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Item Setup

Modules > Advanced recurring contract billing > Setup > Items

Use this page to create, delete, or edit an item billing setup for ARCB. You can set up default values to multiple items from this page.

The top of the page allows you to apply a filter value so that you can see only the records that match the filter you enter.

Create Item Setup

To create an item setup, follow these steps:

  1. Select New.
  2. Select the Item code, Item relation, and Variant number.
  3. If you use the support and renewal functionality: 
    1. Select a Support item and a corresponding Support item variant.
    2. Select a Renewal item and a corresponding Renewal item variant.
  4. If you use the Milestone billing functionality, select the Milestone template.
  5. Select Save.

Delete an Item Setup

To delete an item setup, follow these steps:

  1. Select one or more lines that you want to delete, and select Delete.
  2. When you are asked to confirm the action, select Yes.

Edit an Item Setup

To edit an item setup, follow these steps: 

  1. Select the line you want to edit.
  2. Select Edit.
  3. Make the necessary changes, and select Save.

Fields

This page contains the following fields: 

Field Description
Item code

Select how the item code is applied: 

  • Table: Applies to a single item, specified in the Item relation field.
  • Group: Applies to an item group, specified in the Item relation field.
Item relation Depending on the value of the Item code, select the item code or item group.
Variant number

Select the variant number for the item. The default value is set up in the standard Microsoft Dynamics 365 for Finance and Operations settings for the item. The variant is required if the item is set up to have variants in standard Microsoft Dynamics 365 for Finance and Operations. For more information, see the Microsoft Dynamics 365 for Finance and Operations documentation.
Support item Select the support item number.
Support item variant

Select the variant number for the support item.

This is the default value for the item on the Support and Renewal Process page. The variant is required if the item is set up to have variants in standard Microsoft Dynamics 365 for Finance and Operations.

Renewal item Select the renewal item number.
Renewal item variant

Select the variant number for the renewal item.

This is the default value for the item on the Support and Renewal Process page. The variant is required if the item is set up to have variants in standard Microsoft Dynamics 365 for Finance and Operations.

Milestone template Select the milestone template for the item.

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Buttons

This page contains the following buttons: 

Buttons Table
Button Description
Save Saves the record
New Adds a line where you can create a record.
Delete Deletes a record.

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