Subscription and Installment Billing Schedule in Dynamics 365 F&O/AX for a HW and SW Company
More and more product companies are pivoting from a ‘one-time sell’ model to a ‘subscription sell’ model This not only helps them to have a predictable billing and revenue plan but also provides business stability. A company having a 60% subscription business will already have a 60% sell guaranteed (almost !) moving from one fiscal year to another.
The challenge comes in when the order consists of multiple elements like HW (one-time ), SW (Subscription), Support (recurring revenue but one-time billing with renewal), and PS ( T&M or fixed). It will have line level billing schedule with different revenue treatments.
This presentation will walk through how a single Sales Order originating from a CRM system can have a different billing schedule associated with each line and how an uplift % can be applied to future years. This will also show adjust the billing schedule based on a partial shipment.