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How to handle a monthly Subscription in NAV

  • 1.  How to handle a monthly Subscription in NAV

    SILVER CONTRIBUTOR
    Posted 12 days ago

    We are looking at potently offering a monthly subscription service for our products. Much like a fruit of the month club.  We are on Nav 2018 and have not implemented any ecommerce solutions at this point so we have a fresh canvas to work with.

     

    Anyone else have a subscription service like this tied into NAV? 

     

    We have options:

     1) Use one of the third party subscription services, let them handle all of the transactions and then figure out how to relieve inventory and track the financials'/tax reporting in nav via journal entries. Probably lump all of the website transactions as a once a month entry based on the third party web site..

    2) Use one of the subscription services let them handle all of the transactions and then setup the website as an intercompany or as a "customer" to handle the transactions.  Not a fan of setting up a dummy customer but if that's what we have to do..

    3) Find an e-commerce solution with full integration into NAV that has both  B2B and B2C.  Hopefully the b2c has the subscription feature built in.  This would be the best option but we want to get this going ASAP.

     

    4) not sure what 4 would be but put it out there for other suggestions...

     



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    John Gaither
    American Art Clay Co
    Indianapolis IN
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: How to handle a monthly Subscription in NAV

    Posted 11 days ago
    Hi John,

    We have implemented Sana Commerce as it is one of, if not the ONLY, real time solution that is fully integrated into NAV/Dynamics 365/Business Central.

    https://www.sana-commerce.com/?switched=true

    Dave


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    Dave Etters
    In-Sys Solutions
    Libertyville IL
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: How to handle a monthly Subscription in NAV

    TOP CONTRIBUTOR
    Posted 11 days ago
    John,
    As a former user, I always looked for solutions within the base product before adding more complexity.  As examples, using an internal customer with a Payment Method Code to direct expenses to a G/L Account for internal Service Work, or using an Inventory Posting Group to post Uniforms to an expense account allowing visibility to quantity on hand that I didn't want on the balance sheet.
    A suggestion to try using standard functionality, would be to set up a Service Contract for each Subscription.  This would allow you to set up standard recurring invoices.  There are some additional setups you would need to go through, but it may work for you and it will certainly give you exposure to another area in NAV.
    Send me an email if you want to discuss further.

    ------------------------------
    Robb Delprado
    Senior Trainer and Consultant
    New View Strategies
    robb@newviewstrategies.com
    860.558.8032
    Houston, TX
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: How to handle a monthly Subscription in NAV

    SILVER CONTRIBUTOR
    Posted 11 days ago

    Hey John,

    For our subscription management at Innovia we use a product called Work 365 which is based in Dynamics 365 for Sales (CRM).  We did that so our customers can manage their Microsoft Office, Azure and NAV/BC Subscriptions right from our portal. 


    We integrate it to BC On-Prem with EOne SmartConnect and it handles all of our automatic prorated invoicing. 


    We invoice 13,000 licenses monthly and have not had to add any additional accounting staff to handle the load. 


    It works amazing!

    Cheers!



    ------------------------------
    Donavan Lane
    Chairman
    Innovia Consulting
    Waupaca WI
    ------------------------------

    Academy - Online Interactive Learning from Experts


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