Default Value for Contact Card

Posted by mojacho | 3:45 PM |

Navision can assign a default language code, territory code, salesperson code, country code and sales cycle code to a new Contact. The default value can be defined at Default tab in Marketing Relation Management Setup form. Please note that the Inheritance value will overrides Default values.

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Contact created when you create vendor

Posted by mojacho | 3:11 PM |

When you first enter F3 key in the Vendor card to create a new vendor, Navision will create a Contact for this vendor automatically. This contact will have the same name and addresses with the vendor card. This happens automatically without you knowing it.

When you enter a name at the Contact field, Navision will create another contact for this vendor in the Contact table. As a new result, this Vendor will have 2 related contacts in the Contact table if you enter a contact name at the Contact field in Vendor card.

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Contact's Business Relation

Posted by mojacho | 3:10 PM |

A contact can be a person or a company. Contact can be your customer, vendor, Bank, Agent, Lawyer, prospective customer, etc. To assign Business Relationship to a contact:
1) Open Contact card and browse to the contact that you want to assign Business Relation.
2) Click on Contacts --> Company --> Business Relation.
3) Select the Business Relation to assign to the contact. You can assign more than one Business Relation to a contact.

Before you can assign a Business Relation to a contact, you must setup the Business Relations at Sales & Marketing --> Setup --> Company --> Business Relations.

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When to use Item Charge ?

Posted by mojacho | 3:06 PM |

Item Charge is used to record the cost for distributing, handling and transportation of items, such as:
1) Insurance
2) Freight Cost
3) Custom Duties

These costs will add to the direct unit cost of the item purchased or sold, thus will affect the cost of goods sold and proft calculation. For example, transportation agent who delivers items from supplier bills you on the transportation charges. You can use Item Charge to assign the transportation charges to the items received. When the Item Charge is posted, it will be added to the cost of the items received, thus make the cost of the item more expensive. The same concept can be applied to the Sales Transaction.

Navision allow you to post the Item Charge seperately from the purchase or sales document. You can post the purchase or sales documents first and post the Item Charge later when you have receive the relevant documents to incur more charges to the purchase or sales. In other words, item charges can be assigned to the items that have been posted as receipt and invoice, or even after the item has been sold.

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Setup Mailing Group for Contacts in Navision

Posted by mojacho | 8:06 AM |

Mailing groups allow you to send email to groups of contacts that may be interested on the same information, such as promotion price. Huh, it sounds like a marketing tool rather than an ERP. Can Navision really do this ? Yes. Navision can do this. You can set up the mailing group at:Sales & Marketing --> Marketing --> Setup --> Mailing Groups




1) Press F3 to create a new record.
2) Enter Code and Description for the mailing group. In this example, I created X-PROMO. The No. of Contacts field shows number of contacts under this mailing group. It's a flowfield, so, you don't need to key in anything.

To assign mailing group to a contact:
1) Open Contact card and browse to the contact that you want to assign Mailing Group.
2) Click on Contacts --> Mailing Group

3) Select the Mailing Groups to assign to the contact. You can assign more than one mailing groups to a contac

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Unit Cost used in Negative Adjustment

Posted by mojacho | 8:05 AM |

If you are using Average Cost, Negative Adjustment will take the average cost on the day the negative adjustment is valued (based on posting date and valuation date).

For example, when you do a Negative Adjustment in Item Journal, Navision will default the unit cost with the Unit Cost from Item Card. It doesn't matter whether you accept the default cost suggested by Navision or change the unit cost to other cost, because the Adjust Cost - Item Entries batch job or the automatic cost adjustment function will adjust the unit cost back to the average cost based on the valuation date. Therefore, no matter what cost you put in the Item Journal during Negative Adjustment will not affect the cost used in the negative adjustment.


If you are using Standard Cost, the unit cost in Item Journal will be defaulted to Unit Cost in Item Card, which is the current standard cost. Later, when the adjust cost function is executed, the unit cost posted by the negative adjustment will be adjusted to the unit cost of the positive entry which the negative adjustment is applied to. Let's consider the following example,

Jan 01, 2008 - Item A is created and standard cost is set to $10.
Jan 02, 2008 - Purrchase 10 units of Item A with $10.
Feb 01, 2008 - Change standard cost of Item A to $12.
Feb 05, 2008 - Purchase 10 units of Item A with $12.
Feb 07, 2008 - Negative 2 units of Item A.

So, on Feb 07 2008, when 2 units of Item A is entered into the Item Journal, Navision will default the unit cost to $12. Accept the cost and post the Negative Adjustment. The Negative Adjustment will be posted with $12. You can verify this by checking the Item Ledger Entries and Value Entries. Now, run the Adjust Cost - Item Entries batch job. After the Adjust Cost batch job completed successfully, check the Item Ledger Entries and Value Entries again. You should be able to see an adjustment entry with -$2 has been added to the Value Entries table to adjust the unit cost to $10.

The Negative Adjustment will take $10 instead of $12 as unit cost because the negative adjustment entry has been applied to the purchase entry created on Jan 02 2008, which is $10.

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