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

routine or Job to renew service contracts that expired

(0) Share

Report

Posted on by Ola Darwish

915

Hi,

how can I renew a specific service contract that expired.

and if I want to renew any auto renew contract, how can I do that? In that case, I don't want to renew them one by one, but is there an option for auto renew or a routine to run?

Thanks

Ola

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

JAngle 133 on at

Like (0)

Report

Assume you mean for dates. There is a price update routine but that only alters the prices. You could look at doing it on mass with configuration packages. Although it is worth considering the validation rules on the contract status and change status. To step around validation you could use a XMLport.

Worth adding this as an idea given the service module has been neglected for some time.

Was this reply helpful? Yes No
Ola Darwish 915 on at

Like (0)

Report

Thanks Josh

Is there a reminder, notification email that can be setup in service management to notify a user when a contract or group of contacts expire

Thanks

Ola

Was this reply helpful? Yes No
Suggested answer

JAngle 133 on at

Like (0)

Report

Few things you could tried out here:

1. Set up a view on the service contracts page using date formulas so it is dynamic:

2. Try out the user tasks, this of course takes user discipline

3. Setup a Power BI report using web services to publish the data. The report could then be placed on the role centre. If you are using Power BI pro you can setup alerts on specific measures so for instance if you had a measure of "contracts to expire next month" you could setup an alert whenever it is not 0.

4. Again using a web service to publish the data use Power Automate to review any service contracts that have a date within a certain amount of days. If so send an email or other notification type to a user or collection of users.

5. If you have Jet Reports or another report solution that has scheduling/email capability create a view and have some calculated fields to determine if an alert should be sent.

Plenty of options available other than generating a report in BC itself and having it run on the report schedule feature so it appears in your report inbox. This of course requires development which is more difficult to achieve if you don't have in house skills.

Was this reply helpful? Yes No