Case: Sales
1. For what purpose do you plan to use the service items resp. the charge codes?
Customer is thinking about the following charges that they might use: license fee, Extended warranty, storage and logistics. I assume these can be setup as service item instead of charge code. Maybe License fee must have a separate item model group with “stocked” logic.
2. What do you want to invoice to your customers and what is it that you would later on like to know (analyze)?
I assume we will have one Sales order where include items and services.
3. Also, will you have a single service item/charge code or multiple ones and who is supposed to configure them, i.e. who creates them?
If i understood question correctly, there will be multiple service items in d365. And configuration is done by us.
Case: Purchase
1. For what purpose do you plan to use the service items resp. the charge codes?
Mostly for freight. But they sometimes receive a separate invoice for transportation charges, but sometimes freight charge is included in order already.
Then for the first release we will not use TMS, so it means Freight charges must be included manually on the PO, this means in a case when Freight charge comes as separate invoice, i assume we need to create service item "Freight".
2. What do you want to invoice to your customers and what is it that you would later on like to know (analyze)?
Customer wants to draw reports (measure purchasing performance) without additional charges (unless they are negotiated as part of the contract and is linked to quantity and not a fixed amount).
