This blog may seem very narrow-focused, but here we will use tricks that could be widely used. Assume you want to add a new option to the Sales or Purchase Line Type. This approach will work the same for both, so let’s say Purchase Line Type.
Users of Dynamics NAV often requested the ability to set a purchasing code default on the item card record. We have good news: Microsoft Business Central has this useful functionality! View this brief video to see this easy-to-use feature that will save your order entry personnel time every day.
In this blog, you’ll learn how to create a Purchase Quote and convert it to an Order in Microsoft Dynamics NAV or Business Central. You would use this for various reasons, including:
– To purchase items or services
– Receive the offers from vendors
– Provide the prices and delivery time of items customers need
Manual processing, especially when it comes to purchase orders can become quite tedious when there are many transactions to process, but it need not be with a Purchase Order Approval Workflow. Enable your organisation to structure governance policies into workflows, so that payments at a certain nominal level are approved, but require further approval once they go over a certain threshold.
Date fields on NAV 2017 purchase orders can be confusing, but used correctly, they will improve your purchase order processing. The dates are designed to allow you to schedule the receipt of product in time to meet your shipment commitments and your customer’s delivery expectations.
Microsoft Dynamics NAV’s Incoming Document helps the user to efficiently upload and reference outside documents within their ERP database. Incoming Documents may be attached to unposted documents or journal lines and follow the posting to the resulting entries throughout NAV, notably posted documents and ledgers.