Einrichtung und Hilfe

Produktaktivierung

Um das Produkt nutzen zu können, müssen Sie es aktivieren. Dazu öffnen Sie das unterstütztes Setup "<beat/> Aktivierungsassistent" und führen dort die notwendigen Schritte durch. Nach dem die Aktivierung von der GWS bestätigt wurde, führen sie den Assistenten erneut aus und die Aktivierung wird abgeschlossen.

Setup and Help for Microsoft Dynamics 365 Business Central supported Usage Scenarios

Vendor comments

The feature allows the vendor's comments to be seen when the appropriate vendor is selected.

  1. After installation of the extension click on the search function on the home page.
  2. Enter the search term "vendor setup".
  3. Click the "Vendor Setup" option.
  4. Here you can set the options for the "Vendor Comment" area.
  5. Activate the appropriate fields as required.
  6. Open the vendor card.
  7. Click on the "Comments" icon.
  8. Create a vendor comment in the Comment field.
  9. Activate the display of the vendor note via the field "Show Note In Document" and change the line to save the entry!
  10. Open e.g. the Purchase Quote page to create a new purchase quote.
    Make sure that the field "Vendor No." is displayed, otherwise use the "Show more" function to display it!
  11. The vendor comment that has been stored accordingly is displayed.

Default invoice-to address for customers

By default, Dynamics BC always uses the address of the customer as the invoice address.
With this feature, a invoice address can be set up as the default invoice address so that it is automatically included in sales documents.
The invoice to customer (that is, the customer account to which the requirements flow) can therefore be selected independently of the invoice address.

  1. After installation of the extension click on the button “Sales”on the home page!
  2. Click on the button "Customers"!
  3. Open the customer card for the customer "44756404 ∙ London Light Company" by clicking on the field "No."!
  4. On the customer card on the tab "Invoicing" click on the Look up value of the field "Default Invoice-to Adress"!
  5. Click on the field "+New" to create a new Invoice-to address!
  6. Create several different invoice-to addresses here!
  7. Select a invoice-to address and accept the code by clicking on the code!
  8. Click on the search function on the home page!
  9. Enter the search term "sales orders"!
  10. Click the "Sales Orders" option!
  11. Click on „+New“ to open a new sales order.
  12. Create a sales order for the customer "44756404 London Light Company"!
  13. In the "Shipping and Billing" tab, the address data of the code stored in the customer card in the "Default Invoice-to-Address" field are taken over and entered as default.

Default shipping address for customers

By default, Dynamics BC always uses the address of the sale to customer as the shipping address; an existing shipping address must always be selected manually.
With this feature, a shipping address can be set up as the default shipping address so that it is automatically included in sales documents.
The shipping to addresses of the customer must be maintained so that these can be selected as the standard shipping address.

  1. After installation of the extension click on the button “Sales”on the home page!
  2. Click on the button "Customers"!
  3. Open the customer card for the customer by clicking on the field "No."!
  4. On the customer card in the field "Ship-to Code" on the tab "Shipping" click on the Look up value of the field "Ship-to Code"!
  5. Click on the field "+New" to create a new shipping address!
  6. Create several different shipping addresses here!
  7. Select a shipping address and accept the code by clicking on the code!
  8. Click on the search function on the home page!
  9. Enter the search term "sales quotes"!
  10. Click the "Sales Quotes" option!
  11. Click on „+New“ to open a new sales quote.
  12. Create a sales quote for the customer "44756404 London Light Company"!
  13. In the register "Shipping and Billing" the value "S2" is taken from the customer card in the field "Code" and entered as default.

Control contribution margin in sales documents

This feature offers the possibility to show a line or total document-related contribution margin in % in the sales transactions for control purposes. Item line discounts are taken into account, as well as the item types resource/surcharge/discount and G/L account.

  1. After installing the feature, the first thing to do is to display the "Min. Profit %" field in the "Sales & Prices" register on the item card and the "Control profit %" field in the sales order line and sales quote line using the "Personalization" function!
  2. Click on the search function on the home page!
  3. Enter the search term "setup on off"!
  4. Click the "Setup On/Off Switch" option!
  5. In the "Setup On/Off Switch" card, you must activate the "Control Profit % on Sales Line" function!
  6. Click on the search function on the home page!
  7. Enter the search term "items"!
  8. Click the "Items" option!
  9. Open the item card for item 70060 by clicking on the field "No."!
  10. Enter a value, e.g. 50%, in the "Min. Profit % " field on the item card in the "Prices & Sales" tab!
  11. Click on the search function on the home page!
  12. Enter the search term "sales quotes"!
  13. Click the "Sales Quotes" option!
  14. Enter a customer in the sales quote header and enter the item 70060 for which you have filled the field "Min. profit %" in the sales quote line.
  15. The quote line displays the accompanying control profit % after a quantity is entered for the item.
  16. If the value falls below the specified profit % from the item, the value in the sales quote line is displayed in red.The line must be left for validation only after the line discount has been adjusted and Control profit % must change the color.

Original manufacturer item no.

The feature enables the storage and use of the original manufacturer item no. for an item.

  1. After installing the feature, the first thing to do is to display the "Original manufacturer no." field in the "Replenishment" register on the item card and in the sales order line using the "Personalization" function!
  2. Click on the search function on the home page!
  3. Enter the search term "items"
  4. Click the "Items" option
  5. Click on an item number in the item overview.
  6. In the item card the field "Original manufacturer no." can be displayed in the register "Replenishment".
  7. Click on the "Look up value" of the field "Original manufacturer item no.".
  8. Click on "+New" to create a new manufacturer item number.
  9. Create a new manufacturer item number.
  10. In the table "Original item numbers" behind it, entries can be saved for items to find out which manufacturer has this item under which item number.
  11. The field can be displayed in sales and purchasing documents and in other setup pages (such as sales and purchase prices). For example, open the sales quotes page to create a new sales quote and enter the value in the field "Customer No.". Then enter a line for the item in the line area. In the field "Original Manufacturer item no." the corresponding manufacturer item number is displayed.

Quantity in blanket order

With the help of this feature, employees can quickly get an overview of how many quantities of an item are still open in blanket orders in order to be able to calculate better and to call up possible quantities from blanket orders.

  1. After installing the feature, the first thing to do is to display the "Quantity on Blanket Order" field on the requisition worksheet and the item card using the "Personalization" function!
  2. After installation of the extension click on the search function on the home page!
  3. Enter the search term "requisition worksheets" !
  4. Click the "Requisition Worksheets" option!
  5. In the requisition worksheet, the field "QTY. ON PURCH. BLANKET ORDER " is displayed.

Warehouse Shipment no. in sales line

With the help of this feature it is possible to see the warehouse shipment number in the sales order line to recognize the status of logistics without being set up as warehouse employee.

  1. After installing the feature, the first thing to do is to display the " Warehouse Shipment No." field in the in the sales order line using the "Personalization" function!
  2. Click on the search function on the home page!
  3. Enter the search term "sales orders"
  4. Click the "Sales Orders" option
  5. Open sales order by clicking on the "No." field!
  6. The field "Warehouse Shipment No." is displayed in the sales line.

Customer comments

The feature allows the customer's comments to be seen when the appropriate customer is selected.

  1. After installation of the extension click on the search function on the home page!
  2. Enter the search term "customer Setup"!
  3. Click the "Customer Setup" option!
  4. Here you can set the options for the "Customer Comment" area
  5. Activate the appropriate fields as required
  6. Open the customer card
  7. Click on the "Comments" icon
  8. Create a customer comment in the Comment field
  9. Activate the display of the customer note via the field "Show Note In Document"
  10. Open e.g. the Sales order page and transfer customer 01121212. The customer comment that has been stored accordingly is displayed.

Customer groups

Customer groups can be maintained for customers in order to better structure the work.

  1. After installing the feature, the first thing to do is to display the " Customer Group " field in the "General" register on the customer card using the "Personalization" function!
  2. After installation of the extension click on the Customers function on the home page!
  3. Open the customer card by clicking on the field "No."!
  4. Click on the Lookup Value of the field "Customer Group"!
  5. Click on the function "+ New" to create a new customer group!
  6. Create a new customer group and accept it by clicking the "OK" button!
  7. The new customer group is transferred in the "Customer Group" field.

Standard location

The feature allows a standard location and the inventory from a main warehouse (standard location) to be selected and viewed directly from the item card, making planning easier and avoiding errors.

  1. After installing the feature, the first thing to do is to display the "Standard Location Code" field in the "Inventory" register on the item card using the "Personalization" function!
  2. Click on the search function on the home page,
  3. Enter the search term "setup on off"
  4. Click the "Setup On/Off Switch" option
  5. Activate the "Standard Location" and "Inventory in Item List" function!
  6. Click on the search function on the home page!
  7. Enter the search term "Items"!
  8. Click the "Items" option!
  9. In the item overview open the item card for item 70061 by clicking on the field No.
  10. On the item card you will find the field "Standard Location Codes" in the "Inventory" area
  11. Click on the Lookup Value of the field "Standard Location Code" and adopt a location from the list of locations by clicking on the field "Code!
  12. For example, open the Sales Order page and accept item 70061 in the items.
  13. If an item with a stored default location code is selected in a sales document, this location is automatically copied to the line.

Customs clearance limit note

A customs clearance limit can be specified for the feature "customs clearance limit note". As soon as this customs clearence limit is exceeded, you will receive a warning message!

  1. After installation of the extension click on the search function on the home page!
  2. Enter the search term "setup on off"!
  3. Click the "Setup On/Off Switch" option!
  4. Activate the "Customs Clearance Limit" function!
  5. Click on the search function on the home page!
  6. Enter the search term "warehouse setup"
  7. Click the "Warehouse Setup" option!
  8. Enter the value 1000.00 in the "Customs Clearance Limit" field!
  9. Click on the search function on the home page!
  10. Enter the search term "sales order"!
  11. Click the "Sales Orders" option!
  12. Open the sales order card to create a new sales order by clicking on the "+New" field!
  13. Enter the value 011212 in the "Customer No." field. This customer is a non-EU customer, so the check is performed using the "Customs Clearance Limit" field.
  14. Enter a quantity in the sales line for an item that exceeds 1000 €, so that the value for the customs clearance limit is exceeded!
  15. Click on the "Posting" field and then on the "Post..." field!
  16. Click on the option "Ship"!
  17. Click on the "Ok-Button"!
  18. If a shipment to a non-EU country is posted and the customs clearance limit is reached or exceeded, a message popup is displayed: "The total value of Sales Shipment Header is higher than the Customs Clearance Limit of 1.000.

Extended purchase price maintenance

With the help of this feature, all relevant information on item prices can be maintained in one overview. Thus, it is no longer necessary to switch to different views in order to make the appropriate adjustments. In addition, a good and structured presentation of the information is guaranteed in order to make better decisions.

  1. After installation of the extension click on the search function on the home page!
  2. Enter the search term "setup on off"!
  3. Click the "Setup On/Off Switch" option!
  4. Activate the function "extended purchase price maintenance" in the "Setup On/Off Switch" card!
  5. Click on the search function on the home page.
  6. Enter the search term "items"!
  7. Click the "Items" option!
  8. Open the item card by clicking on an item number!
  9. Click on the button "Navigate" on the item card!
  10. Open the option list by clicking on the button "Special Purchases Prices & Discounts "!
  11. Click the "Extended Purchase Price Maintenance" option!
  12. The page displays the fields from the item vendor catalog. In addition, the fields from the purchase order prices & discounts are displayed so that you can maintain them.

Sale to contact

The feature allows that when a field "Sales to contact", "Invoice to contact" and " Shipping to contact" is changed, the other fields are automatically changed after the query.

  1. After installation of the extension click on the search function on the home page!
  2. Enter the search term "Sales setup"!
  3. Click the "Sales Setup" option!
  4. Activate the functions "Use Bill-to Adress from Contact" and "Use Ship-to Adress from Contact"!
  5. Click on the "Sales" button on the start page and then on the "sales Orders" button!
  6. Open a new sales order by clicking on the “+New” button.
  7. Enter the customer number "10000" in the sales header!
  8. Change the contact number by selecting another contact number via the Look up value and click on the “Ok” button!
  9. Confirm the query with "Yes"!
  10. Confirm the query with "Yes"!
  11. After confirmation, the changes are implemented.

Follow-up task for salesperson or office salesperson

The standard of NAV generates the follow-up tasks in the sales quote for the sales person. With this feature it is possible to switch the creation to the salesperson in the office.

  1. After installation of the extension click on the search function on the home page!
  2. Enter the search term "sales setup"!
  3. Click the "Sales Setup" option!
  4. Select the value "Office Sales Person" from the options for the field "Use Sales Person from"!
  5. Click on the search function on the home page!
  6. Enter the search term "sales quote"
  7. Click the "Sales Quotes" option
  8. Open the sales quote "1007" by clicking on the field "No."!
  9. In the field "Office Salesperson", enter a code from the Look up Value!
  10. Click on the button "Action", then on the button "Create" and then on the option "Create Task"!
  11. If the origin salesperson code in the user assignment of the follow-up task is set to "Office Salesperson", then the follow-up task is created for the code stored in this field of the sales Quote header.

Creation of sales quotes for blocked customers

In some cases, it is desirable that sales quotes can be created despite an existing customer block. The BC standard does not allow this.

  1. After installation of the extension click on the search function on the home page!
  2. Enter the search term "setup on off"!
  3. Click the "Setup On/Off Switch" option!
  4. Activate the function "Activate Quote Blocked Customer".
  5. Click on the "Sales" button on the start page and then on the "Customers" button.
  6. Open the customer card by clicking on the customer number.
  7. Select the value "All" from the options for the "Blocked" field.
  8. Click on the search function.
  9. Enter the search term "sales quote".
  10. Click the "Sales Quote" option.
  11. Click on „+New“ to open a new sales quote.
  12. Create an sales quote for the blocked customer.

Archive sales quote on release

The feature allows sales quotes to be archived on release, so that you have better traceability in a sales quote creation.

  1. After installation of the extension click on the search function on the home page!
  2. Enter the search term "sales setup"!
  3. Click the "Sales Setup" option!
  4. Activate the function "Archive Sales Quote On Release".
  5. Click on the search function.
  6. Enter the search term "sales quotes".
  7. Click the "Sales Quotes" option.
  8. Click on „+New“ to open a new sales quote.
  9. After you have created a new sales quote, click on the button "Release"!
  10. Click on the search function.
  11. Enter the search term "sales quote archives".
  12. Click the "Sales Quote Archives" option.
  13. The released sales quote is displayed in the list of archived sales quotes.

Standard variant

A variant code can be added as standard variant, which is automatically preset as variant code when inserting an item line. The item card must be adjusted so that the field "Standard Variant" is visible. No further activation of the standard variant is necessary.

  1. After installation of the extension click on the search function on the home page!
  2. Enter the search term "Items"!
  3. Click the "Items" option!
  4. In the item overview you can select an item and open the item card by clicking on the No. field.
  5. On the item card you will find the field "Standard Variant" in the "Inventory" area.
  6. Click on the "Look up values" in the "Standard Variant" field.
  7. Select a value from the list and accept it by clicking on the "Code" field or open the "Item Variants Card" by clicking on the "+New" field to create a new item variant.
  8. For example, open the Sales Order page and accept item 1000 in the items.
  9. The sales order then displays the respective variants that have been saved for an item.

Preassignment of the line type in sales document lines

With the new feature of the line type preassignment you have the possibility to define a standard line type for sales document lines.

  1. After installation of the extension click on the search function on the home page!
  2. Enter the search term "sales setup"!
  3. Click the "Sales Setup" option!
  4. In the sales setup, you have the option of specifying the standard line type via the "Type of sales line" field.
  5. Select an option.
  6. Click on the search function
  7. Enter the search term "sales quotes".
  8. Click the "Sales Quotes" option.
  9. Click on „New“.
  10. Fill in the field "Customer Name”.
  11. If the defaults are defined, the type from the setup is used as default for a new line in all documents. The type can, of course, be overridden in the documents.

Preassignment of the line type in purchasing document lines

With the new feature of the line type preassignment you have the possibility to define a standard line type for purchase document lines.

  1. After installation of the extension click on the search function on the home page!
  2. Enter the search term "purchase setup"!
  3. Click the "Purchase Setup" option!
  4. In the purchasing setup, you have the option of specifying the standard line type via the "Type of purchasing line" field:
  5. Select an option.
  6. Click on the search function.
  7. Enter the search term "purchase quotes"
  8. Click the "Purchase Quotes" option.
  9. Click on „New“.
  10. Fill in the field "Vendor Name”.
  11. If the defaults are defined, the type from the setup is used as default for a new line in all documents. The type can, of course, be overridden in the documents.

No sales quote delete on sales order creation

If it is desired that sales quotes are retained when converted into sales orders, this function can be used.

  1. After installation of the extension click on the search function on the home page!
  2. Enter the search term "sales setup"!
  3. Click the "Sales Setup" option!
  4. Here you activate the function "No SQ Delete On SO Creation".
  5. Click on the search function.
  6. Enter the search term "sales quotes".
  7. Click the "Sales Quotes" option.
  8. Click on „+New“ to open a new sales quote.
  9. After you have created a new sales quote, generate a sales order from the sales quote by clicking "Process" and then "Make Order".
  10. Click "Yes" to create the sales order.
  11. Click on "Yes" to open the sales order.
  12. After you have checked the sales order, close it.
  13. Check in the sales quote overview whether sales quote number 1015 is still available.

Item comments

When you add an item in a document, the comment is called up by the item as a hint, so that the user receives an important note if the item is not to be sold, for example.

  1. After installation of the extension click on the search function on the home page!
  2. Enter the search term "Item Setup"!
  3. Click the "Item Setup" option!
  4. Here you can set the options for the "Item Comment" area.
  5. Activate the appropriate fields as required.
  6. Open any item card to add a comment to the item.
  7. Click on the "Comments" icon.
  8. Create an item comment in the Comment field.
  9. Activate the display of the item comment via the field "Show note in document".
  10. For example, open the Sales Quote page and accept item 1000 in the items. The corresponding item comment is displayed.

User-specific location

This feature allows the assignment of a user to a location. The location set up is then preferred to the customer location in sales documents.

  1. After installation of the extension click on the search function on the home page!
  2. Enter the search term "user setup"!
  3. Click the "User Setup" option!
  4. Here you can assign the appropriate location to the desired user.
  5. Log in with the appropriate user.
  6. Click on the search function.
  7. Enter the search term "sales quotes".
  8. Click the "Sales Quotes" option.
  9. Click on „+New“ to open a new sales quote, for example.
  10. After you have selected the customer No. 01121212 and transferred an item in the line, the location "GREEN" from the user setup is preset.
  11. Click on the search function.
  12. Enter the search term "Customer".
  13. Click the "Customers" option.
  14. Open the customer card fort he customer No. 01121212.
  15. Check the assigned location for the customer. The location "YELLOW" is assigned here.

External inventories

The external inventories can always be used if you want to access inventory information in your own system, but not directly in the access of your own client. External inventories have no integration with internal inventories (= Item Ledger Entry).

  1. After installation of the extension click on the search function on the home page!
  2. Enter the search term "External inventory"!
  3. Click the "External Inventory" option!
  4. Click on "+New" to create a new record.

  5. Enter the following fields:

    Posting date: Date for the stock receipt
    Item No.: Item number from the Dynamics NAV
    Variant code: Optionally a variant code can be selected for the item

    Location: Selection of the location from the list of available external locations. To select an external location, you must first create these locations.
    To do this, proceed as follows:

    • Click on the Lookup value of the field "Location" and then click on the field "New"!
    • Create an external location here!
    • To transfer the external location click on the OK button!

    Description: The item description is automatically displayed after validating the item number and variant code. Reference no.: Optionally, an additional reference can be stored for the item, if, for example, the item is managed by the external partner under a different number.
    Unit Cost: Optionally a unit cost can be saved for the item. Unit Price: Optionally a unit price can be saved for the item. Quantity: The quantity of the receipt for this item on the corresponding date.

  6. Click on the search function.

  7. Enter the search term "sales orders".
  8. Click the "Sales Orders" option.
  9. Click on "+New" to create a new sales order.
  10. Enter item 1110 in the sales line.
  11. The available stock from the external location is displayed.

Sales campaigns

The campaigns have been expanded so that additional information that deviates from the standard is now possible:

  • Earliest order date
  • Latest order date
  • Earliest shipment
  • Payment terms code
  • Shipping agent code
  • Shipping agent service code
  1. After installing the feature, the first thing to do is to display the "Campaign No." field in the "Inventory " register on the item card and in the sales order line using the "Personalization" function!
  2. After installation of the extension click on the search function on the home page!
  3. Enter the search term "campaigns".
  4. Click the "Campaigns" option.
  5. In the campaign overview you can select a campaign and open the campaign card by clicking on the No. field.
  6. On the campaign card you will find the additional information in the "Additional Data" section.
  7. In the item card there is also a new field "Campaign No." in which a campaign number can be selected. So here you can use a created and therefore existing campaign for a certain item.
  8. Click on the search function.
  9. Enter the search term "items".
  10. Click the "Items" option.
  11. Open the item card on the item overview by clicking on the "No." field.
  12. On the item card you will find the field "Campaign No." in the "Inventory" section.
  13. By clicking on the "Look up value" the existing campaigns are displayed and a campaign can be selected and adopted.
  14. When creating a sales order with the item in question, the previously selected campaign is now automatically displayed in the line with.