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Sales invoice example for Production

this video will provide an overview of accounts receivable in Dynamics NAV 2016 my role for this video is as the accounts receivable administrator let's go ahead and process a new sales invoice and so I'm just going to come up here into my ribbon and choose sales invoice and the first thing it asks me for is the customer number now I don't really know the customer number but I know the customer name so I'm just going to start typing the name and you can see that as I start typing it's pairing that list down and filtering it down to provide me with the exact customer that I'm looking for keep in mind that users can define what field it uses to search on I'm using the customer name you could use the number as well I can also have just typed in the number if I wanted to but I chose to do a search now it's coming up and telling me that I'm my I'm over the credit limit because my credit limit is zero and I've got to balance on on the account here for Koho winery there is an issue with credit I can say do I want to record the transaction no I'm going to go ahead and say yes and let it go ahead and let me continue one thing that you may wish to do is if your customer provides you with a purchase order number for the particular sale that you're recording you can go ahead and enter that here now this particular scenario is the recording of of sales invoice without a sales order so this is a scenario where you're not shipping anything we're just going to record an invoice so I've completed the header portion or the general tab and now I'm in my lines and it's asking me for a type and there are a number of different types of lines that you can record in nav probably the most common is is general ledger account when you're talking about a sales invoice however you could sell an item even if you're not doing a meant you could actually sell an item and actually remove that item from your inventory through a sales invoice you can also do non inventory type transactions using a resource or what we're doing today which is general ledger account and once again I do not know my account number so I'm just going to start typing and there's the revenue account that I want to pick so I'm just going to go ahead and choose that and I'm going to go ahead and record a $300 invoice notice my division and department codes have come over from my customer and been entered automatically on this line so that's the value of setting those default dimensions on your customer all that information will come through automatically if you have additional dimensions you could record those as well can add additional lines you can have different types of transactions or different types of lines on a single invoice so I could have a GL account and then I maybe I want to sell an item I could go ahead and do that as well so that's all I need to do for this particular invoice at this point I can go ahead and print it out if I want to and provide that document to my customer I'm just going to go ahead and and post this invoice and what's going to happen when I post is it's going to go ahead and update my accounts receivable and on the general ledger side as well it's going to debit my receivables account and then credit my my revenue account as I've indicated in the lines so that's done now I'm going to do a refresh of this window here real quick so that you can see the new balance here so it's four thousand three hundred dollars now for coho winery you