Skip to main content

Notifications

Small and medium business | Business Central, N...
Suggested answer

Item layout suggestions.

Posted on by 5

Hello all, i am new to business central but have been in business management for a while. 

We have read the online resources provided by Microsoft but we are left with some confusion as to how to layout our items and services. 

Here is an example. of a service that has both labor and item line items

  • service:
    • mobile document services, it has a base hourly charge. 
  • Sub service
    • when we do that service it can include copies, of which we need to track the number of copies to delegate the cost of paper (different types cost different amounts) and the cost of the printer lease usage count. 

We have a lot more examples such as "document redaction" has a in person price and a remote price, but its time labor based. so in this case if in person, the document redaction would be 1 part of the services rendered while there, and we wouldn't need to bill by each sub service but rather the parent service but listing the sub services on the invoice. 

If i can answer any questions for clarification please let me know, our heads are spinning on how to do this in business central. 

Categories:
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,339 Super User 2024 Season 2 on at
    RE: Item layout suggestions.

    Hi, It seems that your needs are very close to the Job module. You can add resources or items for a task.

    https://learn.microsoft.com/en-us/dynamics365/business-central/walkthrough-managing-projects-with-jobs

    pastedimage1684713960588v1.png

    pastedimage1684714324010v2.png

    Hope this helps.

    Thanks.

    ZHU

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

New! Quick response templatesâš¡

Save time with the new custom templates!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,228 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,056 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans