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[Jessie Weispfenning]

?Hello!

Our company is currently reviewing our process for how we handle trade-in scenarios. We will take a machine in trade on the same order as a new/used machine and we are wondering if there is a best way to process this is NAV. I feel our current method is lacking and prone to processing issues and hoping there’s a better way. I have looked on here and YouTube for videos or discussions and haven’t had any luck.
We are currently running NAV 2016.

Thank you for any and all help!

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Jessie Weispfenning
Gladwin Machinery & Supply
Fridley, MN
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[Steven Chinsky]

Jessie,

I will give you two scenarios I have used in the past for customers:

1. Created a Trade-In Item that received back the Trade-in for Disposition and Quality review. Then we disposed the Trade-In Item and then either added the Trade-in to a new Item, already existing Item, or scrapped. This allowed us to record any components or costs incurred on the QA process.
2. Treated the Trade-In like a normal Item Return and processed the Order normally. Though the Item Trade-In was tagged as a Trade-In return, it went through an inspection process before returning the Item to a pick status and available for sale. We moved the Item after receiving back in, to a Bin classified as Inspection, and not available for picking. so the review can take place.

In both cases the flow allowed for easy processing on the Sales Order Trade-In side, and the BackOffice process acheived their goal of evaluation and disposition before returning to the available Inventory for Sale.

Hope this helps and Stay Safe,
Steve

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Steven Chinsky
Senior Functional NAV/BC Consultant
Tigunia
Mansfield MA
NAVUG All-Star, Granite Award Recipient, DCMP
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