numbers. The number series to be used when creating new entries are stored here.

Sales & Receivables Setup

The field Autom. Insert Customer Dimension Value controls whether the Customer No. is automatically created as a new dimension value for each new customer. This is then automatically assigned to the respective customer. Dimensions are usually used for evaluation purposes and are passed on from the master record (here: customer) to the associated transaction data. For details on how dimensions work, please refer to this part of the Microsoft documentation. The default value for this setting is YES.

Bundles

The Bundle Dimension Priority field controls which dimensions are stored on the components of the bundle. Dimensions can be automatically transferred from the Bundle line to components, the dimensions of the components can be automatically retained, or a selection can be shown for each Bundle for manual determination.

  • Dimensions from BOM option will transfer all dimensions of the from Bundle to components. If there are conflicts between the Dimension Values from the Bundle and the component, the Dimension Values from the component will be overwritten. Additional dimensions stored on the component will not be changed.
  • With the option Dimensions from components the dimensions from the Bundle have no influence on the components.
  • With the option Show selection a selection window with the two options above is shown.

To facilitate the creation of a bundle on-the-fly, default values can also be stored via the Bundle Unit of Measure, Bundle Line Format Style and Bundle Print Components fields (in the Bundle fast tab). These entries are optional. If these fields are not filled, they must be assigned during the creation of an individual bundle.

General Posting Setup

The default G/L accounts to be used are set up in the same way as the Business Central standard via the General Posting Setup page. The fields Customer Contract Account, Customer Contract Deferral Account, Vendor Contract Account and Vendor Contract Deferral Account are available for revenues from Customer Contracts, costs from Vendor Contracts and their respective deferrals. The fields are also included in the related General Posting Setup Card page. For more details on how Contract Deferrals work and are handled, please see here.