Loan management in Navision 2016

jaclynjaclyn Member Posts: 56
How to manage loan management in Navision 2016?

Answers

  • jaclynjaclyn Member Posts: 56
    Please provide me Exact Process of development
  • Slawek_GuzekSlawek_Guzek Member Posts: 1,690
    edited 2017-11-16
    jaclyn wrote: »
    Please provide me Exact Process of development
    1.Start DEV Environment program
    2. Click File->Database->Open
    3. Type your server name and dabatase name, authentication, used id and passowrd
    4. Click OK
    5. Click Tables on left side of Object Designer
    6. Click New on the righ bottom of the Object Designer
    7. Add fields you need / you have on your design specification
    8...

    Sorry, don't have time for more :)
    Slawek Guzek
    Dynamics NAV, MS SQL Server, Wherescape RED;
    PRINCE2 Practitioner - License GR657010572SG
    GDPR Certified Data Protection Officer - PECB License DPCDPO1025070-2018-03
  • jaclynjaclyn Member Posts: 56
    Thanks Slawek :)
  • jaclynjaclyn Member Posts: 56
    But we already good Knowladge Nav 2016 and this is very basic steps
    we wanna exact process of Loan Management Modules.
  • Slawek_GuzekSlawek_Guzek Member Posts: 1,690
    edited 2017-11-16
    I have just started answering the "Exact process of development" question :)

    It all depends on you what and how do you want to record in the systm. You need to start from defining busines/ accounting rules. Get an accountant and decide how and where to record the loan, how to record in in the system, tax matters, reporting, etc.

    In the simplest form just use General Journal and post amount into dedicated G/L Account calles Loan, and a customer.

    In my humble opinion it is not up to us to provide full business solution here.
    Slawek Guzek
    Dynamics NAV, MS SQL Server, Wherescape RED;
    PRINCE2 Practitioner - License GR657010572SG
    GDPR Certified Data Protection Officer - PECB License DPCDPO1025070-2018-03
  • KarenhKarenh Member Posts: 209
    Some years ago, I did a modification for a company that loans money to finance commercial insurance policies. It required a custom table for the loan amount, date, payment amount and terms, a custom page, and customisation of the customer card page. Also custom codeunits to be run daily to determine if a payment is due, and to post that, and reduce the loan amount. There was a custom invoice for loan payments and a custom statement. It was a significant effort but worked perfectly for the company.
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