Check before send a order

filex

Hello.

I suppose my question is easy, but.... (only one month with navision).

I have created an order from Customer. I need before to do "Release a order", that Navision check if there are any pay from Customer to the order.

It's possible to lock order to Release until the Financial say ok??


thanks

Alex_Chow

Are you talking about Prepayments?

David_Singleton

filex wrote:

Hello.

I suppose my question is easy, but.... (only one month with navision).

I have created an order from Customer. I need before to do "Release a order", that Navision check if there are any pay from Customer to the order.

It's possible to lock order to Release until the Financial say ok??


thanks

Which version of NAV are you using?

If ES (the Spanish version), then look at the "Cartera" granule, I am pretty sure it does all this.

If 5.00 take Alex's advise and use pre-payments.

If neither of them, then its fairly straight forward to put an Applies to ID in the order header, and if the payment does not exist, it will not post.

nunomaia

filex wrote:

Hello.

I suppose my question is easy, but.... (only one month with navision).

I have created an order from Customer. I need before to do "Release a order", that Navision check if there are any pay from Customer to the order.

It's possible to lock order to Release until the Financial say ok??


thanks

I would go for pre-payments instead of Cartera. Are you using NAV 5.0 ?

David_Singleton

nunomaia wrote:

I would go for pre-payments instead of Cartera. Are you using NAV 5.0 ?

Do you have bad experineces with Cartera? Just because its hard to set up, or is there more to it? (PS I am new to Cartera).

nunomaia

David Singleton wrote:

nunomaia wrote:

I would go for pre-payments instead of Cartera. Are you using NAV 5.0 ?

Do you have bad experineces with Cartera? Just because its hard to set up, or is there more to it? (PS I am new to Cartera).

Cartera isn’t bug free.
You don’t need to setup all Cartera. For example Portuguese Cartera has about 20 G/L accounts to Setup. Are traditionally only setuped about 5 G/L accounts. Other accounts are mean less except for specify business.

filex

Thanks.

I'm using Nav. 5.0

Prepaiments runs ok, but, when you register a prepayments, Nav print a prepayment invoice, and when you register the shipping, print the invoice with two lines, one possitive and one negative, to contrarest the prepayment.

I'll go to check cartera granule.

thanks