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[Amy Becker]

This may be a very simple questions, but can Standard Purchase Codes be set up based on %’s rather than static amounts?

We are currently on NAV 2013 R2

thanks,

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Amy Becker
Marshall Wolf Automation
Algonquin IL
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[Peter Zentner]

Hi Amy,

Standard Purchase Codes can only have lines setup with quantities defined in standard NAV. Depending on what your exact requirements are, you would have to modify the system to get working what you would want to achieve.

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Peter Zentner
Director of Product Management
NAV-X
Holmdel NJ
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[Alfredo Zelaya]

Hello Amy

What Peter mentioned is completely spot-on. Can you elaborate on what you are trying to accomplish? Maybe another group member may have some insight and will pass on advise.

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Alfredo Zelaya
Sr. Systems Analyst
Megadyne Americas LLC
Fairfield NJ
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[Amy Becker]

On a very simple level,I would like to take a phone bill and put 50% to Admin and 50% to Sales.  Every month the invoice will be a different value but I want to keep the split at 50/50.  I was hoping this was built into the system.

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Amy Becker
Marshall Wolf Automation
Algonquin IL
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[Cynthia Priebe]

You may want to consider using the Recurring General Journal Allocations to accomplish some of all of this task.

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Cynthia Priebe MCP, DCP
Senior Analyst and Project Manager
Liberty Grove Software

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[Alfredo Zelaya]

In addition, you can look at applying Dimension values to the line when creating the Purchase Invoice:

Create a line for “Admin” and another for “Sales” and apply the proper Dimension value to each line.

Many ways to handle this.

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Alfredo Zelaya
Sr. Systems Analyst
Megadyne Americas LLC
Fairfield NJ
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[Peter Zentner]

There were two to beat me to this – both answers are spot on. I would have suggested probably the recurring journal.

This is exactly what it’s meant for. However, you wont be entering a full purchase document, so it would not be as easy to, for instance, tag the original vendor invoice as a pdf to it. But it is a very easy and quick way to add allocations on a recurring basis where the allocation stays the same, but the amount changes.

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Peter Zentner
Director of Product Management
NAV-X
Holmdel NJ
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