welcome to XRM blog

Keep in touch with latest CRM/ERP articles

To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

image
Blog

How To Perform Basic Sales Operations in Microsoft Navision

By Dev Priyam Krishna on 9/22/2016

This product is a part of the Microsoft Dynamics family, and is designed to help with finance, manufacturing, customer relationship management, supply chains, analytics and electronic commerce for both Small and Medium-sized Enterprise businesses.

Following are some of the basic sales operations that you can perform in Microsoft Navision:

A. Insert and Delete -

1. Navigate to Home>Sales Orders

2. Select Sales Order number and then click Edit.

3. From the Lines FastTab, put the cursor on the column header.

4. Right-click and select New Line (CTRL+INS).


5. To delete the new line,Right Click and select New Line(CTRL+DEL)

6. Click OK

B. Using Filters -

* Using Single Filter -

1 .Navigate to Home>Sales Order

2. Press F3 to go to quick filter

3. Click the dropdown arrow of the filter field and select Sell-to Customer Name.

4. In the text field on the left, type "fairway" and press ENTER.

5.Select Sales Order 104015, and then click Edit.

6. Now we can see the filtered Sales Orders.

7. Click OK

* Using An Advanced Filter -

1. Navigate to Home>Items

2. Click Expand to make advanced filter option available

3. Click the drop-down arrow of the Where field, and then select Assembly BOM.

4. Click the drop-down arrow and enter a value,and then select No

5. Add Filter

6. Click the drop-down arrow of the Where field,and then select Cost is Adjusted.

7.Click the drop-down arrow and enter a value,and then select No.

8. Add Filter

9. Click the drop-down arrow of the Where field,and then select Vendor No.

10. Click the drop-down arrow and enter a value,and then select 20000.

11. Add Filter.

12. Click the drop-down arrow of the Where field,and then select Unit Price.

13. Type "125.10" as the value, and then press ENTER.

14. The Items page is now limited to 5 items.

15. Click OK.

C. Using Filter Criteria -

1. Navigate on left menu to Departments

2. Click Purchase>Planning>Vendors

3. Expand the Filter pane

4. Click the drop-down arrow of the Where field, and then select Country/Region Code .

5. Click the drop-down arrow and enter the value,select GB

6. Add Filter

7. Click the drop-down arrow of the Where field,and then select Contact

8.Click the drop-down arrow and enter the value,and then enter ''

9.Notice the vendor page is limited to three vendors to meet the criteria

D. Using a Filtered View -

1. Navigate to Home>Role Center

2. Click Manage List on the My Customers part.

3. In the Customer No. field, enter 10000 and then press enter

4. In the Customer No. field, enter 40000 and then press enter

5. In the Customer No. field, enter 50000 and then press enter

6. Click OK to close the Edit – My Customers page.

E. Using Navigate Page -

1. Navigate to Home>Customers

2. Click Customers 10000 (The Cannon Group PLC)

3. On the Navigate Tab,click Ledger Entries



4.You can now view the existing Ledger records in the system.



----------------------------------------------------------------------------------------------------------

























 

ERP
NAV
Blog Calendar
Blog Calendar List
2019 Nov  7  1
2019 Jan  22  3
2018 Dec  27  4
2018 Nov  61  3
2018 Oct  12  3
2018 Sep  92  11
2018 Aug  4  2
2018 Jun  11  1
2018 Jan  49  2
2017 Sep  506  5
2017 Aug  16  1
2017 Jul  15  2
2017 Jun  43  2
2017 May  17  1
2017 Apr  31  2
2017 Mar  110  4
2017 Feb  375  4
2016 Dec  174  3
2016 Nov  323  8
2016 Oct  224  10
2016 Sep  354  6
2016 Aug  38  1
2016 Jun  1709  6
2016 May  103  3
2016 Jan  70  2
2015 Dec  385  6
2015 Nov  3  1
2015 Oct  12  1
2015 Sep  1274  6
2015 Aug  12  1
2015 Jul  117  2
2015 Jun  8  1
2015 May  20  1
2015 Apr  21  2
2015 Mar  71  3
2015 Jan  5130  4
2014 Dec  15  1
2014 Nov  2190  4
2014 Oct  75  2
2014 Sep  98  2
2014 Aug  3604  1
2014 Jul  42  2
2014 Apr  2439  12
2014 Mar  273  19
2014 Feb  226  8
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  625  2
2013 Oct  246  3
2013 Sep  10  1
2013 Aug  30  3
2013 Jul  203  1
2013 Apr  46  6
2013 Mar  1762  10
2013 Feb  292  4
2013 Jan  259  2
2012 Nov  29  2
2012 Oct  420  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote