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Recurring Sales Invoicing advice needed.
TPReggie
Member Posts: 29
Hi All,
I have a query around recurring invoicing in NAV. This is 2017 version. I am aware of the standard sales codes option. However I am not convinced this will meet the requirements we have - although it does allow for items to be created on a customer by customer basis, and allows you to determine the currency code, and when you run the "Get Recurring Sales Lines" function it allows you to specify a document date and a posting date. I cannot see how/where it can fill the other holes I have. Would any of you be able to advise on whether it can do this - and if not, whether there is a prebuilt NAV addon for recurring invoicing that would be worth my having a look at?
1. We are doing around 1000 invoices per quarter this is all for subscription licenses. Some are quarterly billing, some are monthly. I cannot see anywhere in NAV using Standard Sales Codes, and Recurring Sales Lines where I can set a frequency on either a line, or customer basis in order to allow me to specify which should be created monthly and which should be created quarterly.
2. Our invoices have a specific line of text at the top - along the lines of "Quarterly License Billing Q1 2018" which will change to Q2 2018 at next run and so on. I cannot see anywhere where this could be done. Testing seems to show that NAV simply adds the line items to the line and creates the invoice - and that is it.
Any ideas or suggestions on this would be gratefully received.
I have a query around recurring invoicing in NAV. This is 2017 version. I am aware of the standard sales codes option. However I am not convinced this will meet the requirements we have - although it does allow for items to be created on a customer by customer basis, and allows you to determine the currency code, and when you run the "Get Recurring Sales Lines" function it allows you to specify a document date and a posting date. I cannot see how/where it can fill the other holes I have. Would any of you be able to advise on whether it can do this - and if not, whether there is a prebuilt NAV addon for recurring invoicing that would be worth my having a look at?
1. We are doing around 1000 invoices per quarter this is all for subscription licenses. Some are quarterly billing, some are monthly. I cannot see anywhere in NAV using Standard Sales Codes, and Recurring Sales Lines where I can set a frequency on either a line, or customer basis in order to allow me to specify which should be created monthly and which should be created quarterly.
2. Our invoices have a specific line of text at the top - along the lines of "Quarterly License Billing Q1 2018" which will change to Q2 2018 at next run and so on. I cannot see anywhere where this could be done. Testing seems to show that NAV simply adds the line items to the line and creates the invoice - and that is it.
Any ideas or suggestions on this would be gratefully received.
0
Best Answer
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mdPartnerNL
Member Posts: 802
An Order or Invoice uses the same tables and processing codeunits. So invoice is not a problem. Its a 1 day modication. Please investigate the code.5
Answers
Blanket Order modifications wont work as this creates Orders, and we want to create Invoices directly, so will likely be more work unfortunately.