Introduction to MS Dynamics NAV III.
Ing.J.Skorkovský,CSc.
MASARYK UNIVERSITY BRNO, Czech Republic
Faculty of economics and business administration
Department of corporate economy

Basic source tables I.(purchase)
•Vendor
–Balance
–General Posting group (we will go over it later in this course in section General Ledger setup)
–VAT Posting Group (we will go over it later in this course in section General Ledger setup)
– Vendor Posting Group (we will go over it later in this course in section General Ledger setup)
–Purchaser
–Pay to Vendor
–Payment Term Code
–Location Code (Inventory)
–Currency Code
–Language Code
–
–
–
–
–
–
•




Basic information- some of them  - buttons (purchases)



Basic source tables II.(purchase
•Item
–Number
–Basic Unit of Measure
–Item Category Code
–Product Group Code
–Inventory
–Quantity of this item on diverse types of document
–Costing method
–Unit Cost
–General Production Posting Group  (we will go over it later in this course in section General
Ledger setup and Inventory Costing)
–VAT Production Posting Group (we will go over it later in this course in section General Ledger
setup and Inevntory Costing)
–Inventory Posting  (we will go over it later in this course in section General Ledger setup and
(we will go over it later in this course in section General Ledger setup and Inventory Costing)
–Allow Invoice Discount
–Replenishment System  and Vendor Number (for purchase= Purchase)
–Reordering Policy (we will go over it later in this course in section Requisition worksheet and
netting calculation)
–Safety Stock Quantity and Reordering point  (we will go over it later in this course in section
Requisition worksheet and netting calculation)
–Item Tracking Code (if applied)
–
–
–
–
–
–
•

Item card
Some basic information related to the button Item will be presented
 on-line during tuition

Purchase Order
Item 1
Vendor
Item 2
Purchase Order Header
Purchase Order Lines

How to create a simple Purchase Order
•Purchase menu
•Order Processing->Orders
•F3 to create new document- by confirming by use of ENTER  a new and unique document number is
created
•Look-up by use of F6 from the field Vendor
•Chosen Vendor must be confirmed by one click on the key Enter
• Lines->Type Item->from the field No. By use of F6 pick your chosen item ->ENTER to confirm your
choice
•Enter stock location BLUE and specify Quantity  of the Item
•See Statistics of this document by F9
•Button Print->Order Confirmation->Preview
•Post it by use of F11
•Make a choice (for this first simple purchase order model)
•

Purchase Order



Item availability



History
You can see chosen document


Purchase Order confirmation (preview)



Posting PO
See next slide


Posted Purchase Invoice and Receipt document



Direct „jump“to the Item card from Posted Invoice (F6)
See next slide
Posted Purchase
Invoice Lines

Item card and its entries (Ctrl-F5)
Ctrl-F5


Item card and its entries



Item card and its entries



Vendor Card and its entries (Ctrl-F5)
Ctrl-F5


Impacts to G/L



Impacts to G/L (General Ledger Entries)
7110 Purchase Retail Domestic
5630  Purchase VAT 25%
5410 Vendor Domestic
2632,00
3290,00
658,00

Posting Groups
Item 1
Vendor
Purchase Order Header
Purchase Order Lines
= General Business Posting Group (chosen code=NATIONAL)
= General Product Posting Group  (chosen code=Retail)

Posting Groups



End of the section III.