Product: Dynamics NAV

Article Link: http://help.truecommerce.com/en/articles/6940972-dynamics-nav-sales-order-process-overview

A Sales Order Process is one in which you receive Purchase Orders (850s) from a Trading Partner and in return send an Invoice (810), Purchase Order Acknowledgement (855), and an Advance Ship Notice (856) in return.

While there are other documents that you may send and receive - these are the most typical for Sales Order Process.

When you receive a new Purchase Order (850) from your Trading Partner they'll show up in the Inbox of Transaction Manager ready to be exported. From here you can open the transaction within Transaction Manager and view the data provided by your Trading Partner.

Whenever you perform an Export on an inbound Purchase Order an XML File will be generated - depending on how your system is configured it will either send it to an FTP or a Local Directory where it will sit waiting to be picked up by Dynamics NAV either by a Job Queue which acts like the Transaction Manager Scheduler system for Dynamics NAV and will run at a set time to process or manually through the Import Inbound Files functionality.

Once you've processed your Inbound Purchase Order through the Inbound Messages task you can then view your Sales Order within Dynamics NAV by select the Show Document button within the Inbound Messages window.

Navigate: Departments → TrueCommerce → EDI → Import & Export → Inbound Messages

Select: Desired Document → Show Document

or you can navigate to the Sales Order list within the Sales & Marketing tab of Dynamics NAV.

Navigate: Departments → Sales & Marketing → Order Processing → Sales Orders

Select: Desired Document → View/Edit

Once opened - you can now view your Sales Order within Dynamics NAV.

In order to create an Outbound Message for your Invoice you'll need to Post your Sales Order - by posting your Invoice you will automatically create an Outbound Message for your Invoice.

Navigate: Sales & Marketing → Order Processing → Sales Orders

Select: Desired Document → Post → Invoice/Ship and Invoice

If you need to regenerate an Outbound Message for an already posted invoice - you can do so by using the Resend Invoice option within the TrueCommerce Extension

Navigate: Departments → TrueCommerce → EDI → Import & Export

Select: Resend Invoice

Filter Settings

You'll want to use the pop-up box to filter your results and when you select OK the system will generate a new Outbound Message for that selected Posted Sales Invoice

Once your Outbound Message is created - you can find it in the Outbound Messages where you can send it to your Trading Partner.

You can create a Sales Order Confirmation within Dynamics NAV straight within your Sales Order which when imported into Transaction Manager will produce a Purchase Order Acknowledgement for your Trading Partner.

You'll need to create the initial Outbound Message first - to do this you simply need to use the TC-EDI Sales Order Cnfmn. button located within the Actions tab of your Sales Order.

Navigate: Sales Order → Actions

Select: Send TC-EDI Sales Order Cnfmn.

Once created your Sales Order Confirmation will be sitting within your Outbound Messages waiting to be sent. You can proceed to Process the Outbound Messages (see below) to send the confirmation out to Transaction Manager.

You'll need to create your Advance Ship Notice within Dynamics NAV prior to sending it to Transaction Manager.

Once your Ship Notice has been Posted you'll find it under the Posted Ship Notices option within the TrueCommerce - Ship Notice navigation

Navigate: Departments → TrueCommerce → Ship Notice → Posted Ship Notices

TrueCommerce Extension - Posted Ship Notices

With your Posted Ship Notices selected - you can push them to the Outbound Messages by selecting the Send ASN option to create the Outbound Message

Navigate: Departments → TrueCommerce → Ship Notice → Posted Ship Notices

Select: Send ASN

Your ASN will now appear within the Outbound Messages ready to be sent to Transaction Manager

1/27/23