We have been using Dynamics 365 for sales forecasting and winning the whole contract level for projection purposes.
For instance a customer signs contact for 50 seats for 12 months, then this is the value of the won opportunity.
This is ok for sales forecasting however when it comes to service delivery, the customer has the ability to vary the number of seats on an ad-hoc basis. For instance a customer has three new starters then a request is made for 3 additional seats.
Currently this is achieved by creating a new opportunity and winning 3 seats. The against the customer there are two contracts one for 50 seats and one for 3 seats.
This is cumbersome for many reasons, not only does someone have to add up the number of individual signed orders to invoice the customer, but also the service department alone cannot increase the contract amount without mobilising the sales team to create, win and invoice the additional seats.
How would you best approach this? I have tried to use Contracts, however these have the same 'lock down' mentality as invoices and orders and cannot be altered by only renewed or additional ones added.
Any help for steer would be appreciated.
