Help Guide: Contract Management

Last updated: 17/02/2025

1. Introduction

Welcome to Contract Management, an extension designed to enhance your experience with Microsoft Dynamics 365 Business Central. This extension simplifies contract lifecycle management by integrating contract creation, tracking, and automation directly into your ERP.

This guide provides step-by-step instructions on how to install, configure, and use the extension effectively.

 

2. Installation & Activation

Since our extension is free but requires activation, please follow these steps to install and request access:

Step 1: Install the Extension 1. Go to Microsoft AppSource and search for Contract Management.

2. Click Get it now and follow the prompts to add it to your Business Central environment.

3. Once installed, navigate to Extensions Management in Business Central to verify the installation.

Step 2: Request Activation

1. Open Contract Management in Business Central.

2. A message will prompt you to request activation. 3. Contact us at contact@almakom.ch with your Business Central Tenant ID and Company Name.

4. We will review your request and provide activation credentials.

5. Once activated, you will receive an email confirmation, and the extension will be fully operational.

 

3. Using Contract Management

After activation, you can start using the extension. Below are the core features:

Feature 1: Contract Creation

· Navigate to Contract List.

· Click the New button to create a new contract.

· Input customer information, and item or resources to be rented out.

Feature 2: automatically create invoice drafts

· Go to Job Queue Entries and select New.

· Configure the job queue with the following settings:

o Object Type to Run: Report

o Object ID to Run: 72370481

o Specify other settings, like the recurrence etc…

· Save changes and test functionality.

Feature 3: automatically send invoice emails to customers

· Go to Contract Setup page

· Check E-Mail Posted Sales Invoice

· Go to Job Queue Entries and select New

· Configure the job queue with the following settings:

o Object Type to Run: Report

o Object ID to Run: 297

o Specify other settings, like the recurrence etc…

· An email will be sent for each customer with a customizable email body, and pdf attachment of the invoice.

 

4. Troubleshooting & FAQs

Here are some common questions and solutions:

Q1: The extension is installed but not activated. What should I do?

· Ensure you have requested activation by contacting us at contact@almakom.ch.

· Check your email for the activation confirmation.

· Restart Business Central and try again.

Q2: I am receiving an error message when using a feature.

· Verify that all required fields are filled in.

· Ensure you have the correct permissions assigned.

· Contact support with a screenshot of the error.

Q3: How do I update the extension?

· Updates will be published on AppSource.

· Navigate to Extension Management and check for available updates.

· Click Update to install the latest version.

 

5. Need Help? Contact Us

If you need further assistance, feel free to reach out:

ALMAKOM Chemin de la Dullive 12, 1196 Dully, Switzerland Email: contact@almakom.ch Phone: +41 (0)22 503 95 99

We are here to help you get the most out of Contract Management!