Contract for service item

 

Creating multiple contracts per service item in Microsoft Dynamics 365 Business Central allows for flexibility in managing service agreements with customers who might require different levels of service for the same item. This could be for additional warranties, premium service levels, or separate maintenance schedules.

 

Here's an example scenario to illustrate how you might create multiple contracts for a single service item:

 

 Example Scenario: Multi-Level Service Contracts for a High-End Printer

 

Context: A customer, "Print Solutions Inc.," owns a high-end printer that is crucial for their business operations. They already have a standard service contract for basic maintenance but wish to purchase additional coverage for comprehensive support and faster response times.

 

Steps to Create Multiple Contracts:

 

1. Identify Service Item: You identify the high-end printer in your system as a service item. Let's say it's coded as "Printer-123".

 

2. Existing Contract: "Printer-123" is already covered under a basic service contract (Contract A) for regular maintenance with quarterly service visits.

 

3. New Contract Requirement: The customer now requests an additional premium service contract (Contract B) for "Printer-123" with monthly service visits, annual deep cleaning, and priority response for troubleshooting.

 

4. Contract Creation:

   - You navigate to the service contracts section in Business Central.

   - You begin the process of creating a new service contract.

   - When adding "Printer-123" to the new contract line, Business Central warns that this service item is already registered under another service contract (Contract A).

 

5. Confirmation and Information Copying:

   - If you proceed after the warning, Business Central copies all relevant service item information (such as serial number, service history, etc.) from the existing contract to the new contract line in Contract B.

   - You complete the details of Contract B, specifying the advanced service level offerings, and finalize the contract creation process.

 

Now, "Print Solutions Inc." has two service contracts for "Printer-123":

   - Contract A: Standard maintenance with quarterly service visits.

   - Contract B: Premium service with monthly service visits, annual deep cleaning, and priority response.

 

This setup allows "Print Solutions Inc." to have tailored service agreements for their critical equipment, ensuring that Business Central can track and manage these contracts separately while recognizing that they relate to the same service item. Each contract may have its terms, pricing, and service level agreements (SLAs), all associated with "Printer-123".

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