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iCepts Technology Group, Inc.

Exploring ERP: Sales Order Management in Microsoft Dynamics NAV 2013


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With Microsoft Dynamics NAV 2013 Sales Management is one part of the entire supply chain management functionality within the ERP system.

Sales Invoicing allows you to set up, post, and print customer invoices and sales credit memos. This granule is fully integrated with General Ledger and Inventory.

business people group working in customer and helpdesk office

Sales Discounts calculate invoice discounts automatically. For example, set up any number of invoice discount terms, including a certain minimum amount, discount percentage, and/or a service charge. The discount is calculated on the individual item lines and becomes part of the net sum of the invoice. Calculations can be done in both local and foreign currencies.

Discounting continues with Sales Line Discounting in which you can manage flexible item price discount structures that differentiate between special agreements with individual customers and customer groups, and are conditioned by such parameters as minimum quantity, unit of measure, currency, item variant, and time period. The best, as based on the highest discount, unit price is calculated for the sales line when the order details meet the conditions specified in the sales line discounts table.

Sales Order Management functionally in ERP allows you a way to manage sales quotes, blanket sales orders, and sales order processes across your entire business. Setting up an invoice directly differs from setting up a sales order in which the quantity available is adjusted as soon as an amount is entered on a sales order line. Quantity available is not affected by an invoice until the invoice is posted  You can use the Sales Order Management granule to manage partial shipments, ship and invoice separately, create prepayment invoices for the sales order and also use quotes & blanket orders in the sales phase. (Quote and blanket orders do not affect inventory figures.)

Furthermore, you can calculate sales tax and set up individual tax areas for each customer and vendor. Also enables you to calculate use tax on the tax. Sales tax can also be calculated from the general journal lines. (Please check your local price list for availability).

In regard to shipping agents, Microsoft Dynamics NAV 2013 allows you to set up multiple shipping agents (for example, UPS, DHL, external carriers, or your own carrier) and relate their services (express, overnight, standard) with shipping time. Associate default shipping agents and their services with individual customers or specify those details on sales orders and transfer orders to improve accuracy of order promising

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Posted By: iCepts Technology Group-A Gold Certified Microsoft Dynamics NAV Partner in Pennsylvania.

One Response to “Exploring ERP: Sales Order Management in Microsoft Dynamics NAV 2013”

  1. Alejandro says:

    I’ve recently came across a sales order app which turned out to be extremely useful for address our mobile sales team.

    Check it out, it free to try and integrated with most ERP’s: http://www.handshake.com