NAV2013R2 – Small Business Role Center (Sales & Receivables Setup)

When you run this command from ribbon Setup-> Sales & Receivables Setup, you will open page that is different than NAV standard Sales & Receivables Setup page. If we look a little deeper, we will see that it is a completely new page – Mini Sales & Receivables Setup (1350).

When we make comparison between standard Sales & Receivables Setup and Mini Sales & Receivables Setup page, we can see significantly less setup fields in mini setup. We have only minimum setup possibilities with next fields:

• Discount Posting
• Credit Warnings
• Stockout Warning
• Invoice Rounding
• Ext. Doc. No. Mandatory
• Appln. between Currencies
• Default Posting Date
• Allow VAT Difference
• Calc. Inv. Discount
• Calc. Inv. Disc. per VAT ID
• Logo Position on Documents

Many configuration possibilities does not exist. The reasons for this are mainly because we have not Sales Order and Blanket Sales Order functionality. We have only Sales Invoice and we cannot choose many functionality in sales and sales correction process. We also have not alter posting groups and several other functionalities. We have only few sales features, and because of that we have only few configuration fields. Also, you could not use customer group and salesperson dimensions and background posting; we have not setup for these.

But just because of that, this role implementation is so easy and you can do it in only few days. On the one hand we get benefit, but on other hand we get reducing functionality. In number series configuration, we have fewer fields for setup, because we have fewer documents for use.

On the other hand, all you need to configure in sales process for SB role are here. What additional we have on this page? We can find many setup commands on page ribbon. There are all functionality, you need to configure, divided by sections:

Customer Groups:

You can make setup of the customer posting groups to select from when you set up customer cards to link business transactions made for the customer with the appropriate account in the general ledger using Customer Posting Groups command.

You can run Customer Price Groups or Customer Disc. Groups command to setup price or discount group codes that you can use as criteria when you define special prices or discounts on a customer, vendor, or item card.

Payments:

You can run Payment Registration Setup to setup the payment journal template and the balancing account that is used to post received customer payments. Define how you prefer to process customer payments in the Payment Registration window.

If you want to use the payment methods that you select from on customer cards to define how the customer must pay, such as by bank transfer, you can configure them with Payment Methods command.

On the same way, when we run Payment Terms command, you can setup the payment terms that you select from on customer cards to define when the customer must pay – number of days from posting date to due date.

You can run Finance Charge Terms command to setup the finance charge terms that you select from on customer cards to define how to calculate interest in case the customer's payment is late.

Similar previous setup, if you want to setup reminder terms that you select from on customer cards to define when and how to remind the customer of late payments, you can run Reminder Terms command.

With Rounding Methods command, you can define how amounts are rounded when you use functions to adjust or suggest item prices or standard costs.