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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Track of services like...
Small and medium business | Business Central, N...
Suggested Answer

Track of services like transportation, installation on each FG sold in a sales order

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Posted on by CU20030746-0 6
item (Type Service) cant be added to bom.
How can i keep track of each such service that is billed at the time of the invoicing but shall be rendered later on as and when the product has reached the customer in business central. 
Services like logistics and Installation needs to be procured and planned in each FG sold in a sales order. We have 100 such FGs in one sales order. (One product shipped to multiple sites of the customer).
 
These are commercialy not after sales service, they are a part of initial supply contracts.
 
Would like to understand the best way to do it.
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Dynamics 365 Business Central
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  • Suggested answer
    KasparsSemjonovs Profile Picture
    KasparsSemjonovs 4,774 Super User 2025 Season 2 on at
    From standard options, the Item charges would be more correct way to use for services as they are directly linked to specific item sales. Item charges can be linked to the Item ledger entry increasing/decreasing the cost amount/profit of the sale in total. But Items with type service also should be ok to be used.

    The thing I can't understand why would You want to include it in BOM. Either it is assembly or production BOM You are using, it would mean that this action should be completed, before You acquire this item in your warehouse and are able to ship it to Customer. 
    I tested with Assembly BOM - and there is no problem adding either Service or Non-Inventory items in the BOM, so if You are using Production BOM's, check that maybe You can also utilize Assembly, by creating another Item code, which would be Assemble-to-order Assembly policy and the BOM would be the original item no+delivery+installation service items). If Customer just purchases the item, use the one currently, if he purchases the package - with shipping and installation included, then choose this item. from Sales Order can be done as prepayment, and from it the Assembly Order can be created and the tracking of those services can be done and registered.

    Otherwise maybe talk with your Microsoft partner, that maybe You can do a modification. Add linked table to the items, where You can provide the services sold together with this item. Then when item is added on Sales Order, auto-generate another line with the entries from this items linked table. this way for each items You would have 3 lines in Sales Order- item, delivery, installation. Which You can make as prepayment, and once paid, then proceeding with posting "shipment" to register that it was done, and issue a final invoice of 0.00  (or if any extra works are done, you can add lines in Sales Order and issue final invoice for these extra charges).

     
  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 6,620 Super User 2025 Season 2 on at
    Do you have a Premium license?  If so, utilizing the Service Management module you could have the sale of the Item generate a Service Item, then create Service Orders with Standard Service Codes for Delivery and Installation of each unit sold.  This allows you to create demand for any Items/Resources needed for the delivery and installation, as well as scheduling when each service will take place and capturing the costs against each Service Item.
     
    If you don't have the Premium license, you could try to accomplish something similar with a Project adding a Project Task per delivery/installation.
     
    Depending on volume, you may want to add some custom logic to automate the creation of the Service Orders or Projects/Tasks.
     
    Best Regards,
    Ben Baxter
    Accent Software Inc
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 20,603 Super User 2025 Season 2 on at

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