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...
Microsoft Dynamics NAV 2015 was released a couple of weeks ago. I have download and installed it and so far it seems like it can co-exist with Dynamics NAV 2013 R2 without any issues (which was not the case with my 2013 and 2013 R2 versions, so this is great). To me the improvements that the users will see (e.g. the functionality in the NAV clients) are the most important ones (and also the most fun to review). The improvements of the technology behind the scenes (such as OAuth support for web services, merge utilities, multi-tenant architecture, etc.) are also important...
One of the new features in Microsoft Dynamics NAV 2013 is the ability to enter formulas like ‘%me’ and ‘%myitems’ while setting filters. Dynamics NAV then replaces the formula with values while applying the filter. Some of the formulas that comes standard are for example; ‘%me’ and ‘%user’ will be converted in to the USERID, ‘%company’ will be converted into the COMPANYNAME, ‘%myitems’ will be converted into a string with the item numbers you listed in the My Items role center part (same goes for ‘%mycustomers’ and ‘%myvendors’). This is nice but what is great is that you can also...
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...
This is an old but still relevant topic; on sales documents (quotes, orders, invoices, return orders, etc.) in Microsoft Dynamics NAV you have the option to specify a separate bill-to customer. The bill-to customer is obviously who gets the invoice and where the accounts receivables end up, while the sell-to customer is who you are selling to. Having a separate bill-to for some customers is a quite common requirement. In addition to the sell-to and bill-to customer there is also a ship-to address that is used to specify where the shipment is going. There are some things that you need...
