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How do you handle Commercial Invoices

  • 1.  How do you handle Commercial Invoices

    GOLD CONTRIBUTOR
    Posted 8 days ago
    We currently create a Commerical Invoice (for international shipments) using a Sales Order. We have a sales order that they call a template, which they copy and fill in the details.

    I would think there would be a better, standard way to handle commercial invoices.  We are also using Beck Pack N Ship if that makes a difference and someone knows a way to print form Pack N Ship. We are currently out of custom reports too, so we can't create a new report.

    So my question is how are other people handling commercial invoices? We are currently on Nav 2013, in the process of upgrading to BC14. So if there are different solutions for the two versions, please let me know that as well. ​

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    Joshua McGee
    Information Systems Manager
    Cover-Pools, Inc
    West Valley City UT
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: How do you handle Commercial Invoices

    Posted 8 days ago
    If you are referring to Beck Consulting.  We had them create a customized Nav report to accommodate a commercial invoice along with a customized sales order.  We enter everything into the sales order itself and we are able to printer the invoice from the Sales order or the sales invoice.  It works well for us.


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    Major Williams
    Farmers Investment Co
    Sahuarita AZ
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: How do you handle Commercial Invoices

    TOP CONTRIBUTOR
    Posted 8 days ago
    Typically it requires a custom report to be printed from the Sales Order, Sales Shipment or Sales Invoice (depending on your process). If you are "out:" of NAV reports, then contact your partner to get you additional report objects.

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    Andrew Good
    President
    Liberty Grove Software
    Oakbrook Terrace IL
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: How do you handle Commercial Invoices

    GOLD CONTRIBUTOR
    Posted 7 days ago
    Thanks. I was referring to Beck Consulting, but I was referring to their addon of Pack N Ship in case they had a report out of the box in that program. It sounds like they don't.

    We can get more reports or reuse a report we have. As I'm in the middle of an upgrade, I'm not entirely sure I want to add a new report right now, which is why I was hoping there was something standard. Now I know there is not. Thanks again for your replies.

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    Joshua McGee
    Information Systems Manager
    Cover-Pools, Inc
    West Valley City UT
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    Academy - Online Interactive Learning from Experts


  • 5.  RE: How do you handle Commercial Invoices

    Posted 4 days ago
    Would the proforma invoice work? We sometimes use this, but mostly we use our carrier template (FedEX or UPS) . There is a pro forma invoice located in the Sales Order module . Edit the sales order go to the action tab and in the posting section , there is an option or print a Pro Forma invoice.
    Not sure if this is helpful or not. We have NAV 2018

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    Jeanmarie Curley
    Sr Director Bus Ops
    Quality Biological Inc
    Gaithersburg MD 20878
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    Academy - Online Interactive Learning from Experts


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