Microsoft Dynamics NAV Sustained Engineering Team Blog

4.       New ERP Requirements based on feedback from Microsoft Dynamics NAV partners

a.       Better access to sales and purchase history 

                                                               i.      Purpose: Provide access to sales and purchase history from Customer and Vendor cards

                                                             ii.      Goal: To see open as well as posted documents based on the Pay-to/Bill-to or Bill-to/Buy-from role each vendor or customer can play

b.      Option for not auto-filling Quantity to Ship/Receive on Orders

                                                               i.      Purpose: Option to prevent auto-filling of Quantity to Ship/Receive

                                                             ii.      Goal: To be able to set up whether Quantity to Ship/Receive should be filled automatically or not

c.       PO dashboard

                                                               i.      Purpose: To align purchase documents with sales documents

                                                             ii.      Goal: Include the info pane from sales documents on purchase documents

                                                               i.      Purpose: To be able to force archiving of quotes and orders

                                                             ii.      Goal: Optional to force archiving of quotes and orders before deletion

f.        Archiving of Return Orders

                                                               i.      Purpose: To align to other orders

                                                             ii.      Goal: To be able to archive Return Orders manually or automatically

g.       Print Archived Quotes and Orders

                                                               i.      Purpose: Align to other posted documents

                                                             ii.      Goal: To be able to print archived Quotes and Orders

h.      Add External Document No. and Applies-to Doc. Due Date to payment journal

                                                               i.      Purpose: Improve information about what is paid in the journal

                                                             ii.      Goal: To display the External Document No. and Applies-to Doc. Due Date columns on the Payment Journal form

i.         365 Days Depreciation for Fixed Assets

                                                               i.      Purpose: To extend the depreciation methods for fixed assets

                                                             ii.      Goal: Make it optional to use 360 or 365 days for depreciation calculation

j.        Line Comments on Documents

                                                               i.      Purpose: Extend comment to document lines.

                                                             ii.      Goal: To be able to enter comments for each line entered in sales and purchase documents and have them posted/archived as well.

k.       Posting Date on posted document lines

                                                               i.      Purpose: Better reporting on posted documents.

                                                             ii.      Goal: Add Posting Date field to posted document lines tables.

l.         Purchase Quote No. maintained in sales and purchase documents

                                                               i.      Purpose: To be able to see where the document originates from (if a quote existed).

                                                             ii.      Goal: Add quote number to not-posted Order and Invoice, and add quote number to posted Invoice and Receipt/Shipment.

m.    Add Account Description to G/L Entries Form

                                                               i.      Purpose: Better information on G/L Entries

                                                             ii.      Goal: To be able to show the G/L Account Name next to the G/L Account No. in the G/L Entries form.

n.      Filter Balance Field on Customer/Vendors to show Open Entries only

                                                               i.      Purpose: To make it easier to get an overview of content of the balance on the Customer and Vendor cards.

                                                             ii.      Goal: Show only open entries.