Sales order via Item or GL Account in Navision 2018

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Posted on by joshlabtech

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Hi,

So one of my companies in Navision doesn't have any items in it. My users decided to do sales using GL Account.

I checked with my accountants and she said that it is fine.

However, me being the lack of knowledge in accountings, I would like to ask:

1.What is the difference when doing sales order using Items, which involve inventory and GL Accounts, which doesn't matter if you have zero items in inventories.

2. How does doing Sales Order by using GL accounts works conpares to doing sales order base on how much items you have in your inventories?

Thank you!

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joshlabtech 662 on at

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RE: Sales order via Item or GL Account in Navision 2018

Thank you both!
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JAngle 33,159 on at

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RE: Sales order via Item or GL Account in Navision 2018

Addressing both in one go:

With items you need other setups to determine where on the CoA it will post to. With a G/L account you know where the “Sale” part of the transaction will go to as you select it. You can still work with VAT/Tax if needs be too. Items have more dependencies and other process flows for you to consider. G/L accounts represent a simple sales process. As Suresh mentioned another system could be used to control the operational aspects surrounding inventory items. You can of course you service type items which is similar to the G/L account scenario. You just get more data.
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Suresh Kulla 43,745 on at

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RE: Sales order via Item or GL Account in Navision 2018

I have seen companies where they maintain separate software for requisition or for sales would like to use NAV for finance to do that way, if we use items you need to main the inventory, shipping process.