Item creation on Microsoft Dynamics Nav Business Central

Dear Friends,

Today's tutorial is about creating an item. It is an physical article that is bought to be used in the company or sell to a customer. An item is stored in a stock, when item is being bought, the stock is debited and when item is being sold, the stock is being credited.

Step 1:

Go on the following menu:

Purchasing

Main Menu --> Department --> Purchasing --> Inventory & Costing --> Items

Sales

Main Menu --> Department --> Purchasing --> Sales & Marketing--> Items

Step 2:

Click on the button New and enter the following information.

Item
No	If no series is setup then the item no will generate automatically
Description	Enter the description of the item
Base Unit of Measure	Enter the unit of measure of the item
Item Category Code	Enter the item category code
Inventory
Shelf No	Enter the shelf no
Created from Catalog Item	If you want to create from a catalog item
Search Description	Search description will be set as description
Inventory	This will show the stock count
Qty. on Purch. Order	This will show the quantity use on purchase order
Qty. on Prod. Order	This will show the quantity use on production order
Qty. on Component Lines	This will show the quantity use on component lines
Qty. on Sales Order	This will show the quantity use on sales order
Qty. on Service Order	This will show the quantity use on service order
Qty. on Job Order	This will show the quantity use on job order
Qty. on Assembly Order	This will show the quantity use on assembly order
Qty. on Asm. Component	This will show the quantity use on assembly component
Stockout Warning	If you wish to get an alert if stock amount is zero
Prevent Negative Inventory	This will prevent any negative inventory
Net Weight	Enter the net weight
Gross Weight	Enter then gross weight
Unit Volume	Enter the unit volume
Costs & Pricing
Cost Details
Costing Method	Enter the costing method
Standard Cost	The standard cost will display automatically
Unit Cost	Unit cost of the item will display automatically
Special Purch. Prices & Discounts	If you want to create a special purchase price and discount
Posting Details
Gen. Prod. Posting Group	Enter the general product posting group
VAT Prod. Posting Group	Enter the VAT product posting group
Inventory Posting Group	Enter the inventory posting group

Prices & Sales
Unit price	The last unit price for of the item will display here
Planning
Dampener Quantity	The dampener quantity will appear automatically
Order Modifiers
Order Multiple	The order multiple will display automatically

Click on OK to close

Standard Sales Code On Microsoft Dynamics Nav Business Central

Hello Friends,

Today we will learn how to create a standard sales code. The aim of using sales code is to allow the user to create invoice with the same invoice line.

Step 1:

Main Menu --> Department --> Financial Management --> Receivable --> Setup --> Standard Sales Code.

Step 2:

Click on the button New and fill the information.

General
Code	Enter a code for the standard code
Description	Enter a description
Currency Code	Enter a currency code if the invoice is foreign
Lines
Type	Enter a type for the line
No	Enter the no of the type
Description	The description will appear automatically
Quantity	Enter the quantity

Click on OK to close.

Sales & Receivables Setup on Microsoft Dynamics Nav Business Central

Dear Friends,

Today's tutorial we will learn how to configure sales & receivable setup.

Step 1:

Go on the following menu:

Main Menu --> Department --> Financial Management --> Receivables --> Setup --> Sales & Receivables Setup.

Step 2:

Fill the information:

General
Discount Posting	Choose the type of discount posting
Credit Warnings	If you want to give a warning about credit
Stockout Warning	Give warning message when stock out
Shipment on Invoice	Allow shipment on invoice
Return Receipt on Credit Memos	If you want to return receipt on credit memo
Invoice Rounding	If you want to round invoice amount
Default Item Quantity	If you want to default Item quantity on an invoice
Create Item from Item No	If you want to create item from item no
Create Item from Description	If you want to create item from description
Ext. Doc. No. Mandatory	If you want to make external document number mandatory
Appln. between Currencies.	If you want to do application between currencies
Logo Position on Documents	State the position of logo on document such as invoice
Freight G/L Acc. No	Enter the freight G/L Account
Default Posting Date	State how you wish to set the posting date
Default Quantity to ship	If you want to default the ship to quantity
Copy Comments Blanket to Order	If you wish to copy comment from blanket order to sales order
Copy Comments Order to Invoice	If you wish to copy comment from sale order to sale invoice
Copy Comments Order to Shpt.	If you wish to copy comments from sale order to sale shipment
Copy Cmts. Ret. Ord. to Cr. Memo	If you wish to copy Comment from return order to credit memo
Copy Cmts. Ret. Ord. to Ret. Rcpt	If you wish to copy comment from return order to receipt
Allow VAT Difference	Allow vat difference on invoices
Calc. Inv. Discount	Allow calculation on invoice discount
VAT Bus. Posting Gr. (Price)	Set a default vat business posting group for pricing
Exact cost reversing mandatory	If you wish want exact cost when doing reversal
Check Prepmt. when Posting	Check if there is prepayment before posting the payment.
Prepmt. Auto Update Frequency	Frequency to update prepayment
Allow Document Deletion Before	Set a date to allow deletion of document
Ignore Updated Addresses	If you wish addresses is ignored in document
Skip Manual Reservation	prevent manual reservation.
Quote Validity Calculation	Enter the calculation for quote validity
Dimensions
Customer Group Dimension Code	Enter the customer group dimension code
Salesperson Dimension Code	Enter the salesperson dimension code

Number Series
Customer No	Enter no series for customer
Quote Nos.	Enter no series for quote
Blanket Order Nos	Enter no series blanket order
Order Nos	Enter no series for order
Return Order Nos.	Enter no series for return order
Invoice Nos.	Enter no series for invoice
Posted Invoice Nos	Enter no series for posted invoice
Credit Memos Nos	Enter no series for credit memo
Posted Credit Memos Nos.	Enter no series for posted credit memo
Posted Shipment Nos.	Enter no series for posted shipment
Posted Return Receipt Nos	Enter no series for return receipt
Reminder Nos	Enter no series for reminder
Issued Reminder Nos	Enter no series for issued reminder
Fin. Chrg. Memos Nos	Enter no series for finance charge memos
Issued Fin. Chrg Memos Nos	Enter no series for issued finance charge memo
Posted Prepmt Inv. Nos	Enter no series for posted prepayment invoice
Posted Prepmt Cr. Memo Nos	Enter no series for posted prepayment credit memo
Direct Debit	Enter no series for direct debit.
Background Posting
Post with Job Queue	If you want to post transaction when job queue is run
Post & Print with Job Queue	If you want to post and print transaction when job queue is run
Job Queue Category Code	Select a job queue category code
Notify On Success	Notify when transaction has been execute successfully
Archiving
Archive Quotes	If you want to archive quote
Batch Archiving Quote	If you want to activate batch archiving quote
Archive Blanket Orders	If you want to archive blanket order
Archive Orders	If you want to archive order
Archive Return Orders	if you want to archive return order
Dynamics 365 for sales
Write-in product type	Select a write in product type
Write-in product no	Select a write in product number

Click OK to close.

Creation of Standard Purchase Codes on Microsoft Dynamics Nav Business Central

Dear Friends,

Today's tutorial is on how to create a standard purchase code. A purchaser code is used when a purchase order or purchase invoice is always created with same number of line, type, quantity  monthly. This will prevent the user from entering the line each time.

Step 1:

Go on the following menu:

Main Menu --> Department --> Financial Management --> Payable --> Setup --> Standard Purchase Code.

Step 2:

Click on New and Fill the information.

General
Code	Enter a code for the standard purchase code
Description	Enter a description
Currency Code	Enter the currency code
Lines
Type	Enter the type
No	Enter type number
Description	Description of the type will display
Quantity	Enter the quantity
Amount Excl. VAT	Enter the Amount exclude vat

Click on OK to close

Payment Methods setup on Microsoft Dynamics Nav Business Central

Dear Friends,

Today we will learn how to configure Payment Methods.

Step 1:

Main Menu --> Department --> Financial Management --> Payable --> Setup --> Payment Methods.

Step 2:

Click on the button New and fill the information.

Code	Enter a code for the payment method
Description	Enter a description
Bal. Account Type	Enter the balance account type
Bal. Account No.	Enter the G/L Account
Direct Debit	State whether it is a direct debit or not
Direct Debit Pmt. Terms Code	Enter the payment term code for direct debit
Pmt. Export Line Definition	Enter the payment export line definition
Bank Data Conversion Pmt. Type	Enter the bank data conversion payment type
Use for Invoicing	State whether the payment method is used for invoicing or not

Click on OK to close.

Payment Terms setup on Microsoft Dynamics Nav Business Central.

Dear Friends,

Today we will learn how to configure a payment term.

Step 1:

Go on the following menu:

Main Menu --> Department --> Financial Management --> Payable --> Setup --> Payment Terms.

Step 2:

Click on the button New and fill the information.

Code	Enter a code for payment term
Due Date Calculation	Enter the due date calculation
Discount Date Calculation	Enter the discount date calculation
Discount %	Enter the discount percentage
Calc. Pmt. Disc. on Cr. Memos	If you want to calculate payment discount on credit memos
Description	Enter a description for the payment term.

Click on OK to close.

Purchase & Payable Setup on Microsoft Dynamics Nav Business Central

Dear Friends,

Today we will learn how to configure purchase & payable setup.

Step 1:

Main Menu --> Department --> Financial Management --> Payables --> Setup --> Purchase & Payable Setup

Step 2:

Fill all the necessary information.

General
Discount Posting	Choose the type of discount posting
Receipt on Invoice	If you want to do receipt on invoice
Return Shipment on Credit Memos	If you want to do return shipment on credit memo
Invoice Rounding	Allow rounding amounts in invoice
Create item from item no.	Allow creating of item from item no
Ext. Doc. No. Mandatory	Make external document number mandatory
Allow VAT Difference	Allow vat difference
Calc. Inv. Discount	Calculate discount on invoices
Calc. Inv. Disc. Per VAT ID	Calculate discount on invoices per vat group
Appln. Between Currency	Choose the type of application for currencies
Copy Comments Blanket Order	Allow copy comment when creating blanket order
Copy Comments Order to Invoice	Allow copy comment order when creating invoice
Copy Comments Order to Receipt	Allow copy comment order when doing receipting
Copy Cmts Ret. Ord to Cr. Memos	Allow copy comment return order to credit memos
Copy Cmts Ret. Ord to Ret. Shpt	Allow copy comment return order to return shipment
Exact Cost Reversing Mandatory	Allow to reverse the exact cost
Check Prepmt. when posting	Check if pre-payment is done before posting
Prepmt. Auto update frequency	Choose the frequency for update of pre-payment
Default Posting Date	Choose which date to take as posting date
Default Qty. to receive	Choose the default quantity for receive
Allow Document Deletion Before	If you want to put a restriction to prevent any deletion of document
TDS Posting Account	Choose the G/L Account to post TDS
VAT %	Enter the legal VAT percentage on transaction
Ignore Updated Addresses	If you want to ignore any updated addresses

Number Series
Vendor Nos	Enter the no series to create vendor
Quote Nos
Blanket Order Nos
Order Nos
Return Nos
Invoice Nos
Posted Invoice Nos
Credit Memo Nos
Posted Credit Memo Nos
Posted Receipt Nos
Posted Return Shipment Nos
Posted Prepmt. Inv Nos
Posted Prepmt. Cr. Memo. Nos
Background Posting
Post with Job Queue
Post & Print with Job Queue
Job Queue Category Code
Notify on Success

Archiving
Archive Quote	Enter if to archive quote
Archive Orders	Allow archive orders
Archive Blanket Orders	Allow archive blanket orders
Archive Return Orders	Allow archive return orders
Default Accounts
Default Debit Account for Non-Item Lines	Enter G/L Account to debit non-item line
Default Credit Account for Non-Item Lines	Enter G/L Account to credit non-item line
Procurement
Prepare By	Enter the prepared by name to display on purchase order
Authorize By	Enter the Authorize By name to display on purchase order
Phone No	Enter Phone Number to display on purchase order
Fax No	Enter Fax number to display on purchase order
Email	Enter Email to display on purchase order
Bank Letter
Bank Letter Sign	Enter the person name on bank letter
Bank Letter Sign Title	Enter the title of the person on bank letter
Bank Letter Sign 1	Enter a second person name on bank letter
Bank Letter Sign 1 Title	Enter the title of the person on bank letter
Bank Letter Sign 2	Enter a third person name on bank letter
Bank Letter Sign 2 Title	Enter the title of the person on bank letter

Click on OK to close.

Sales Order Creation on Microsoft Dynamics Nav Business Central

Dear Friends,

Today we will learn how to create a sales order. It is an official document which represents the sale of goods or services to customers.

Step 1:

Go on the following menu.

Main Menu --> Department --> Sales & Marketing --> Order Processing --> Sales Order.

Step 2:

Click on the button New and fill all the information.

General
Customer No.	Enter the customer code
Customer Name	Customer Name will appear automatically
Sell-to
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 Code	Region code will appear automatically
Contact No	If the customer has a contact person enter the contact number
Contact	Name of the contact will appear automatically
Document Date	Enter Document date
Posting Date	Enter Posting date
Due Date	Due date will be calculated automatically
External Document No	Enter any extra important number
Status	Status of the order
Lines
Line No.	Line Number will display automatically
Type	Enter the type
No.	Enter the type no
Description	Enter a description
Location Code	Enter a location code
Quantity	Enter the quantity
Unit of measure	Enter the unit of measure
Unit Price Excl. VAT	Enter the unit price
Line Amount Excl VAT	Quantity * Unit price
Line Discount %	Enter line discount percentage if you need to give
Line Discount Amount	Enter line discount amount if you need to give
Qty to Ship	Qty to ship will be same as quantity
Quantity Shipped	This will show how many will be shipped
Qty to invoice	Qty to invoice will be same as quantity
Quantity Invoiced	This will show how many will be invoiced
VAT Prod Posting Group	Enter the VAT product posting group
Gen. Prod Posting Group	Enter the General product posting group

Invoice Details
Currency Code	Enter the currency code if the invoice is in foreign currency
Global Dimension 1	Enter global dimension if there are
Global Dimension 2	Enter global dimension if there are
Shipping and Billing
Ship-to	If the item need to be deliver to another address
Contact	If the new location has a contact person there
Bill-to	If payment will be paid by another customer
Location	Enter location Code

Step 3:

Click on Release to release the order.

After clicking on the button release the status will be set to Released.

Step 4:

Click on Post.

If the person need to do ship only, he will choose ship.

If the person need to do invoice only, he will choose invoice.

If the person need to do both, he will choose ship and invoice

Click on OK to close.

Purchase Order Creation on Microsoft Dynamics Nav Business Central

Dear Friends,

Today's tutorial is on the purchase order creation. A purchase order is a document that allows a company or an individual to buy a service or goods.

Step 1:

Go on the following menu:

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

Step 2:

Click on the button New and enter the following information.

General
No	If no series has been setup, the purchase order number will generate automatically
Buy-from vendor No	Enter the vendor number
Vendor	The vendor name will display automatically
File Ref	Enter the file reference
Remarks	Enter any remark
Contact	If the vendor has a contact person, the name will appear here
Document Date	The document date will display automatically
Posting Date	The posting date will display automatically or you can enter it manually
Due Date	Due date will be calculated automatically
Vendor Invoice No	Enter the vendor invoice number
Order No	If the purchase order has been created from a quote, the quote number will appear here
Status	Status of the purchase order.
Lines
Line No	Line No will display automatically
Type	Enter the Type
No	Enter the Type No
VAT Prod Posting Group	Enter the VAT product posting group
Gen. Prod Posting Group	Enter the general product posting group
Description	The name of the No will appear here
Description 2	Enter a description
Location Code	Enter a location Code
Quantity	Enter the quantity
Direct Unit Cost	Enter the unit cost
Line Amount	Quantity * Unit Cost
Line Discount %	Enter a discount in term of percentage
Line Discount Amount	Enter a discount amount.

Invoice Details
Currency Code	Enter the currency code if the invoice is foreign
Global Dimension 1	Enter Dimension if there is
Global Dimension 2	Enter Dimension if there is
Location Code	Enter location code
Sell to customer no	Enter the customer no
Expected Receipt Date	Enter the date the product will be delivered
Shipping and Payment
Ship-to	If the product will be shiped to another location
Code	Enter Address Code
Name	Name will appear automatically
Address	Address will appear automatically
Address 2	Address will appear automatically
Post Code	Post Code will appear automatically
City	City will appear automatically
Contact	Contact will appear automatically
Pay-to	if payment will be done to another vendor
Name	Choose the vendor
Address	Address will appear automatically
Address 2	Address will appear automatically
Post Code	Post code will appear automatically
City	City will appear automatically
Contact No	If the vendor has a specific contact person enter the number here
Contact	Name of the contact will appear automatically.

Step 3:

Click on the button Release.

This will set the status of the purchase order to Released.

The process above can be done via an approval process also.

Step 4:

Click on POST to validate the transaction.

Step 5:

If the person has receive as permission, he will be able to do receive only

If the person has invoice as permission, he will be able to do only invoice only

If the person has receive and invoice as permission, he will be able to do both at the same time.

Click OK to close.

Depreciation Book on Microsoft Dynamics Nav Business Central.

Dear Friends,

Today we will learn how to setup depreciation book.

Step 1:

Go on the following menu:

Main Menu --> Department --> Financial Management --> Fixed Asset --> Depreciation Book.

Step 2:

Click on the button New and fill the information.

General
Code	Enter a code for the depreciation book
Description	Enter a description for the book
Default Rounding Amount	Define the default rounding amount
Default Ending Book Value	Define the default book value
Disposal Calculation Method	Choose the disposal calculation method
Subtract Disc. in Purch. Inv.	Allow to deduce discount on purchase invoice with fixed asset
Allow Correction of Disposal	Allow any correction on disposal
Allow Changes in Depr. Fields	Allow user to change depreciation field
VAT on Net Disposal Entries	Allow VAT on disposal
Allow Identical Document No	Allow user to use same document no on journal
Allow Indexation	Allow fixed asset indentation from main asset.
Allow Depr. below zero	Allow depreciation amount below zero, that is negative book value
Allow more than 360/365 Days	Allow transaction more that 360/365 days in the fiscal year
Use FA Ledger Check	Allow the use of fixed asset ledger check
Use Rounding in periodic Depr.	Round amount in periodic depreciation
Use same FA+G/L Posting Date	Use same as the posting date for FA and G/L
Fiscal Year 365 Year.	Use fixed fiscal year 365 days

Integration
G/L Integration - Acq Cost	Allow you to do transaction on acquisition G/L Account
G/L Integration - Depreciation	Allow you to do transaction on depreciation G/L Account
G/L Integration - Write-Down	Allow you to do transaction on write-down G/L Account
G/L Integration - Appreciation	Allow you to do transaction on Appreciation G/L Account
G/L Integration - Custom 1	Allow you to do transaction on custom process G/L Account
G/L Integration - Custom 2	Allow you to do transaction on custom process G/L Account
G/L Integration - Disposal	Allow you to do transaction on disposal G/L Account
G/L Integration - Maintenance	Allow you to do transaction on maintenance G/L Account
Duplication
Part of Duplication List	Allow the fixed asset to be part of the duplication list.
Use FA Exch. Rate in Duplic.	Use the fixed asset exchange rate in duplication
Default Exchange Rate	Set a default exchange rate
Reporting
Add-Curr Exch. Rate - Acq Cost	Allow Acquisition cost in reporting
Depreciation	Allow Depreciation cost in reporting
Write-Down	Allow Write-Down in reporting
Add-Curr. Exch. Rate - Appre.	Allow Appreciation in reporting
Custom 1	Allow custom process in reporting
Custom 2	Allow custom process in reporting
Disposal	Allow Disposal in reporting
Maintenance	Allow maintenance in reporting

Click on OK to close