Keep Mid Month Service Contract Invoice Dates
When a Service Contract is created if the start date is mid month then the first invoice is created for a partial invoice up to the end of the month, new invoices are then created from the first of the following month. This means that the recurring invoices aren't for the same date that the contr...
Prepaid Contract Discount Recognition
If a Service Contract is prepaid and has a discount on it then the discount amount is recognised in full in the first month of recognition. It is not spread across the invoicing period which means the recognition amounts are incorrect for the length of the invoice. For instance a contract is set...
Service Contracts in Foreign Currency
Service Contracts can have a Currency Code filled out but the value that you see on the contract are only ever in LCY. These values are converted to the FCY when the Service Invoice is generated. This means that the values on the Service Invoice fluctuate based on the Currency Exchange Rate. It s...
Single Service Invoice Line per Contract Invoice Period
If you have a prepaid Service Contract and the Invoice Period is set to anything greater than Month then you will have a line created on the invoice for each month. IE If Invoice Period = Year then I will have a Service Invoice generated with 12 lines on it. A customer does not need to see an in...
Create Sales Quote from Outlook for Contact not yet a Customer
When using the Outlook integration if you receive an email requesting a quote from a Contact that is not yet a Customer you cannot create a Sales Quote. It gives an error "Cannot find an existing customer that matches the contact Stuart Hardman". Within Business Central you have always been able...
Contact Conversion process in Outlook to work same way as in BC
When converting a Contact to a Customer using the Outlook integration it suggests Contact Conversion Templates that are filtered based on Contact Type. IE if an email is received from a Person Contact related to a Company it will only show Contact Conversion Templates for people (not companies). ...