Trade in Microsoft Dynamics NAV-2017 - Locus IT Services

Trade in Microsoft Dynamics NAV

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Lesson 3: Additional Worksheet Features

Additional Worksheet Features

Additional Worksheet Features : Additional functionality is offered by the requisition worksheet that includes the following:

  • Support for drop shipments
  • Support for special orders
  • Planning worksheet lines
  • Manually created worksheet lines

Support for Drop Shipments

In a drop shipment transaction, the vendor delivers sold goods directly to the customer. The company does not handle the physical goods involved in the transaction or receive them into inventory.

A company can record a drop shipment by selecting DROP SHIP in the

Purchasing Code field of a sales line. Purchasing agents can then either manually create the related purchase order to the vendor or use the requisition worksheet to do this. The advantage of using the requisition worksheet is that it can automatically generate purchase orders for all outstanding drop shipments, instead of requiring the purchasing agent to create each one individually.

Support for Special Orders

A special order typically involves the sale of a nonstock item to a specific customer. It usually involves an order that must be shipped from the company (caused by customer preferences or for other reasons) and not drop shipped from the vendor. Typically, it is considered a special order because the purchase order that is sent to the vendor is generated from a sales order, and after that, the purchase and sales orders are linked. The planning engine fully respects this link and it will not try to use the purchase order to supply other sales orders.

The purchasing agent creates the purchase order for the special order sales line by using the requisition worksheet.

Planning Worksheet Lines

The Planning Worksheet Lines feature is used by large manufacturing companies that have separate departments that handle production planning and purchasing. In the manufacturing application area, a production planner uses the planning worksheet to calculate an item replenishment plan for all items, whether they are manufactured, purchased, transferred, or assembled.

From the planning worksheet, the planner can then select planning lines for items that are replenished by purchase or transfer and forward them to the requisition worksheet by using the Carry Out Action Msg. – Plan. batch job. Refer to the online Help for more information about this batch job.

This function, although started from the manufacturing application area, results in new lines that are created in the requisition worksheet. From there, the purchasing agent can edit and approve the requisition lines before he or she converts them to actual purchase or transfer orders.

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