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Olof Simren - Microsoft Dynamics 365 Business Central Blog

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Sales Quote without Customer

Jul 11, 2016

Do you know that you can create sales quotes without having a customer created in Microsoft Dynamics NAV? It’s been like that as long as I can remember but surprisingly many users and also consultants don’t know this and I have seen lots to workarounds with generic ‘quote customers’, etc. This is a quick blog post describing how you can create sales quotes in Dynamics NAV without having a customer record. This is especially useful for companies that are doing a lot of quotes to prospects that might not turn into customers. With this method you then don’t ‘muddy’ the...

Connect a Customer with a Vendor

Jun 19, 2014

Sometimes a customer is also a vendor and sometimes a vendor is also a customer. It can for example be that a customer provides some components for an assembly that they have ordered or a vendor that also orders items from you. Microsoft Dynamics NAV has the option to link a customer with a vendor through the contact functionality. When you create a customer or a vendor, Dynamics NAV automatically creates a contact record for your. If you create them separately you will end up having duplicated contacts and a customer that is not linked to the vendor. The way...

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Categories

  • Assembly (3)
  • Development (35)
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  • General (28)
  • Inventory (24)
  • Manufacturing (36)
  • Miscellaneous (27)
  • Purchase (9)
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Tags

.net Add-in AI AppSource Assembly Assembly BOM Business Central CAL Capacity Consumption Contact Copilot Costs Customer Development Dimensions Excel Finance Flushing General Ledger Inventory Item Item Tracking Low-Level Code MRP NAV 2015 NAV 2016 Output Planning Production Production BOM Production Orders Purchase Orders Receipts Reporting Reports Routing Sales Sales Order Stockkeeping Unit Subcontracting Task List Warehouse Warehouse Shipment Work Center

Recent Posts

  • Business Central Configuration Audit using Vibe Coding
  • Copilot in Planning Parameter Worksheet
  • Copilot in Planning Worksheet
  • Copilot Inventory Queries
  • Record Deletion Tool for Business Central in AppSource
  • Reopen Finished Production Orders
  • XML Buffer and CSV Buffer Tables
  • Functionality Improvements in NAV 2017
  • Reversing Production Output and Consumption
  • Return Merchandise Authorization (RMA)

Recent Comments

  • Olof on Business Central Configuration Audit using Vibe Coding
  • Andrew Trayfoot on Business Central Configuration Audit using Vibe Coding
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  • Takeshi Setoya on Reopen Finished Production Orders
  • Steve on Consignment Inventory
  • Olof Simren on Copilot in Planning Worksheet
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