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Contracts in Project management

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Posted on by Sneha Mani

Dear members,

Can we create a contract for the projects in BC project management?I'm aware of the service contracts available in BC for premium license users. Is there any functionaly available in standard for creating contracts for Essential license users? Please help me with this.

Thanks in advance,

Sneha

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Dynamics 365 Business Central

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YUN ZHU 74,036 Super User 2024 Season 2 on at

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Contracts in Project management

As far as I know this cannot be done, Project can be associated with Sales and Purchase, but cannot be associated with Service.

But you can try third-party extensions

https://appsource.microsoft.com/en-us/product/dynamics-365-business-central/PUBID.bcsitera%7CAID.contractmanagement%7CPAPPID.2ddb6ef0-fec0-45d2-8571-e33ff9ff89a0?exp=kyyw&tab=Overview

Hope this helps.

Thanks.

ZHU
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Valentin Castravet 24,910 Super User 2024 Season 2 on at

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Contracts in Project management

Similar question here with some solutions - Posting Purchase/Sales Invoice With Retention (dynamics.com)

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
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gdrenteria 12,290 Most Valuable Professional on at

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Contracts in Project management

HiThe functionality of the projects module in BC is here
Project management - Business Central | Microsoft Learn

In this new version we have a new module related to some types of contracts, if that is what you are referring to, I am not sure.

What's new: Subscription Billing (youtube.com)

Dynamics 365 Business Central: Intro to Subscription Billing – Miljan's Blog

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GR
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KasparsSemjonovs 3,958 Super User 2024 Season 2 on at

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Contracts in Project management

Projects (or old name Jobs) is the closest thing.

It can have starting/ending date, and the planned tasks, but this is mostly for the Sales contracts.
You can add tasks and agreed budget/costs/sales price/quantities for each task, and your users can register the work done and then You can generate a Sales Invoice.

In case the contract is for some services where the monthly cost is the same, You can check Recurring Sales Lines. Create a Recurring Sales card for this service, then on the Customer card open the Recurring lines, provide the start/end date. Then each month You can run process Create Recurring Sales Invoices - and system will generate Sales Invoices for all customers where such lines are active.