msd navision

PresentationOn

Comparison of Purchase & Sales functionalities of NAVISION in various

Organizations.

Guided by-Mr. Pankaj Tripathi Mr. Vivek Jain

Created by-Gaurav Rana

The following diagram is a visual representation of the purchase process . The purchase order created, posted a receipt. Next post an invoice from the order. This updates the vendor card for the liability and updates the chart of accounts as well. The exact accounts updated in the chart of accounts depend upon the posting options selected in a company.

Purchase & Payables

Nav Purchase Process

Spack Purchase Process

Goel TMT Purchase ProcessGoel TMT Purchase Process

Purchase Process Spack Automotive Goel TMT Standard

RFQRequest For Quotation

Not applicable When any item is purchased against the indent, request for quotation (RFQ) is sent to multiple vendors.

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Purchase Quote Normally purchase quotations are not called from the vendors. In some cases Spack opt for this practice.

In Goel TMT Quotations are received from the vendors.

In standard Process Quote is created by the Purchaser and convert to an Order.

Quote Comparison Not applicable Quotations are compared with each other. The quotation that suits the most is approved.

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Comparison of Purchase Functionalities between the Companies :


Blanket Purchase Order Blanket purchase order is a contract between the Spack and the vendor and it contains information like items to be purchased, rates, delivery and payment terms and conditions. Blanket purchase orders are created for components, raw material and consumables.

Not Required In standard system Blanket Purchase order is also a type of purchase contract. It contain information likeitems to be purchased, rates, delivery and payment terms and conditions.



Purchase Order In Spack the purchase order is created thru Indent.

There are two types of orders:•Direct Purchase Orders Direct POs are prepared for Raw Material, Fixed Assets and services. •Indirect Purchase Orders Indirect POs are prepared from indents. They are prepared for stores & consumables items.

In standard system Po is created directly or thru the blanket purchase order.


Purchase Process

Spack Automotive Goel TMT Standard

Gate Entry Gate Entries are of two types:(1)Gate In•Gate entry is done for the material received against Purchase Schedule•Gate entry is done for the material received against Direct PO/ One time PO.(2) Gate Out•Gate out of material is recorded when sent as Purchase Return•Gate out of material is recorded when sent on NRGP Outbound. •Gate out is recorded when material is sent back to customer after processing.

There are two types of orders:•Direct Purchase Orders Direct POs are prepared for Raw Material, Fixed Assets and services. •Indirect Purchase Orders Indirect POs are prepared from indents. They are prepared for stores & consumables items.

In standard system Po is created directly and thru blanket purchase order.


Purchase Process


Weightment Not Applicable wieghment of the material is done at the weigh bridge. Wieghment slip is also generated here.That is place we consider as gate in

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MRR After gate entry material is received by the stores department. The store staff physically checks the quantity of the material received and then prepares MRR as per the gate entry. Shortage/ Excess quantity of the material is checked here.

After gate entry material is received by the stores department. The store staff physically checks the quantity of the material received and then prepares MRR as per the gate entry. Shortage/ Excess quantity of the material is checked here.

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Purchase Process


Quality At Spack two types of QCs are done: (1) Incoming QCAll incoming material is subjected to QC. The material found OK by the QC is shifted to the Store location and the material which is not found ok is rejected. QC user takes out some sample quantity out of the total quantity received and do quality on this sample pieces.

(2) In process QC (Line QC)Rejected material is sent to the quality department. From here OK material is sent to store and rejected material is sent to rejection location

The incoming material is subjected to QC. The material found OK by the QC is shifted to the Store location and the material which is not found ok is rejected.

There is no such type of functionality in standard system


Purchase Process


Purchase Invoice

Purchase Invoices are made for the following:(1)Purchase of Items (RM/components/Consumable)(2) Purchase of Fixed Assets(3) Purchase of Services

Purchase invoicing is being done by accounts. Material is received in stores and the stores department sends a copy of MRR and vendor bill to accounts to update the financial part of the transactions.

Purchase Invoices are made for the following:(1)Purchase of Items (2) Purchase of Fixed Assets(3) Purchase of Services

Purchase invoicing is being done by accounts. Material is received in stores and the stores department sends a copy of MRR and vendor bill to accounts to update the financial part of the transactions

In the standard system invoicing is done after the material is receives against the order and finance department update the transactions.


The following diagram is a visual representation of the process steps of performed in sales and receivables the impact that the processing will have on other application areas. The steps mirror what we did in sales & receivable with the addition of entering a quote that is converted to an order. The Sales order created, post a Shipment. Next post an invoice from the order. This updates the Customer card for the liability and updates the chart of accounts as well. The exact accounts updated in the chart of accounts depend upon the posting options selected in a company. Finally, payment to the Customer utilizing functionality in Microsoft Navision .Payment updates the costumer's balance and the balance in the chart of accounts.

Sales & Receivable

Nav Sales Process

Spack Sales Process

Goel TMT Sales Process

Sales Process


Sales Booking Not Applicable Sales process is initiated from order booking process. Order can be booked by:- •An agent (on behalf of dealer/customer)•A CustomerActual item (i.e. variant) is not known at the time of order booking. If the order has been booked by the distributor or the agent then customer is also not known at order booking stage. GTMT come to know about the actual item and customer at a later stage.

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Comparison of Sales Functionalities between the Companies :

Sales Process Spack Automotive Goel TMT Standard

Sales Quote Not Applicable Whenever required, GTMT send sales quotations to the customers.

In standard system sales quote is send to the customer.

Blanket Sales Order

Blanket sales order is an yearly contract between the Spack and the customer and it contains information like items to be purchased, rates, delivery and payment terms and conditions. Quantity of item is not mentioned in the open sales order.

There is no scope in this company for blanket sales order.

In standard system Blanket sales order is an long duration contract between the company and the customer .


Sales Process


Sales Orders In Spack there is only Direct Sales Orders/Schedules functionality are there.

Sales orders are created in two ways:(1)Direct Sales Order-Sales Orders are created when GTMT come to know about the customer and the actual item (variant).

(1)(2) Indirect Sales Order (thru order booking)-If the actual customer is known, then sales orders can also be created directly.

In standard system sales order is created thru BSO or directly.


Sales Process


Weightment There is no functionality like wieghment in this company.

After loading, truck goes to weigh bridge for wieghment. Truck Number, Weight of the material is noted here. If more than one item or variant is being loaded in the same vehicle, then after loading first variant or item wieghment of the vehicle is done and wieghment slip is generated. After this another item or variant is loaded and wieghment is done. A separate wieghment slip is generated for each item or variant

In standard process wieghment is not occur.


Sales Process


Gate Out Gate out of material is recorded when sent against sales dispatch.

In Goel TMT Gate out is not there. In standard systemGate out of material is recorded when sent against sales dispatch.


Sales Process


Sales Invoice invoice(Local)Sales Invoices are made for the following:1. Sales - Finished items2. Sales – Scrap3. Sales - Sample items4. Transfer to other units5. Purchase return (Excisable Items)6. Job work Sales Invoice

Invoice(Export)Sales Invoices are made for the following:1. Sales - Finished items2. Import Purchase return

Sales Invoicing(Local)Sales Invoices are made for the following:1.Sales - Finished items2. Sales – Scrap3. Sales - Sample items 4. Trading Sales5. Purchase return (Excisable Items)6. RM7. Capital Goods/Store Items

Invoice(Export)

Sales Invoices are made for the FG Items

In Standard system the sales invoice is created against the order .after receive the material and accounts department update the all transactions.


THANK YOU

msd navision

Documents

purchase return gate

blanket purchase orders

available purchase quote

purchase of fixed assets

purchase schedule gate

type of purchase contract

purchase processrfq

ok material