DGO Customer Contract

Customer Contract Management Extension for Dynamics 365 Business Central

This extension provides essential tools for managing customer contracts within Microsoft Dynamics 365 Business Central. It helps streamline contract administration, track validity and obligations, and ensure accurate integration with sales processes.

Key Features

• Comprehensive Contract Management:
  Define rental agreements with profiles, periods, departments, and structured templates. Support for contract types, subtypes, and flexible billing terms.

• Flexible Pricing & Rates:
  Manage standard and flat rental fees, price lists, price groups, and contract-specific pricing. Automate price updates across contracts.

• Metering Integration:
  Track utility usage through meters and readings, linked to contracts for accurate fee calculation.

• Exchange Rate Management:
  Use integrated exchange rate types and automatic currency conversion for multi-currency contracts.

• Invoice Proposal Workflow:
  Generate invoice proposals with full functional support for preview, adjustment, and corrections — all from a centralized page.

Entities & Pages Included

• Rental Contracts & Lines (, )

• Rental Fees, Rates & Corrections

• Meters & Meter Readings (, )

• Price Lists (, )

• Contract Templates

• Invoice Proposals

• Profiles, Departments, Periods

• Exchange Rate Calculation ()

Benefits

• Ensure accurate rental billing with meter-based and flat rate pricing

• Standardize and streamline contract creation with reusable templates

• Improve financial accuracy through integrated exchange rate handling

• Gain full control over contract-driven invoicing and renewals

Supported Editions: Essentials and Premium
Supported Country: Hungary
Language: Hungarian