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.

How to automatically create a posted return receipt document when post credit memo

You can set Navision to automatically create a return shipment document when a credit memo is created. This can be done by placing a check mark at the Return Receipt on Credit Memo field in the Sales & Receivable Setup. This field can be found in the General tab.

How to set Navision to automatically create a Posted Shipment when Invoice is posted

You can setup to let Navision to automatically create a Posted Shipment document when an Invoice is posted. This can be done by placing a check mark at the Shipment on Invoice field in the Sales & Receivable Setup window. If you do not check the Shipment on Invoice field, Navision will only create a posted invoice.

Stockout Warning in Sales & Receivable Setup

If you place a check mark on the Stockout Warning field, Navision will give a warning if there are not enough stock in inventory to fulfill the order. Navision will takes into consideration all the posted item ledger entry and unposted sales order in calculating the item availability. This feature is important to make sure items can be delivered to customers on time. On time delivery will affect customer satisfaction towards your company. Therefore, it is advisible to place a check mark on the Stockout Warning field.

Credit Warning field in Sales & Receivable Setup

Notify users on customer's credit limit and overdue balance when creating sales order or invoice is a feature that most users want to have. You can enable or disable the credit limit and balance overdue notification at Sales & Receivable Setup.

1) Open Sales & Receivable Setup.
2) Click on the General Tab.
3) At the Credit Warnings field, select either Credit Limit, Overdue Balance, Both Warnings or No Warning.

If Credit Limit is selected, Navision will check against Credit Limit (LCY) field in Customer Card and give warning if credit limit is exceeded. If Overdue Balance is selected, Navision will check againist Balance Due field in Customer Card and gives a warning if customer has overdue balance.