EAM for Business Central

Invoicing Module Setup

Introduction

The Maintenance Invoicing Setup page in Dynaway EAM for Business Central guides you through the essential steps to configure invoicing for maintenance work orders, round orders, and contracts. The setup wizard is organized into clear steps to help you get started, assign accounts, and access further help and training.

Maintenance Invoicing Setup

How to Access

  1. Open Business Central and use the search (Alt+Q).
  2. Type Maintenance Invoicing Setup and select the page.

Key Setup Areas

1. General

  • Maintenance Sales Document Type: Select the type of sales document (e.g., invoice, quote) used for maintenance billing. This determines the document format and workflow for invoicing.
  • Disable Search by Name: Option to restrict searching for customers or assets by name, enforcing stricter search criteria (such as by number or code).
  • Default Posting Date: Set the default date used when posting maintenance invoices. Options may include work date, document date, or manual entry.
  • Quote Validity Calculation: Define how long a quote remains valid. The system calculates the validity period and expiration date for each quote.

2. Numbering

  • Work Order Quote Nos.: Configure the numbering series for work order quotes. Ensures each quote has a unique, sequential identifier.
  • Round Order Quote Nos.: Configure the numbering series for round order quotes. Maintains unique identification for round-based maintenance quotes.

3. Archive

  • Archive Work Order Quotes: Enable or configure automatic archiving of work order quotes. Archived quotes are stored for audit and review.
  • Archive Round Order Quotes: Enable or configure automatic archiving of round order quotes. Archived quotes are retained for compliance and historical analysis.

Actions

  • Maintenance Account Setup: Opens the configuration page for assigning general ledger accounts to maintenance activities (labor, materials, equipment, overhead). Ensures costs are posted to the correct accounts.
  • Default No. Series: Action to create or assign default numbering series for maintenance documents. Helps automate and standardize document numbering.
  • Create Workflow Template: Opens the workflow template setup for maintenance invoicing. Allows you to define approval processes and routing for quotes and invoices.

Integration Points

  • Work Order Management: Applies account settings for work order invoicing.
  • Round Order Processing: Uses account setup for round order invoicing.
  • Maintenance Contracts: Supports contract pricing and scheduled invoicing.
  • Financial Management: Posts transactions to G/L accounts and supports budget tracking.

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