Item Card

Select the deferrable item in a bill of materials (BOM) setup: Parent or Child.

This option is available for the parent item in a BOM.

View example.

A BOM is set up with item 1002 as the parent with the following children: 

On the SBS ARED Deferral Item Setup , the setup is as follows: 

A sales order for item 1002 with the following is created: 

• Sales amount: 1000.00
• Discount: 10% (= 100.00)
• COGS: 700.00

The following table shows the difference between deferring the parent or child: 

Deferral Table

Defer Parent/Child	ARED Information
Parent	Since 1002 is set as deferral item, the deferral schedule is created, where:  Deferral amount: 1000.00 Deferral discount amount: 100.00 Deferral COGS amount: 700.00
Child	Since 1002 is set as deferral item, the deferral schedule is created for the parent, where:  Deferral amount: 1000.00 Deferral discount amount: 100.00 Deferral COGS amount: 0.00, the COGS deferral schedule is created for the child item. If the parent amount is 0.00, the deferral schedule is not created. The child item is to be deferred, the deferral schedule for the child item 1936-S is as follows:  Deferral amount: 0.00 Deferral discount amount: 0.00 Deferral COGS amount: COGS for item 1936-S The deferral schedule for the child item 1996-S is as follows:  Deferral amount: 0.00 Deferral discount amount: 0.00 Deferral COGS amount: COGS for item 1996-S

Indicates whether the service item uses the Subscription Billing serialized item tracking feature. Available for Service type items only.

• On: The item uses the serialized item tracking number feature. To attach serial tracking numbers to the serviced item, select Action > SBS Tracking Numbers. For full instructions on how to use this feature, see Serialized Items Workflow.
• Off: The item does not use the Subscription Billing serialized item tracking number feature.

This action is available from the main Items list page. Allows you to import data from or export data to an XML or CSV formatted file. Use this action to import or export the following types of data: 

• Tracking number

When you open the Extended Text page and add a new item to the Extended Text List, you can allow the extended text of that item to be added to a billing schedule by turning on Billing Schedule.

To make sure the extended text is applied to the billing schedule, the billing schedule start date or end date must fall in the range of the start and end date range of the extended text. If you do not enter a date range for the extended text, then the extended text can be applied to a billing schedule with any date.

For more information about the extended text functionality, see Add Extended Text.

Indicates whether the item is a recurring item that can be added to a billing schedule.

• On: Indicates the item can be added to a billing schedule from a sales order. When selected, specify the default values for the item. When a billing schedule is created from a sales order, these values are automatically updated for the line item on the corresponding billing schedule.
• Off: Indicates the item is not able to be added to a billing schedule from a sales order.

Select the default billing schedule frequency (for example, Daily, Weekly, Monthly, Annually, etc.).

Specify the default number of periods for the billing schedule. This value is used when calculating the end date for the billing schedule.

Specify the number of intervals for the billing schedule.

Select the billing type for the item: 

• Standard: Select for use with static quantity.
• Usage: Select for metered or usage type items.
• Milestone: Select to use the Milestone Billing functionality.

Select the default pricing method for items in a billing schedule: 

• Standard:  Calculates the unit price based on the total quantity entered and is based on the existing Microsoft Dynamics 365 Business Central functionality.
• Flat: Applies a flat price to the original item price.
• Tier: Calculates unit price using fixed quantity at different pricing brackets. Each tier must be filled before moving to the next pricing tier bracket. For more information, see Pricing Methods.
• Flat Tier: Calculates unit price using fixed quantity and extended price amounts for different pricing brackets. The price that is charged in a billing period uses the extended price that corresponds to the tier where the billing quantity exists. For more information, see Pricing Methods.

Select to automatically renew the selected billing schedule line for the next billing period: 

• On: The billing schedule line is automatically renewed for the next billing period when you create an invoice.
• Off: The billing schedule line is not automatically renewed. You must manually renew the billing schedule.

Must be selected to be able to automatically renew the billing schedule line.

Specify the number of lines to add to a billing schedule renewal.

Select the calculation method for the invoice creation date: 

• X Days Before Start Date: The invoice calculation date is a specified number of days before the start date of the next billing period.
• X Day of Current Month: The invoice calculation date is on a specific date of the current month.
• X Day of Next Month: The invoice calculation date is on a specific date of the next month.
• End of Month: The invoice calculation date is at the end of the month.

Specify the number of days before the billing period start date to create the invoice. Available when Calculation Method is X Days Before Start Date.

Indicates whether the item default settings from this dialog are automatically applied to an item when it is added to the Schedule Lines of a billing schedule or added as a recurring item for a Sales Order or Sales Invoice.

• On: The default settings for an item are from the standard Item Card page in Microsoft Dynamics 365 Business Central.
• Off: The default settings for an item are from the SBS ARCB Item Defaults dialog.

Specify the number of months to delay the billing start date for a billing schedule that is created from a sales quote or sales invoice.

Available when the items defaults page is opened from a Sales Quote or Sales Order.

Select whether the invoice for first billing period of the item is included in the billing schedule: 

• Exclude 1st Billing Period: Excludes the first billing period for the item from the billing schedule and creates the invoice for the item when the sales document is posted.
• Include 1st Billing Period:  Includes the first billing period for the item from the billing schedule and creates the invoice when the invoice is created from the SBS ARCB Billing Schedule Order/Invoice Creator.
• Reference Item: Used for one-time payment item. Excludes the billing for the item from the billing schedule and creates the invoice for the item when the sales document is posted. This item appears on the billing schedule with the start and end dates the same as the posting date.

For a Resource type, this option is Include 1st Billing Period and cannot be changed.

Specify the identification for the usage item.