Sales order creation on Microsoft Dynamics Nav Business Central

Dear Friends,

Today we will learn how to create a sales order, it is a piece a document that is used to buy goods or services to a customer.

Step 1:

go on the following menu:

Main Menu --> Sales & Marketing --> Order Processing --> Sales order

Step 2:

Click on the button New and fill the information.

General
Customer No	Enter the customer code here
Customer Name	Customer name will display automatically
Sell-to
Address	Customer address will display automatically
Address 2	Customer address will display automatically
City	City will display automatically
Post Code	Post code of the customer will display automatically
Country/Region Code	Region code will display automatically
Contact No	If the customer has a contact person, choose the contact no
Contact Name	The name of the contact person will display automatically
Document Date	Enter document date
Posting Date	Enter posting date
Order Date	Enter order date
Due Date	Due date will be calculated automatically
External Document No	If you have any important number related to the sales order enter it here
Status	Status of the sales order.
Lines
Type	Enter the type
No	Choose the type
Description	Description of the chosen type will display automatically
Location Code	Enter the location code
Quantity	Enter the quantity
Unit of Measure	Enter the unit of measure
Unit Price Excl VAT	Enter the price excluding vat
Line Amount Excl VAT	Quantity * Unit Price
Line Discount %	Enter discount percentage if you want to give
Qty to ship	It will be populated automatically
Quantity Shipped	It will be populated automatically
Qty to invoice	It will be populated automatically
Quantity Invoiced	It will be populated automatically
VAT Prod. Posting Group	Enter the vat product posting group
Gen. Prod. Posting Group	Enter the general product posting group
Line Discount Amount	If want to give a discount amount
Line No	Line number will display automatically

Invoice Details
Currency Code	If it is a foreign invoice, choose the currency
Global Dimension 1	Enter Global Dimension 1
Global Dimension 2	Enter Global Dimension 2
Shipping and Billing
Ship-to	If you want to ship the item to another location
Code	Enter shipment code
Name	The name will appear automatically
Address	Address will appear automatically
Address 2	Address will appear automatically
City	City will appear automatically
Post Code	Post code will appear automatically
Country/Region	Region code will appear automatically
Contact	Enter the name of the contact person there
Bill-to	If you want to sent the bill to another person
Name	Enter the name of the customer
Address	Address of the customer will appear automatically
Address 2	Address of the customer will appear automatically
City	City of the customer will appear automatically
Post Code	Post code will appear automatically
Country/Region Code	Region code will appear automatically
Contact No	If the customer has a contact person, enter the contact code
Contact	the name of the contact person will appear automatically
Location Code	Location code of the customer will appear automatically

Step 2:

Click on the button Release.

Step 3:

Click on the button Post.

Step 4:

Choose ship and click on OK

Step 5:

Choose Invoice and click on OK.

After Clicking on OK the system will validate all account.

Purchase Order Creation on Microsoft Dynamics Nav Business Central

Dear Friends,

Today we will learn how to create a purchase order, then proceed with the good receipt then after we will proceed with the invoicing. The purchase order is a piece of document which allows you to purchase a goods or services to a supplier.

Step 1:

Go on the following menu:

Main Menu --> Departments --> Purchasing --> Order Processing --> Purchase Order.

Step 2:

Click on the button New and fill the information.

General
No.	If no series is setup, purchase order number will generate automatically
Buy-from vendor no.	Enter vendor number
Vendor	Vendor name will display automatically
File ref	Enter file reference if there is
Remarks	Enter a remark if there is
Buy-from
Address	Address will display automatically
Address 2	Address will display automatically
Post Code	Post Code will display automatically
City	City will display automatically
Contact no	Choose a contact person if the vendor has one
Contact	The name of the contact person will display automatically
Document Date	Enter document date
Posting Date	Enter posting date
Due Date	Enter due date
Vendor Invoice No	Enter the vendor invoice number
Order Date	Enter the order date
Quote No	If purchase order has been created from a quote the quote number will display here
Status	Status of the purchase order
Prepared By	State who has created this purchase order
Lines
Type	Enter the type
Line No	Line Number will display automatically
No	Enter the type number
VAT Prod Posting Group	Enter a vat production posting group
Gen Prod Posting Group	Enter a general product posting group
Description	The description of the type chosen will appear here
Description 2	Enter a second description if you have
Location Code	Enter a location code if you have
Quantity	Enter the quantity
Direct Unit Cost Excl VAT	Enter the direct unit cost
Line Amount Excl VAT	Quantity * direct unit cost
Line Discount %	Enter a discount percentage if you have
Line Discount Amount	Enter a discount amount if you have
Quantity Received	The quantity received will be adjusted automatically

Invoice Details
Currency Code	If purchase order is in foreign currency
Global Dimension 1	Enter a global dimension 1 if you have
Global Dimension 2	Enter a global dimension 2 if you have
Location Code	Enter a location code
Sell-to customer No	Enter the sell-to customer if you have
Expected Receipt Date	Enter the receipt date of the item or services
Shipping and Payment
Ship-to
Code	Enter a shipment code if you wish to ship the item to another location
Name	Enter destination vendor name
Address	Enter destination address
Address 2	Enter destination address
Post Code	Enter destination post code
City	Enter destination city
Contact	if the vendor has a contact enter is here
Pay-to
Name	If you wish to pay another vendor, enter the name here
Address	Enter address
Address 2	Enter address
Post Code	Enter post code
City	Enter city
Contact No	If the vendor has a contact person, enter the contact no
Contact	Name of the contact person will appear automatically

Step 3:

Click the button Print to get a hard copy of the purchase order to send the vendor.

Step 4:

Release the status of the purchase order, click on the button release.

Step 5:

Click on Post and choose receive. This is done when goods is received in the stock

Step 6:

Click again on Post and choose invoice. This is done when invoice is being done for payment.

Click on OK to close

Item Journal on Microsoft Dynamics Nav Business Central

Dear Friends,

Today's tutorial is about using item journal. The use of this journal is when we need to make adjustment of stock in term of quantity.

Step 1:

To access the journal go on the following menu:

Main Menu --> Departments --> Purchasing --> Inventory & Costing --> Item Journal.

Step 2:

Fill the following information.

Line No	line number will be populated automatically
Posting Date	Enter the posting date
Entry Type	Enter the entry type
Document No	If no series is setup the number will be generated automatically else enter manually
Item No	Enter the item number
Description	The item description will display automatically
Location Code	Enter the location code
Quantity	Enter the quantity
Unit of Measure	Enter the unit of measure
Unit Amount	in case of sales enter the unit amount
Amount	Quantity * Unit Amount or Quantity * Unit cost
Discount Amount	If there is a discount enter it
Unit Cost	In case of purchase enter the unit cost
Shortcut Dimension Code	Enter a shortcut dimension if there is.
Applies-to Entry	If you want to link the transaction to a item ledger entry
Bin Code	Enter a bin code is there is
Shpt. Method Code	Enter a shipment code if there is

Step 3:

Click on Post to validate the transaction.

Click on OK to close.