How to create Product Category and SubCategories in Navision

mathaij

Is there a way to create Product groups( or say Item category ) in "Items" Module without affecting General Ledger(Financial), we asked our Navision partner, they do not think this is possible with the current version of Navision as each Item Category Code has to be associated with different posting group and during posting ( say orders, invoices, system creates many entries in General Ledger ) , System would create many unnecessary transactions in GL, we would like to avoid this. Basically I would like to create Item Classification without affecting financials, I would really appreciate if any one of you can point me in the direct direction

Thanks

kriki

[Topic moved from 'NAV Three Tier' forum to 'NAV/Navision Classic Client' forum]

Savatage

I have several Item categories with the same setups.
as far as the Product Group Code goes that doesn't effect any extra g/l entries :-k

Have your partner double check thier info.

ps field 7 of the item table is "Class"
are you using it?

Alex_Chow

mathaij wrote:

Is there a way to create Product groups( or say Item category ) in "Items" Module without affecting General Ledger(Financial), we asked our Navision partner, they do not think this is possible with the current version of Navision as each Item Category Code has to be associated with different posting group and during posting ( say orders, invoices, system creates many entries in General Ledger ) , System would create many unnecessary transactions in GL, we would like to avoid this. Basically I would like to create Item Classification without affecting financials, I would really appreciate if any one of you can point me in the direct direction

Thanks

1. Item category and product group code does not flow to the G/L, as Savatage stated.
2. Setting the categories will NOT generate any uncessary transactions in G/L.
3. The default settings on the item category table can be changed in approximately 10-15 seconds.
4. Setting item category will not affect your financials.

Savatage

In a firm manner ask them "what do we pay your for?"
8)

mathaij

Savatage wrote:

In a firm manner ask them "what do we pay your for?"
8)

Problem is that Product Category is associated with a Posting Group , unless I can use another field ( fields ) that is not associated with Posting Grouping

Alex_Chow

Alex Chow wrote:

3. The default settings on the item category table can be changed in approximately 10-15 seconds.

This is a common change for customers who does not wish the item category to change the posting groups.

mathaij

Alex Chow wrote:

Alex Chow wrote:

3. The default settings on the item category table can be changed in approximately 10-15 seconds.

This is a common change for customers who does not wish the item category to change the posting groups.

How can I do that - by not enetring any posting group? Thanks again

Alex_Chow

Yep, you can do that. You also need to default the Costing Method on the item category to the costing method your company uses.

David_Singleton

Also somewhat related you might look at turning off auto cost to GL posting (if its on) and run it manually and post per Item Posting Group instead of per Entry.

mathaij

David Singleton wrote:

Also somewhat related you might look at turning off auto cost to GL posting (if its on) and run it manually and post per Item Posting Group instead of per Entry.

But when posting is run manually, won't it still create GL entries,
thanks a lot for all the replies, I will apply the changes suggested and run some examples.

David_Singleton

mathaij wrote:

David Singleton wrote:

Also somewhat related you might look at turning off auto cost to GL posting (if its on) and run it manually and post per Item Posting Group instead of per Entry.

But when posting is run manually, won't it still create GL entries,
thanks a lot for all the replies, I will apply the changes suggested and run some examples.

You don't have to even run it. If you don't run it no entries are made and you can calculate your COGS manually as you want. I have a few clients that do this and just create journals each month for inventory.

Savatage

Product group is associated with posting group?

are you sure you're not talking about Gen Prod Posting group?
anyway if it's just for inhouse reports or something like that - you can always make a new field.

or a new table that holds all the groups you want to create & then have a lookup to that table from the item card just like item categories & product groups work.

Alex_Chow

I think he's talking about the Item Category table.

mathaij

Savatage wrote:

Product group is associated with posting group?

are you sure you're not talking about Gen Prod Posting group?
anyway if it's just for inhouse reports or something like that - you can always make a new field.

or a new table that holds all the groups you want to create & then have a lookup to that table from the item card just like item categories & product groups work.

If a new table is created ( For Item classification) , then we would have to change all pages/forms/reports to add fields for filtering , we are trying to use fields that already exist in Navision..

Savatage

Use Product Group