Customer Sales Order Template

sabzam
sabzam Member Posts: 1,149
edited 2009-07-24 in NAV/Navision Classic Client
Hi Everybody,

Is it possible to create a template for a Sales Order for each customer in which the past items purchased and quantities are inserted?

Comments

  • AdamRoue
    AdamRoue Member Posts: 1,283
    Not a template as standard but you can copy from previous orders.
    The art of teaching is clarity and the art of learning is to listen
  • sabzam
    sabzam Member Posts: 1,149
    I want something more detailed than the copy functionality which reflects some sort of customer history.
  • AdamRoue
    AdamRoue Member Posts: 1,283
    Then you will need to specify and modify :D
    The art of teaching is clarity and the art of learning is to listen
  • jannestig
    jannestig Member Posts: 1,000
    Think everyone has forgotten a function in nav

    Look at customer > sales > std cust sales code

    This gives you 1 >x standard templates where you can specify items and qty. It is not based on any history but perfectly suits a standing order type scenario

    you create a sales order and use function get sales code

    You can do your own analysis to generate most liekly codes for an order as every order is like to vary by some percentage so developing a history based guess mechanism is probably not worth it

    give it a look
  • themave
    themave Member Posts: 1,058
    Not exactly what you are looking for, but you could also use the blanket order feature to create you recurring orders. that is what it is for. You have to create the blank order though, there is nothing that magically does it based on history. thought you could use the copy document to copy in the past orders just to get the blanket order started
  • AdamRoue
    AdamRoue Member Posts: 1,283
    jannestig wrote:
    Think everyone has forgotten a function in nav

    Look at customer > sales > std cust sales code

    This gives you 1 >x standard templates where you can specify items and qty. It is not based on any history but perfectly suits a standing order type scenario

    you create a sales order and use function get sales code

    You can do your own analysis to generate most liekly codes for an order as every order is like to vary by some percentage so developing a history based guess mechanism is probably not worth it

    give it a look

    Yep I really should remember that one, trouble is never implemented in a site needing it - oh well still should remember - thanks for the reminder :oops:
    The art of teaching is clarity and the art of learning is to listen
  • jannestig
    jannestig Member Posts: 1,000
    No probs i made a boob of myself with a tax issue the other day by davet :)
  • sabzam
    sabzam Member Posts: 1,149
    Hi,

    That's what I have been looking for. Thanks alot. By any chance have you got any idea whether this functionality is available on the Dynamics NAV Mobile.

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