Export Sales Order - XML FORMAT

moichinoimoichinoi Member Posts: 41
We can in Dynamics Nav ( from 2016 ) , Export posted sales Invoices with the button - SEND TO and select electronic document format.
But, in a sales order , there is not this function.
I would like to send the order to my client, who could be able to import it in his system.

Or , I don't understand the electronic document flow.
I was thinking :
1 : I create a Sales order or Sales quote
2 : I send to my customer in XML format
3 : My customer import it, and his internal ERP an workflow valide the Sale order or Sales quote as a Purchase Order or Purchase Quote.
4 : The customer send me back an XML file, which is the confirmation of quantité , item , price , etc...
5 : I import it in Nav,
6 : Nav modify the Sales Order
7 : I send the Confirmation Order with electronic document.
8 : I deliver the item
9 : I send the Posted Sales Invoice in XML File format.

But no way to find out this logic in Nav.
Is it possible to have this logic in Nav ?
or how does the electronic document exchange are made for ?

thank you
NAV 2016 - 2017 - 2018


  • Developer101Developer101 Member Posts: 523
    You might need an EDI addon
    United Kingdom
  • SanderDkSanderDk Member Posts: 495
    Pr. Standard NAV this is not a feature, Depening on your country localization you can have some extra feature on posted sales invoice.
    As @Developer101 wrote, you either have to get an EDI addon or develop this feature by your self.
    For help, do not use PM, use forum instead, perhaps other people have the same question, or better answers.
  • moichinoimoichinoi Member Posts: 41
    Thanks you.

    So I Will get ride of incoming document , and the mail + Pdf process will be the one.
    But , the incoming document function is really used in the real life ?
    I can't find a real case for that function.
    Only for direct invoice or credit memo with ODR, or simply attach a document to a Nav transaction.
  • lubostlubost Member Posts: 611
    Tray to use Intercompany functionality in NAV.
  • moichinoimoichinoi Member Posts: 41
    Can you please be more specific on what is the process you are thinking ?
    Can you give me example and real case ?

    Thank you
Sign In or Register to comment.