Simple scenario of the fifth  ERP Microsoft Dynamics NAV session V.

Created by                         :              Jaromír Skorkovský

Date                                     :              26.10.2016

Reason                              :                 Orientation in the MS Dynamics “creation of
Sales order”, its posting and impacts to Customer (Client) and, inventory balances and moreover all
related entries (Customer Ledger Entry, Inventory Ledger Entry and General Ledger Entry.
Entry=transaction. It is a new tuition concept related to Power- point presentation number II.
Manager used structured (clustered) entries (reports, statistics –F9) in order to  get necessary
information regarding inventory management such as availability of item in our stock, profits, as
well as data in receivables.

For                                        :              MPH_AOMA students

Used database                 :              MS Dynamics NAV 2009 W1 (British database)

Used keys                           :              F5, F3, F6 and Ctrl-F5 (from card to entries)
and Shift-F5 from list to

                                                               chosen card. F7- filter of one field
(see using of it in clause 14 )

Used abbreviations       :              Q=question, G/L=General Ledger, Simple Scenario = SS,

                                                               PWP=Power-Point, SO=Sales Order




1.         Go to menu Sales&Marketing->Order Processing  (here you can find subset of important
economic documents such as Sales  Orders, Sales Invoices and Sales Credit Memo.

2.        Open by mouse Orders - what do you see?

3.        Created Sales order by your predecessor! See header and lines!

4.       If you use F5 you can see all created Sales orders  so far nor posted Sales orders!

5.       Make ESC key and put cursor to header of existing SO! Klick left mouse button to activate
header and then make key F3 (new) in order to create blank new Sales order.

6.       The result of making F3 and subsequent confirmation by ENTER is creation of empty document
SO. This automatically create new unique PO number. Why this number is unique?

7.       Go to the field Sell to Customer number and by use of F6 make a choice of your Customer.
Select Customer 10000. And then ENTER again to confirm your choice. If you will get message, that
chosen customer has an overdue balance and his credit limit has been exceeded , say YES to
continue.

8.       Header is ready. See all header tabs to see relevant information

9.       Go to the first line of SO and put cursor to the field No (Number of Item) !. Use F6 to
make your choice. Select please 1972-S! Further go to field Quantity and put there how many do you
intend to buy (e.g. 10). You can see unit cost and total!

10.    Add inventory location (use of F6) BLUE. What is inventory location? If this was
automatically entered by system MS Dynamics NAV, do nothing.

11.   Make button Print and then Order Confirmation and Preview. What can you see? Then ESC (going
back to SO, which was not posted (registered ) so far.

12.   This simple economic document was sent to your chosen Customer and you issue a command (by
telephone or in writing or using workflow) to inventory manager to ship ordered items to your
Customer and accounting department will sent later (after posting SO) posted Sales Invoice to your
Customer

13.   Post SO by key F11. After choice Ship and Invoice is your  SO posted and you have to switch
to menu History.

14.   In this menu you will find Posted Invoices. Open it. If you will see one invoice, use F5 to
see the list of all already posted invoices. There will be a lot of them. There are two way of
finding the right invoice. For classes use the second one which is printed in this document in
italics (step 15). Either you go to the column Sell to Customer number and make F7 and enter 10000
in order to find only posted invoices for chosen Customer 10000. Then you can find your Invoice or
you can find it later from Customer ledger entries. For the first attempt this way is easier one
(see next step 15)

15.   Go to   order Processing and Customers. Open it and from Customer card 10000 make Ctrl-F5 and
go to the last entry. Make button Navigate  and go to Posted Invoice  and make Show.  Then you see
your posted invoice. You will also see amount, which will modify receivables.

16.   Go to the line and field Item number in this line and go by F6 to the list of Items and
directly by Ctrl-F5 to Item Ledger entries. You see last entry (by Ctrl-END or by mouse) and the
quantity is saying minus(sign), which means, that we have sold an item and our inventory decreased.

17.    Go back from posted invoice by ESC.

18.    From there can go directly to G/L entries by use of button Show.


19.   Mind you, that positive amount is the one posted on Debit side and negative one to credit
sides. This is simple syntax.

20.    Thanks a lot for your attention. Now you are expert in Selling!!!!!!