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Sales and Marketing#

Create article reference from sales line#

In retail, customers often have their own article numbers. These article numbers can be used in the "Reference number" field during order entry, provided they are maintained in the article or customer master under Reference numbers.

If these article numbers are not yet maintained, this reference number can be entered and permanently created in KUMAVISION trade365 during order entry in the respective line.


In order to use this function, the "Create article references automatically" switch on the "KUMAVISION trade" info tab must be activated in the "Accounts receivable and sales setup".


A sales line is recorded with the following fields:

Type No. Reference number Unit Variant code
Article Item number Customer article number Article purchasing unit (can optionally be filled depending on the article as well)

A reference entry is automatically created for this item and this customer.

If there is already a reference entry in the system for this customer and this article number, it will be displayed as soon as the field with the article number is left.

The list of article references can be accessed and edited via the user search.

Order types and payment terms#

Via order types on the one hand the documents can be distinguished and structured and on the other hand the behavior can be defined.

The order types exist in addition to the standard for service orders for the following documents:

  • Order as sales order type
  • Purchase order as purchase order type
  • Stock transfer as stock transfer order type
  • Production order as production order type

Distinguishing characteristics can be, for example, normal order, rush order, consignment order, external production order or also rework order.

Sales order types#

Depending on the order type a payment term can be assigned which overrides the payment term of the customer.


At this point of the online help, only the additional functionality of the sales order types in KUMVISION trade365 will be explained to you in more detail. The general setup options are explained to you here.

field remark
Zlg.-Bedingcode Indicates the payment condition of the respective order type. This payment term overrides the payment term stored in the customer's master data.

The payment terms can additionally be changed manually in the order. If the sales order type is used in the document, the payment term of the order type is entered.
Standard for Shopify Orders created via the Shopify interface included in the standard automatically receive the selected order type.
Exclude from periodic billing If enabled, orders with this order type will not be included in periodic billing.

Dimensions assignment#

Sales order types can be assigned dimensions for later analysis, which are inherited by the documents.

To do this, select in the ribbon > "Associated" > "Sales order type" > "Assignment for current record" and/or "Assignment for selected records" for the dimension assignment.

The default dimensions card opens where you can make the assignment using the table below:

Field Comment
Dimension code Specifies the code for the default dimension - a selection from the Dimensions overview table is possible here
Dimension value code Specifies the dimension value code that is proposed as the default dimension - a selection from the Dimension values overview table is possible here
Dimension value posting Specifies how to use default dimensions and their values.

Choice between:

• Code necessary
• Same code
• No code

Report selection by order type#

In addition to the use of order types as a distinguishing criterion and the presetting of dimensions, different printouts can be controlled for each order type. For this purpose, in addition to the selection of the actual document, the sales order type can also be selected in the report selection of sales, in order to then be able to store different reports accordingly, e.g. other order confirmations for spare parts orders.

To do this, first call up the "Report selection - Sales" via the user search.

Via the "Usage" you can first define for which document you want to make your setups. In addition to selecting the actual document in the rows via the "Report ID" field, you have the option of storing different reports according to the respective sales order type via the "Report selection order types" menu item.

As already in the standard report selection, it is also possible to store several reports in a defined sequence in connection with order types. In addition, it is also possible to refine these printouts in relation to a customer. I.e. per customer and order type different documents can be created if necessary.

Sales prices based on lime. Calculate cost prices#

In the pricing worksheet of Microsoft Dynamics 365 Business Central you have the possibility to define new prices, revise them and write them back to a price list.

In general, the calculation via sales conditions is available in KUMAVISION. For further information please refer to "Prices".

KUMAVISOIN trade365 additionally provides the possibility to use the "Calculated cost price" as a calculation base in sales conditions.

In the pricing worksheet, select the "Propose Rows" function. Fill in the request window as follows:

field remark
Product type Select in this field the product type for which the suggested lines should be calculated. Prices can be suggested for the following options:

- All
- Item
- Item Discount Group
- Resources
- Resource Group
- Service Cost
- G/L Account
- Item Price Group

The selection restricts the base lines for which recalculation should occur. If there is no sales price/discount for the selected combination so far, no lines will be suggested
Product filter Depending on the selected value in the "Product type" field, you can select a filter here, e.g. for certain article numbers or resource numbers.
Standards The options you can select in this field via the lookup will be described in the following.
Minimum quantity If you only want to recalculate prices that apply above a certain purchase quantity, then enter the minimum quantity here. Prices below the minimum quantity will not be suggested. You can leave this field empty if you want all prices to be considered.
Date Exchange Rate This field is used for recalculating prices if the price is either issued in a foreign currency or if you select a sales condition in the calculation type that is calculated on the basis of the purchase price or the "Calc. Cost price". In this case, the purchase prices in foreign currency are converted into client currency at this exchange rate.
Calculation type In the calculation type you can choose between a correction factor or a sales condition. The calculation factor allows you to increase the existing price by 5%, for example. The sales condition allows you to recalculate a price based on the sales condition settings, e.g. based on the calculated cost price valid today.
Select Select the sales condition to be used for the calculation. If you have selected "Correction factor" for the calculation type, this field will remain empty and you will not be able to select a condition.
Correction factor Enter the correction factor for recalculation here if you have selected "Correction factor" as the calculation type. Note that the value must be entered as a factor - i.e. 1.05 for a 5% increase. If you have selected "Sales condition" as the calculation type, this field will remain empty and cannot be entered either.
Rounding method In this field you can select a rounding method to be applied to the result after calculating new prices, e.g. if prices should always be rounded with 0.05 only.
Start date Enter a date here that should be inserted as the start date of the new prices in the price proposal. You can change this date again later in the price worksheet, but here then per line.

For the definitions of the field "Standards" in the query you have the following options:

Field Comment
Assignment to Type Select here if the new price should be created for the option:

- All Debtors
- Debtor
- Debtor Price Group
- Debtor Discount Group
- Campaign
- Contact
new. Depending on the selection, the definition in the next field will be restricted
Allocation to No. For all options of the field "Allocation to Type", except the option "All Debtors", you can make here the appropriate restriction e.g. for a debtor, a price group or a campaign. If you want to do this for several e.g. customers in one step, enter the filters according to the logic of Microsoft Dynamics 365 Business Central.
Currency code Select a currency code if you want the proposal to calculate prices in a specific currency (note the "Exchange rate date" field above).
Start Date Enter here the start date that should be transferred to the new prices.
End date Enter here the end date until which these new prices will be valid.
Define Use this option you can influence the display in the price worksheet / or the result. If you select "Price and discount" here, both the column "Price" and the column "Discount" will be displayed, otherwise only the selected option "Price or discount" will be displayed.


Please note that the price worksheet with the "Accept price proposal" function always writes to the default price list. This price list (which is stored as default in the setup), will be shown to you in the header of the window - when you lookup to standards. This also means that these entries are not used as filters for the output prices, but as definitions for the results.

Further processing of the price worksheet is done in the standard. However, when using sales conditions, you still have the possibility to check the exact calculation of the condition via the function call "Price calculation" for the respective line.

Automatic display of delivery addresses during order entry#

To minimize data entry errors and streamline the overall sales document entry process, shipping addresses to customers are automatically displayed for selection when a customer is selected in a sales transaction.

After validating the field "Sales to deb. no.", the system checks whether delivery addresses are stored for the respective customer. If this is the case, a list is displayed from which the clerk can select the appropriate delivery address for the transaction. If none of the displayed delivery addresses are to be used, the window can be closed by clicking "Cancel". This will not change the delivery address.


• The selection of the delivery addresses only occurs when the user enters the sales to customer no. in the sales document header - if a document is created via a function from the customer, the selection of delivery addresses does not occur automatically. • If a default delivery address is stored on the debit card in the "Delivery" info tab in the "Delivery to code" field for the customer, the system does not display the delivery address selection during sales document entry, but automatically transfers the address of the default delivery address to the delivery information.

To activate the automatic delivery address display, first call up the Customer & Sales setup via the user search.

The Accounts Receivable & Sales setup opens. Then activate the switch "Display delivery addresses in sales entry" on the info tab "KUMAVISION".

Automatic display of invoice addresses during order entry#

To activate the "automatic display of invoice addresses", first call up the "Accounts receivable and sales setup" via the user search.

Then activate the switch "Display invoice addresses in sales entry" on the info tab "KUMAVISION trade".

In order to minimize data entry errors and to optimize the general process of sales document entry, invoice addresses for customers are automatically displayed for selection as soon as a customer is selected in a sales transaction.

To do this, after validating the "Sales to customer no." field, the system checks whether invoice addresses are stored for the respective customer. If this is the case, the list of invoice addresses will be displayed. You can now select the corresponding invoice address for the transaction. If none of the displayed invoice addresses are to be used, the window can be closed by clicking "Cancel".


If on the customer card on the info tab "Invoicing" a "Default invoice address" is entered in the field "Vorg. Invoice to Code" field for the customer, the system will not display the invoice address selection when entering the sales document, but will automatically transfer the address of the default invoice address to the invoice information.

Other fields in delivery addresses#

In order to override various fields in the sales document depending on the delivery address, the following fields have been added to the delivery address card of the customers:

  • Seller code
  • Seller code 2
  • VAT Business posting group
  • Business posting group
  • VAT No.
  • Contact (with lookup to the contacts of the customer)
  • Consignment storage location code
  • GLN number

If nothing is entered in these fields on the delivery address, the corresponding fields of the customer are used in the sales document. As soon as a value is entered in these fields, this field content will be set in the sales document.

By specifying the VAT. Business Posting Group, VAT ID and Business Posting Group at shipping address level, it is possible to pre-populate the appropriate VAT for deliveries abroad for otherwise domestic customers without having to do this manually on a case-by-case basis in the order. This increases the data quality in order entry. By overriding the seller codes depending on the delivery address, it is easy to implement e.g. commissions by area.

Invoice shipping address#

In practice, it often happens that an order confirmation is to be sent to the customer's main company for approval, but the associated invoice is sent to an address abroad or third party (e.g. billing office).

In KUMAVISION trade365 it is possible to enter several invoice addresses for one customer for sending invoices, similar to the delivery addresses. These invoice addresses can then be used in the sales documents.

To store the invoice addresses with a customer, first call up the desired customer card.

Via the Ribbon > "More options" > "Related" > "Customer" > "Invoice to addresses", you can store several addresses for invoicing, analogous to the delivery addresses. Each billing address is identified by a unique code to be entered for each customer.

When creating the billing address, the complete address is entered including contact person and communication data. All other information regarding delivery, invoice will be taken from the customer's master record when using this billing address.

On the customer card, you can then preassign a default billing address in the "Invoice to Code" field in the "Invoicing" info tab. Invoice to Code" in the "Invoice to Code" field on the "Accounts Receivable" tab. The lookup button displays the entered invoice addresses. If you enter a default invoice address, this will automatically be taken into account in the sales documents.

However, if no standard invoice address has been stored for the respective customer, the user is shown the invoice addresses stored in the customer master for selection during sales document entry. He can then decide per document which is the correct billing address. If the window is closed with "Cancel", the address of the customer master record is transferred to the document.

In order to activate the automatic display of invoice addresses, the checkbox "Display invoice addresses in sales entry" must be activated on the info tab "KUMAVISION" in the Customer & Sales setup.

Separate collective invoice#

Especially with regard to customers that have group structures, many delivery addresses are often used in the form of customer cost centers. In order to be able to split the collective invoice according to delivery addresses in this case, a new field "Separate collective invoice according to" has been included on the "Delivery" info tab in the customer master record.

This field can be used to specify for the corresponding customer that a subdivision of the collective invoice is to be made according to "Sales to deb. no." (e.g. for association invoices) or according to "Delivery to code".

In these cases, the collective invoice run will create a new invoice document for differing records in each case.

If this option field is left <empty>, no separation will be made when creating the collective invoice.

Text modules in delivery addresses#

If you work with delivery-to-addresses in sales, it is necessary to print different information per delivery address in the documents. For this purpose KUMAVISION trade365 offers the possibility to create specific text modules for delivery addresses. The functionality is analogous to the document texts.

The text modules in delivery addresses are called up via the ribbon > "Addresses" > "Text modules" of the respective customer.

Infobox "Invoice To Debtor No."#

In addition to the infobox "Sales to Debtor History" the infobox "Invoice to Debtor No." is available in KUMAVISION trade365.

The content of the infobox "Customer history - Invoice to customer no." refers to the customer which is entered in the field "Invoice to" on the info tab "Delivery and settlement". The date filter limits the number of vouchers that can be viewed directly by clicking on the respective number. The two info boxes can be displayed in all sales documents, but if necessary they must be displayed using the "Personalize" function.

Further information and setup can be found here.

Contact person for reminders#

Contact persons for reminders often differ from the general contact persons of the customer. In the standard version of Microsoft Dynamics 365 Business Central, the primary contact persons stored in the customer are always used as contact persons.

KUMAVISION trade365 provides you with the possibility to store special contact persons for the dunning process in the customer. Call up the debtors via the user search and open the debtor card. On the "Invoicing" info tab, you can select an existing contact in the "Dunning to contact code" field. This contact will be transferred to the reminder as the contact person for any reminders you create in the future. Leave the field empty if you want the reminders to be sent to the primary contact.


In KUMAVISION trade365 the term "Listings" means purchase and/or purchase exclusion definitions. That means, with this functionality you have the possibility to restrict your items in connection with the customers/customer groups for sale or to exclude certain products from sale to customers/customer groups (assortment restrictions).


Please note that this function is not a suggestion principle, but the system ensures that only items as defined can be sold.

To set up listings, call up the customers via the user search. In the menu ribbon "Belonging > Customer" you will find the call "Article listing". In the "Item Listing" you can set up the following:

field description
Type In this field you can choose between the "Item" and "Item Category" options. Select the option you want to set up in the listing, e.g. if you are dealing with single items, then select the "Item" option.
No. Depending on the option selected in the "Type" field, in this field you can select the item number or the item category to be included in the listing.
Start Date Enter a start date here from which the listing will become valid. If you leave this field empty, the check will take effect immediately.
Enddate Enter an end date here until which the listing is valid. If you leave this field empty, the check will not run until you enter an end date or delete the row.
Negative Listing In this field you define whether this listing is a positive or negative listing.

As a positive listing is a "buy list". That is, a customer can only purchase items that are positively listed (typically associated with retail chains).

If you activate the switch, this corresponds to the reverse - i.e. the customer is allowed to purchase all products except the negatively listed items.

Please note that for a customer, all entries must be entered as either positive or negative listing. In the following we will still explain the possibilities for a combination.

If customers are in a hierarchy (see "Management of hierarchies") listings are always inherited downwards within the hierarchy, i.e. to the associated customers (even over several levels), and can be supplemented or restricted in the subordinate level if necessary.

For example, if you define a listing for certain article categories at a parent company, you can exclude articles from this article category or add another article category at a subsidiary. This listing is then only valid for the customer or, if applicable, the assigned customer of the customer.

To check the assignment, you can use the "Display listed articles" function in the customer. You can call this up from the customer via "Belonging > Customer". On this page you will see all the articles that a customer can purchase, and all the hierarchy levels will also be checked.

Check setup#

Once you have set up a listing for a customer, the listing will be checked when releasing sales documents. Documents that contain items that are not allowed to be sold to the customer according to the listing, the document cannot be released.


Please note that older transactions in the system that you reopen may also be subject to this check. If these checks are only to be active from a certain date, you must define the start date in the listing entries accordingly. All sales documents with an order date before the listing start date will not be included in the check. Optionally, you can check the item as soon as it is entered in the sales document; users will then receive a message directly upon entry that this item may not be sold to the customer.

For an immediate check during entry, call up the "Accounts receivable and sales setup" via the user search. On the "KUMAVISION trade" info tab, activate the "Check listing directly on entry" checkbox. Regardless of whether the check is done directly at entry, the check is always run at release to ensure that at the time of release the same validities are still present as at document entry.

Exclusive items#

Exclusive articles are a special form of listing functionality. If you have articles in your assortment that may only be sold to a certain customer, e.g. due to branding, you can assign them to a customer as an "Exclusive article". As with listings in general, the assignment of an "Exclusive Article" applies to the customer and the subordinate customers in its hierarchy.


Note that an article can be assigned exclusively to one customer only. This article is automatically "negatively listed" for all other customers. That is, the item cannot be sold to other customers unless the customer is in a subordinate level of the hierarchy of the customer for whom, the item was exclusively listed.

Country exclusion for items#

Some items may not be delivered to all countries or are only available for a specific country. This facility allows you to exclude items from delivery to these countries, regardless of the customer.

It should be noted that the check is always made on the delivery address in the sales documents, regardless of the buying customer's address (Sales-to-customer). To exclude items from sale to certain countries, access the "Prohibited sales items to countries" from the user search. Fill in the table as follows:

field description
Type Select in this field whether you want to exclude a single item or a category of items for delivery. If you select an item category, it will also include all items in that category that will be created at a later date.
Number Select the article number or the article category here.
Country/Region Code Select here from the "Country/Region" page the country which should be excluded for delivery.
Federal Region Enter the federal region here if you want the restriction to apply only to a specific state/province.

Please note that the standard does not provide a page here and the entry must exactly match the entry in the address data.
Start Date Enter here the start date from which this country exclusion should apply. If you leave the field empty, the check will take effect immediately when the orders are released. The start date is linked to the order date of the sales document during the check.
End date Enter the end date here. Orders with an order date after the end date will not be checked and the goods can be delivered.

As with listings or exclusive items, depending on the setting in the "Accounts Receivable and Sales Setup", the system checks directly when the document is entered or when it is released.

Inventory/acceptance lot size#

In order to control fixed purchase lot sizes in sales, there is a field called "Stock/Purchase Lot Size" on the "Stock" information tab in the article master. If a value is entered here, this article can only be sold in this lot size or a multiple of it. The multiple always applies with reference to the storage location, per storage bin and per batch number.

If the article has variants, deviating stock/receipt lot sizes are maintained at the article variant. If no value is entered in the variant, the stock/receipt lot size from the article card is used.

This fixed inventory lot size applies only to sales lines that refer to storage locations that are not a quarry warehouse.

If an item line in a sales order is entered with a quantity below the stock/acceptance size, the user will receive a corresponding message. The system offers a rounding up of the quantity to the lot size.

The hint message always appears,

  • when the "Quantity" field is entered in sales documents (except the blanket order).
  • when the "To be delivered" field is entered in a blanket order line.
  • when the "Quantity" field is entered in a stock transfer order line.

If the "Quantity" field is entered in the blanket order, the user only receives an info message without any rounding up or down function. This also applies when changing "No.", "Variant code", "Reference no.", "Storage location code" and "Unit code" if the quantity is already filled.

If the stock/receipt lot size is only changed after an order or quotation has already been created, this is checked again when releasing, posting and creating an order from a quotation.

An error message is issued in each case.

If an invoice is created and deliveries are called off there, there is no longer a check for the purchase lot size when the invoice is posted, since this has already been delivered. The same applies to credit notes for complaint lines.


You can use several comfort functionalities for reservation in KUMAVISION trade365. You can activate them in the "Setup debtors and sales" in the info tab "KUMAVISION trade".

field description
Check replenishment period on reservation If this function is activated, the replenishment parameters of the item to be reserved will be taken into account on reservations. By this function not unnecessarily much capital binding stock is built up.

Today is the 01.01.2023. An order is seized with the delivery date 13.01.2023. The article has a replenishment lead time of 10 days, can be procured therefore today (goods receipt 10.01.2023). In this case, it is unnecessary to reserve the stock.

If no procurement time is stored for the article and at the same time the switch is activated in the "Setup accounts receivable and sales", the article can never be reserved. Unaffected by this attitude remain also articles, which stand on reserve "Always". These are always reserved regardless of the replenishment period.

If the procurement period with the goods issue date of the order line is exceeded, you will receive a corresponding message when reserving.
Reserve special orders automatically If you activate this function, item lines in special orders are automatically reserved when the associated purchase order is created.
Allow reservation in offer If you want to use reservation already in the offer, you can enable this by activating this functionality. If you create an order from the quotation, the reservations are retained and do not have to be created again for the order.
Allow reservation in blanket order If you want to use the reservation in the blanket order, you can enable this by activating this functionality. If you create an order from a blanket order, the reservations are retained and do not have to be created again for the order.

Time limitation of blanket orders#

In the case of blanket orders, there is not only a quantity limit, but also a time limit to prevent the conditions of the blanket order from continuing to be used after the validity has expired.

For the time limitation of blanket orders, an additional field "Valid until" is inserted in the blanket orders and provided with a function. An error message is issued during manual retrieval.


The field "Blanket order:
valid until" has also been added to the sales lines in order to be able to control the validity of blanket orders at the line level later on, if desired. Currently, the fields are not included in the respective windows and contain the values from the blanket order header.

Blanket order Remaining quantity#

In blanket orders, the remaining quantity to be delivered to the customer is visible. What is not directly visible to the user is the quantity from the blanket order that has already been called off to an order but has not yet been delivered. For this purpose, the blanket order lines have been extended by the fields "Remaining quantity in order" and "Remaining quantity less order.

Sale items#

Sales articles are articles that are being discontinued from the product range. They can either be articles that are no longer reordered by the company or articles that are no longer supplied by the supplier. In order for the sales department in wholesale to be aware of this when entering orders for these articles, there is a sales message through the system with the availability check.

A sales item can be either an item itself or variants of the item.

To mark an article or an article variant as a sale article, first call up the desired article card.

On the "Item" info tab, you can mark the item accordingly by activating the "For sale" button.

Alternatively, you can mark each variant by checking the "For sale" checkbox for the corresponding variant. Article variants can thus be marked individually "For sale".


If an article that has article variants is itself marked as "On sale", this automatically applies to all its variants, regardless of whether they themselves have been marked as "On sale" in the Article variants table.

When entering an item marked for sale in a sales order, the user receives a notice with the availability message that this is just such an item.

Any existing orders for this item will not be displayed for items marked for sale in the availability check. Planned receipt is always set to 0, as it cannot be guaranteed that this order will still be delivered.


If an order exists for this item, it will not be included in the availability message if the delivery date of the order is later than the delivery date of the order.

If the desired delivery date of the order is earlier than the planned goods receipt, an "Earliest availability date" is displayed.

The recommended retail price, often referred to as the "retail price", is often included in the wholesale trade for information purposes. However, this recommended price has no influence on pricing in order processing and is usually quoted inclusive of VAT.

The recommended retail prices can be stored in KUMAVISION trade365 per item and period. In addition, it can be defined for which customer they should be displayed.

As with pricing prices (sales or purchase prices), you have the option to automatically end the validity of a previous price when you create a new one. The previous EIA is always terminated the day before the new EIA starts.

For this option, call the "Accounts Receivable and Sales Setup" from the user search. On the "KUMAVISION trade" information tab, activate the "Automatically terminate recommended retail prices" checkbox. Automatically close recommended prices in articles". The system will now ensure that only one MSRP is valid at any given time, unless users manually override this by manually overwriting the end date.

Assignment to items#

To assign a UVP to an article, call up the articles via the user search. Open the article card. In the menu ribbon via the menu tab "Prices and discounts" you can call up the "recommended retail price".

field description
Variant code Select a variant here if the MSRP should only be stored for a specific variant. If you leave this field empty, the UVP will be used automatically for all variants of the article.
Currency code Select a currency code here to define the UVP in a currency.

Please note that this UVP will only be used subsequently if the currency code of the customer is identical to the currency code of the UVP.
Sales Unit Select a unit from the item units for which the UVP applies. You can define different UVPs for different packaging units by creating a row in this table for each packaging unit.
Start date Enter the date from which this EIA is valid.
End date Enter here the date until which this UVP is valid.

If you have activated the automatic ending of prices in the setup, the system will automatically enter the end date one day before the new price starts.
Price incl. VAT Insert the UVP in this field, this is always deposited incl. VAT by definition in KUMAVISON trade365.

For each customer, you can activate whether the stored MSRP prices are to be printed on the order confirmation.

Call up the customers via the user search. On the customer card on the "General" info tab, activate the "Unverb. Print recommended retail price on order confirmation". Analogous to the pricing of the sales purchase prices, the recommended retail price is determined in relation to the order date and additionally printed on the order confirmation.

No residues on sale#

There are customers who do not want an order to be re-delivered. Only what can be delivered in one shipment should be delivered from the ordered goods, the rest of the order is reordered by the customer.

For this requirement, KUMAVISION trade365 has the function "No residues in sales".


To set this up, first call up the desired customer who does not want a subsequent delivery.

Then activate the "One-time delivery per order" checkbox on the "Delivery" info tab.

Use in process#

One time delivery per order#

If you then enter a sales order for a customer with the "One-time delivery per order" checkbox enabled, the "One-time delivery per order" field will be transferred from the customer master record to the order. The field is editable in the sales documents. I.e. it is possible to allow one-time exceptions from the default setting of a customer.

If there is subsequently a quantity deviation of the "Quantity" field from the quantity to be delivered / invoiced, the system automatically reduces the quantity when posting and sets the order to completed.

If you work with logistics in goods issue / picking for a one-time delivery, the quantity of the respective item is also reduced in the order by posting the delivery.

The posted delivery of the order contains the field "Order quantity original". Here, the originally ordered order quantity is displayed and recorded, which enables later evaluations of the delivery capability.

Orders with one-time delivery are not automatically deleted when the invoice is posted. To delete these orders, the standard function "Delete completed orders" is used.

The logic for the one-time delivery can not only be set for the complete order as described above, but also per order line differently, if e.g. only for a certain article of the order is not subsequently delivered, but for all other articles of the order is subsequently delivered. To do this, set the "One-time delivery per order" checkbox.


The setting Shipping type:
Complete delivery and additionally One-time delivery = Yes exclude each other. With complete delivery, the system expects that the order quantity is also completely available.

Complete delivery per order item#

In the Microsoft Dynamics 365 Business Central standard, you can define orders for complete delivery. This means that the order is only made available for picking in Logistics when all order items are available. If you already define this setting for a customer, it automatically applies to all orders of the customer.

In addition to the standard, KUMAVISION trade365 provides you with the possibility to define complete deliveries for individual order lines.


Please note that the settings of the industry solution are only applied if the sales order basically allows partial delivery. I.e. orders, which you have planned for complete deliveries, cannot be defined differently in the individual lines.

You have the possibility to define the default for complete delivery for certain customers and articles. This default is transferred to the sales orders and you can change it again if necessary. If you do not define any defaults in this regard, you have the option of defining this for each order item.

To create defaults for certain customers and articles, call up the "Articles with complete delivery obligation" via the user search.

The fields in the header of the display are used to filter the existing lines. In the overview you can define the following settings:

field description example
Sales type In this field you can define if the following entry has its validity for:
- a customer
- a customer group or
- all customers.
If you select in this field e.g. "Customer", the lookup in the field "Sales code" will show you the overview of the customers.

This line has its validity for exactly the defined debtor. Other debtors are not affected by this.
Sales code Select here the customer, or the customer group. Depending on which value you have selected in the "Sales type" field, you can select a customer or a customer group in the lookup. If you select "All customers" in the "Sales type" field, this line will automatically apply to all customers in the system, this field will remain empty.
Delivery. To Code Here you can select a delivery address of a customer. The lookup to the delivery addresses is available if you have selected "Customer" as an option in the sales type and have entered a customer number in the "Sales code" field. If you enter a delivery address in this field, the entry will only be valid for orders of the customer with this delivery address.
Item no. Select here the Item for which the order line is to be defined as a complete delivery. In this field you define which article should always be completely gelled in an order (complete line).

If all articles should always be completely delivered, select the setting in the customer.
Variant Code In this field you can select an item variant for which complete deliveries are required. For items with variants, it is not mandatory to create an entry for all variants.

If you leave this field blank, this implicitly applies to all variants. However, if the default only applies to a specific variant, then enter it here.
Use in sales order#

You can use the complete delivery function at line level independently of a general setup.

For use, the field "Complete delivery mandatory" is available in the order lines (display this field via "Personalize" if necessary).

If you have already made a presetting for the customer or customer group and the article, the field "Complete delivery obligatory" is automatically filled with "YES" in the sales line. As a result, this means that for logistics transactions, this line will only be taken into account if it can also be delivered in full.

You have the possibility to activate or deactivate the field manually in the line. However, if the shipping instruction "Complete delivery" is generally set in a customer or you have selected this setting in the order header, you cannot change the field. Please note that this field is also checked if you deliver directly from the order.

Lost sales#

This report provides an overview of lost sales. If a sales order line with the "One-time delivery per order" indicator is not delivered in full, this item appears in the "Missed sales" report. There you will see information about the quantity originally ordered and actually delivered, as well as the original and actual sales amount. From the selected row, you can dive directly into the associated document using the "Posted document" function.


Compress prepayment#

In the "Accounts Receivable and Sales Setup" you can activate the "Compress prepayment" switch if you want the "Compress prepayment" field to be activated by default in sales orders on the "Prepayment" info tab.

Detailed prepayment invoices / credits#

The standard "Prepayment" function is used to pre-bill part or 100% of the order value to the customer. The prepayment amount can be calculated as a total amount ("Compress prepayment") or per order item. However, information about the item, unit price and unit is lost, because in the standard the corresponding G/L account of the accounting is printed.

In KUMAVISION trade365 there is therefore the possibility to enrich the prepayment invoices and credit notes with detailed information. For this purpose, the switch "Detailed information for prepayment" has to be set in the Accounts Receivable & Sales setup on the info tab "KUMAVISION". In the sales order, the "Compress prepayment" checkmark must not be set in the Prepayment tab.

Now, when a prepayment invoice is posted to the customer and printed, it contains the same detailed information as a normal sales invoice.

Consignment processing#

Via consignment warehouse control, users are able to manage an "external warehouse" at a customer location and settle the consumption on the part of the customer.

Since the goods at the customer storage location remain the property of the user until resale to the end customer, the goods must be properly distributed to storage locations within Microsoft Dynamics 365 Business Central.

Example of application-side flow :

The consignment warehouse is "initially loaded" by transfer order, e.g. from the user's main storage location (MAIN) to the customer's consignment warehouse (KONSI).

The customer consumes / sells these goods. The consumption is reported by the customer to the user. This can be done either by sales reports or new orders.

Within Microsoft Dynamics 365 Business Central an order/invoice is now created for the customer with corresponding positions. If the field "Consignment storage location code" is filled in the customer, the consignment warehouse is used as storage location for the sale after user query.

The order lines automatically receive the storage location "consignment storage location code" from the header as the preliminary storage location.

The delivery of the order is posted and invoiced (either by individual or collective invoice). Thus the stock / stock value on the consignment stock is reduced and the consumptions are invoiced to the customers. This process also ensures that items requiring batch or serial numbers are handled properly.

When posting the delivery, a new stock transfer order for the consumed items is automatically created in the background of the application after a user query ("Do you want to replenish the consumed goods at the consignment warehouse?"), so that the stock of the consignment warehouse is replenished without any further manual effort and without explicit logistical interventions (standard logistics expansion stages are used).


Consignment stores#

To set up a consignment store, first call up the "Storage locations" via the user search.

Via "New" in the menu ribbon you can create a new storage location as usual.

The following fields must be additionally set up for the consignment store on the "General" info tab:

Field Description
VK Consignment Camp Activate the switch to indicate that the storage location is a consignment store.
Consi. Apportion. from code Enter the storage location code in this field from where consignment stocking is to take place. This entry is necessary for the stock transfer.


In the storage location map, certain storage locations can be marked as sales consignment warehouses (field "Is sales consignment warehouse" = Yes). In addition, a defined storage location can be set up in the "Consi. stock transfer from code" field for stock transfers to it for replenishment. If no "Stock transfer from code" storage location is defined, the stock will be transferred from the customer storage location or the standard storage location.


In order to assign the consignment storage location set up to the desired customer, first call up the customer card.

Then enter the corresponding consignment warehouse on the "Delivery" info tab in the "Consignment storage location code" field. If a storage location is entered here, it is considered the consignment warehouse of the customer. A unique assignment of a consignment storage location to exactly one customer must be maintained.

Alternatively, a consignment location can be assigned to a single delivery address of the customer in the .

To do this, call up the "Deliveries to addresses" via the ribbon > Associated > Customer and enter the corresponding consignment warehouse in the "Consignment storage location code" field.


If a consignment storage location was assigned to a delivery address, this has a higher priority than the assignment on the customer.

For a quick overview, it is possible to call up the overview "Articles by storage location" filtered according to the "Consignment storage location" stored in the customer card from the customer card via the menu item "Belonging" > "History" > "Article stock by consignment storage location".

Relocation routes#

Set up the stock transfer routes accordingly for consignment stocking. To do this, call up the "Stock transfer routes" via the user search. For more information on the stock transfer routes, refer to the Microsoft Dynamics 365 Business Central Helpsite.

Stock posting setup#

In addition, the G/L accounts for the consignment warehouse must be entered in the warehouse posting setup. To do this, call up the "Stock posting setup" via the user search. For further information on the warehouse posting setup, please refer to the Microsoft Dynamics 365 Business Central Helpsite.


On the respective article card you have the possibility to display articles in consignment storage location via the menu ribbon > "Belonging" > "Availability" > "Article by storage location". As soon as you set the switch, only the storage locations with "Is consignment stock" = Yes will be displayed in the storage location overview.

In addition, you can set up the inventory data as usual.

Consignment processing on the customer side#

When entering a customer in the field "Sales to customer no." in a sales order or a sales invoice, the system checks whether a consignment storage location is assigned to the customer in his customer card. If this is the case, a query is made as to whether a consignment issue is to be processed.

If the user confirms this query with "Yes", the consignment storage location assigned to the customer is entered in the sales order header in the new field "Consignment storage location" and this consignment storage location is entered in all sales order lines of the sales order in the field "Storage location" (issue warehouse).


If the storage location is changed in the Delivery to code field, a query is issued. The storage location in the sales order lines is editable as in the standard, i.e. a storage location different from the consi storage location of the order header can be entered in the respective lines.

There is a corresponding availability check based on the storage location when the items are entered. After posting the delivery (from the sales order or from the goods issue), the system checks whether at least one line to be delivered contains the consignment storage location from the sales order header as a storage location. If this is the case, a query is sent to the user asking whether the consumed goods should be replenished at the consignment warehouse.

If this query is confirmed, a stock transfer order is created for the consignment storage location from the sales order header with the delivered lines of the order as items.

When creating a stock transfer order for consignment storage locations, the system checks that the selected consignment storage location is assigned to only one customer. If this is not the case, the system terminates with an error message.


For this functionality (creating the stock transfer orders) it is necessary to set up the various stock transfer routes, as the transit storage location codes are required for the stock transfer orders.

In the stock transfer order, the following fields are filled according to the sales order:

Field Description
Apportion. by code The consignment storage location is entered in the stock transfer header and stock transfer lines.
Quantity If the "Quantity to be delivered" from the sales order line (i.e. the quantity just delivered by the current delivery) is in the stock transfer lines
Apportion. from code Is determined in the following hierarchy:

The stockkeeping data of the article with the storage location code of the consignment storage location are checked. If the corresponding storage data are found, the "Stock transfer from code" storage location stored there is decisive as the issue storage location.

In the second step, the system checks whether a storage location code is stored in the "Cons. Stock transfer from code", if necessary this is defined as issue storage location.

If necessary, the next step is to check whether a storage location has been assigned to the customer.

If none of the preceding hierarchy levels apply, the standard storage location is defined as the issue warehouse.

If the determination of the storage location in this 4-step hierarchy search did not result in a storage location for the article, no stock transfer line is created for the sales line.

So, if the corresponding stock transfer lines could not be created for all article lines of the delivery, a corresponding message will be issued at the end.

If several stock transfer orders have been created (because different \ have been determined for the different items), a message with the first and the last no. of the newly created stock transfer orders is issued and the overview of stock transfer orders with the newly created stock transfer orders is opened.

In the stock transfer order, the two fields External document number and Your reference can be filled manually. Data contained there will be printed in the logistics documents. This allows detailed information about the customer order on a delivery bill or in the EDI message.

Archiving reasons sales documents#

Sales documents can be archived for different reasons. The system archiving reasons are automatically written to the archive.

Archiving reasons for offers:

  • Manual
  • Delete
  • Print
  • Offer according to order

Archiving reasons for orders/sales complaints:

  • Manual
  • Delete
  • Print
  • Booking

Archiving reasons for blanket orders:

  • Manual
  • Delete
  • Print

Follow-up task for offers#

In standard Microsoft Dynamics 365 Business Central, when printing a quote, the user is always asked if he wants to create a follow-up task for the quote. Customers who do not work with the task management do not need this query. Therefore, in KUMAVISION trade365 the follow-up task is always disabled when printing a quotation. It can be reactivated by setting up "Enable follow-up task" in the Accounts Receivable & Sales setup.

Periodic billing#

In standard Microsoft Dynamics 365 Business Central, customers can be assigned a "Collective Invoice" identifier. With this, collective invoices can be created. However, not in intervals, but always only in manual accrual of posted delivery dates. In companies, however, there are various constellations of how a company can issue its invoices to the customer. Collective invoicing at fixed intervals, collective invoicing for an order with the last delivery for this order, immediate invoicing, etc. In order to take these possible constellations into account, the invoicing can be handled using the "Periodic Invoice" function. This function issues invoices to customers as agreed with the customer.

The periodic billing cannot be used in combination with prepayment invoices. In case of prepayment, the prepayment invoices must still be posted manually.


The setup for periodic billing is mainly done on the customer card. To do this, you first call this up.

The possible setups of periodic billing are explained below:

Collective invoice (period)#

For the collective invoice (period), make the following setup on the desired customer card:

"Invoicing" information register#
Field Description
Invoicing type For the collective invoice (period), the "Invoicing type" field must be set to "Collective invoice (period)".
Invoicing rhythm The "Invoicing rhythm" field must be set to "Periodic" for the collective invoice (period).
Invoicing interval code In the "Invoicing interval code" field, the corresponding interval code is stored. For example 2W
Next billing date The Next billing date field is calculated automatically by the system. When setting up the customer, it must first be set for the first invoice interval.
"Delivery" information register#
Field Description
Collective invoice The "Collective invoice" switch must be active.

If the periodic billing document is now created, all posted deliveries of the customer are retrieved in a new sales invoice, which are currently pending for billing. See also Periodic billing process. Depending on the billing date of the periodic billing document and the next billing date on the customer, the delivered items are retrieved into a collective invoice. If the next billing date has not yet been reached, the collective invoice will not be created.

Invoice per order (period)#

The setup is analogous to the setup for collective invoice (period). Only in the field "Invoicing type" the option "Invoice per order (period)" is set. All other settings must be made in the same way.

In the Periodic billing run, all deliveries of an order that lie within the billing period are now combined into one sales invoice. One collective invoice is thus generated per order per billing period.

Invoice per order (last delivery)#

This setting is about invoicing per order, i.e. not combining multiple orders into one invoice. However, the invoice is generated only after the order is completely delivered. If the order still contains an item with remaining quantity, it will not be proposed for billing in the periodic billing.

The required customer is set up as follows:

Invoicing information register#
Field Description
Invoicing type For the invoice per order (last delivery), the "Invoicing type" field must be set to "Invoice per order with last delivery".
Invoicing rhythm The "Invoicing rhythm" field must be set to "Immediately".
"Delivery" information register#
Field Description
Collective invoice The "Collective invoice" switch must be active.

Invoice per delivery bill#

The setting Invoice per delivery bill corresponds to the procedure of manual posting Deliver + Invoice. A sales invoice is generated for each delivery posted by the customer.

The following settings are to be set up on the customer:

"Invoicing" information register#

Field Description Invoicing type For the invoice per delivery bill, the "Invoicing type" field must be set to "Invoice per delivery bill". Invoicing rhythm The "Invoicing rhythm" field must be set to "Immediately".

"Delivery" information register#
Field Description
Collective invoice The "Collective invoice" switch must be active.

Periodic billing process#

To trigger the periodic billing, first call up the "Periodic billing log" via the user search.

To create all invoices for the current day, call up the "Execute periodic billing" menu item from the ribbon.

The execution screen for periodic billing opens where you can set the following filters for executing the billing:

Options tab:

Field Description
Posting date Posting date for the invoices to be posted
Replace posting date Yes replaces the posting date of the created sales invoices with the posting date from the options.
Replace document date Yes replaces the document date of the created sales invoices with the posting date from the options.
Calculate invoice discount Yes calculates the invoice discount for the customer in the generated document.
Invoicing date This date is checked for the collective invoices to be created or invoices per order that are settled periodically. If the billing date from the options is not identical or is greater than the Next billing date on the debit card, no sales invoices will yet be created for the customer in question.
Update next invoice date for customer The next billing date field of the customer card is entered based on the billing interval. This is done regardless of whether invoices are currently being created for a given customer. As soon as it is in the filter of customers to be passed through, its invoicing date will be updated.
Post invoice Yes causes the generated sales invoice to be posted directly.
Print booked invoice Yes causes the posted sales invoice to be printed on the Windows default printer.
Delivery date filter Specifies the period of time to search for posted deliveries in order to create sales invoices.

Customer tab and Sales order tab:

If filter criteria are entered in these two tabs, they will be taken into account when the "Execute periodic billing" function is run. For example, only orders from a specific customer. Only orders without prepayment, etc.

After you have made your filters, confirm your input with "Ok" to execute the periodic billing.

All invoices that have been created are set in the "Periodic invoice" overview. Green marked rows are posted invoices. Yellow marked lines are set invoices that have not been posted yet. Red marked rows are invoices that could not be posted due to error messages. In this case, the errors must be corrected manually and the invoices must be posted manually.

The posted and unposted documents can be opened from the overview. In addition, the messages due to which a posting could not be made are displayed in the error log.

The error text can also be called up separately in the menu ribbon under [...] - "Actions". In addition, the actions for deleting older entries are also located under this menu item.

In the ribbon under [...] - "Related" the report "Adjust periodic billing settings at customer" can be called.

This allows the Next invoicing date to be overwritten or reset on the customer card. With the type "Fixed date" a new fixed invoicing date, e.g. 01.01.2021, is entered manually. With the type "Date of last invoice" a new next invoicing date is calculated based on the last invoicing date of the customer and his invoicing interval and stored on the customer. In the "Customer" tab, the selection of customers to be processed can be limited.

When periodic billing is run, sales invoices are created, it is not posted directly from the order. The effect of this is that orders that have been fully billed using this function are not automatically deleted on completion. They are only displayed in the overview as fully billed.

To delete these orders from the system, the "Delete completed orders" report must be run at regular intervals.

Dispatch of reminders incl. associated invoices#

For the end customer, it is easier to process reminded invoices if the invoices are sent directly to him together with the reminder. In addition, this eliminates the need for the end customer to request invoice documents that can no longer be found. Therefore, in KUMAVISION trade365, when printing or sending registered reminders by e-mail, the corresponding invoices are printed automatically.

If the reminders for a customer are sent by e-mail document dispatch, the invoices are integrated as PDF documents in the e-mail document. When printing at the printer, please note that the reminder and the attachments are each printed on the printer set up in the printer selection. This leads to the fact that with PDF printing (not with e-mail document sending) the reminder is generated as PDF, but the attachments to it on the standard printer set up at the user.

Automatic calculation of flat rates for freight costs#

In KUMAVISION trade365 you have the possibility to insert freight charges either automatically or by function in the sales documents. In the "Accounts Receivable and Sales Setup" you make the basic settings, for this purpose the following fields are available on the "KUMAVISION trade" info tab:

field Options Description
Insert freight costs automatically on release Never
In offer and order
Only in order
Here you define that freight costs are inserted automatically in the offer and/or exclusively in the sales order, if freight costs have been defined during the determination process.
Notice message if no freight costs determined Never
In this field you can define whether you want to receive a notice if freight costs should basically be incurred for the document, but these could not be determined.
Automatically close freight charges Use this facility to define whether freight charge lines in the facility should be automatically closed. Shipment cost rows are ended, if necessary, when you enter the same basic settings for shipment costs with a new start date (Costs from).

The decisive factors for shipment cost determination are:

  • Delivery condition code
  • carrier
  • Carrier shipment type
  • country code
  • Postal code
  • Weight
  • Value of goods (freight allowance)
  • Goods issue date/delivery date from document header


To set up freight charges in general, call up "Freight charges" via the user search.

Use "New" to create a new freight cost table. The possible settings for a freight cost table are divided into header and row information. The following fields are available in the freight cost header (General info tab):

field Options Description
Code Define a unique code (abbreviation) that is as meaningful as possible. The assignment to the customers will be done in a later step using this code.
Description In this field you can add a description.
Calculation base None
Goods value
Weight and goods value
The calculation base defines on which basis an automatic determination should be made. If you select "None" as option here, and automatic insertion is activated in the setup, a freight cost line will be created without reference to the offer/order content (if this is stored accordingly in the customer).

If you select one of the other options, the calculation will always be done in reference to the document lines. Note that the weight option requires appropriately maintained item data.
Start date Here you define a start date (Valid from) for all rows of the freight cost table.
End date Analogous to the start date, you can define an end date for the entire freight cost list here.
Line based start and end date Yes / No If you activate this field, you can define the validity on line level and the fields Start date and End date in the header lose their validity.
Currency code Define the currency code of the freight charges. Please note that the currency code of the freight cost table must match the currency code of a customer in order to be assigned.
Status New
In progress
In this field you can define the status of the freight charges table. If you create a new table, this is created automatically in the status "New".

Only activated freight cost tables become active when automatically inserting freight costs.

The status "In Processing" is used to change existing freight costs.

With the status Deactivated, you can provide expired freight cost tables and, if necessary, recognize them directly in the overview or hide them using a filter.

The status "In Processing" is used to change existing freight costs.

After you have first made the basic settings in the freight cost header, the detailed costs and, if necessary, calculation limits are defined in the rows. To do this, fill in the fields as follows:

Field Options Description
Delivery condition code Select a code from the Delivery conditions table for which the freight cost row should be used. If you leave this field blank, this line will apply to all delivery conditions.
Delivery Code In this field you can select a delivery agent from the stored table.
Delivery agent transport type Here you select a delivery agent transport type, note that this field must always be filled when a delivery agent has been selected.

You can use the delivery agent transport type to define different costs, e.g. for standard shipping and express shipping.
Countries/Region code Select here the country code for which this freight cost line is to be used. The country code refers to the country code of the delivery address during the automatic determination in the document.

The country code must be entered.
PLZ Code Filter In connection with a country code, certain postal code areas can also be defined here, for which the freight cost line becomes valid.
Also with the postal codes is checked with regard to the delivery address.

For definition, the standard filters of Microsoft Dynamics 365 Business Central can be used.
Type General Ledger
In this field you define with which line type the freight charges will be inserted into the document.

Select G/L Account or Resource if you want the posting to be made directly to a G/L account or via a resource.
For the type "Item" you can only define an item without inventory management for the creation of the line.
The Add/Discount option allows you to insert an add/discount line automatically for the freight charges into the document. Please note that the allocation of the addition/deduction line in the document must be done manually.
Number Depending on the selected type, you can select the corresponding G/L account, resource, item or surcharge/deduction type here.
This value will be transferred to the document accordingly.
Variant The field "Variant" can only be selected in connection with the selected type "Article" and an article with created variants.

By using it in an article, for example, the same article can be used for different shippers and you still have the possibility of a detailed evaluation of the data.
Description In this field first the description of the selected basic data record (G/L account, resource, etc.) is taken over.

You have at this point the possibility to enter the description, which should be displayed in the later document in the line.
Description 2 In this field the description 2 of the selected basic data record (G/L account, resource etc.) is taken over.

At this point you have the possibility to enter the description 2, which should be displayed in the line in the later document.

The description 2 of the selected basic data record (G/L account, resource etc.) is taken over.
Quantity Enter here the quantity to be inserted in the sales line (usually the quantity 1 is defined here).
However, if you want to define a different flat rate via e.g. the value of goods or the weight but not a higher amount but 2 x the same amount to be inserted in the document for calculation, they enter here a 2.
Unit The base unit of the selected G/L account, resource, etc. is automatically entered here. You can select an alternative unit code. Note that this unit code must first be created in the base table (resource units, item units).
The unit is transferred to the document line during determination.
Cost Price Enter here the sales price of the shipping costs.

Note that, if applicable, the price for B2B customers is a net value and for B2C customers (indicator in the customer, prices incl. VAT) should be entered in a separate freight cost price list.
Cost price (MW) Here you can enter a cost price in client currency, which can be used for the post calculation of the document.

The following fields are displayed or hidden depending on the settings in the shipment cost header:

Field Options Description
To weight This field is only displayed if "Weight" or "Weight and value of goods" has been selected as the calculation basis in the freight cost header. Here you can define the weight limit up to which this line becomes valid. By defining different values (in further lines), you can achieve a graduation according to weight.
To goods value This field is only displayed if "goods value" or "weight and goods value" was selected as the calculation basis in the freight cost header.

Here you can define a value limit up to which the freight cost line is taken into account.

To grant freight-free deliveries from a certain goods value, do not create another line for higher values.
Start date This field is only displayed if you have activated "Line based start and end date" in the freight cost header. Define the start date of the validity in this field.

If you have activated the switch "Automatically close freight cost prices" in the "Setup accounts receivable and sales" and create a new line with the same values (shipper, value of goods, etc.), the end date in the existing line will automatically be set to one day before the new start date.
End date This field is only displayed if you have activated "Line based start and end date" in the shipment cost header. Define the end date of validity for this shipment cost line in this field.

The definition of which shipment cost line is used for calculation is always determined based on the quotation/order data.

Assignment of freight charges to a customer and/or a customer delivery address#

In order to be able to use the defined freight cost rates in the sales documents, these must be assigned to a customer or a customer delivery address.

To do this, call up the "Customers" via the user search. Select the corresponding customer in the overview and open the customer card. On the "Delivery" info tab, you can select and assign the code from the freight cost table in the "Freight cost code" field. An assignment on the customer card will be used for all delivery addresses that may be stored, unless you store a different code in the delivery address, for example, to calculate different costs for a delivery address abroad.

Freight costs are assigned to individual delivery addresses directly in the respective delivery address (Delivery to code), which you can open from the customer. Here you can assign a code from the freight charges table in the "Freight charges code" field. This assignment is only valid if this delivery address is selected in the document.

Use in documents#

In quotations/orders, the freight cost code is copied from the customer or, if applicable, from the customer delivery address to the individual document. The freight code is displayed in the Delivery info tab and can be changed manually for the individual transaction if required.

After entering the quotation/order lines, you can optionally calculate the freight charges, using the "Insert freight charges" function. If freight costs are incurred for the document, the freight cost line is inserted. If you have set "Note message if no freight costs can be determined" to "always" in the setup, you will receive a corresponding message if no determination is possible.

If you have selected the "Insert freight charges automatically on release" indicator in the "Accounts receivable and sales setup", you do not have to carry out this function. When the document is released, the line will be inserted automatically. If you open the document again, the shipment cost line is automatically removed again and recalculated and inserted when the document is released again.

Long-term supplier declaration#

For deliveries to recipients within the European Union, certificates of the originating status of a good must be issued per long-term supplier's declaration. And this in terms of a preferential arrangement maintained by the European Union. In order to generate a Long Term Supplier Declaration based on the underlying item sales in Microsoft Dynamics 365 Business Central, a new report Long Term - Supplier Declaration has been developed in KUMAVISION trade365.


For the Lanzeit supplier declaration, some basic setups must first be made, which are explained in more detail below:

Accounts Payable & Purchasing Setup#

Call up the "Accounts Payable & Purchasing Setup" via the user search. On the info tab "KUMAVISION" you have the possibility to enter a text for the printout for the European countries of origin in the field "European country of origin text".

Countries / Regions#

In the countries/regions list, the countries of the European Union are marked. To do this, call up the "Countries / Regions" list via the user search. In the "European Union" field, place a check mark next to the countries that belong to the European Union.

All countries marked here, are supplemented in the report edition with the text for European countries of origin.

Article - Preferential countries assignment#

Since there is no uniform rule for the assignment of articles to the preference rule, the respective preference countries for a particular article must also be stored there. The countries stored on the article are listed in the long-term supplier declaration.

To make this assignment, first call up the desired article card. You can call up the preference country table via the "Belonging" > "Article" > "Preference countries" ribbon. All valid preference countries for this article are entered in the table.

Execution of the report long-term - supplier declaration#

The Long-Term Vendor Declaration report can be accessed from the Accounts Receivable list or from the User Search.

Basically, the report checks items for a given customer in a given period of time and creates a long-term vendor declaration for the items sold to the customer in that period of time.

To run the long-term supplier declaration, access it first. The criteria for executing the report are explained in more detail below:

Register languages:

Here you can select in which language the supplier declaration should be created. You can choose between German or English.

Register Customer:

Field Description
Debitor no. Enter here the customer no. for which you want to create the supplier declaration.
Contact no. In this field you can specify a contact person to be printed in the report.

Register goods delivery date:

In the tab "Goods delivery date" the filter for the posting period of the article items is entered. I.e. all articles from sales article items of this customer in the posting period From to will be listed in the long-term supplier declaration.

Register validity period:

In the Validity period, enter the validity period with Valid from date and To date, which will be printed on the report.

Accumulation tab:

If there are items for which the cumulation indicator must be specified because a component of the item was manufactured in Morocco, for example, even though the item itself has a region of origin within the EU, the indicator must be checked when the report is run.

If you have made all the entries, you can first view the supplier declaration via "Preview" or send it or print it out in advance via "Send to" or "Print".

If you have activated the "Cumulation" check box, the input table for the articles with cumulation notes will appear first. If the checkmark is not set, this table will be skipped.

In the table "Cumulated articles" all articles are entered, for which you have to indicate a cumulation note in the Lanzeitlieferantenerklärung. The selection of the articles is done via the lookup in the field article number. Then the country of origin for the cumulative remark is entered.

If the customer has now purchased the item in question in the selected period, an accumulation note will be entered for this. Marketing

Extension profile questionnaire#

When categorizing contacts, it may not be sufficient to use the fields or profile questionnaire functionalities provided by the Microsoft Dynamics 365 Business Central standard.

For example, if the number of possible answers to a question of the profile questionnaire is too large (E.g. year numbers or not only a number of employees range, but the exact number of employees), the usability is no longer given. In KUMAVISION trade365 the profiles of the CRM are extended in such a way that not only an answer can be selected, but also values can be recorded when answering.

In addition, once selected answers can be saved in a history table so that it is always possible to see which answers were given and when. The current value must always be displayed in the profile questionnaire and in the display of answers in the contact's rows.

When setting up the profile questionnaires, two additional columns have now been added. The column "Answer type" defines how the user's input should look like. Until now, only a yes or no answer was possible. Now answers can also be entered as a numerical value (with/without decimal places) and as free text.

The selection option for this is:

  • Integer
  • Decimal number
  • Text

An entry of, for example, "3.5" is not yet meaningful. By means of the "Response unit code" column, the entered number also receives additional significance, e.g. 3.5m³. This unit can be used for preconfiguration. The unit codes set up in the system are available.

The operation of the questionnaire is the same as before. For "Yes/No" answers, the corresponding column can simply be clicked. For free text answers and/or the recording of numbers, the value is entered in the "Answer" column.

If a user places a check mark in the "Selected" column to select this answer, he or she will receive a message that a text or number answer must be entered in this row.

The responses made will then be displayed in the contact management - map in the lines as an overview.

When creating a segment, the values entered in this way can be filtered. The user selects his addresses according to the criterion Profile questionnaire and can specify the desired answer text of a line.

Archiving the answers of a profile questionnaire#

If the information in the profile responses for a contact changes, the user can archive the "old data". The archiving of the answers is done manually. The user opens the desired profile questionnaire. There in the menu ribbon "Belonging" he can call this menu item and archive the answers.

When archiving, the work date is also written.


Changing a once archived answer in the profile questionnaire is only possible if the question for "Multiple answers possible" is activated.

Once archived answers can be viewed again via "View archived answers". The last version is automatically called up. It is possible to access all versions of the answers at any time via the "Version number" field.

Create segments with reference to service information#

The segments in the Marketing section are used to create address lists. In segments contacts can be added and removed. In addition to the standard criteria areas such as Contact, Profile, Value Items, etc., in KUMAVISION trade365 it is also possible to tap information from the Service area to create segments with contacts. This can be used to generate address lists of customers who own service items whose warranty date is about to expire, in order to be able to offer you follow-up contracts. Or alternatively, customers can be targeted based on service contract information.


Create a new segment. Add new contacts. If information from the service item or service contract is to be accessed, the respective switch must be activated in the options of the request page. If segments are created based on contacts, the switch in Consider contacts must be enabled.


For the Consider service items option, only contacts of the Company type are added (Customer contact). The Extend company etc. options work only for the Consider contacts option. For the Consider service contracts option, the contacts that are listed in the Contact no. field in the service contract header are listed. These can be persons or companies.

Accounts receivable group dim. code in items#

In Microsoft Dynamics 365 Business Central Standard, you can define customer group dimensions or the code to be used for them in the "Accounts Receivable and Sales Setup". However, this will not be displayed to you directly in the items (customer, item and value items).

KUMAVISION trade365 shows you the posted dimension values directly in the items, this facilitates ad hoc analyses.

Use recurring sales lines for all customers#

In Microsoft Dynamics 365 Business Central Standard, recurring sales lines have to be assigned to individual customers after they have been created. With KUMAVISION trade365 you can make recurring sales lines directly usable for all customers. To do this, open the user search "Recurring sales lines" and create an entry there. Via the menu item "Manage" → "Edit " you get to the standard sales lines card in which you can create recurring sales lines. If you want to use these standard sales lines for all customers, activate the checkbox "Use for all customers".