Certificates of Supply in NAV

Certificates of Supply in NAV

Some people have asked me for info on this feature; I summarize briefly, what it is and how it is used. This Certificate (Certificate of Supply) functionality has been introduced some time ago in NAV but there is little documentation about it (the same as fiscal inventory).

 

SCOPE: Send a certificate of supply “The purpose of this feature is to manage delivery certificates.”

In detail:

“When you sell goods to a customer in another EU country/region, you must send the customer a certificate of supply that the customer must sign and return to you.

The following procedures are for processing certificates of supply for sales shipments, but the same steps apply for service shipments of items, and return shipments to vendors

When you update the Status field to Required, Received, or Not Received, a certificate is created. If the customer has returned the signed certificate of supply, choose Received. The Receipt Date field is updated. By default, the receipt date is set to the current work date.

You can modify the date to reflect the date that you received the signed the certificate of supply. You can also add a link to the signed certificate using standard Microsoft Dynamics NAV document linking

Take a look to MSDN NAV Help Pages

Certificates of Supply

(v=nav.90).aspx

How to: Create Certificates of Supply

https://msdn.microsoft.com/en-us/library/dn789579%28v=nav.90%29.aspx?f=255&MSPPError=-2147217396

How to: Process Certificates of Supply

(v=nav.90).aspx

NAV OBJECTS

Ø Nr. 780 (table, page, report)

MENU’

CERTIFICATES OF SUPPLY

You need to CHECK “Certificate of Supply” on VAT Posting Setup table

“Certificate of Supply” required

Type of Certificates

Ø Sale Shipment

Ø Service shipments

Ø Return shipments

CREATE CERTIFICATES

Only “One Type of document” at time (no multi-documents)

Certificate of Supply

PAGE (WITH ALL DOCUMENTS CERTIFICATES)

 

EDIT CERTIFICATE STATE AND INFO

You can change “State of Certificate”: Required > Not Received > Received.. Or Not Applicable (will be hidden in page)

 

FROM “POSTED SALES SHIPMENTS”

 

Certificate of Supply from “Posted Sales Shipments”

 

NICE! .. With a bit of customization…you can certificate “everything”!

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