Bookings vs. Billings

kleland

Hello. I was wondering if anyone knows of a way in Navision to track Bookings (sales based on orders) versus Billings (sales based on invoices).

I am not sure if it is in the core product. We are open to a third party solution if anyone knows of one.

Thank you very much,

Kevin

Marije_Brummel

Can you please give some more information?

You can easily create a new field that gets populated in the posting routine giving you the information you want.

ara3n

I believe they should add this field in the next version in the item ledger. :whistle:

David_Singleton

Bookings means how many orders were taken. Once an order is shipped/invoiced, you can store the qty somewhere. But the issue is that if the order is not shipped, but is then deleted, you lose the "booking" information.

This is very much a US thing, and the only times I have seen it elsewhere was with a US affiliated company. But it is a definet business requirement form many companies.

Having done this a few times, I know that it is not as simple as just "adding a field".

.. more info here ... http://dynamicsusers.org/forums/7309/ShowThread.aspx#7309

ara3n

You could start with creating quotes, and then make orders. That way you could see how many quotes did not turn to Orders.

kleland

Thanks for all of the information. I like David's idea of a new table (see the link on his earlier response). I think that will be the simplest method and allow a lot of flexibility.

Thanks again,
Kevin