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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Best practices for set...
Microsoft Dynamics NAV (Archived)

Best practices for setting up a vendor

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Posted on by BradshawCFO

We have a bottle neck in our process and I’m looking for some suggestions from NAV users.  In our current arrangement, when our sales people sell an item that is not currently in our database a new Item Number must be set up.  This is a purchasing function and we use item setup templates to streamline the process, but it happens numerous times a day and the salespeople end up waiting for us to create their part numbers.  It is especially difficult during the peak time of the day when we are up against shipping cutoffs.  I am hoping that we can get some feedback about NAV functionality or process best practices others may have in place that can help us streamline this.

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  • Laura Nicolas Profile Picture
    Laura Nicolas on at
    Re: Best practices for setting up a vendor

    You could give acces to the SalesPeople to the Vendor Card, and train them on how to insert a new Vendor.

    Salut!
    Laura Nicolàs

    Visit my blog(spanish):  TodoSobreNAV.blogspot.com

  • Community Member Profile Picture
    Community Member on at
    Re: Best practices for setting up a vendor

    Also the post is about setting up a vendor, then you talk about having to wait for new items to be setup.  Is it the items or the vendor that you are asking about?  How are you selling items that are not in your database?

    anyway...We've streamlined our item/customer & vendor card forms by adding another tab at the end called "ADD/CHANGE" on this tab we have put all the field needed to add a new "whatever" so it's all in one place.  

    On fields that are always the same..for example "Vendor Posting Group" is the same for all vendors so we have set the InitValue property on the table to contain that value and  it is automatically setup correctly, as well as other.

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