Object Management and Billing Solution

This extension provides Object management and billing solution for Microsoft Dynamics 365 Business Central.

Solution is for companies that offer different services (cleaning, maintenance, security, waste etc) on multiple physical addresses (objects).

Solution’s key features:

Create and manage objects:

• Information about object (address, type, attributes, notes etc)
• Object budget
• Profitability per object

  Connect employees, customer contacts, third party contacts to object

  Manage recurring services on the object:

• Including seasonal services
• Services that start or stop in the middle of month

  Manage object based pricing:

• Same service can have different price for every object/contract/customer etc

  Create quotes for services and items/implements on object

  Manage assets serviced on object:

• Device maintenance log and schedule

  Manage contracts for objects:

• Financial conditions needed for billing (invoice terms per contract)
• Different contract print layouts for different type of contracts

  Handle recurring billing:

• Batch creation of sales invoices
• Aggregate service lines to invoice (if necessary)
• Manage and bill items/implements used on the object (including approvals)

User Guide

Contact information

For more information and pricing please contact BCS Itera:
https://www.itera.ee/en/about-us/