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i have situation where our company is Disturber for Hole sales who sell to end customer
we create Sale order for the Hole sales customer but we need to record information about which end customer get the products
how i map this scenario in sales order entry ?
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If you want to try using Standard functionality, use Sell-to as End User and Bill-to as Reseller. However, this might cause some issue with some standard reports or functionalities. You will need to check and test this. You also need to train your users so they will not make mistakes between these two fields.
Other way is through customization, adding a new field in Sales table and link it with Customer. It should be easy enough to do.
Then...... You must have a customer card for both. The user must cognizant who they are selling the goods to and where they are being shipped. Then the user must pick the correct Bill to customer at the time the transaction is being processed. It may be that no change is needed. It will take the user to stop and examine the entire workflow of the transaction, but it can be done. No rushing!
i would like to thank you for the great help , but the problem that the End Customer could buy from any Reseller so i cant link the End Customer with one Reseller
Then my suggestion is to use the "Bill To" customer (Parent/Child) concept. My suggestion is to configure the End User Customer cards with the Re-Seller's customer number in the "Bill To" area. When creating the Sales Order/Sales Invoice, the user must see who is being billed for the sale. The Re-Seller or the End User. If it is the Re-Seller, then the user does nothing and process the transaction. The shipment information will on the End User and the Accounts Receivable will be on the Re-Seller's Customer Account. If it is the End User, then remove the "Bill To" customer on the Sales Order/Sales Invoice transaction itself. When the user processes the transaction, the Account Receivable will be against End Users customer account.
The true caveat is , do you sell to the same Re-Sellers and End Customers?
Yes , we could Sell to the Reseller or to the end Customer
Also the End Customer could be linked to multi reseller
We have the following Scenarios that we need to cover
1-We Sell the product to Re-seller and the Re-Seller sell to END Customer and we need to have the end customer information for our reference
2-We sell the product to the END customer and the Re-Seller is not Involved
How can i handle this scenarios ?
How can i define the Re-Seller and the End Customer in the system ?
NOTE : We have around 1000 End Customer need to be in the system
We have the following Scnarios that we need to cover
1-We Sell the product to reseller and the Reseeler sell to END Customer and we need to have the end customer information for our reference
2-We sell the product to the END customer and the reseeler is not Involoved
How can i handle this scenarios ?
How can i define the Reseeler and the End Customer in the system ?
NOTE : We have around 1000 End Customer need to be in the system
Using contact is not recommended because it is related to CRM functionality. Depending on your report, the field will also show up in a number of reports. You might end up customizing the reports to hide the field.
Using dimension is one of the option, but it depends on how much end user information you want. If you only want Code and Name, dimension will do.
There is also some considerations when using dimension, such as whether you can assign it to Global Dimension or not. If you can't assign it, you will need to click the Dimension button in the order to access it. A little bit of inconvenient and users may forget to put it in.
It depends on what your current system setup and what kind of information you are expecting to get out of it.
First of all you must associate dimensions to all master data and the specific GL accounts. Look at these links and videos for direction in setting up and working with Dimensions:
docs.microsoft.com/.../finance-dimensions
www.encorebusiness.com/.../dynamics-nav-dimensions
community.dynamics.com/.../dimensions-in-nav-2016-design-overview
community.dynamics.com/.../231664
www.ebsys.com.au/.../understanding-microsoft-dynamics-nav-dimensions
If i Use Dimensions , in the Sales order Entry how i enter the Di mentions ?
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