Dynamics GP Tip: Consolidate Multiple Contracts to a Single Invoice

Visit Website View Our Posts

This great tip was originally featured on community.dynamics.com.  Because our support staff have encountered this a few times as well, I thought we'd share the tip here:

Consolidate Multiple Contracts into 1 Invoice

Module: Contract Administration

Why this feature is cool!

Even though you may have multiple contracts for any given customer, with the invoice consolidation for Contracts feature, you can now send out a single invoice that combines the billing from one or more contracts!   Customers love this because they can renew and pay for all contracts from a single invoice.  This means you don’t have to merge multiple contracts at renewal time in order to generate a single invoice to the customer.  This feature works by consolidating all contracts using the billing customer’s address ID.

Let’s take the power of the consolidation feature one step further!  If you use the Site layer in contracts, this feature allows you to produce multiple invoices from a single contract if desired!  By setting the consolidate contracts flag at the customer extensions coupled with the ability to specify a billing customer address for every Site line (and change it at the contract line), this new feature allows you unlimited flexibility and control over contracts and invoices.

What does it look like?

Customer Extensions window

Contract Billing Audit Trail report

SMBSuite is the world's first completely integrated, true cloud erp, crm and eCommerce solution built entirely for the Dynamics GP platform.  Learn more about why so many customers in Texas choose us for cloud erp. . .

by SMB Suite

Leave a Comment

Your email address will not be published.

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Show Buttons
Hide Buttons