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I wish to build up quotations in NAV without having to add items (as only 30% of quotations turn into orders) - don't want too much clutter.
What is the best way to do this?
Thanks
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Non-Stock items is just what were looking for. Thanks.
Non-stock items do not add to your item table, unless you are actually going to use them. So this still to me sounds like your best approach. Are you an end user? If so then contact your Nav partner to have them explain in detail more about Non-stock items. If you are a Nav partner you should know this.
So, then what are you looking for? a single phoney item # like 99999 that can be used for quotes only, where you manually adjust the price & description for each quote?
Thanks, but what I mean is the customer does not wish to create an item code for 'every quote' as most of them do not come to fruition. If it does turn into an order, then it needs to have an item code.
Failing that, is there a way to distinguish items that are merely quotes which nothing came of, and items that are of interest (used in orders etc.). What we are trying to achieve is to avoid cluttering the items table with items that are just dead quotes.
What is the best way to achieve this?
Thanks.
Are you saying you want to create quotes without creating items?
Then Nonstrock items is what you need to look at.
Nonstock processing enables companies to order, ship, and invoice items that are
not usually part of their inventory, and includes many areas of operation. The
primary users of this functionality are purchasing/inventory management
personnel and sales representatives.
Nonstock item processing allows the user to enter an item on a sales quote, order,
or invoice. The user can select the item from an existing list of item numbers
received from one or more vendors and imported into the program. Immediately
after the relevant vendor item is selected, the program automatically creates an
inventory item with a unique item number. The inventory item is processed as an
ordinary "stocked" inventory item.
http://bcinc.net/js/NA2009_ENUS_TR_03.pdf
see pg 3-12
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