Tuesday, July 21, 2020

Creation of purchase quote on Microsoft Dynamics Nav Business Central

Dear Friends,

Today we will learn how to create a purchase quote then proceed to make it a purchase order. Some companies they do not generate purchase order directly for any purchases they take quotation from different supplier and the best quotation will be converted to purchase order.

Step 1:

to create a purchase quote go on the following menu:

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

Step 2:

Click on the button New.


Step 3:




General 
Vendor NoEnter the Vendor No
Vendor NameThe name of the vendor will appear automatically
Quotation NoEnter the quotation number you received
ContactIf the vendor has a specific contact person
Document DateEnter the document date
Order DateEnter the order date
Request Receipt DateEnter the receipt date
Vendor Order NoEnter the vendor order number
Vendor Shipment NoEnter the vendor shipment number
Purchaser CodeEnter a purchase code if there are
Campaign NoEnter the campaign no if there are
Alternate Vendor Address CodeEnter if the vendor has an alternate address
Responsibility CenterEnter the location of the vendor
StatusThis shows the status of the order
Lines
TypeEnter the type you wish to use 
NoEnter the type number
DescriptionThe name of the type will be display automatically here
Location CodeEnter location Code
QuantityEnter the quantity
Unit of MeasureEnter the unit of measure
Direct Unit Cost Excl VATEnter the unit cost
Line Amount Excl VATIt will take the quantity * unit cost
Line Discount %If you want to give a discount in term of percentage
Line Discount AmountIf you want to give a discounted amount
VAT Prod Posting GroupEnter the VAT type


Invoice Detail
Currency CodeEnter the currency code
Expected Receipt DateEnter the delivery date
Price Including VATIf you want to enter the price including vat
VAT Bus posting GroupEnter the VAT Bus Posting Group
Payment Terms CodeEnter the Payment Term Code
Payment Method CodeEnter the Payment Method Code
Transaction TypeEnter the transaction type
Payment Discount %
Enter if there are payment discount
Pmt Discount DateEnter the payment discount date
Shipment Method CodeEnter the shipment method code
Payment ReferenceEnter Payment Reference
Creditor NoEnter the creditor number
On Holdstate if it is on hold
Shipping and Payment
Ship-toIf you want to ship to another location
NameEnter location name
AddressEnter ship to address
Address 2Enter ship to address
Post CodeEnter ship to post code
CityEnter ship to city
Country/RegionEnter ship to region
ContactEnter if there is a contact person to the shipment location
Pay-toIf you want to pay the vendor on another name
NameEnter vendor name
AddressEnter vendor address
Address 2Enter vendor address
Post CodeEnter vendor post code
CityEnter Vendor city  
Country/RegionEnter vendor country
Contact NoIf vendor has a contact person enter contact no   
ContactContact person name will display automatically


Foreign Trade
Transaction SpecificationEnter the transaction specification
Transport MethodEnter the transport method
Entry PointEnter the entry point
AreaEnter the area

Step 4:

proceed to make the purchase quote to a purchase order.

Click on the button Make Order.


Step 5:

to check if the purchase order has been created, go on the following menu.

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


Monday, July 20, 2020

Change Report on Post and Print Button On Microsoft Dynamics Navision Business Central.

Dear Friends,

Today we will learn how to configure report on post and print button on different journal.

1. Go to the following menu if you want to change for the following:

a.) Purchase Order
b.) Purchase Quote
c.) Purchase Invoice
d.) Purchase Credit Memos
 and any thing related to purchase.

Main Menu --> Departments --> Purchasing --> Order Processing --> Setup --> Report Selection Purchase


On the field usage you need to choose which page you wish to put the report. when you have already select the page then enter the report id in the field report id.


2. Go on the following menu if you want to change for the following:

a.) Sales Order
b.) Sales Quote
c.) Sales Invoice
d.) Sales Credit Memos

and any thing related to sales.

Main Menu --> Departments --> Sales & Marketing --> Order Processing --> Setup --> Report Selection Sales.


Setup is same as purchase.

3. Go on the following menu if you want to change for bank reconciliation and check printing.

Main Menu --> Departments --> Administration --> General --> Report Selection Bank Account


setup is same as purchase.

4. Go on the following menu if you want to change for the following:

a.) Transfer Order
b.) Transfer Shipment
c.) Transfer Receipt

Main Menu --> Department --> Administration --> IT Administration --> Report --> Report Selection Inventory.


Setup is same as purchase.

Thanks

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.

Wednesday, June 10, 2020

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
VendorVendor name will display automatically
File refEnter file reference if there is
RemarksEnter a remark if there is
Buy-from
AddressAddress will display automatically
Address 2Address will display automatically
Post CodePost Code will display automatically
CityCity will display automatically
Contact noChoose a contact person if the vendor has one
ContactThe name of the contact person will display automatically
Document DateEnter document date
Posting DateEnter posting date
Due DateEnter due date
Vendor Invoice NoEnter the vendor invoice number
Order DateEnter the order date
Quote NoIf purchase order has been created from a quote the quote number will display here
StatusStatus of the purchase order
Prepared ByState who has created this purchase order
Lines
TypeEnter the type
Line NoLine Number will display automatically
NoEnter the type number
VAT Prod Posting GroupEnter a vat production posting group
Gen Prod Posting GroupEnter a general product posting group
DescriptionThe description of the type chosen will appear here
Description 2Enter a second description if you have
Location CodeEnter a location code if you have
QuantityEnter the quantity
Direct Unit Cost Excl VATEnter the direct unit cost
Line Amount Excl VATQuantity * direct unit cost
Line Discount %Enter a discount percentage if you have
Line Discount AmountEnter a discount amount if you have
Quantity ReceivedThe quantity received will be adjusted automatically



Invoice Details
Currency Code
If purchase order is in foreign currency
Global Dimension 1Enter a global dimension 1 if you have
Global Dimension 2Enter a global dimension 2 if you have
Location CodeEnter a location code
Sell-to customer NoEnter the sell-to customer if you have
Expected Receipt DateEnter the receipt date of the item or services
Shipping and Payment
Ship-to
CodeEnter a shipment code if you wish to ship the item to another location
NameEnter destination vendor name
AddressEnter destination address
Address 2Enter destination address
Post CodeEnter destination post code
CityEnter destination city
Contactif the vendor has a contact enter is here
Pay-to
NameIf you wish to pay another vendor, enter the name here
AddressEnter address
Address 2Enter address
Post CodeEnter post code
CityEnter city
Contact NoIf the vendor has a contact person, enter the contact no
ContactName 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

Tuesday, June 9, 2020

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 Noline number will be populated automatically
Posting DateEnter the posting date
Entry TypeEnter the entry type
Document NoIf no series is setup the number will be generated automatically else enter manually
Item NoEnter the item number
DescriptionThe item description will display automatically
Location CodeEnter the location code
QuantityEnter the quantity
Unit of MeasureEnter the unit of measure
Unit Amountin case of sales enter the unit amount
AmountQuantity * Unit Amount or Quantity * Unit cost
Discount AmountIf there is a discount enter it
Unit CostIn case of purchase enter the unit cost
Shortcut Dimension CodeEnter a shortcut dimension if there is.
Applies-to EntryIf you want to link the transaction to a item ledger entry
Bin CodeEnter a bin code is there is
Shpt. Method CodeEnter a shipment code if there is

Step 3:

Click on Post to validate the transaction.


Click on OK to close.

Thursday, May 28, 2020

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
NoIf no series is setup then the item no will generate automatically
DescriptionEnter the description of the item
Base Unit of MeasureEnter the unit of measure of the item
Item Category CodeEnter the item category code
Inventory
Shelf NoEnter the shelf no
Created from Catalog ItemIf you want to create from a catalog item
Search DescriptionSearch description will be set as description
InventoryThis will show the stock count
Qty. on Purch. OrderThis will show the quantity use on purchase order
Qty. on Prod. OrderThis will show the quantity use on production order
Qty. on Component LinesThis will show the quantity use on component lines
Qty. on Sales OrderThis will show the quantity use on sales order
Qty. on Service OrderThis will show the quantity use on service order
Qty. on Job OrderThis will show the quantity use on job order
Qty. on Assembly OrderThis will show the quantity use on assembly order
Qty. on Asm. ComponentThis will show the quantity use on assembly component
Stockout WarningIf you wish to get an alert if stock amount is zero
Prevent Negative InventoryThis will prevent any negative inventory
Net WeightEnter the net weight
Gross WeightEnter then gross weight
Unit VolumeEnter the unit volume
Costs & Pricing
Cost Details
Costing MethodEnter the costing method
Standard CostThe standard cost will display automatically
Unit CostUnit cost of the item will display automatically
Special Purch. Prices & DiscountsIf you want to create a special purchase price and discount
Posting Details
Gen. Prod. Posting GroupEnter the general product posting group
VAT Prod. Posting GroupEnter the VAT product posting group
Inventory Posting GroupEnter the inventory posting group



Prices & Sales
Unit priceThe last unit price for of the item will display here
Planning
Dampener QuantityThe dampener quantity will appear automatically
Order Modifiers
Order MultipleThe 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
CodeEnter a code for the standard code
DescriptionEnter a description
Currency CodeEnter a currency code if the invoice is foreign
Lines
TypeEnter a type for the line
NoEnter the no of the type
DescriptionThe description will appear automatically
QuantityEnter 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 PostingChoose the type of discount posting
Credit WarningsIf you want to give a warning about credit
Stockout WarningGive warning message when stock out
Shipment on InvoiceAllow shipment on invoice
Return Receipt on Credit MemosIf you want to return receipt on credit memo
Invoice RoundingIf you want to round invoice amount
Default Item QuantityIf you want to default Item quantity on an invoice
Create Item from Item NoIf you want to create item from item no 
Create Item from DescriptionIf you want to create item from description
Ext. Doc. No. MandatoryIf you want to make external document number mandatory
Appln. between Currencies.If you want to do application between currencies
Logo Position on DocumentsState the position of logo on document such as invoice
Freight G/L Acc. NoEnter the freight G/L Account
Default Posting DateState how you wish to set the posting date
Default Quantity to shipIf you want to default the ship to quantity
Copy Comments Blanket to OrderIf you wish to copy comment from blanket order to sales order
Copy Comments Order to InvoiceIf 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. MemoIf you wish to copy Comment from return order to credit memo
Copy Cmts. Ret. Ord. to Ret. RcptIf you wish to copy comment from return order to receipt
Allow VAT DifferenceAllow vat difference on invoices
Calc. Inv. DiscountAllow calculation on invoice discount
VAT Bus. Posting Gr. (Price)Set a default vat business posting group for pricing
Exact cost reversing mandatoryIf you wish want exact cost when doing reversal
Check Prepmt. when PostingCheck if there is prepayment before posting the payment.
Prepmt. Auto Update FrequencyFrequency to update prepayment 
Allow Document Deletion BeforeSet a date to allow deletion of document
Ignore Updated AddressesIf you wish addresses is ignored in document
Skip Manual Reservationprevent manual reservation.
Quote Validity CalculationEnter the calculation for quote validity
Dimensions
Customer Group Dimension CodeEnter the customer group dimension code
Salesperson Dimension CodeEnter the salesperson dimension code


Number Series
Customer NoEnter no series for customer
Quote Nos.Enter no series for quote
Blanket Order NosEnter no series blanket order
Order NosEnter no series for order
Return Order Nos.Enter no series for return order
Invoice Nos.Enter no series for invoice
Posted Invoice NosEnter no series for posted invoice
Credit Memos NosEnter 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 NosEnter no series for return receipt
Reminder NosEnter no series for reminder
Issued Reminder NosEnter no series for issued reminder
Fin. Chrg. Memos NosEnter no series for finance charge memos
Issued Fin. Chrg Memos NosEnter no series for issued finance charge memo
Posted Prepmt Inv. NosEnter no series for posted prepayment invoice
Posted Prepmt Cr. Memo NosEnter no series for posted prepayment credit memo
Direct DebitEnter no series for direct debit.
Background Posting
Post with Job QueueIf you want to post transaction when job queue is run
Post & Print with Job QueueIf you want to post and print transaction when job queue is run
Job Queue Category CodeSelect a job queue category code
Notify On SuccessNotify when transaction has been execute successfully
Archiving
Archive QuotesIf you want to archive quote
Batch Archiving QuoteIf you want to activate batch archiving quote
Archive Blanket OrdersIf you want to archive blanket order
Archive OrdersIf you want to archive order
Archive Return Ordersif you want to archive return order
Dynamics 365 for sales
Write-in product typeSelect a write in product type
Write-in product noSelect a write in product number

Click OK to close.

Sunday, May 24, 2020

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
CodeEnter a code for the standard purchase code
DescriptionEnter a description
Currency CodeEnter the currency code
Lines
TypeEnter the type
NoEnter type number
DescriptionDescription of the type will display
QuantityEnter the quantity
Amount Excl. VATEnter 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.

CodeEnter a code for the payment method
DescriptionEnter a description
Bal. Account TypeEnter the balance account type
Bal. Account No.Enter the G/L Account
Direct DebitState whether it is a direct debit or not
Direct Debit Pmt. Terms CodeEnter the payment term code for direct debit
Pmt. Export Line DefinitionEnter the payment export line definition
Bank Data Conversion Pmt. TypeEnter the bank data conversion payment type
Use for InvoicingState whether the payment method is used for invoicing or not

Click on OK to close.