Introduction to MS Dynamics ERP NAV 5.0 SP1 in  concise clauses = part three

Created by                  :           Jaromír Skorkovský

Date                            :           20.10.2010

Reason                       :           Concise instrument helping in tuition and study


 Business case II (Simple sales and its impacts)


1.                  Sales and Marketing menu



2.                  Use of F3 to cerate new  Header and linked empty lines





3.                  Use of Enter key You cerate automatically a new document number and from the
field  Sell-to Customer  No. using F6 key you will chose one customer (e.g. 10000)

Confirm by Enter key transfer of the Customer data stored in Customer table, which can be visible
in Customer Card . Make scrutiny of the upper right part of the window –information about Sales
history and so on.



4.                  Go by mouse cursor to the lines and see the type of the line (Item) and then
from the field Item by use of F6 (look-up key) you will chose an item. Preferably the same one
which was previously in your system purchased.




5.                  Make scrutiny of the lower right part of the window –information about Item
Card, Availability, Substitution and so on.  By use of F9 key (Statistics)You  will get





See other tabs of this window and so on…














6.                  Return to the main Sales order by ESC key and You will get :





7.                  Make button Print, order Confirmation and Preview and you will get :




8.                  By use of F11 post it to the DB  (make it for Ship and Invoice)




9.                  Go to the Customer Card and make Ctrl-F5 and you will see Customer Ledger
Entries.





10.              Go to  Financial  Management – History-Registers and use by Ctrl-End  go to the
last line and then button Register  and make choice General ledger and you will get




From  here by use of F6 go directly to the chart of account please …….


11.              Go to Item Card (the one used in last Sales Order and make Ctrl-F65 and you will
get  (see what happened in Quantity, Invoiced Quantity and Remaining Quantity.




            Tutor will explain applying principles