Default Salesperson and Responsibility Center in Sales Order

When you create a new Sales Order, Navision will put a default value in the Salesperson and Responsibility Centers fields in the Sales Order. If you are wondering from where Navision or how Navision determine the default value for Salesperson and Responsibility fields in the Sales Order, here is the answer for you.

The Salesperson and Responsibility Centers values are copied from Customer Card.

Why we need Customer Posting Group ?

Sales figure for each customer need to be posted an account in the general ledger. If we create one general ledger account for each customer, the chart of account will be cluttered with too many customer accounts. Therefore, it is not practical to create one general ledger account for each customer. To make the chart of account cleaner and more organized, accountants usually groups several customers into one posting group and then specify an account for the posting group. All sales transactions for customers under the same posting group will be posted to the same customer account.

Navision can cater this scenario with Customer Posting Group. You can setup many Customer Posting Groups in Navision. By default, Cronus comes with 2 Customer Posting Group:

1. Domestic
2. Foreign

To setup the Customer Posting Group, go to Financial Management --> Setup --> Posting Groups --> Customer

To group the customer under a Customer Posting Group, open the Customer Card and then select the Invoicing Tab. Select a Customer Posting Group to group the customer.




OK. From this point onwards, whenever you post sales orders, invoices and credit memos, involvoing the customer, Navision will post the financial value to the respective general ledger accounts based on the setup done in the Customer Posting Group setup.

Please note that one customer can only has one customer posting group.

How to combine several sales orders into one invoice

It is very common that your customers make order from you in several sales order and delivery. Instead of sending your customers one invoice for each sales order, you want to combine the details of all the sales orders into one invoice and send only one invoice to each customer.

Navision enable you to handle the above mentioned situation by enabling the Combine Shipments option. To use combine shipment:
1) Open a Customer Card.
2) Click on the Shipping tab.
3) Place a check mark at the Combine Shipments field.

OK. After you setup the customer to be able to use combine shipments, whenever you create a new sales order for the customer, the Combine Shipments field in the Sales Order will be set to true. You can then run the Combine Shipments batch job to extract those sales orders with combine shipments marks to an invoice. To run the Combine Shipments batch job:
1) Go to Financial Management --> Receivables --> Combined Shipments...
2) Put in the filter to filter what sales order you want to select.
3) Click on the OK button to let Navision generate the invioces for you.

Do not allow partial delivery

If your business environment requires that every sales order must be delivered in full and no partial delivery is allowed, then you must ensures that the Qty. to Ship is equal to the Quantity in Sales Order line before post shipment.

There is no way you can trust your users to always check the Quantity to Ship and Quantity fields before they post shipment. Fortunately, Navision can help you check this. To let Navision check the Qty. to Ship and Quantity fields:
1) Open Customer card.
2) Click on the Shipping tab.
3) In the Shipping Advice tab, select Complete. By default, Navision set it to partial.

Once you set the Shipping Advice to Complete, Navision will ensure the Qty. to Ship is equal to the Quantity value before you can post shipment successfully. Since the Shipping Advise is set at the customer level, you can set which customers can accept partial-delivery and which customers must be delivered in full.

Link a default shipping location to customers

Let's say your company have customers across the world and have warehouses in many parts of the world. To save on delivery cost and to ensure the customers can receive the goods in the shortest time possible, your company want to deliver the goods to customers from the warehouse nearest to them. This is a common scenario in business world. Navision can reflect this in the system by linking a customer to a default location. Whenever a customer is selected in the sales order or invoice, the location in the sales order will be defaulted to the default location set to the customer. To link a default location to a customer:
1) Open Customer Card.
2) Click on the Shipping tab.
3) Select a location in the Location Code field.

Sales & Receivables - Alternative Ship-to's granule

If you want to handle the situation where your customers require their orders to be delivered to different addresses than the billing address, you need to purchase the Sales & Receivables - Alternative Ship-to's granule. With this granule, you can use the ship-to-address feature to record those alternative addresses. You can record multiple addresses for a customer because the additional addresses are stored in Ship-to-Address table. When Sales Order or Invoice is made, users can select the shipment address to use.

To add alternative address to the customer:
1) Open the customer card.
2) Click on Customer --> Ship-to Addresses.
3) Enter as many addresses as you like.

To use the alternative address in sales order:
1) Open the Sales Order
2) Go to Shipping Tab.
3) Click on the Ship-to Code and select an address to use.

Reminder to Customer

Navision can create reminders to customers with outstanding balance by batch. Navision use the reminder term code and fin. charge term code in Customer Card to determine:

1) due date of reminder

2) interest rates

3) include additional fees or not

4) use predefined text or not

My company is not using this feature. So, I can't give much comment about it.

Customer Posting Group field in Customer Card

Customer posting group can be used to determine to which account in G/L that Navision will post transaction to when involving customer with the specified customer posting group. It is used to specify different type of customer such as domestic customer, export customer and intercompany.