Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Sample Order / Free Sa...
Microsoft Dynamics NAV (Archived)

Sample Order / Free Sample

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Hi,

May I know the order processing of sample order in $0 amount on NAV 2013 R2?  Our company would usually issue the sample orders for offering the products in free.  This allows the client to return the products if they don't want to place the order after reviewing.  Is the standard order flow facilitating it?

Apart from the sample order in $0, we also offer some products in free on sales order.  Since we have implemented the credit limit control on the sales order based on the credit limit of customer, if we are going to send out the products with $0 amount to the client, the order needs to go through the approval process.  In such a case, the products with amount would also become available for delivery without credit limit control.  I would like to see the handling of NAV 2013 R2 for this case or customization is required if we would like to cater this issue in the operation flow.

Thank you for the kind advice in advance.

CCTSE

  

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sample Order / Free Sample

    Dear Alexander & Vishal,

    Thank you for the kind replies.  According the information from our partner in Hong Kong, they didn't customize the workflow of sample orders.  Not sure the "Invoice for Sample Order" is related to approval workflow.  If it looks as the customization, I shall clarify it with my partner.

  • Verified answer
    Alexander Ermakov Profile Picture
    Alexander Ermakov 28,094 on at
    RE: Sample Order / Free Sample

    What country localization are you using? "Invoice for Sample Order" looks as a customization to me.

    If so, and if you need to exclude the sample orders from the approval workflow, you can also go for small customization.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sample Order / Free Sample

    In standard workflow, we normally suggests to have 100% discount (Having Unit Price), so that customer understands that this is sample order..

    "Invoice for Sample Order" function also seems customised in your case.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sample Order / Free Sample

    In theory, it's a work around solution to handle the $0 sales amount of sales order.  But we have customized the order processing to cater the sample order and found that it cannot align with the credit control.  Thus, I'm wondering the standard workflow of sample order on NAV and function of "Invoice for Sample Order" on the navigation panel.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sample Order / Free Sample

    You can enter the 100% in Line Discount % field to give the free samples. This is the only functionality available in NAV to cater the Free samples.

    If you need some automation based on some calculation or approval, you need to go for customization.

  • Suggested answer
    keoma Profile Picture
    keoma 32,675 on at
    RE: Sample Order / Free Sample

    set the line discount to 100%.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,494 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,305 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans