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Navision Programming

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Navision Programming from Omega: our Navision developers create Navision Customisations to ensure that our Navision Implementations are a perfect fit for our customers' businesses.

Navision implementations frequently require customisation to achieve a really good fit with the business. The list below includes some examples of Navision amendments that Omega have carried out for customers; some simple, some complex. If you have a Navision requirement we may well have dealt with it before or we can amend Navision to meet your needs.

Navision Address Forms - City, County and Country Data

On Navision address forms, once the user selects a city then the county and country should be filled in automatically.

Navision EDI - Electronic Data Interchange

Customise Navision to hold Invoice type Print or EDI on the Customer card and flow this to the Sales order, Sales invoice and Posted sales invoice.

User will filter posted sales invoices by required Invoice type before printing or creating CSV export file for EDI.

Create a Navision Dataport to import Sales order from a CSV file and export Sales invoice to a CSV file.

Document formats - different document print format and document e-mail format

Documents (Orders, Shipping notes, Invoices, Statements) are printed on pre-printed stationery. Customise the documents so that when the user faxes or e-mails documents directly from Navision then the document will contain the logo and other information from the letterhead.

Navision CRM - Contact - Contact Type

Add a contact type field to the Navision Contact card so that different departments e.g. Sales, Credit Control and Quality can use Navision CRM and see only their own contacts.

Add the same feature to the Navision Interaction Log and Navision To Do and flow the Contact type from the Contact card to them to allow filtering there as well.

Navision CRM - Link Contact to Ship To Address

Add a contact link to the Navision Customer ship-to address and provide easy navigation from the Customer ship-to address to Contact card and vice-versa.

Navision CRM - Inter-relationships between Contacts

Customise Navision so the user can record various relationships between Contacts.

Navision Stock Keeping Units, Bills Of Material (BOMs) and Routings

Customise Navision to link a BOM and routing to a Stock Keeping Unit and calculate the standard cost of items at Stock Keeping Units.

Navision Bill of materials (BOM) - Cost make up report

Create a BOM report with details of Item, BOM and Routing to show how standard cost is made up.

Navision Customer Rebates

Customise Navision to calculate an Accrual for Customer Rebate and post to the General ledger when the Customer invoice is posted. Multiple customer rebates can be calculated on a single Invoice line.

Navision Invoice Discounting Report

Create a custom report to show the separate total of invoices, Credits and receipts in a specified period and provide export to Excel. This report is used to notify the bank of Accounts Receivable (Sales Ledger) transactions.

Navision Customer Communications

Customise Navision Customer care to record separate contact and preferred mode of communication for Invoices, Statements, Credit Control Letters and Copy Delivery Notes (Proof of Delivery - POD)

Export Navision Customer Sales Ledger Statements to Excel

Customise the Navision Customer Statement to allow export to Excel.

Import Navision Cash Receipt Journals from Excel

Customise Navision to allow the import of customer remittance advices from Excel.

Customer Dispute Management

Customise Navision Accounts Receivable / Sales Ledger to manage Customer disputes, track their history and produce reports of disputes for sending to customers. On the custom Dispute form the user can use the standard Navision comments icon, To Dos and Interaction Log entries. A custom report is provided of the disputes.

Customer - e-commerce / self service

Provide a secure website where customers can download copy Sales invoices and Proof of Delivery.

Navision Credit Limit checking

Customise Navision Credit Limit checking so that the system takes different actions at different stages in the sales order cycle and at some stages only the credit control department can release a Sales Order.

Navision Supplier payments to Factoring companies

Customise Navision to send payments to a different address when the Supplier uses factoring.

Custom Navision Report of expiring Supplier price lists

Provide a custom report of Vendor / Supplier price lists that are due to expire.

Navision Purchase order archiving - enforced

Customise Navision to enforce the archival of a Purchase Order before reopening.

Custom Navision Purchase order report

Provide a Custom report of Purchase orders showing the Purchase Order lines, quantity, Remaining quantity and Value.

Navision Purchase order - Order type

Customise Navision Purchase Orders add Order type field. Users will be able to view and report on Purchase orders by Order Type.

Navision GRNI Accrual of Purchase Goods Received

Provide a custom report of Un-invoiced Purchase Receipts of G/L lines on Purchase orders to allow calculation and manual posting of Goods Received Not Invoiced (GRNI) accrual.

Linked Haulage Navision Purchase orders

Customise Navision with a linked Haulage Purchase Order function. The user can create a link from a Purchase Order to a Haulage Purchase Order. The user enters Purchase Receipts for the Purchase Order in the usual way and the customisation automatically enters corresponding Purchase Receipts for the linked Haulage Purchase Order.

Navision Projects and Navision Opportunities

Customise Navision to record a project and allow the user to create Opportunities for different Customers or Contacts linked to a project.

Navision Item (Product) Hierarchy and Automatic Descriptions

Standard Navision has an item hierarchy that is two levels deep: Item Category and Product Group. Customise Navision to extend the Item hierarchy to eight levels deep. Item Descriptions for printing on documents will be created automatically by concatenating the hierarchy descriptions.

Navision Extended Texts for Customers and Ship-to addresses

Customise Navision to add an Extended texts feature to Customers and Ship-to address similar to Items (Products). The custom Extended texts for a ship-to address/customer Card will flow to any Sales orders linked to it as a Sales Order header Extended Text. When printing Sales Order confirmation, Loading Note, Shipment Note, Sales Invoice, etc the Sales Order Extended Texts will be printed if the relevant checkbox is checked on the Extended Text card.

Multiple Selling Price Lists on a Navision Sales Order

Customise the Navision Sales Order so that prices for different lines can come from different price lists linked to the Customer or Contact and selected by the user.

Navision Selling Price Lists export to / import from Excel

Customise Navision Price list maintenance to provide export to and import from Excel.

Multiple Selling Price Lists linked to a Navision Customer or Contact

Customise the Navision Customer and Contact so that multiple price lists can be attached.

Custom report of Navision Selling Price Lists about to expire

Provide a custom Navision report of Selling Price lists about to expire.

Display multiple Units of Measure on Navision Sales Quotation / Sales Order

Customise the Navision Sales quotation and Sales order documents to show both the Sales UOM and quantity and Base UOM & Quantity.

Navision Sales Quotation and Blanket Order validity date

Customise Navision Sales Quotation and Blanket Sales Order to record validity end date. Check the validity date when creating a Sales order from a Quotation or a Blanket Sales Order.

Navision Selling Price Tolerances

Customise Navision to allow the user to over-type Prices and check that the price entered is within a tolerance percentage specified by the administrator. When the price is outside the specified tolerance take different actions depending upon who the user is. Provide a custom report of Sales Quotation and/or Sales Order intake showing price entered compared to standard price, either all or exceptions only.

Navision Sales Order Despatch Instructions

Customise the Navision Sales Order to add a free text dispatch instructions field inform the load planners about delivery schedule, etc.

Navision Sales Order Comments Flag

The standard Navision comments icon is quite small. Customise the comments flag to be more prominent.

Navision Sales Order - External Document Number

Customise the External Document number to be mandatory on a Sales Order.

Navision Archived Sales Order - Order Acknowledgement

Customise the Archived Sales Order to provide printing of the Sales Order Acknowledgement document.

Navision Sales Order Book Report

Provide a custom Sales Order book report on the change in value or quantity made to the order book in a specified period.

Navision Sales Order Archive

Customise the Navision Sales Order to enforce archiving before any changes can be made to a released sales order.

Navision Sales Invoice Posting per Shipment

The standard Navision Sales invoice batch posting posts invoices per order. Provide a custom batch posting process that posts invoices per shipment.

Navision Sales Invoice link to Sales Shipment

Customise the Navision Sales Invoice and Sales Shipment to have link to each other.

Navision custom report of un-invoiced Sales Shipments

Provide a custom report of Sales Shipments that are not invoiced and any nil value lines on Sales Shipments.

Navision Sales Order Statistics

Standard Navision Sales order statistics show the selling price less product cost equals profit. Customise Navision Sales Quotation and Sales Order to show Delivered Gross Margin (DGM), the profit after the cost of Haulage.

Navision Sales Accessory Pricing

Customise Navision so that Products can have accessories with their own prices and calculate the total price of the Product with accessories included. When the price of an Accessory is updated, the price of all Products that include that accessory will be updated automatically.

Navision Sales Invoice Type

Customise the Navision Sales Invoice to have an Invoice Type. Debtors (Accounts Receivable) reports can be filtered by normal invoices, retention invoices or normal and retention invoices.

Navision Sales Documents - Office specific texts

Customise Navision Sales documents so that different Fixed document texts are used for different offices (Responsibility centres).

Custom Navision Report of Navision Sales Orders containing Special Items (Products)

Provide a custom Navision report for the Production team that lists all Sales order lines containing special items.

Navision Inventory Cycle count report

Customise the Navision Inventory Cycle count report to show the calculated quantity and a blank field for the user to enter the actual quantity.