Microsoft Dynamics 365 Business Central - Implementing Subscription Invoices

Creating Subscription Invoices with Dynamics 365 Business Central

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You are implementing Dynamics 365 Business Central for a company.

The company provides subscription services to their customers.

The subscription invoices are almost identical each month.

The company wants to set up recurring sales lines for subscription invoices.

You need to create systems for creating subscription invoices.

Solution: Create a blanket order.

Add the necessary lines to the blanket order.

Create the monthly sales order.

Then, create the invoice.

Does the solution meet the goal?

Answers

Explanations

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A. B.

B.

https://docs.microsoft.com/en-gb/dynamics365/business-central/sales-how-work-standard-lines

The proposed solution of creating a blanket order, adding necessary lines to the blanket order, creating a monthly sales order, and then creating the invoice can meet the company's goal of setting up recurring sales lines for subscription invoices.

A blanket order is a purchase or sales order that contains multiple delivery dates for the same item, allowing the company to purchase or sell items over a specified period. In this case, the blanket order can be used to create recurring sales lines for subscription invoices.

The first step in the proposed solution is to create a blanket order. The next step is to add the necessary lines to the blanket order. These lines would include the details of the subscription service such as the product or service, quantity, price, and the frequency of the service.

The next step is to create the monthly sales order. This step involves creating a sales order from the blanket order for the upcoming month. The sales order would contain the delivery date and the quantity of the product or service to be delivered for that month.

Finally, the invoice can be created from the sales order, and it would contain the details of the subscription service for that month, such as the price, quantity, and any applicable taxes. This process can be repeated each month, and the sales lines will be automatically generated from the blanket order.

Therefore, the proposed solution of creating a blanket order, adding necessary lines to the blanket order, creating a monthly sales order, and then creating the invoice can meet the company's goal of setting up recurring sales lines for subscription invoices. Hence, the answer is A. Yes.