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.
Sales & Receivables Setup#
Check external document#
In Microsoft Dynamics 365 Business Central1, the field Check External Document in the Sales & Receivables Setup determines whether it should be mandatory to enter an external document number in the External Document No. field in the sales header or in a General Journals line.
The function extension in KUMAVISION factory365 checks whether the external document number is entered in the field of the same name and whether it is already used in other documents when a sales document (order, return, invoice and credit note) is released.
The Check External Document field in the Sales & Receivables Setup can be used to select whether a warning should be created or an error generated. If the Create Error option is selected, the document can only be released and posted by specifying a unique external document number.
Sales Document#
Alternate Shipping Address#
In Microsoft Dynamics 365 Business Central1, it is possible to select a alternate shipping address on the Shipping and Billing FastTab in the sales document.
In KUMAVISION factory365 it is possible to customize additional fields in the document depending on the shipping address. For this purpose, the following fields have been added to the Ship-to page for customers:
| Field | Description |
|---|---|
| VAT Bus. Posting Group | A different VAT transaction posting group can be stored for each shipping address. |
| Gen. Bus. Posting Group | A different business posting group can be stored for each shipping address. |
| VAT Registration No. | A different VAT identification number can be stored for each shipping address. |
If no entries are made in the above fields, the corresponding fields of the customer card are used when selecting the different delivery address in the sales document. If these fields contain a value, this is adopted when the different delivery address is selected in the sales document.
Note
In Microsoft Dynamics 365 Business Central1, it is possible to store an alternative VAT ID, VAT business posting group and business posting group for a customer for different VAT country/region codes on the "Alternative VAT entry of the customer" page. If a data record is entered here for the country/region code stored in the alternative delivery address, this is relevant for the sales order.
Reservation Structure#
The reservations can be showed in the sales order via the line ribbon via Reservation Structure. If reservations exist, this call leads directly to the reservation structure.
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#
Sales conditions allow you to variably calculate a sales price or a line discount in a sales price or sales line discount and thus ultimately a variable price or discount calculation in a sales line.
Sales conditions are first defined and then assigned to one or more datasets in the price list, depending on whether the sales condition is used to calculate a sales price or a line discount %.
The sales conditions functionality of KUMAVISION base (BOOSTER) is extended by KUMAVISION factory365 with the additional calculation base "Price condition (sales price)" and the "Rounding method code".
Note
In the Feature Management you must Feature Update: New Sales Pricing Experience set the Enabled For field to All Users.
Create Sales Conditions#
For creating a sales condition can be found in the section: KUMAVISION base (BOOSTER)
In KUMAVISION factory365 there is the option of selecting the "Price condition (sales price)" as the calculation basis. In addition, the rounding method, a sales type (customer, customer price group, all customers, campaign) and the corresponding sales code can be selected.
Function Sales Conditions#
The calculation basis for the sales condition is determined on the basis of the sales price lists with accrual/deferral to the respective "Sales type" set in the sales condition. Here, too, the price calculation method in the Accounts Sales & Receivables Setup must be taken into account accordingly. The determined sales price then serves as the basis for calculating the defined condition lines.
Note
The lowest sales price is used as the basis for calculation. Further information can be found at Sales conditions - KUMAVISION base (BOOSTER).