Thursday, June 11, 2020

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 NoEnter the customer code here
Customer NameCustomer name will display automatically
Sell-to
AddressCustomer address will display automatically
Address 2Customer address will display automatically
CityCity will display automatically
Post CodePost code of the customer will display automatically
Country/Region CodeRegion code will display automatically
Contact NoIf the customer has a contact person, choose the contact no
Contact NameThe name of the contact person will display automatically
Document DateEnter document date
Posting DateEnter posting date
Order DateEnter order date
Due DateDue date will be calculated automatically
External Document NoIf you have any important number related to the sales order enter it here
StatusStatus of the sales order.
Lines
TypeEnter the type
NoChoose the type
DescriptionDescription of the chosen type will display automatically
Location CodeEnter the location code
QuantityEnter the quantity
Unit of MeasureEnter the unit of measure
Unit Price Excl VATEnter the price excluding vat
Line Amount Excl VATQuantity * Unit Price
Line Discount %Enter discount percentage if you want to give
Qty to shipIt will be populated automatically
Quantity ShippedIt will be populated automatically
Qty to invoiceIt will be populated automatically
Quantity InvoicedIt will be populated automatically
VAT Prod. Posting GroupEnter the vat product posting group
Gen. Prod. Posting GroupEnter the general product posting group
Line Discount AmountIf want to give a discount amount
Line NoLine number will display automatically



Invoice Details
Currency CodeIf it is a foreign invoice, choose the currency
Global Dimension 1Enter Global Dimension 1
Global Dimension 2Enter Global Dimension 2
Shipping and Billing
Ship-toIf you want to ship the item to another location
CodeEnter shipment code
NameThe name will appear automatically
AddressAddress will appear automatically
Address 2Address will appear automatically
CityCity will appear automatically
Post CodePost code will appear automatically
Country/RegionRegion code will appear automatically
ContactEnter the name of the contact person there
Bill-toIf you want to sent the bill to another person
NameEnter the name of the customer
AddressAddress of the customer will appear automatically
Address 2Address of the customer will appear automatically
CityCity of the customer will appear automatically
Post CodePost code will appear automatically
Country/Region CodeRegion code will appear automatically
Contact NoIf the customer has a contact person, enter the contact code
Contactthe name of the contact person will appear automatically
Location CodeLocation 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.