Basic Structure¶

Overview of Files Used¶

The solution is based on various types of Business Central cards, the individual elements of which need to be set up along with their inter-relationships or cards. As a basic definition, the Service Item file and its related file Meters will be created. The second basic file deals with Contracts with a direct link to a Service Item, which will have an additional link to Functions. The Functions file then holds a link to Meters (if required), Prices, Calendars, "Minimal Amounts" or "Splitting".

Diagram for Creating Cards¶

The diagrams represent basic processes of the service module and will be described later in this document.

• Creating the Service Item and Contract Cards

The diagram displays a common procedure of automatic creation of Service Items and Contracts directly from a sales order. Another option is to create a "Contract" from a "Service Item" card. This of course does not eliminate the standard method of creating a contract separately. A contract can also be created using the function in the Contract window.

Creating Invoices from Contracts¶

The following diagram shows the basic steps that need to be taken to run the invoicing procedure, i.e. reading the statuses of Meters and running the invoicing batch based on a defined calendar. A prerequisite is to correctly set up the contract, service item, function, and calendar. Base on setup is possible to create a Sales or Service Invoice.