Corfu Navision 2016, Functional Tips, How To, Information, Tip & Tricks

How do I:Set Up Invoice Rounding

One of my reader requested for this topic, since I am too late to respond, don’t now if this can help him in any manner. But still may help someone in future. From past 2 months I am too busy in other activities that I am unable to check and respond to mails and also very limited posts.

I would request to keep writing to me when ever I get some spare time will definitely respond in form of posts to your queries.

Here we go…

Please find the Link below for other part of this post for complete answer to the query in sequence posted separately each part of setup: “Please let me know how to setup invoice rounding in Navision 2015, step wise.”

I have taken screen shot from Navision 2016 although every thing remains same and equally applicable to Navision 2015.

If you want to automatic invoice rounding to deal with Local regulations or local custom may require the invoice to be rounded in a specific way required.

When an invoice is rounded, an extra line is inserted with the rounding amount and this line is posted additionally with the other invoice lines.

To use automatic invoice rounding, you must follow below steps: explained separately via different posts

Corfu Navision 2016, Functional Tips, How To, Information, Tip & Tricks

How do I: Enable the Invoice Rounding Function

If you want your sales and purchase invoices are rounded automatically, you will have to activate the invoice rounding function.

To activate the invoice rounding function

  1. In the Search box, enter Sales & Receivables Setup or Purchases & Payables Setup, and then choose the related link.
  2. On the General Fast Tab, select the Invoice Rounding check box.



You can activate invoice rounding separately for sales and purchase invoices.

Corfu Navision 2016, Functional Tips, How To, Information, Tip & Tricks

How do I: Set Up General Ledger Accounts for Invoice Rounding Differences

To use the automatic invoice rounding function, you will be required to set up the general ledger account or accounts in which the rounding differences will be posted. Before you can do this, you will be required to set up VAT product posting groups.

To set up general ledger accounts for invoice rounding differences

  1. Set up the account in the Chart of Accounts window and name it Invoice Rounding or as required name. (I am showing the standard Account defined in Demo Database, you can setup your own as per the requirement)
  2. In the Posting Type field, select <Blank>.
  3. Fill in the VAT Bus. Posting Group field or can leave blank.
  4. Fill in the VAT Prod. Posting Group You may want to set up a new group code that can be used for invoice rounding, if don’t have any existing to be used.


Now you need to assign the invoice rounding account to posting groups in the Customer Posting Groups window and the Vendor Posting Groups window.



Functional Tips

Preventing Posting of Sales Invoices that Are Not on Stock – in Navision 2015

By default, Microsoft Dynamics NAV 2015 is set up so that you are allowed to post sales invoices that contain items that you currently do not have on stock.

You can change that behavior to allow posting an invoice only if all the items on the lines are on stock. In this scenario, you will learn how to do it through the Inventory Setup page.

  • On the Role Center, o the Home tab, in the Setup group, choose Setup.
  • On the drop-down menu, choose Inventory Setup. The Inventory Setup window opens.


  • In the Inventory Setup window, select the Prevent Negative Inventory check box.
  • Choose the OK button..
Functional Tips

Correct a Posted Sales Invoice in Nav 2015

Today we will learn correct a posted sales invoice.

In previous versions of Microsoft Dynamics NAV, this required a number of steps.

This scenario demonstrates how to perform the same action in Microsoft Dynamics NAV 2015.

  • On the Role Centre, choose Posted Sales Invoices to open the list of posted sales invoices.
  • In the list of posted sales invoices, select the sales invoice that you posted in previous post, if not done click here to see the process we followed in earlier post.
  • On the Home tab, in the Manage group, choose View.
  • On the Home tab, in the Correct group, choose Correct, and then choose the Yes button




The posted sales invoice is now cancelled with a credit memo. A new sales invoice has been created for you.


  • To open the automatically generated New Invoice that was created, choose Yes.
  • On the new sales invoice Perform the required changes. I am changing the Quantity in my example.


  • On the Home tab, in the Posting group, choose Post to post the corrected sales invoice.
  • Respond Yes to review the posted New Sales Invoice.


  • To review the Posted Credit Memo for the above Invoice Correction find as below:


We are done. It’s easy na.

Functional Tips

Create a Sales Invoice for a new Customer

In this session we will create a sales invoice for a new customer (Customer we don’t have in our Master).

To follow Step by Step you need to do a small setup:

Open the User Personalization and Set your Profile ID as below:


Select your Profile as “SMALL BUSINESS

Your Role Center will look like below:


  • On the Role Center, choose Ongoing Sales Invoices to open the list of ongoing sales Invoices.
  • On the Home tab, in the New group, choose New to create a new sales invoice.
  • In the Customer Name field, type the name of the new customer, and then press Enter or Tab to leave the field

Create the sales invoice for the new customer.

Notice that some fields are marked with red asterisks to tell which fields must be filled.


  • In the pop-up dialog, choose Yes to create the new customer
  • In the Templates window, select Customer DOMESTIC (or as desired), and then choose the OK button.


  • The Customer Card window opens in edit mode. Choose the OK button to close it.


  • The page closes and focus is back on the sales invoice that is now updated with the customer data.
  • In the Sales Invoice window, on the Lines FastTab, create a new line:

         Enter some line data for example : Item No.: 1001, Quantity: 10

  • On the Home tab, in the Posting group, choose Post.
  • Choose Yes.


  • Choose No to review the posted sales invoice, as of now we don’t require.

Helpful where we require instant Customer registration for recording the Orders. Later we will fill out rest of the details regarding Customer.