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Hello, all.
We invoice for many services on a calendar-monthly basis. Some of these services are billed with the month as the unit and some are billed daily so the number of units changes based on how many days are in the month.
Two questions related to this process:
1 - Is there a way to populate a variable in either the individual recurring sales line, or possibly in the 'work description', that indicates either the current month or current month +1? It would be helpful so our customer has an indication for which month they are being invoiced. It simply needs to read something similar to "October 2020."
2 - On items where the unit is daily but billed monthly, can a variable be used in the 'quantity' field to indicate the number of days in the current month?
Thanks in advance for any suggestions.
G
There a numerous date functions available. docs.microsoft.com/.../date-and-time-functions .You will need to get a copy of the base object and then add the variables you need based on your criteria. I would avoid the work description field as it’s a complex type and you probably just want a simple text field
For the items check this dynamicsuser.net/.../how-to-calculate-number-of-days-in-a-month
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