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.