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Service Plans - Allowances

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Posted on by rweatherman

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We offer an allowance on our leased equipment. We are using the contracts to track those leased items but I want to know if there is a way to use NAV to track these allowances. For example, each machine gets a parts allowance of $750/year. We create service invoices for the service and parts, but I need to be able to track and "use up" the allowance part of the lease. Any ideas on how we can set this up for the invoices will automatically reduce the amount of the remaining allowance? Any ideas are welcomed.

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Suresh Kulla 43,745 on at

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RE: Service Plans - Allowances

I don't think there is a standard functionality available in Navision to do this, we have done some customizations previously to accomplish this, we used to calculate allowance on sales order posting based on customer and item and then create some allowance entries. Later they used to create a credit memo with G/L Accounts for that customer and get the allowance entries applied which are created on the sales order and post the credit memo to remove the accrual for the allowances.

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