Service Contract 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.
The Item Templates contain DYCE-specific fields so they can be easily predefined for new master data records.
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.
The selection in the Origin Name for collective Sales Invoice field controls which customer information is transferred to collective invoices. You can select the contractor (Sell-to Customer), the delivery recipient (Ship-to Address) or both. In this way, it is possible to control which customer information of the respective contracts is transferred to the collective invoices for several contracts. This is interesting for example in the partner business, if the end customer of the partner is deposited as the delivery recipient in the contract. The partner as the recipient of the invoice can thus easily understand which invoice components refer to which end customer. The field described here is a default that is translated to the Contractor Name in collective Invoice and Recipient Name in collective Invoice fields (Invoice Details fast tab in Customer Contract) when a new Customer Contract is created. The fields can be changed there. Decisive for the creation of the invoice are the fields of the respective Customer Contract.
Whether additional texts, which are created during invoice creation for the contract lines and which description should be used in the invoice line, can be defined in the Service Contract Setup page in the Invoice Details tab. The Description field represents the description of the invoice line. The Additional Lines 1 to 5 are created as text lines below the respective invoice line, depending on the configuration. The following contents can be passed to the invoice:
- Description of the Service Object.
- Description of the Service Commitments
- Customer reference
- Serial number
- Billing period
At least one of the additional lines must be set up to output the billing period to prevent this information from being missing in the invoice. If none of the additional lines is set up to output the billing period, the creation of the posting documents will abort with an appropriate error message.
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.
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.
Along with DYCE Subscription & Recurring Billing, the DYCE Essentials app is installed. The app includes, among others, enhancements to the dataset of the following standard reports:
- Purchase Order
- Blanket Purchase Order
- Purchase Order
- Order Confirmation
- Blanket Sales Order
- Invoice (incl. details of Service Commitments invoiced)
- Credit Memo
Furthermore, an additional DYCE layout for Word and for RDLC is supplied for each report.