How to use Dynamics NAV 2016 for creating Manual & Automated Data entry using Incoming Documents

samantharodg

How to use Dynamics NAV 2016 for creating Manual & Automated Data entry using Incoming Documents

jamieb

Steps for creating Manual & Automated Data entry using Incoming Documents

Step 1 – Creating an Incoming Document Manually in Dynamics NAV 2016.
Incoming Documents are the daily bisuness documents that needs to be stored physically for any future references, Microsoft Dynamics NAV 2016 provided an option to store them electronically either by scanning it On-Premise, or by directly receiveing and attaching the received soft copy of the document in Dynamics NAV.
Step 2 – Creating Purchase Invoice, Sales Invoice, Credit Memo or a General Journal using Documents.
Nav 2016 has an option to create Manually or automatically via Job Queues the incoming Documents, Further from this received documents we can create Documents for Example Invoices
Step 3 – Posting the Create Invoices , Memos or Journal documents
Once NAV Documents are created, the can be posted directly to create Posted Entries via Job queues. Or they can be posted manually.
Step 4 – Navigating to the Incoming document posted entries, viewing the attached incoming document.
Once the Incoming Documents entries are posted , they can be navigated and the documents attached can be opened from every where as they are electronically stored in the Server they will always remains attached for anu Audit purpose. https://www.youtube.com/watch?v=CceEmuRxYag

kriki

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