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10I actually joined this forum on behalf of my husband. I am a systems specialist in another field but haven't worked with NAV previously. My husband is not very good at admin and I pick up systems a lot easier than he does. My husband is a sales person for a manufacturing company and I am trying to help him streamline his work in the evenings by use of reports. He literally has to go into each order to see if the order was transferred or not. He does not have access to transfer the orders himself so he needs to check up that his internal is actually doing her job.
I have searched and watched videos but can't get exactly what I am looking for. So if you can perhaps provide me with links to a proper manual or something so I can assist him. I am giving a breakdown of what we are looking for and why:
Just some background of their company. Certain things gets manufactured at a different plant and then gets sent to his branch. Certain things gets made locally and accessories are kept in stock. The problem he has is, if the order has been transferred and the stock comes from the factory, its almost a given that the things that needed to be produced locally was not done and is not finished and ready for delivery and the accessories on the order is also not in stock. Although the accessories was in stock when he made the order, however it was sold within the 14 days they are waiting for the stock from the factory.
If you have any suggestions for him to manage this issue better by means of reports please help me. Although they have a production manager, this person does not take responsibility for anything and it is 100% the salesman's responsibility to make the order, check that it was transferred, follow up on when the production was done, ensure it is shipped to his branch, ensure everything locally was produced and ensure it is delivered.
Here is what I thought could make his life easier.
- Full customer list with region/province/state/location of the customer for the whole company. He wants to see if another area is actually servicing the customer in his area.
- A full view per sales order per line to see if there is stock on hand in his branch for each line item, if the line item was transferred when the factory should produce it, how far it is in production or when it will be finished
Your assistance or alternative suggestions would really help.
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