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.
Read More..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.
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.
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.
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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