I’m using Nav 5.0 sp1 and i’m working for Nav now, after 8 years of experience in other ERP. I have only one request that after reading manuals, help index and forums, i can not find an option to autofill rows in the menus:
Quotes → Purchase order
Quotes → Sales order
I will explain my request with one example:
I have one supplier from where i purchase 1000 different articles. (I have connected articles with this Vendor in Item Card). When i want to make a quote or an order to this Vendor i have to add row by row till i get the number of articles i want to receive (200 articles). It’s a huge job to do this manually so my question is:
Is there any option that in the moment that i fill the Vendor Code i will automatically have all the articles listed down and so i have only to input quantity? My idea is to have all the list of 1000 articles down and i will select only those that i want (for example 100 articles from 1000) and then all the articles that have quantity field=blank → remove from quote or order.
In this way a quote that require 1 hour to be enterd in the screen, it will be done for 5 minutes.
Can somebody help me or maybe have an alternative idea?
Thank you Modris for your prompt reply but i was thinking that when i input the vendor number in purchase order filed, the system automatically populates fields: Name, Adress, contact, VAT code, Currency, payment method etc. in this way i was thinking to have also the rows with Item data. For my use i can create templates (like you mentioned) but an end user for daily use it’s not able to do such things.
But also i think that Nav should develop this option.
[:)] My end users have only 2 months that are introduced with Nav [:D]. Anyway i will try to create templates, check results and i will write again. For any other idea i will be greatful.
I created a full quote (that contain all the data i need) and i made a copy of this document and also i archived this doc, but i do not know how to reuse it.
We created a report called “Get Items For Insertion” to do something similar.
Added a menu item on the Functions for purchase order & sales order simply called “GET ITEMS”
In my previous job my endusers, sometimes use to make orders for one department not for one Vendor.
So for example they had 10 Vendors and 60 types of beer. They use to have fixed dates (based on their calculation) to make orders for beers in one store. The sales of the beers changes among them so the ordered qty was different for different type of mark. So they open the screen and just select there all beers. In the purchase order all the category of beers was populated automatically (items was inserted automatically). The sistem sugest qty, cost and also have some other information like: average sales, the actual qty etc. The enduser just input or modify the qty he needs and Post order. in this moment from one order the system creates 10 different orders, one for each Vendor. This was really helpful and i want to recreate smth similar.
For those interested Here’s a video demo of the Get Items Report -
It lets you filter on any field or fields in the item table to populate sales line, credit line, purchase line or purchase credit line tables.
When you have many items like us sometimes we need to create giant orders and manual entry is a bitch!
This Demo I have filtered on:
Blocked = No
Item No = 10000…20000 (Sorry for the long report we have over 100,000 items)
Description = SHAMPOO
I selected "5’ as the Qty but it’s user defined
Sorry to keep this going but I’m having fun with the free CamStudio & Youtube…
Populated lines based on:
1->SHAMPOO
2->CONDITIONER
3->random vendor no.