How to use services with Navision

lospet

Hello Forum,

We are working on our Navision setups and are dealing now with services like e.g. consulting services. We finished with setting up out items and want now to setup services. But there is one problem. We cannot find any useful table or form which is dealing with services concerning human effort.

We are aware of Resources in NAvision but it is not what we are searching for because resources and services are two different things. we don't want to handle our services through the items application area because when we invoice them then our stock registers this event. But service are not items of the warehous or stock and therefore it cannot be registered at that place.

Thank you in advance for every useful hint or advice.

Regards,
lospet

Alex_Chow

Wait a minute... Why do you want to use Items as Resource??? :?:

The resources in Navision is designed exactly as either a person or a machine. You have to replenish an item, so if you setup your service as an item, you have to replenish your service?? :-k

gri

i used the resources functionality in several projects as "services"
i never found any disadvantage in this practice.
it works just fine if there aren't any special requests regarding the selling of services process.
if you need help, just ask.

lospet

Thank you for your answers.

We contacted our local Microsoft authorities concerning the services issue. They told us that there is no function which matches excatcly the term 'services' and that we should use the resources functionalities in order to handle our services. In my oppinion it is logically to have beside items also services because both of them present my sales assortiment. Never mind :-k .

We will start handling our services with the resources option.

lospet

Alex_Chow

Which makes sense since there is no finite quantity of service.

Miklos_Hollender

... unless you import data from a legacy system that could only handle items with stock, so in the legacy system they booked large amounts of them into stock at 0 price as a workaround ... especially if it's a WMS scenario... it's kind of funny when you two months later you dial in and see 5678 pieces of "shipping charge" sitting on shelf A-6-1-3 :-k

Alex_Chow

Miklos Hollender wrote:

... unless you import data from a legacy system that could only handle items with stock, so in the legacy system they booked large amounts of them into stock at 0 price as a workaround ... especially if it's a WMS scenario... it's kind of funny when you two months later you dial in and see 5678 pieces of "shipping charge" sitting on shelf A-6-1-3 :-k

Well, this is where project planning comes into play. We ususally ask the customers to categorize the "Freight Charge" items so we can skip them during data conversion.

But this is a whole other topic (trying not to jack the thread )

Heetesh

Hi
what we do is post all services as G/L entries. E.g when PWC carries out Audit for the company, we create a Purchase invoice and just post it to a G/L Account(Like Audit Fees). If your company exclusively with services( such as us, we do rental of Motor vehicles), then you should consider having a custom made granule. (we use something called Rental Advantage)
Cheers