Sales Complaint System
A module that provides the ability to enter a complaint document for a specific customer, while linking it to financial approval documents/merchandise deliveries.
On the complaint document itself, it's possible to enter important dates related to the document and the complaint amount. The document is regulated through statuses, where you can leave the document in a draft status, mark it as in progress, and after the completion of the business process, move the document to an accepted or rejected complaint status.
The document is created following the same format as other documents in MS NAV/BC. It has its own lines where you can enter one or more items that the customer is complaining about, along with the quantity they are requesting for the complaint (including the ability to track serial numbers, not just at the item level).
Each complaint can be linked to several shipments for which the goods were complained about, making it easier to trace for future reporting and auditing purposes.
Complaints Process is certainly something that involves not only sales but also other participants in the business process, so each of them can enter their comments, approve complaint amounts, and provide cost data that will affect business performance.
Centralized Business Partner Master Data
The complaints process is certainly something that involves not only sales but also other participants in the business process, so each of them can enter their comments, approve complaint amounts, and provide cost data that will affect business performance.
If your corporation consists of multiple companies and you want to have a single point of data entry and control in the parent company, this is the module that will definitely be useful to you.
The idea of a centralized business partner master data is to maintain records of all contacts with which all companies within a corporation do business in one place. Data entry is done by a limited number of individuals who are well-versed in the importance of this data. The initiative to add a new business partner can come from a subsidiary company, but the final confirmation and data entry are performed by individuals in the parent company.
The module's idea is to create a clean and unified database of business partners, which is, of course, linked to contacts in dependent companies. However, it's not possible to change the data there, only to retrieve what has been entered in the parent company through an interface.
If the client desires, integration with APR data or NBS data for easier entry is possible. In addition, this can be of optional nature, and the recommendation is that subsidiary companies be restricted from any kind of posting for a new business partner until the appropriate data is entered into the central master data.
A special benefit is the ability to automatically create a sales approval from the sales complaint document itself, as well as printing it.