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New fields in Sales & Receivable Setup in NAV 2017

 Sunil Dhing   Leave a comment

As NAV 2017 introduced new features , they have added some fields in Sales & Receivable Setups . These fields are explained below : Following new fields are added in the Sales & Receivable setup as compared to NAV 2016. Default Item Quantity Create Item from Description Allow Document Deletion Before The functionality of these … Continue reading New fields in Sales & Receivable Setup in NAV 2017

Purchase Quotation Dynamics NAV

 Mayur Pokharkar   Leave a comment

Introduction: Purchase Quotation use to purchase items or services, and want to receive competitive offers from multiple vendors. In Purchase quote, vendors provide the prices and delivery times for the quantities of items that they specify. In the Search box, enter Purchase Quotes, and select the related link. Click on new to create new purchase quote. In … Continue reading Purchase Quotation Dynamics NAV

Send Email with attachment to the vendor as a response in Purchase order workflow in NAV 2017

 Chris D'Silva   Leave a comment

Introduction: In this article, a workflow response is created in the standard purchase order workflow. This response sends an email to the vendor after release of the purchase order i.e when the send approval request of the purchase order is approved by the authorized approver, the status of the purchase order changes to Released  afterwhich … Continue reading Send Email with attachment to the vendor as a response in Purchase order workflow in NAV 2017

Automated Clearing House (ACH) payments to Vendor Bank Accounts in Microsoft Dynamics NAV

 Tina Menezes   Leave a comment

Introduction: In my previous blog, I had mentioned the steps required to setup ACH payments to vendors in NAV. For more details of my previous blog, click here. After all the setups are done, the next step will be to Export and Transmit the ACH payment file. In this blog, I will be giving the … Continue reading Automated Clearing House (ACH) payments to Vendor Bank Accounts in Microsoft Dynamics NAV

Transfer Order in Dynamics NAV

 Mayur Pokharkar   Leave a comment

Introduction: Transfer order are mainly used for Transfer of inventory from one location to another location. Below are the steps to create transfer Order In the Search box, enter Transfer Orders, and select the link Click on New button to create new transfer order. Select the Location in Transfer from Code field from where you want to ship … Continue reading Transfer Order in Dynamics NAV

Item Categories in NAV 2017

 Sunil Dhing   Leave a comment

Dynamics NAV 2017 gives the possibility to define own product attributes (e.g. colour or size) and assign them to the corresponding item, so the user can refine and structure his article range much better. Till NAV 2016 Item Categories were a simple List Where we can specify the Categories and some other default parameters but … Continue reading Item Categories in NAV 2017

Setups required to perform Automated Clearing House (ACH) payments to Vendor Bank Accounts in Microsoft Dynamics NAV

 Tina Menezes   Leave a comment

Introduction: Automated Clearing House (ACH) payments to vendors can be done through Microsoft Dynamics NAV. To do ACH payments, setup is required to be performed basically in four areas: Company information, Bank Account card, Vendor card and Vendor bank account. Pre-requisite: Microsoft Dynamics NAV 2017 (North America NA version) Purpose: In this blog, I will … Continue reading Setups required to perform Automated Clearing House (ACH) payments to Vendor Bank Accounts in Microsoft Dynamics NAV

Import a .csv file for Bank Reconciliation in Dynamics NAV 2017

 Chris D'Silva   Leave a comment

Introduction: This article gives a step by step process to import a .csv file in Dynamics NAV 2017 for Bank Reconciliation. Pre-requisites: Microsoft Dynamics NAV 2017 Microsoft Excel Steps: 1. Browse to Data Exchange Definition page, and click on new to create a new data exchange setup. This setup enables us to import a specified … Continue reading Import a .csv file for Bank Reconciliation in Dynamics NAV 2017

Blanket Purchase Order Dynamics NAV

 Mayur Pokharkar   Leave a comment

A blanket purchase order is  purchase agreement between the company and a vendor. It typically involves one item with multiple shipments at predetermined quantities, price and delivery dates. Scenario: Purchase person orders 1000 units of item that will be delivered 200 units for each week. Steps: 1) In the Search box, enter “blanket purchase orders”, … Continue reading Blanket Purchase Order Dynamics NAV

Importing Excel file in Microsoft Dynamics NAV using Excel Buffer

 Chris D'Silva   Leave a comment

Introduction This article is to import data from the Excel file into existing NAV table. This import matches the excel entries with the existing NAV table and modifies the records of the table on import of the excel file. To accomplish this, we create a report using Excel Buffer as the DataItem. Pre-requisites Microsoft Dynamics … Continue reading Importing Excel file in Microsoft Dynamics NAV using Excel Buffer