Hi,
We are in the midst of a deployment of Business Central, Sales Enterprise, and Field Service. We are a service-based company and will not sell any physical products. We previously had our items in Business Central synchronized with products and services in Sales and Field Service. Due to a limitation of not being able to bill Service-type items in Field Service on a recurring invoice setup, I recreated our very limited set for services we perform as Non-Inventory items in Business Central.
Even when we had the Service-designated items synchronizing, the Unit Groups in Sales were based on the Item number for Business Central. For example, item 1001 replaced the Acreage unit group in Sales with ITEM 1001 UNIT GROUP and then they both had acres below as the unit of measure.
Now that we have retired our nine core services and started with new Non-Inventory items in Business Central, I am getting an error synchronizing the first item and creating a new entry in Dataverse for Sales and Field Service to find.
"CRM Unit Group ITEM 10001 UOM GR does not exist."
As a service company, we have simple needs when it comes to units of measure. Each group will only have one sub measurement - we are not stacking units of measure. Our unit groups and units of measure are:
- Acreage
- Project
- Parcel
- Site
- Time
While Project, Parcel, and Site may seem to be one in the same, we make distinctions for our clients who would be working their own workflows relating to one of those types.
Here is my question:
What is the correct procedure for setting up Units of Measure (before creating items, I would guess) such that all three platforms can synchronize and match, and the corresponding items and products can also synchronize with Dataverse and therefore between platforms?
I appreciate any insight offered.
Steve