In this article

Sales Quote

Use this page to create a sales quote to record your offer to a customer to sell certain products on certain delivery and payment terms. For more information, see Make Sales Quotes in the Microsoft Dynamics 365 Business Central documentation.

Create a Sales Order or Invoice

To create a sales order or sales invoice for service items from a sales quote, follow these steps: 

  1. Follow the instructions in the Microsoft Dynamics 365 Business Central documentation to create a sales quote.
  2. For the service items, select the Recurring Item check box.
  3. For the same line, select SBS Options > Item Defaults, and in the dialog that appears, do the following: 
    1. Turn on Recurring Item.
    2. Edit any of the other settings as needed and select Close.
      Ensure that Interval and Number of Periods have non-zero values.
    3. If needed specify the Period to Delay (in Months).
  4. After the sales quote is approved, create the sales order (Process > Make Order) or sales invoice (Process > Make Invoice).

    5. All settings from the sales quote for the line items and the billing schedule are copied to the new sales order or sales invoice.

After the sales order or sales invoice is created, use one of the SB Functions actions from the Sales Order or Sales Invoice pages to create a billing schedule or append the items to an existing billing schedule. For more information, see Billing Schedule Workflow.

For sales order or sales invoice created from a sales quote, the billing schedule line is updated with the corresponding Sales Document No. on the SBS ARCB Billing Schedule Card. The sales document is not updated with the billing schedule number.

Fields

This page contains the following fields: 

Field Description
Lines
Recurring Item

Select this check box for items that you want to include in the billing schedule that is created from the sales quote. This option can be updated from the SBS ARCB Item Defaults dialog.

Note icon. Note: This option is not available for sales quotes created from a billing schedule line.

Billing Start Date

Specify the billing start date for the service-only line item. This date is used for the billing start date on the corresponding billing schedule this is created.

Billing End Date

Specify the end date for the billing schedule.

When this value is empty, it is automatically updated based on the number of periods specified on the SBS ARCB Item Defaults.

Deferral Item

Select this check box for items that are deferral items and will have a corresponding deferral schedule.

Actions

The following actions are available: 

Action Description
Header Action - SB Functions
Create Billing Schedule

Opens a window where you select a billing schedule group. After you select a group, you can create a billing schedule from a sales document for the selected service item line. To be able to use this feature, the Recurring Item check box for the line must be selected.

When the sales document is created, the header and item line information from the sales document is copied to the billing schedule.

Notes:

  • If the customer has an existing billing schedule, the item is added to the existing billing schedule. No billing schedule is created.
  • Currently, this action can be used for service item lines only.
Append to Existing Schedule

Opens a dialog where you select an existing billing schedule.

When the sales document is created, the header and item line information from the sales document is copied to the billing schedule, and the item or resource is added to the billing schedule lines.

Lines Actions - SBS Options
Item Defaults

Opens the SBS ARCB Item Defaults, where you specify the default values when the service item is added to the billing schedule.

Advanced Deferral

Opens the SBS ARED Transaction (Sales) page, where you specify the information for a deferral schedule that is created for the selected line.

For billing of materials (BOM) items, a list of items (both nondeferral and deferral) appears. Select the item you want to view and select Deferral Defaults to view the deferral information for the item.

Not available for lines that are Resource type.

SBS Contract Information

Opens a dialog list where you can review the billing schedule contract information for the selected line item.

Calculate Unit Price

Select one of the following actions:

  • Calculate Unit Price: Opens the Calculate Unit Price dialog.
  • Unit Price History: Opens the Unit Price History dialog that shows an audit trail of the changes: new contract price and frequency, old contract price and frequency, user who made the change, and the date and time of the change.

These actions are available for Standard type line items with a Flat pricing method. Check the SBS ARCB Item Defaults dialog.

Lines Actions - Related Information
Deferral Schedule Opens the deferral SBS ARED Deferral Schedulespage for the selected line.