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Business Central, NAV och Navision - Service- och kontraktshantering

Microsoft Business Central Service Orders and Contracts

Here you can read and obtain more information about the functions found in the Service and Contract module in Microsoft Business Central, Microsoft Dynamics NAV and Navision.

Microsoft Business Central - Service and Contracts

Customers and Contacts

Through the customer/contact card, you can register new customers and contact persons. Here you enter name, address etc. and how we communicate with the customer. Next, we have tabs for default values that apply when we take orders, deliver and invoice the customer.

Sales offer

Here you create sales offers for your customers and add the articles, services and lines of text requested by the customer. The price logic in Business Central works automatically and sums up the sales quotations that are sent to the customer to later become an order.

Sales order

Sales orders can be created from sales quotes or completely manually in Business Central. You select the customer and contact as well as items and quantity, then the business system takes care of the rest. The price logic automatically calculates what the customer has to pay and when you are done, you release the order for picking.

Call order

Through avropsorder  in Business Central, you can let your customer place a larger order that concerns e.g. a whole year's consumption from which you then plan withdrawals. For each call you make, a new sales order is automatically created, which is then released for picking at the warehouse.

Return order handling

If a customer is not satisfied or received an incorrect item, you can create a return order in Business Central.
When the item arrives at the warehouse, the return order is posted, which creates a credit invoice against the customer. You can also create return-related documents such as sales orders.

Periodization

Through the accrual function, costs can be accrued over a quarter or a year. The function is based on templates that you create yourself and applied to the transaction line during accounting, the cost is distributed according to the set template.

Dimensions

In Business Central, we have access to dimensions as additions to specify costs/revenues in addition to e.g. the accounting account. You can name the dimensions you wish to create full understanding in your business system.

Intercompany Postings

Intercomany Postings are used in Business Central to automatically post documents and transactions between several companies. The documents are handled and posted through an inbox and an outbox that can also be automated.

More functions within Business Central Service and Contracts

In Microsoft Business Central Finance & Accounting there are additional functions such as e.g. Liquidity forecast, Units of responsibility, Change log, Currency management, Bank account and reconciliation, Ledger and payment reminders and account statements.

For more information, demonstration or quote

contact our project managers:

 Stefan Åström 0708-326326

Anton Johansson0733-439805

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