Lab 5 Microsoft Navision 5.

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Returns in Microsoft Navision
1. Add a new supplier, called Umbrella supplier (national/intern/21 zile)
2. Add a new customer, Umbrella customer (national/intern/21 zile)
3. Add a new item: blue umbrella (acquisition cost 9 lei, sale price 14.5 lei).
4. Add a new item: red umbrella (acquisition cost 10 lei, sale price 15 lei). Set blue
umbrela as substitute for red umbrella and vice-versa.
5. Receive a quote from Umbrella supplier for 100 blue umbrellas and 150 red
umbrellas .
6. Send a purchase order (transform the above purchase quote into a purchase
order but modify the quantities) to Umbrella supplier for 80 blue umbrellas and
250 red umbrellas.
7. Receive the above items (invoice included).
8. Send a quote to Umbrella customer containing 80 blue umbrellas and 100 red
umbrellas and add transportation costs of 100 lei. Assign the transportation
charge item.
9. Umbrella customer confirms the above quote throughout an order which we
immediately deliver (Send & Invoice).
10. Umbrella customer RETURNS 10 blue umbrellas with the reason: DEFECT
(broken) and expects it back . Enter a sales return order.
11. Return the 10 blue umbrellas to Umbrella supplier as the items were sent to us
broken (find and open the purchase return order). Fill in a credit note value and
post the purchase return order.
12. Reorder to Umbrella supplier 10 blue umbrellas (find the purchase order and
post it: receive and invoice) and send the items to Umbrella customer (find the sale
order and post it: send and invoice).
13. Replace the broken items to your customer. Use the Sales order - ID 1045
already created.
14. Obtain the following reports:
- financial state of Umbrella supplier,
- the situation of Umbrella customer,
- others
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The solution:

1. Add a new supplier, called Umbrella supplier (national/intern/21 zile)

And, in the Foreign Trade tab for VAT Registration No. Field add a randome number.

In a similar manner, we will add the customer into the systmes database:

2. Add a new customer, Umbrella customer (national/intern/21 zile)

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And, in the Foreign Trade tab for VAT Registration No. Field add a randome number.

3. Add a new item: blue umbrella (acquisition cost 9 lei, sale price 14.5 lei).

4. Add a new item: red umbrella (acquisition cost 10 lei, sale price 15 lei). Set blue
umbrella as substitute for red umbrella and vice-versa.

5. Receive a quote from Umbrella supplier for 100 blue umbrellas and 150 red
umbrellas .

6. Send a purchase order (transform the above purchase quote into a purchase order
but modify the quantities) to Umbrella supplier for 80 blue umbrellas and 250 red
umbrellas. 7. Receive the above items (invoice included).

8. Send a quote to Umbrella customer containing 80 blue umbrellas and 100 red
umbrellas (add transportation costs of 100 lei).

Assign the shipping charge: from the sales quote, press Line button, Item charge
assignments, in the new window enter value 1 for any of the two lines and close the
window (see below).

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9. Umbrella customer confirms the above quote (add transportation costs of 100 lei)
throughout an order which we immediately deliver (Send & Invoice).
Transform the above sales quote into an order, and post(ship and invoice).

10. Umbrella customer RETURNS 10 blue umbrellas with the reason: DEFECT(broken)
and expects it back . Enter a sales return order.

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Create all the required documents related to the sales return order: in the above
window, press Line -> Create return-related documents

As a result, a new window will pop up, containing the options for the documents that can
be created. If you want to

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Checking all the boxes in the above window, will automatically create the following
documents (related with the returned item):
Purchase return order
Purchase order
Sales order
After pressing OK, the next window may be used as a reference that will allow the user
to keep up with the documents flow for the return process:

The above window states that the system, based on the unposted sales return order,
created the following document:
Purchase return order ID 1010
Purchase order ID 106060
Sales order - ID 1045

11. Return the 10 blue umbrellas to Umbrella supplier as the items were sent to us
broken (find and open the purchase return order - ID 1010). Fill in a credit note value
and post the purchase return order.
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12. Reorder to Umbrella supplier 10 blue umbrellas (find the purchase order and post it:
receive and invoice) and send the items to Umbrella customer (find the sale order
and post it: send and invoice). Use the purchase order ID 106060 already created.

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13. Replace the broken items to your customer. Use the Sales order - ID 1045 already
created.

14. Obtain the following reports:

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- invoice/s of the Umbrella supplier,

- invoice/s of Umbrella customer,
- all the return notes: purchase return shipment, sales return receipt

15. Exercise:
Umbrella customer find another lot of defective umbrellas, this time in the red umbrellas.
He will return 7 broken red umbrellas. Create and finalize the return process for this
case.

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