Delete / Remove Service Contract Lines in Business Central #d365bc #remove #delete #services #contracts #line

Freelancer Madhavi

To Remove Service Contract Lines, Mandatory Conditions are as Follows:- (1) Document or Change Status = Open (2) Expiration Date = Enter Date (3) Existence of any Posted Invoice, related with Current Service Contract.  💁Agenda of the Video▶️: Trying to Share here the Easiest Way, How-To Remove/Delete Service Contract Lines from Existing and Open Service Contract in Dynamics 365 Business Central. ----------------------------------- ✅Hint: Follow the Steps and Mandatory Conditions in the Shared Video.

Transcript

00:00Hello friends, welcome to my channel, I am Phalan Sarmadi and today we are going to discuss

00:14how to delete existing service contract lines.

00:25So, the first thing is that we have to choose a service contract.

00:32We have to check the date-wise.

00:35The last line is signed.

00:39So, we can choose 8 or 8.

00:43So, we are going to work.

00:46We check the last line.

00:49So, if we check the existing line, if the service contract has an existing line,

00:56then we have one line.

00:58If the service contract has an existing line,

01:02we have multiple lines.

01:04So, if the service contract has an existing line,

01:11then we can remove that line.

01:13So, if the service contract has an existing line,

01:16then we can remove that line.

01:19if we ask for service jemand direction,

01:22then we have the same item line.

01:25Is that their name?

01:28The serviceеляer Кعاến nh nhin,

01:31has a different line line.

01:32Well, if its line cost more as new,

01:35this line line directs going to a different line line.

01:38Now we check it active and take it all long.

01:41Okay?

01:42So, what do we do?

01:43We are going to delete it.

01:45Delete.

01:48Now, what do we say?

01:53You need to delete your contact with open status.

01:58In action, we open the lock.

02:02Open it.

02:03Now, you need to delete it.

02:05You need to delete it.

02:07You need to delete it.

02:09I need to delete it.

02:11I need to delete it.

02:12It only has three items.

02:15Now, we are saying that line number is 40,000.

02:1840,000 means the fourth line.

02:20Because the first line is 10,000.

02:22The second is 20,000.

02:23The third is 30,000.

02:25The second is 10,000 and the second is 10,000.

02:27So, 10, 20, 30, and the last is 40,000.

02:30That is the fourth line.

02:31We are saying that for the fourth line,

02:33we will use the expiration date.

02:34After that, we have to delete it.

02:35We will use the expiration date.

02:36If we wanted to delete it.

02:38So, we will give expiration date.

02:43This time is my educational version.

02:45What will I do?

02:46I will take that date.

02:47This time will go on the date.

02:51After by the early fall, we will run in January 31st.

02:53I will try January 31st.

02:56I will take January 31st.

02:58January 31st

03:01and when you take the contract expiration date,

03:04then you will take the credit memo date.

03:07If you apply and delete,

03:10there is an option here

03:13that there are invoices related options.

03:16If there is unbalanced amount,

03:19you can read it.

03:22specify the contents of the

03:24calculated annual amount

03:26copy it into the annual amount field

03:29in the service contract and contract code.

03:32plus invoice period

03:35how you are making an invoice

03:38monthly, two months, quarter, half, year, year, or none.

03:42this is the next,

03:44it depends on what will be the next invoice period.

03:47plus prepared,

03:49then prepared will be fine.

03:51and when we put expiration date

03:53we put the credit memo date

03:57and specify that a credit memo is created

04:01when you remove a contact line.

04:03if you delete the contact line,

04:05then you will create credit memo.

04:07there are other things

04:09that you choose to receive.

04:10when you choose to keep your invoice type

04:11and when you post it,

04:13then you will ask for taxable.

04:14if you have multiple invoice

04:15contact and service contact,

04:19which you have multiple invoice

04:22to combine

04:24to do that,

04:26then you can do it.

04:27specify you want to combine

04:29invoice for the service contact

04:30for this service contact with invoices for other service contact with the same bill to customer okay

04:35so if you click on this button then combine it

04:38then you have a contact line and invoice

04:40this is the way that you want the lines for this contact to appear as text from the invoice

04:46but you want to activate it then you can do it okay

04:49and if you have any details then check the expiration date

04:53and you have to check the expiration date for this contact

04:57and if you want to take some price related to increase code

05:04invoice increase code then you can print this code

05:09if you want to print increase text if you want to take some code

05:14then you can print it okay

05:17expiration date for the service contact

05:23say cancel your reason cancel your reason cancel correct

05:27here

05:28yes

05:31update my contact

05:38contract

05:42updated

05:49new things

05:52again, we will take this

05:56now we are updating

05:58we will try to delete this line

06:02all the information we have filled

06:04go ahead and delete

06:07now

06:10service credit memo cannot be created because

06:15has at least one service invoice linked to it

06:21okay, we got the change

06:23we are saying that

06:24no invoice is not made

06:26so first

06:27it will be an invoice

06:29so we will work

06:30now

06:33this is open

06:34so first

06:35lock

06:36and

06:37invoice

06:38create

06:39so

06:40invoice

06:41created

06:42if you want to create an invoice for the contact

06:47then you can delete

06:48so

06:49it means

06:50only service

06:51contact

06:52but

06:53now

06:54invoice

06:55not made

06:56so

06:57the invoice

06:58was created successfully

06:59so

07:00we will check

07:01which invoice

07:02created

07:03the invoice

07:04will be

07:05not

07:06because we will post

07:07not

07:08now

07:09first

07:10we will call

07:11who is locked

07:13now

07:14we will open

07:15because

07:16we want to delete

07:17so

07:18we want to delete

07:19everything

07:20so

07:21if you want to delete

07:22then

07:23it will open

07:24but

07:25if you want to make an invoice

07:26then it will be locked

07:27or released

07:29and

07:30then

07:31unposted

07:34service

07:35invoice

07:36now

07:37we are saying

07:38that

07:39service

07:40invoice

07:41invoice

07:42against

07:43post

07:44so

07:45we will do

07:46this

07:47which

07:48was

07:49against

07:50we will post

07:51against

07:52against

07:53against

07:54we will post

07:56against

07:57service

07:58contact

07:59so

08:00we should have

08:01service

08:02contact

08:03which

08:04against

08:05we have

08:06invoice

08:07post

08:0842

08:09and

08:10against

08:11we should have

08:12invoice

08:13post

08:14to

08:15against

08:16this

08:17we will try

08:18this

08:19also

08:20we will try

08:21this

08:22as

08:23as

08:24as

08:25as

08:26as

08:27as

08:29as

08:34as

08:35as

08:36as

08:37as

08:39as

08:42as

08:43as

08:44as

08:45we

08:46have

08:47to

08:48come on

08:49was

08:50as

08:52as

08:53as

08:55It's a piece.

09:25It's a piece.

09:55It's a piece.

10:02Open.

10:05Select contact line.

10:08Select it.

10:11Okay, hold it to exist, okay, now we remove, remove service contact and reason code update.

10:41Okay, delete line, print only, delete, contact type, contact number 9, service item number,

11:08I think 42 is, if you want to take it, you can take it, okay, okay.

11:38Okay, delete, so this means there are two-three conditions that you have,

11:46this means the invoice should be posted, okay, the status is open,

11:53this means the service in contact should be posted, status is open, credit memo,

12:05this means the expiration date you should be posted, then what will happen?

12:12This will be done, I will check this out,

12:18okay, here is what history is showing,

12:25history,

12:31delete,

12:46line delete,

12:48you can see,

12:49I modified header, amount per period,

12:53modify, this is the first one,

12:55now I have delete line,

12:57service item number,

12:59okay, line delete,

13:02see, date shows,

13:0414-5,

13:06see,

13:0714-5,

13:08what is the line delete?

13:11This is the contact line number, delete,

13:16this is the contact line number,

13:18which,

13:20this is the contact line issue.

13:21This is the contact line number,

13:23you can check to a user name,

13:24we can see it,

13:25user name,

13:26time,

13:27line number,

13:28date,

13:29service item number,

13:30all are running.

Category

Transcript

Recommended