Hello,
We are deploying Business Central, Sales Enterprise, and Field Service. We are a geomatics service provider and do not sell physical products, but we do perform regular services such as data gathering and data processing. I am trying to understand the best order of operations when setting up Items, Products, and Services that are all the same thing in different platforms.
Ideally our workflow would look like the following:
- In Sales Enterprise, a salesperson sells a service such as a topography or even an agreement for construction management (one flight per month until the project is complete). At this time, we have those products set up in Sales and are generating quotes and invoices from there because that is the only place where everything works around our services.
- If a service or agreement is sold, we would then want it to transfer to Field Service where we would work to dispatch a team and fulfil the request. Once fulfilled, the invoice would be generated in our ideal state.
- The invoice would be synchronized with Business Central to mark as paid when the client's ACH payment arrives.
The issue I am currently seeing is that there is no coordination between Sales and Business Central on items/products. When I try to run an invoice in sales, I get an error that the items are not in Business Central.
- What should come first? The items in Business Central, or can the products exist first in Sales, and then be sent to Business Central?
- For those who understand Dynamics and how these platforms are designed to work together, is our workflow above even realistic?
Any insight offered would be greatly appreciated,
Steve
