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Microsoft Dynamics NAV (Archived)

event planning in dynamics nav

Posted on by 32,675

hi,

a customer wants to manage/plan events like trainings in dynamics nav.

in detail following features would be needed:

- manage event base data: dates, time from-to, room, trainer, needed resources (computer, ...)

- manage the attendees / contacts

- manage trainer and other resources and the costs

- manage invoices for the attendees

- a basic cost accounting

has someone developed a module like that? how would you implemente these requirements?

first ideas:

* manage attendees as customers and contacts

* set up trainings as items, document date = event/start date, maybe additional field end date

* sales invoices for invoicing the attendees, who take part: add training item in sales line

questions:

* is the job module an option to map the needed features?

* what would be the best way to invoice internal/external trainers?

* which dimensions would i need for cost accounting?

* what's the best way to connect the event base data, the resource costs, the attendees invoices?

any help would be appreciated.

regards

jonathan

*This post is locked for comments

  • Verified answer
    keoma Profile Picture
    keoma 32,675 on at
    RE: event planning in dynamics nav

    thx maneesha.

    i've developed a custom solution. in the end it will be a new addon.

  • Suggested answer
    Maneesha Profile Picture
    Maneesha 5,889 on at
    RE: event planning in dynamics nav

    Hi Jonathan Archer ,

    Nice Idea , hope we also can use it your idea for event planing :)

    I feel like best way to invoice internal/external trainers as Item Charge ,

    for the cost accounting is that the training is liability to company or any income ?

    you can make it as a "Personnel Expenses" - cost

    what about you make those event base data as item components

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