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NCRC
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The entire manual as a printable version can be found
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NCRC Recurring Contracts
Contracts for automated invoice creation and billing.
Current Version:
NCRC 21.1.1.0
as of
Business Central
21
.
☰ Contents
General
NCRC Recurring Contracts
NCRC Recurring Contracts adds contracts to Microsoft Dynamics 365 Business Central for automated invoice creation and billing...
Working With The App
Contract Creation
Customer Contract
Vendor Contract
Billing
Customer Contract
Click the Create Sales Invoice button at the Contract header or in the Contract overview...
Vendor Contract
Unlike sales invoices from Contracts, purchase invoices are not collected from the Contract...
Dimensions
Dimension Setup
By default, both shortcut dimensions are displayed in the Contract line. Additionally, all other dimensions can be activated in the NCRC Recurring Contracts setup...
Dimensions in Contract
For line-level actions that cause the Payment Plan to be regenerated, dimension value changes can be entered directly in the associated input mask...
Payment Plan
Working With Payment Plan
The Payment Plan defines when and how much will be invoiced...
Payment Plan and Start of Period
The default Day of Period Start is defined in the NCRC Recurring Contracts setup and is transferred from there to the Contract header and thus also to the Contract lines...
Indexing
Indexing Setup
In the Contract setup in the Indexing tab, an index status must be entered, as well as the rounding precision...
Working With Indexing
Working With Retrospective Indexing
Cancellation
Working With Cancellation
Cancellation of a Contract or a Contract line takes place at the customer's request and must happen within deadlines defined at the Contract header...
Extension
Working With Manual Extension
Contracts can be extended by a defined interval...
Working With Auto. Extension
Contracts or Contract lines that are not cancelled before the deadline may also be automatically extended...
End Contract
Working With Auto. Ending
Once a Contract line has been fully invoiced and is no longer to be extended, the status can be set to Ended via a Job queue entry, thus marking the Contract line as closed...
Job Integration
Job Setup
Activate Job integration to create Jobs for Contracts...
Working With Job
Use the Create Project action to create a project for a Contract. The project number is then entered in the corresponding field at the Contract header as well as the Contract lines...
Working With Job And Contract
You can connect a Customer Contract and a Vendor Contract using a Job, thereby comparing the actual values from the purchase invoices and sales invoices. To do this, first create the Customer Contract and create a Job...
Prepayment
Prepayment Setup
To manage Prepayment, you must enable Job Integration in the NCRC Recurring Contracts Setup...
Working With Prepayment
Consumption Based
Consumption Based Setup
To be able to invoice at cost, you must activate Job Integration in the NCRC Recurring Contracts Setup...
Working With Consumption Based
Scheduled Change
Scheduled Change Setup
To use Scheduled Changes, you must enable them in the NCRC Recurring Contracts Setup...
Working With Qty. Increase
An increase in quantity, for a period already invoiced, results in a sales invoice for one or more periods...
Working With Price Increase
An increase in the price, for a period already invoiced, results in a sales invoice for one or more periods...
Working With Qty. Decrease
A decrease in quantity, for a period already invoiced, results in a sales credit to one or more periods...
Working With Price Decrease
A decrease in the price, for a period already invoiced, results in a sales credit memo to one or more periods...
Working With Qty. Change in Future Periods
A change does not result in the creation of documents it only adjusts the payment schedule...
Working With Price Change in Future Periods
A change does not result in the creation of documents it only adjusts the payment schedule...
Working With Date Change
There is the possibility to change the start and end date of a Contract line afterwards. To do this, open Functions > Scheduled Date Changes on the Contract line. You can then enter a new start or end date...
Bundles
Working With Bundles
Setup
NCRC Recurring Contracts Setup
Here you can specify the general settings and defaults for the NCRC Recurring Contracts...
Appendix
NAVAX License Management
The NAVAX License Management page (in older versions NAVAX License Overview or NCEX License Overview) displays the current license status of the NAVAX extensions...
Installation Notes
Release Notes
The entire manual as a printable version can be found
here
.
Next Topic
NCRC Recurring Contracts
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