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Sales#

The following features expand standard Microsoft Dynamics 365 Business Central functionality to provide additional options to those working in your organization’s sales department.

Check external document#

This function enhancement checks when a sales document (order, sales return, invoice and credit memo) is released whether the external document number is entered in the field of the same name and whether it is already used in other documents.

To do this, the "Check external document" switch must be activated in the Accounts Receivable & Sales setup.

Note

If the switch is activated in the Accounts Receivable & Sales Setup, a release and posting of the document is only possible by entering a unique external document number.

Proforma invoice on order#

In KUMAVISION factory365 there is the field "Quantity Pro Forma" in the sales order. It is pre-assigned based on the "Quantity" field in the sales line, but can be filled differently for the printout of the pro forma invoice.

The quantity entered in this field is used when printing the proforma invoice if the "Standard" option is selected in the "Quantity field" on the selection page.

Validating the "Sales price" field triggers the calculation of the amounts so that the total amounts, taxes and discounts are displayed according to the "Proforma quantity" field.

However, the change to the quantity and the recalculation of the amounts through the validation of the sales price only happens temporarily so that these values can be printed in the pro forma invoice. The values in the original sales order remain unaffected.

Note

The quantities in the item tracking are based on the quantity in the voucher line. However, the "Quantity pro forma" may differ from the quantity in the document line. This deviating "Quantity Pro Forma" cannot be automatically distributed to the item tracking. It must be decided manually which item tracking should be displayed in which quantity on the pro forma invoice.

Note

This section of the online help only explains the additional functions of the proforma invoice in the order in KUMVISION factory365. The general functionality is described here.

Sales Conditions#

KUMAVISION factory365 extends the sales conditions functionality of KUMAVISION base (BOOSTER) with the additional calculation base "Price condition (sales price)" and the "Rounding method code".

Note

The lowest sales price is used as the calculation basis.

Further information can be found under Sales conditions - KUMAVISION base (BOOSTER).

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