Accounting, Distribution & ERP Software

Enhancement ABC150: Import Purchasing Add-on.

The Import Purchasing Add-on for Microsoft Navision is targeted to be released by July 2003. We delayed the release date to accommodate new functionality that we decided to add to this enhancement. NSC's who are interested in purchasing this add-on for their customers should provide us with any additional requirements - we may incorporate additional functionality if more than one NSC requests it. The following functionality will be included:

A new menu option called "Letter Of Credit (LC) Processing" will be added to the "Purchases and Payables" screen. This LC functionality can be removed for customers who do not utilize LC's. The Header screen includes the following functionality:

A Letter of Credit selection that will use the standard Navision function keys to create a new letter of credit number (F3) or select from a list of existing Letters of Credit (F6).
A Buy From Vendor No. to be selected from the Vendor Card Table (F6).
An "Amount" display field would be a flow field of the calculated total of the Letter of Credit detail lines.
A manually entered "Issue Date" field.
A manually entered "Expiration Days" field.
An "Expiration Date" that would reflect the "Issue Date" plus the number of "Expiration Days" entered.
A standard Navision "Comment" entry/display field to appear alongside the Letter of Credit Number field that will display and allow entry of LC related comments.

The LC Detail Line Screen with the following functionality:

An Assist Button that would allow the user to select a PO Line Item for the Buy From Vendor entered in the LC header screen: Purchase Order number, Item Number, and Quantity.
In addition to PO Number, Item Number and Quantity, the detail LC lines will display the following information from the Purchase Line table:
1. No., Document No., Unit Cost, Amount, and Outstanding Quantity.
2. An Add Date field that will be the work date in effect when the LC detail line is created.
3. A Ship By Date field that will be the Add Date plus the number of days indicated in the Expiration Days field of the LC header screen.
4. Quantity Left - a calculated field to be decreased upon shipment entry against this LC line.
The top portion of the detail item entry will be the "Current" lines to reflect Purchase Order information for Purchase Orders that have not yet been Posted (received).
The bottom portion of the detail item entry will be the "Posted" lines to reflect Purchase Order information for Purchase Orders that have been Posted (received).

A new menu option called "Shipment Processing" will be added to the "Purchases and Payables" screen. This new function allows for multiple containers per shipment and multiple purchase order lines per container. PO lines can be split among containers and shipments, and have partial quantities assigned to any container. The Header screen includes the following functionality.
1. Shipment Number - A Shipment selection that will use the standard Navision function keys to create a new shipment number (F3), or select from a list of existing shipments (F6).
2. A Letter of Credit selection that will use the standard Navision function keys to select from a list of existing Letters of Credit (F6).
3. Vessel Number.
4. Bill of Lading Number.
5. Port of Entry.
6. Estimated Date of Departure.
7. Estimated Date of Arrival.
8. Air Way Bill Number.
9. Consolidator.
10. Broker.
11. Insurance Company.
12. Internal Tracking Number (Customs Number).
13. A standard Navision "Comments" button to appear on the header screen that will display and allow for entry of related comments from the comment table when selected.

The Shipment Detail Line Screen includes the following functionality:
1. Container number entry field.
2. PO Number (Drop down list with related PO Numbers). Only PO lines with the LC specified on the header screen will appear.
3. Item Number (Drop down list with items in the above specified PO).
4. Quantity in the Purchasing Unit Of Measure.
5. Letter of Credit Number - display the LC from the header screen.
6. Status (Drop down selection field) - User Defined Table for entries such as Open, On-Ocean, Embargoed, and Received.
7. Entry Number.
8. Customs Number.
9. Quantity Shipped.
10. Quantity Received.
11. A standard Navision "Comments" button to appear on the detail line that will display and allow for entry of related comments from the comment table when selected.
When the user moves to the next detail line, if the "Quantity Shipped" for the detail line is greater than the "Quantity Left" in the corresponding LC/PO/Item Number combination LC detail line, the following message will display: "Total Quantity Shipped is greater than Quantity Left on the Letter of Credit". The user will then be able to move back to the Quantity Shipped field to enter the correct quantity.
If no message appears, the system will update the "Quantity Left" field in the Letter of Credit detail line for the corresponding LC/PO/Item Number combination using the following calculation: "Quantity Left" - "Quantity Shipped".
A menu option called "Receive By Container" will be added to the Purchases & Payables screen. By entering the container number, the system will present the user with all PO lines in that container and will allow to either Receive Complete or Partial Receive that container. At that point, the user will also be able to enter up to ten user defined codes and amounts for additional charges such as Freight, Duty, Brokerage & Insurance. These amounts can be entered for a full container or for a single Purchase Order.
The system will pro-rate that total amount for each line item according to a new flag in the Purchases & Payables Setup screen: "Pro-rate by either Weight or by Dollar Amount". This additional cost will be used to update the Average Landed Cost for that item. An enhancement for calculating Average Landed Cost for charges entered after the PO Receipt date is being considered.

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