The integrated structure of Navision Financials transforms accounts receivable into customer management with the ability to automate every aspect of your customer relationship. The Sales & Receivables functional areas have facilities for complete customer and sales management - even in an international environment. Sales & Receivables also provides customer aging, sales statistics, and other summary or detailed reporting on customers.

Basic Receivables

Basic Receivables lets you keep detailed records for receivables based on a customer table and a customer ledger. Transactions such as sales invoices, credit memos, finance charges, and payments are recorded through the sales journal, the finance charge journal, and the cash receipts journal. Every transaction is automatically recorded in the general ledger. Basic Receivables also provides customer aging, sales statistics, and summary or detailed reporting on customers.

Customer Invoicing

Customer Invoicing provides automated functions to record sales invoices and credit memos. For example, you can copy details from other invoices, regardless of whether the invoice has been posted. Navision Financials provides an invoice header and invoice lines for recording the details of sales transactions. By default, you can expense each line directly to general ledger accounts. If included in your configuration, inventory items, resources, and jobs can be invoiced on a line item basis. The invoicing function is automatically integrated with Inventory, General Ledger, and, if applicable, Purchases & Payables and Jobs. You can print invoices and credit memos on plain paper or on pre-printed Navision forms. The system stores all details of posted invoices and credit memos. Requires Basic Receivables.

Invoice Discounts

Invoice Discounts allow to you assign a discount to the total dollar (or other currency) amount of an invoice. This discount rate can be based on the amount of the invoice, and you can set up as many discount levels as you need. This functionality also provides the ability to define tiered levels of service charges. Requires Customer Invoicing.

Customer/Item Discounts

Customer/Item Discounts let you set up discounts for specific combinations of customers and inventory items. Requires Customer Invoicing.

Alternative Ship-To Addresses

With this feature you can set up an unlimited number of alternative ship-to addresses for each customer. As you record orders or invoices, you can then select the appropriate address to deliver the shipment to. Requires Customer Invoicing.

Order Management

Order Management is a full-featured order entry system that automates the entire sales process, including quotes, blanket orders, sales orders, shipments, and back orders. For example, you can create a quote based on a previous sales document and quickly turn a quote into a sales order. You can also copy details from either posted or un-posted orders, shipments, or invoices.

When integrated with Inventory, reservations of items are made on-line, when you place the order. Like invoices, you can post orders individually or in batches. When integrated with Drop Shipments, you can easily fill and place orders without affecting inventory. Requires Customer Invoicing.

Drop Shipments

Drop Shipments allow you link a sales order with a specific purchase order and have the items shipped directly to your customer from your vendor. Purchase orders for drop-shipped sales are automatically created through Requisition Management. Requires Requisition Management, Order Management.

Sales Tax

The Sales Tax capabilities handle all aspects of US sales tax for both sales and purchases. You can collect sales tax for an unlimited number of jurisdictions per transaction. This lets you handle federal, state, county or parish, city, and any other tax jurisdiction.

Purchasers/Sales People

This feature lets you assign purchasers to vendors and sales people to customers to keep track of purchases and sales per person. Purchaser and sales persons are tracked in the Vendor Ledger, Customer Ledger, Item Ledger, Job Ledger and Resource Ledger.

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