📄️ Setup general
Service Contract Setup
📄️ Contract Types
The Contract Types page defines which different types of contracts exist. They are used to manage and organize Customer and Vendor Contracts and can be used as filters for this purpose - e.g. also for billing. Examples can be maintenance or support contracts, but also insurances or other types of recurring incoming and outgoing invoices.
📄️ Job Queue
For recurring tasks, in Business Central the Job Queue is used. For details on how the Job Queue works and how to configure it, please refer to this part of the Microsoft documentation.
📄️ Data migration
Before Contracts and Contract lines can be set up, some data must first be created or imported. In addition to Customers, Vendors, and Items, you need to create Service Commitment Packages, Service Commitment Package lines, and more. The import is done via configuration packages. The Customer Contracts, Contract lines, Service Objects and Service Commitments are imported into tables created specifically for processing the data.
📄️ Permissions
This section deals with the permission sets supplied. To review the permissions included in the permission sets in detail, please open the Permission Sets page (Alt+Q) and then call the Permissions action.