NAV Specific

Prepayments Configuration

Prepayments are available for B2B customers and Sales Orders only. For quotes prepayments will result in working as Full amount paid on account payment type.

To be able to use prepayments, firstly you should enable this option in Sana Admin. In Sana Admin click: Setup > Ordering & checkout > Ordering and in the Online payments for B2B customers field select the Amount based on prepayment rules payment type.

In Microsoft Dynamics NAV prepayment percentage can be set per customer, to be used for all items, or per item.

If prepayment percentage is assigned to both, customer and item, prepayment percentage set for an item is used.

When B2B customers pay based on prepayment percentage set in Microsoft Dynamics NAV the following rules are used:

• If prepayment % equals to 0, then a customer will not pay online, but on account instead.
• If prepayment % equals to 100, then a customer will pay full order amount online.
• If prepayment % equals to 20, then a customer will pay 20% of the total order amount online.

When a B2B customer is placing an order in the webshop, the prepayment amount for an order is shown on the 'Payment information' step.

In Microsoft Dynamics NAV the prepayment percentage and amount are stored in the sales order lines of the sales order.

To assign prepayment percentage to a customer in Microsoft Dynamics NAV:

Step 1: Click Departments > Sales & Marketing > Sales > Lists > Customers.

Step 2: Find the customer to whom prepayment percentage should be assigned and open the customer card.

Step 3: On the Customer Card expand the Invoicing FastTab and set prepayment percentage in the Prepayment % field.


Assigning Prepayment Percentage to a Customer

This prepayment percentage will be used for all items ordered by this specific customer.

To assign prepayment percentage to an item in Microsoft Dynamics NAV:

Step 1: Click Departments > Sales & Marketing > Inventory & Pricing > Lists > Items.

Step 2: Find the item to which prepayment percentage should be assigned and open the Item Card.

Step 3: At the top of the Item Card click: Related Information > Sales > Prepayment Percentages.

Assigning Prepayment Percentage to an Item

Step 4: In the Sales Type column set whether prepayment of an item should be applied to the specific customer or to all customers.

If prepayment percentage of an item should be applied to a specific customer, this customer should be set in the Sales Code field.

Step 5: In the Prepayment % field set prepayment percentage for an item.