Business NXT documentation

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Logistics
Business NXT is specially developed for companies with high demands on inventory and logistics management. The broad and advanced functionality facilitates the work of optimising logistics flows.
Order processes
Sales order process
Invoicing
This processing is used to send the invoice to the customer to get payment for the products that were shipped.
More about invoicing
This section describes the concepts of invoicing an order.
Fixed price invoice
A fixed price invoice plan contains usually fix price components and additional expenses.

Logistics
Business NXT is specially developed for companies with high demands on inventory and logistics management. The broad and advanced functionality facilitates the work of optimising logistics flows.
- Base data
  The tables in this section include base data that applies to products.
- Products
  Product information in Business NXT is divided into a number of tables.
- Warehouse
  This section deals with the various tables, layouts and processes that affect the warehouse.
- Purchase estimates
  The purchase estimate process is described in the Order processes section.
- Order processes
  - Sales order process
    - Sales order registration
    - Order confirmation
      This processing creates a document that is sent to the customer as a confirmation of the order.
    - Pick list
      The pick list routine prints a pick list for all order lines which can be delivered, based on the quantity available in stock.
    - Finishing
      To finish a sales order is to confirm that the order has been packed and shipped.
    - Packing slip
      The packing slip contains a list of all items that are shipped and it's printed to accompany the order.
    - Invoicing
      This processing is used to send the invoice to the customer to get payment for the products that were shipped.
      - More about invoicing
        This section describes the concepts of invoicing an order.
        Normal order invoicing
        You can use normal invoicing for finished order lines where products are available.
        Direct invoicing
        You can use direct invoicing for order lines that aren't finished, and even if products aren't available in the warehouse.
        Batch invoicing
        A batch invoice combines more than one sales order for the same customer in one invoice document.
        Cash invoicing
        It is recommended to set up one or more cash customers in the Associate table. Normal customers can also be used on cash orders (sales statistics based on customers require the use of normal customers instead of a generic cash customer on all orders).
        Invoice plan
        The invoice plan defines when, how, what and how much is to be invoiced.
        On account invoice
        An on account invoice plan usually contains on account, fixed price, additional expenses and settlement components.
        Fixed price invoice
        A fixed price invoice plan contains usually fix price components and additional expenses.
        Settlement invoice
        In addition to ongoing order entry and invoicing, Business NXT provides the facility for invoicing on account with subsequent settlement. An example of the use of the invoice plan with settlement is prepayment of craftsmen.
        Posting outgoing invoice
        When posting an outgoing invoice you can select the voucher number for the invoice lines (voucher lines).
  - Purchase estimate process
    Purchase estimates can be generated from the Stock balance table with different ordering methods depending on product sales pattern. The purchase estimates are generated by printing the Purchase estimate report.
  - Purchase order process
  - Order match
    In Business NXT you can use the order match function to update purchase orders with incoming invoices from AutoInvoice. This ensures that the values in logistics and accounting are updated at the same time and with correct value.
  - Production order process
    A production order is an internal order that will produce a stock keeping product based on a structure of components, raw materials.
  - Allocated order process
    You can generate purchase orders and production orders on the basis of sales orders. You have access to the processing both from the sales order and from the sales order lines.
  - Stock adjustment process
    The stock adjustment process is used to correct the inventory internally.
  - General settings in the print dialog
  - Creating and sending documents
    When you have selected order documents and click Send, you can make settings for the documents in the Create and send documents dialog before sending.
- Orders
  Business NXT provides a variety of functionalities to ensure efficient handling of orders.
- Statistics
  The following tables and processes are related to statistics.

Fixed price invoice

A fixed price invoice plan contains usually fix price components and additional expenses.

For better readability it's recommended to use groupings and break lines on the order lines. It's possible to use the Share field on order lines instead of entering a price directly. The price can be calculated as a share of the Contract amount. If you have specified a share in an invoice plan line, the amount is calculated during invoicing.

For fixed price invoicing, voucher lines are posted and product transactions are created with revenues and costs from 2 - Fixed price and 3 - Additional expenses lines, together with costs from standard order lines with a plan date (Trans. date) equal to the invoice date.

The difference between the actual revenues compared to the invoice plan is considered in product transactions for the Deviate prod. no. if the Deviate prod. no. is filled on the Order table.

2 - Fixed price in the Inv. according to plan field allows the following Plan type options in the Order line table

2 - Fixed price: Order lines are invoiced as soon as the transaction date is equal to or less than the invoice date. After invoicing, the order line changes to plan type 6 - Invoiced fixed price and the order line is completed.
3 - Additional expenses: Order lines are invoiced when the transaction date is equal to or less than the invoice date. After invoicing, the order line changes to plan type 7 - Invoiced additional expenses and the order line is completed.

Order lines that are ready for invoicing are transferred to product transactions and posted as expenses in the batch.