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...
One of the nicer things about the assembly functionality in Microsoft Dynamics NAV is the option to assemble to order. What this means is that you can stock the components and not assemble them until it is time to ship the order (very useful if you sell kits of products for example). In this blog post I will describe how this works together with the inventory picks and movements. This is in my mind a setup that works well and supports scenarios where the personnel that are picking the products also assembling/bundling them at the same time. I have previously...
There are four ways to process shipments of inventory in Microsoft Dynamics NAV. Which way to choose depends on the business requirements and what processes that are most suitable. I typically discuss the different options early in the analysis phase of an implementation to establish the preferred method as soon as possible (if it is not obvious which one to apply that is). It is important to get it right early since the procedures, work instructions, potentially modifications and printouts all will depend on the method chosen (and you don’t want to change your mind half way through the project)....
