Send Email with attachment to the vendor as a response in Purchase order workflow in NAV 2017

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.

Bron : Cloudfronts
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Setups required to perform Automated Clearing House (ACH) payments to Vendor Bank Accounts in Microsoft Dynamics NAV

Automated Clearing House (ACH) payments to vendors can be done through Microsoft Dynamics NAV. To do ACH payments, setup is required to be performed basically in four areas: Company information, Bank Account card, Vendor card and Vendor bank account.

Bron : Cloudfronts
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Update to the Vendor 1099 Information Reports for the tax reporting year 2016

For the reporting year 2016, minor adjustments have been made to the Vendor 1099 Information reports in Dynamics NAV. The only change identified is the addition of a field for reporting of Bond Premium in Treasury Obligations on the Form 1099-INT report. No changes have been identified on Form 1099-MISC and Form 1099-DIV.

Bron : Dynamics NAV Team Blog
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Using My Customers, My Vendors, and My Items as filters

If you’re using a RoleTailored version of NAV, i.e., 2009 RTC or newer, you have likely come across the My Customers, My Vendors, or My Items lists on your Role Center page (your NAV home page). Depending on the Profile assigned to you, you may have one or all of these available to show on your Role Center.

Bron : Let’s talk NAV
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How to Use Templates to Assist with Creating Customers, Vendors, and Other Master Records in Microsoft Dynamics NAV

Microsoft Dynamics NAV gives us the ability to set up the system to pre-populate the common fields when setting up a Customer, Vendor, Item or other master records. This functionality is available in the NAV2009 RTC Client and later versions. For demonstration purposes, I will be using NAV 2013 R2 and the Customer functionality to explain how to use this feature. The functionality is similar with Vendors and Items.

Bron : ArcherPoint
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