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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Is Invoice tagging pos...
Microsoft Dynamics NAV (Archived)

Is Invoice tagging possible in NAV 2013?

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Posted on by Community Member Microsoft Employee
Hi All,
This blog is amazingly helpful and have been always informative. I need some help to resolve this query, I am working in NAV 2013.
Query:
Is there a way to "tag" a posted invoice/credit memo so that we can track which ones have been included in a VAT return?
We have approximately 700 invoices/credit memos posted for one of our clients over the last several months. These invoices/credit memos have now been included in a VAT return and we want to be able to "tag" them so that when the next VAT return is due we can tell which invoices/credit memos have already been included in the previous VAT return.
This "tag" could be as simple as a tick in a box.
Obviously we have the ability to add notes to items in NAV, which could meet this need, but doing this manually for hundreds of invoices is too impractical (unless this could be done via a mass import), Do we have any such functionality in NAV which could meet such requirement. 
Many Thanks,
SS

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Is Invoice tagging possible in NAV 2013?

    Thanks Alexander, this was indeed helpful to know there are possible ways to do so.

  • Verified answer
    Alexander Ermakov Profile Picture
    Alexander Ermakov 28,094 on at
    RE: Is Invoice tagging possible in NAV 2013?

    If you talk about more or less safe option for e.g. posted sales invoices, there is a Comment boolean field which you might make editable on the page with Posted Sales Invoices list (the field by default is not present on the page) for Sales Invoice Header table. However for that particular purpose I would recommend to add a new boolean field to Sales invoice header table and not use existing ones.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Is Invoice tagging possible in NAV 2013?

    Hi Alexander,

    Thank you so much for replying. It's UK localization I am talking about, I will try the option you have mentioned above however I was also trying to find if there are any checkboxes/options in Navision 2013 which could be utilized for this purpose (just to tag those invoices )

  • Suggested answer
    Alexander Ermakov Profile Picture
    Alexander Ermakov 28,094 on at
    RE: Is Invoice tagging possible in NAV 2013?

    It depends how you process VAT returns in the system - manually or automatically. Which localization do you use? Normally, standard NAV has a functionality of VAT returns that transfer the unrealized VAT to realized VAT and later on those invoices are no longer appear in the next session of return.

    One option to know quickly which invoices are still not VAT-returned is to take the turnover over debit and credit of VAT account for the period to Excel and plot a Pivot-table by Document No. and Amount. Those invoice numbers for which the VAT return has been applied, would eliminate each other and give zero; other non-zero result would give you the list of invoices which were not yet processed for VAT return.

    Otherwise, you can utilize any of the unused checkboxes or create your own if you have access to development environment.

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