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Check before send a order

filexfilex Member Posts: 4
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

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    David_SingletonDavid_Singleton Member Posts: 5,479
    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.
    David Singleton
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    nunomaianunomaia Member Posts: 1,153
    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 ?
    Nuno Maia

    Freelance Dynamics AX
    Blog : http://axnmaia.wordpress.com/
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    David_SingletonDavid_Singleton Member Posts: 5,479
    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).
    David Singleton
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    nunomaianunomaia Member Posts: 1,153
    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. :mrgreen:
    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.
    Nuno Maia

    Freelance Dynamics AX
    Blog : http://axnmaia.wordpress.com/
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    filexfilex Member Posts: 4
    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
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