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.
Logging into Dynamics NAV as a Purchasing Agent, Gwen walks through the steps to process a purchase order completely. She covers everything from initial set up of the purchase order, options for posting and sending to the vendor, and where to find the purchase order after it has been posted. Gwen demonstrates a different type of set up to make the process easier to track received goods including back ordered items.
A new feature that has been overlooked in the recent blog articles highlighting what is new in Dynamics NAV 2018, is the improvement made to creating a Purchase Order (PO) instantly, from a Sales Order (SO). Although Dynamics NAV 2017 did introduce the function to create a Purchase Invoice from a Sales Order, that had an obvious limitation; a Purchase Invoice document forces you to receive and invoice simultaneously upon posting.
In this article, a workflow response is created in the standard purchase order workflow. This response sends an email to the vendor after release of the purchase order i.e when the send approval request of the purchase order is approved by the authorized approver, the status of the purchase order changes to Released afterwhich an email is sent with attachment in a .pdf format to the vendor.
Learn how Microsoft Dynamics NAV can be setup with 2 workflows as part of the same business process. One workflow requires approval for a purchase invoice using the approval setup, which will notify the first direct approver. Upon approval of the purchase invoice, the invoice will be released automatically which triggers the 2nd workflow.
Learn how Microsoft Dynamics NAV can be setup to automatically post a purchase invoice, create a Payment Journal Line, and notify a specified user, all upon changing the Purchase Invoice status to ‘Released’. This video walks you through how to setup a workflow process for this in Microsoft Dynamics NAV2017.