Dynamics NAV Standard Sales Codes and Standard Purchase Codes

Do you have customers that often buy the same things from your company or recurring billings to customers? Do you have vendors that you purchase the same things from frequently or are billed a standard charge on a periodic basis? These can be handled in Dynamics NAV by using Standard Sales Codes and Standard Purchase Codes.

There are 3 steps in setting up Standard Sales or Purchase Codes:

1. Create a Standard Sales or Standard Purchase Code

2. Assign the Standard Sales or Purchase Code to the Customer or Vendor

3. Add the Standard Sales or Purchase Code lines to a Document

To get started, you set up a Standard Sales Code or Purchase Code. This can be found by going to Departments>Sales & Marketing>Order Processing>Setup, or for purchases Departments>Purchase>Order Processing>Setup.

In the Standard Sales or Purchase Codes window, click New then assign a Code and give it a description.

You can enter in the lines, Type of blank (Standard Text Codes), G/L Account, Item, Resource or Charge (Item). If you want to give these lines a different Description on the document lines, then override the description here and it is carried to the sales or purchase documents.

You can also assign Dimensions to the lines. Click Line>Dimensions and add the Dimension Codes and Values for this Standard Sales Code line.

The next step is to assign the Codes to the Customer or Vendor. In our example below, from the Customer card, click on the navigate tab and select Std. Cust. Sales Codes in the Sales section of the ribbon.

In the Standard Customer Sales Codes window, add the Code you created in step 1 above. You can also fill in the fields Valid From Date and Valid To Date which are used in the Create Recurring Sales Inv. Batch job to create recurring sales invoices. You can also assign a Payment Method Code, Payment Terms Code and a Direct Debit Mandate ID for direct debit collection from the customer.

Once you have the Standard Sales Code assigned to the customer, you are ready to add it to a sales document. You can do this either manually or use the Create Recurring Sales Invoice batch job to create the invoice.

To manually create the document, go to the Sales Order or Invoice, create a new document, enter the customer, then go to the Actions tab, and click Get Std. Cust. Sales Codes.

This will open the List of Standard Sales Codes for this customer for you to select and click OK. The sales lines will then be created.

Below is the sales order with the Standard Sales Codes. For your item lines, the system will use the Sales Prices you have setup.

To create the Sales Invoice using the Create Recurring Sales Invoice Routine, go to Departments>Sales & Marketing>Order Processing>Create Recurring Sales Invoices. Enter the Order Date and Posting Date, then filter on the Standard Sales Code you are wanting to Invoice. Click OK and the Sales Invoice or Invoices are created using the Payment Method and Payment Terms entered on the Standard Sales Code.

On the purchase side, there is not a routine for creating recurring purchase invoices using Standard Purchase Codes.


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