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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to handle a contra...
Small and medium business | Business Central, N...
Suggested Answer

How to handle a contract for 6 deliverables?

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Posted on by kjjson

We have a situation that I am trying to determine if BC can handle it, or if there is a 3rd party add-on that would be recommended.

We have contracts with customers to develop 6 deliverables and then we need to create 12 invoices for that one contract. 1 invoice at the start of each deliverable for a percentage of that deliverable line, and then 1 invoice at the completion of that deliverable. Any thoughts/ideas around this?

Thanks,

Kevin

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  • Suggested answer
    tonyab Profile Picture
    tonyab 55 on at

    This sounds like a use case for Blanket Orders

    learn.microsoft.com/.../sales-how-to-create-blanket-sales-orders

  • Suggested answer
    IB-29041624-0 Profile Picture
    IB-29041624-0 1,191 Moderator on at

    As Tonya says you can use blanket order. If you are delivering project based deliverables you might also consider using the Jobs module of the system.

    Please refer to documentation links below:

    learn.microsoft.com/.../sales-how-to-create-blanket-sales-orders

    learn.microsoft.com/.../projects-manage-projects

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