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NAV Purchase Order Document Layout

  • 1.  NAV Purchase Order Document Layout

    Posted Feb 27, 2019 07:02 PM

    . I need some guidance on reformatting the layout of the Purchase Orders we send to our suppliers/vendors.  Currently, we display either our internal GL code or our internal item #. Under the ITEM title on our PO (the customers part # should be displayed).  Also, we need to create a line item for each item ordered. I am tired of reformatting the information using Adobe acrobat.  All this information is available from creating the PO, it just isn't displayed properly on the PO document.  Any advise would be greatly appreciated.

    Thanks
    Kirk 

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    Kirk Simmons
    Goodwill Southeast Georgia
    Savannah GA
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  • 2.  RE: NAV Purchase Order Document Layout

    TOP CONTRIBUTOR
    Posted Feb 28, 2019 07:51 AM
    Kirk,

    What version of NAV are you using? And where are you entering the number that you want to print on the PO? Is it in the In versions 2016 and newer, you can modify the report layout yourself in word. Below is a link to get you started. The world layout Report ID 1322 is a good start and utilizes the Cross-Reference table to pull in the item number associated for that Vendor \ Item (internal) combination.

    Custom Report Layout

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    Amanda Mayer
    New View Strategies
    Milwaukee WI
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  • 3.  RE: NAV Purchase Order Document Layout

    Posted Feb 28, 2019 11:11 AM
    We are using NAV2018 Ver 11.0.20783.0.


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    Kirk Simmons
    Goodwill Southeast Georgia
    Savannah GA
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  • 4.  RE: NAV Purchase Order Document Layout

    SILVER CONTRIBUTOR
    Posted Feb 28, 2019 08:19 AM
    ​In general, if you have access to the Development Environment you can add fields to reports and documents.  If you didn't purchase that you can hire someone to do it for you, typically your VAR.  Dealing with the documents isn't the most intuitive thing in the world if you haven't done it before, so even if you have the DE, you will probably want some assistance from your VAR the first time or two you are making changes.

    HTH,

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    Brian Stenglein
    Clow Stamping Company
    Merrifield MN
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  • 5.  RE: NAV Purchase Order Document Layout

    Posted Feb 28, 2019 11:38 AM
    Hi Kirk,

    I personally prefer to build custom report layouts using RDLC in Report Builder than using Word. It is not the easiest thing in the world, but there are good resources available online to help you through the nuances of these types of modifications. The built in Customer Reports Layout is a great tool if you want to modify reports in house. If you do work with a 3rd part to do the development, I highly recommend mocking up your vision of the new report, and being explicit about each of the data sources you want mapped on the report.

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    Paul Davis
    The Sun Valley Rice Co., LLC
    Dunnigan CA
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  • 6.  RE: NAV Purchase Order Document Layout

    SILVER CONTRIBUTOR
    Posted Feb 28, 2019 02:16 PM
    From what I can tell, you have 2 main options

    1- Talk to your partner about using a developer license to overhaul the PO document layout (costly as you will have to pay someone else)
    2- Try and use what you currently have and improve upon it with some of the base features in NAV. (cheaper, but you will have to set up yourself)

    Once you decide that, you will have a better idea of what your options are and how to go about it.

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    Andrew Rutledge
    Assistant Controller
    Marine Ingredients
    Mount Bethel PA
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  • 7.  RE: NAV Purchase Order Document Layout

    TOP CONTRIBUTOR
    Posted Mar 01, 2019 09:01 AM
    I would agree with Brian above. I don't say this with most development activities, but reports are just not pleasant to work with, even when you've been doing it forever. I would never want to discourage someone from learning it if they are truly interested, but unless you plan to make a lot of report changes in the future, it is not worth your time and the guaranteed frustration you will experience. If you do want to learn, definitely also work with your partner at the beginning.

    I also think the NAV 2009 and NAV 2015 Professional Reporting book is good way to learn.

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    Matt Traxinger
    NAV Developer
    ArcherPoint Inc.
    San Antonio TX
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