As you search for software for your distribution company, you may begin to wonder if you should be looking for an ERP system or a WMS (Warehouse Management System). Many distributors have similar questions, as well as: what’s the difference, can one do the job of both, should we get both, and how do they… Continue reading ERP vs WMS: How to Make the Best of Both
How to Use CASE as the UOM in the Item Card in Dynamics NAV 2015
As a standard function in Microsoft Dynamics NAV 2015, the Selling Unit of Measure on the Item Card will determine the quantity of the individual component items produced and included in that UOM sold on the Sales Order Line. In some applications, the use of CASE as the UOM throughout the process is all that… Continue reading How to Use CASE as the UOM in the Item Card in Dynamics NAV 2015
Microsoft Dynamics NAV 2016 Feature – Currency Exchange Rates Updates
Microsoft Dynamics NAV 2016 has a built-in tool that helps users update currency exchange rates. This new tool will allow you to use a service to get the latest update exchange rates. This can offer considerable time savings if you need to enter multiple exchange rates, and it will also assist you in keeping your… Continue reading Microsoft Dynamics NAV 2016 Feature – Currency Exchange Rates Updates
How to Handle Containers in Microsoft Dynamics NAV
Processing containers using standard Microsoft Dynamics NAV can be a bit cumbersome. However, there are a few tools in NAV that actually makes this easier than most people know. This blog will help you create a process that removes many of the issues that make container management so time consuming. First, let’s review some of… Continue reading How to Handle Containers in Microsoft Dynamics NAV
If You Sell to Consumers, Sales Tax Is an Issue
A guest post from Avalara. Getting closer to the customer is no longer a retail-centric sales strategy. More manufacturers, suppliers and wholesalers are starting to sell direct to consumers (D2C). Motivations vary: brand awareness, customer loyalty, even product innovation. But for the most part, B2B sellers are simply looking to give consumers what they want —… Continue reading If You Sell to Consumers, Sales Tax Is an Issue
How to Create Drop Shipments in Microsoft Dynamics NAV 2016
Need to ship an item directly from a vendor to a customer? Let’s walk through how to set up Microsoft Dynamics NAV 2016 to handle this process. A drop shipment is a shipment of an item or a consignment of items from one of your vendors directly to one of your customers. NOTE: Before you… Continue reading How to Create Drop Shipments in Microsoft Dynamics NAV 2016
How to Apply Purchase Invoices and Credit Memos in Dynamics NAV 2016
Need to apply a Purchase Invoice to a Credit Memo? Let’s walk through how Microsoft Dynamics NAV 2016 handles this process. First, you will need to open the Vendor Master Record. Go to Departments > Financial Management > Payables > Vendors Select Vendor – Select the Vendor you are wanting to apply one or more… Continue reading How to Apply Purchase Invoices and Credit Memos in Dynamics NAV 2016
ArcherPoint Dynamics NAV Developer Digest – vol 85
The ArcherPoint technical staff—made up of developers, project managers, and consultants – is constantly communicating internally, with the goal of sharing helpful information with one another. As they run into issues and questions, find the answers, and make new discoveries, they post them companywide on Yammer for everyone’s benefit. We in Marketing watch these interactions… Continue reading ArcherPoint Dynamics NAV Developer Digest – vol 85
Event Suggestion in Microsoft Dynamics NAV 2016
Editor’s Note: Saurav Dhyani is proposing an enhancement to Microsoft Dynamics NAV 2016. If you think this feature should be part of the base application, please vote for it on Microsoft Connect. If you have a suggestion of your own, feel free to propose it. Scenario: A new custom field is added to the Sales Line… Continue reading Event Suggestion in Microsoft Dynamics NAV 2016
How to Use Dynamics NAV 2016 OCR to Improve Data Entry, Part 2
Microsoft Dynamics NAV 2016 has a new feature that uses OCR technology to help automate the data entry process for vendor invoices. OCR is an acronym for Optical Character Recognition and is defined as “…the mechanical or electronic conversion of images of typed, handwritten or printed text into machine-encoded text.” In Part 1 of this… Continue reading How to Use Dynamics NAV 2016 OCR to Improve Data Entry, Part 2