In this article

Item Card

Use this page to create an item. Items are used for charges in Property Lease Management and must be the non-inventory or service type. For more information, see the Microsoft Dynamics 365 Business Central documentation.

Add an Item

To create an item for use as a charge in Property Lease Management, follow the steps in the Microsoft Dynamics 365 Business Central documentation and incorporate the following: 

  1. Set Type is set to Non-Inventory or Service.
  2. Select Actions > PLM Item Defaults.
  3. In the General tab, do the following: 
    1. Select the Charge Type.
    2. If you want to use the lease accounting standards (e.g., ASC 842/IFRS 16 for the charge, turn on Lease Component.
    3. If you want the charge to appear as a separate line on a separate invoice, turn on Separate Invoice.
    4. If you turned on the Lease Component option specify the lease component accounts in the Lease Components FastTab.

The items that are added can be added on the PLM Charges as the lease charges. When an items are used for charges, all settings and properties, including dimension values, are used by the charge.

Action

This page contains the following actions: 

Card Item Actions Table
Action Description
Action > PLM Item Defaults

Opens the PLM Default Item dialog, where you specify the default settings for an item. The options on this dialog are the same as on the PLM Charges page:

  • Charge type
  • Separate invoice
  • Lease components