Service Agreement Documents

Eoin_L
Member Posts: 15
I have recently changed over to Nav2016. I need to be able to create Annual Service Agreement Documents (ie software support contracts) for each month of the year.
I can setup a non stock item for the cost of the annual agreement for each month.
I can setup a 'standard sales code' linked to this agreement.
I can set the start & end date for the agreement on the customer card.
I can then use the 'create recurring Sales Invoices' to automatically generate all these agreement Invoices in one go.
But the one disadvantage I have...Is there any way to automatically change the start & end date on the customer cards as this agreement is a rolling yearly agreement?
I can setup a non stock item for the cost of the annual agreement for each month.
I can setup a 'standard sales code' linked to this agreement.
I can set the start & end date for the agreement on the customer card.
I can then use the 'create recurring Sales Invoices' to automatically generate all these agreement Invoices in one go.
But the one disadvantage I have...Is there any way to automatically change the start & end date on the customer cards as this agreement is a rolling yearly agreement?
0
Comments
-
Going to use the service module within NAV to do the contracts as that allows for recurring Invoicing easier than above.0
-
[Topic moved from 'Navision Financials' forum to 'NAV Three Tier' forum]
Regards,Alain Krikilion
No PM,please use the forum. || May the <SOLVED>-attribute be in your title!0
Categories
- All Categories
- 73 General
- 73 Announcements
- 66.6K Microsoft Dynamics NAV
- 18.7K NAV Three Tier
- 38.4K NAV/Navision Classic Client
- 3.6K Navision Attain
- 2.4K Navision Financials
- 116 Navision DOS
- 851 Navision e-Commerce
- 1K NAV Tips & Tricks
- 772 NAV Dutch speaking only
- 617 NAV Courses, Exams & Certification
- 2K Microsoft Dynamics-Other
- 1.5K Dynamics AX
- 320 Dynamics CRM
- 111 Dynamics GP
- 10 Dynamics SL
- 1.5K Other
- 990 SQL General
- 383 SQL Performance
- 34 SQL Tips & Tricks
- 35 Design Patterns (General & Best Practices)
- 1 Architectural Patterns
- 10 Design Patterns
- 5 Implementation Patterns
- 53 3rd Party Products, Services & Events
- 1.6K General
- 1.1K General Chat
- 1.6K Website
- 83 Testing
- 1.2K Download section
- 23 How Tos section
- 252 Feedback
- 12 NAV TechDays 2013 Sessions
- 13 NAV TechDays 2012 Sessions