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Hi to all,
Can smb please explain why to use service item in Sales is better than Charges codes?
Can smb share his/her experience, how these were user in different cases?
Do i need specific setup for this kind service item?
Thanks a lot!
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).
Hello dynamics365ax,
For what purpose do you plan to use the service items resp. the charge codes?
What do you want to invoice to your customers and what is it that you would later on like to know (analyze)?
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?
Would be great if you could provide us some feedback on those questions.
Many thanks and best regards,
Ludwig
Hi D365AX :) If your question has been answered, please help verify the answer.
Thank you.
Service items provide you lot of flexibility, they are entered directly on Sales order, can have price , discount etc. can be posted to ledger based on inventory posting profile (lot of variations). Service item can be the only item on sales order. Mostly use to track service (e.g. installation service).
Charge codes are very static and they are like an addition to item on sales order. In order to use charge codes you need to have item on sales order and then assign the charge code. It can only have debit/credit posting setup behind charge setup. Mostly used to track item like Duty, freight, handling, rebate (tricky one). Charge code functionality is very limited as compared to service items.
Based on your business needs, you can either use service items / charge code OR in most of the implementation, we use both.
depends on business need
if one needs to track and services, have it predefined and coming from same vendor and accurately costing then service type items
if cost not known upfront or something after purchase invoice or from different vendor then charges code
Which are top business needs for this decision
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