Create Production Order from Sales Order for Partial Quantity
Most of us know that you can create production orders from sales orders in Microsoft Dynamics NAV. When doing this the production orders are reserved against the sales order lines and they also inherits the dimensions from the sales order lines. The quantity on the production orders equals the base quantity on the sales order lines and the due dates of the production orders becomes the shipment dates backdated by the default safety lead time defined in the manufacturing setup. For make-to-order environments this is great and creating the production orders from the sales orders quite often becomes the handover...Bill-to vs. Sell-to Customer
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...NAV 2013 R2 Help Server Host Name
Microsoft Dynamics NAV 2013 R2 has a web based help system; this is great since it is now much easier to modify the help to include company specific instructions (gone are the old .chm help files) and users can use their web browser to bookmark the help, etc.. If you want to change the host name for the help server on an existing NAV client installation you can do this by changing the ClientUserSettings.config file. (more…)Multiple Item Unit of Measures
Items in Microsoft Dynamics NAV can have multiple units of measures, you can for example sell in one unit of measure and purchase in another unit of measure. This is great, but there are some things to be aware of when setting an item up with different unit of measures. An item must have a base unit of measure. The base unit of measure is how the inventory quantities are displayed and how the inventory is valued. It is also how it is produced (you can have a Production BOM in a different unit of measure, but the Routing and...Shop Floor Barcode System
In 2005 I developed a simple barcode system that allowed you to put barcodes on printouts for displaying the documents in Microsoft Dynamics NAV. Initially the system was called ‘Document Lookup’ because it was exactly what it did; you scanned the barcode and Dynamics NAV displayed the form in the client. This barcode system turned out to be a big success and it was extended to perform different functions as well (such as creating picks, finishing production orders, etc.). Since then I have used it in most places where I implemented Dynamics NAV and it now goes under the name...Add Order Lines to Navigation Pane
From time to time I run into situations where users want to view a filtered list of order lines; it could for example be a list of shipped not invoiced items or a shipping queue showing outstanding items to ship. Most of the menu items in Microsoft Dynamics NAV refer to the order headers and not the lines, but adding a page to the navigation pane that shows the order lines can be done by the users themselves with a few simple tricks without having to modify any objects. The key is to use the ‘Save View As’ feature on...Dimensions on Production Orders
The dimensions involved in posting production orders are a bit interesting. It is interesting since there is a slight difference between on how they behave compared to other parts of Microsoft Dynamics NAV (like the sales and purchase orders). It can be argued what is right and wrong, but knowing how it works in standard Dynamics NAV is requirement for setting a system that is easy to work with and provides correct reportable and understandable data. As an example; if you have default dimensions on the items and set them up with the ‘Value Posting’ equal to ‘Same Code’ and...Things to Know About Item Charges
The item charge functionality in Dynamics NAV gives you the option to include additional costs such as freight, insurance, fuel charges, etc. in the unit cost or unit price of an item transaction. Item charges are something that most companies that handles any type of inventory would benefit from using. When implementing item charges there are a couple of things to be aware of. (more…)Accept Action Message in Planning Worksheet
The MPS/MRP suggestions in the Planning Worksheet has an 'Accept Action Message' field that determines if the suggestion should be accepted or not. The value of this field is by default set to TRUE if there are no warnings. This sounds great, by my experience is that most planners would like this to default to FALSE and activity accept each message when reviewing the suggestions. (more…)My Dynamics NAV Partner
