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SharePoint and Dynamics NAV – Automate Receiving 3 Different Ways

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There are many options when creating the receipt and invoice documents in either SharePoint or Microsoft Dynamics NAV that ensure you can accommodate your company’s specific procurement process.  Whether you have centralized receiving, decentralized receiving or a combination of the two, with DynamicPoint you may configure the application to automate receipts in Dynamics NAV based on your unique requirements.

That is right, the good news is DynamicPoint’s Requisition Management application supports various scenarios of receiving that allow a non-Dynamics user to create a requisition directly within SharePoint, submit it for review, upon approval integrate a Purchase Order in Microsoft Dynamics NAV and ultimately notate a goods receipt in NAV via the following configurable options:

  1. Centralized Receiving
    Some organizations, typically those procuring a lot of inventory, will have a dedicated receiving department that will be in charge of receiving the purchased goods and entering the purchase receipt in Dynamics NAV, and therefore completing part 2 of a three way match.   The resulting process looks like this:  Rec1
  2. Decentralized Receiving
    Then there is the scenario when the person who created the requisition is responsible for denoting that the item has been received.  This is more often the case for organizations that are purchasing services as opposed to goods.  As the requisitioner is not a Dynamics NAV user, the resulting process flow looks like this:
    Rec2
  3. No Receiving
    So speaking of the procurement of services as opposed to goods, what if there is no such thing as a goods receipt and the vendor only sends an invoice?  In that case the 3 way match loses a step and becomes a 2 way match.  The resulting process is as follows:
    Rec3
  4. Hybrid – Receiving & Invoice Match Both 
    So if we all weren’t confused by this point, the last scenario our application supports is a hybrid environment where some items are received and others are just invoiced.  That makes our diagram a little more intricate and looks as follows:
    Rec4

As highlighted above, there are many different flavors of creating the receipt and invoice documents in either SharePoint or Microsoft Dynamics NAV based on the company’s specific procurement process.  The good news is our application supports all of these scenarios and can be configured to accommodate the various hybrid methods as well.

Check out our online video to see the process in action:

 

Contact DynamicPoint today with any questions.

 

 

By Mike Marcin, DynamicPoint – SharePoint Expense, Invoice & Requisition Management applications built exclusively for Dynamics GP & NAV.

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