Object Management
The Object Management Solution in Business Central enables the following:
- Manage objects
- Manage services and items used on object
- Handle billing
Settings
To use the solution, Object Management Setup must be opened and following fields filled:
| Field | Explanation |
|---|---|
| Object Nos. | To specify number series for Objects. Value can be chosen from No. Series List. |
| Object Contract Nos. | To specify number series for Object Contracts. Value can be chosen from No. Series List. |
| Object Finance Report | Specifies the finance report that is used to view object’’s Budjet vs Actual information from action on object card. |
| Object Budget Finance Report | Specifies which financial report is used to generate the Print Budget report on object budget page. |
| Employee Source | Specifies the source table of employees. |
| Price Calculation Method | Specifies the price calculation method for objects and sales invoices. It’’s rec commended to use Object price in order to show correct prices on object. |
In Dimension section:
| Field | Explanation |
|---|---|
| Object Dimension Code | Specifies the dimension code used for objects. System also uses this to automatically create default dimension to object. |
| Budget Second Dimension Code | Specifies the value of the Second dimension filter opening Budget from Object Card. (Global dimension 1 is supposed to be Object dimension). |
| Dimension Update Filter | Specify dimensions that are updated on entries (G/L, FA, Budget, Analysis View entries), if they change on object. To add many dimensions use vertical bar (e.g. OBJECT|MANAGER). |
| Item Default Dimension | Specify dimension used for items, so that system can automatically create a corresponding new dimension value, when a new item is created. |
| Item Category Default Dimension | Specify dimension used for item categories, so that system can automatically create a corresponding new dimension value, when a new item category is created. When item category is selected to an item, then a corresponding default dimension value will be added to Item. |
It’s also possible to specify 8 Object Attributes, that are displayed on Objects and attributes page as columns.
Action Person Role Default Dimensions is used to specify dimensions to person roles, so that they are automatically used with that role.
Use
Objects
Object table is the central part of the solution.
There user can enter various data and information in the following sections:
- Object information (name, type, connected assets etc)
- Specify Purchase line approval template, if needed to approve purchase lines connected to objects
- Object notes (text, table or graphics that describe the object)
- Aaddress info (for most accurate position a geolocation position can be entered)
- Connected persons (own employees, customer contacts, third party contacts etc)
- Billing related info (object global dimensions etc)
- Object sales lines (recurring monthly billable services on that object)
- Price can be entered through field Current price
- Diferent lines can have different contracts
- Services can be seasonal
- Items/Implements (items agreed to be used on object along with the billable services)
- Specify there whether items are included in service price or should be sold separately as resale item.
Object Contracts
Object contract is needed for financial specification when creating invoices.
It’s not mandatory to have a contract related to object line, but it’s highly recommended.
User can select to have all objects for one contract to be on single invoice or to create one invoice for every object.
Billing
To create montly recurring billing user can use action “Create Object Invoices”. Solution creates invoices for all objects that have valid object sales lines.
For more information please contact BCS Itera AS:
www.itera.ee/en/about-us/