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Automating Sales Orders from Blanket Sales Orders

  • 1.  Automating Sales Orders from Blanket Sales Orders

    Posted 01-12-2018 05:21 PM
    We are in the process of moving from NAV 2009 to NAV 2017. As part of the transition, we would like to make better use of Blanket Sales Orders. Is there functionality to automate the creation of the new Sales Orders -- as opposed to having to open the Blanket Order and individually create each Sales Order from there? We receive our data through an EDI feed and are hoping to make this process less manual than it already is.

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    Kelly Jackson
    ERP Administrator
    Simms Fishing Products
    Bozeman MT
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  • 2.  RE: Automating Sales Orders from Blanket Sales Orders

    TOP CONTRIBUTOR
    Posted 01-15-2018 09:58 AM
    ​Hi Kelly,

    EDI is not standard functionality in NAV, but there are several add-ons. Lanham's EDI is probably the first and foremost used, but it can be a bit of overkill for low volumes.

    We have only 1 trading partner so I opted to simply get an XML file from our VAR, TrueCommerce, and I use that to create/update POs (we're using it on the vendor side, not customer).

    I have 2 XML ports. One to export the POs into the intermediate XML format, and the other to read the XML file from TrueCommerce which will then create/update Purchase Invoices in NAV.

    It took a little bit of effort, but not that much.

    If you have a lot of customers using EDI, with a lot of requirements, Lanham's may be a better solution.

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    Val Gameiro
    Senior NAV Analyst
    BPL Plasma Inc.
    Austin, Texas
    NAVUG Austin Chapter Leader
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  • 3.  RE: Automating Sales Orders from Blanket Sales Orders

    Posted 01-26-2018 11:59 AM
    Edited by Radhouane Ben Tamrout 01-26-2018 12:08 PM
    Hi Kelly,
    DiCentral offer an fully embeded add-on to integrate EDI to Dynamics NAV 2017.
    We can import the initial 850 as Blanket Sales order and all the partial 850 as sales order.
    The sales order will be linked automaticly to the blanket sales order.

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    Thank you.

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    Radhouane Ben Tamrout
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  • 4.  RE: Automating Sales Orders from Blanket Sales Orders

    GOLD CONTRIBUTOR
    Posted 01-26-2018 12:15 PM
    HI Kelly,

    If you are receiving orders via EDI, then Lanham EDI Module (Add-on for Dynamics NAV)  can help you automate the process to create Sales Order, send acknowledgements, and much more. I have done many of these Lanham EDI and they work great.

    Naveen Jain


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    Naveen Jain
    Director of IT
    Symbex Companies
    Santa Fe Springs CA
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