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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 sales quote for each customer.
Add the sales lines to the quote.
Then, use the Copy Document feature to create a new invoice.
Does the solution meet the goal?
Click on the arrows to vote for the correct answer
A. B.B.
https://docs.microsoft.com/en-gb/dynamics365/business-central/sales-how-work-standard-linesThe proposed solution is not the most appropriate for achieving the goal of setting up recurring sales lines for subscription invoices. The solution suggested in the question is to create a sales quote for each customer and add the sales lines to the quote, then use the Copy Document feature to create a new invoice.
While creating a sales quote is a possible step in the process of creating subscription invoices, it is not the most efficient way to set up recurring sales lines for subscription invoices. Sales quotes are typically used to provide customers with an estimated cost for goods or services, and they do not have any recurring features. Creating a sales quote for each customer every month would be time-consuming and inefficient.
Instead, a more suitable solution for creating recurring sales lines for subscription invoices in Dynamics 365 Business Central would be to use the "Recurring Sales Lines" feature. Recurring Sales Lines allow businesses to set up and automate regular billing for subscription services. This feature allows the business to create a sales line once and set it to repeat at a specific frequency, such as monthly, for each customer. The system can automatically generate invoices for each customer based on the recurring sales lines.
Therefore, the proposed solution does not meet the goal of creating a system for recurring subscription invoicing, and the correct answer would be B. No.