Microsoft Dynamics NAV¶
Migration To Lime CRM¶
Addresses¶
Lime CRM | Microsoft Dynamics NAV Address |
---|---|
Postal Address | Postal |
Visiting Address | - |
Invoice Address | Postal |
Field Mappings¶
General Data¶
Lime CRM | Microsoft Dynamics NAV |
---|---|
Company Name | CustomerCard.Name |
RegistrationNo | CustomerCard.VAT_Registration_No |
Coworker | Säljare |
Phone Number | CustomerCard.Phone_No |
Postal Address¶
Lime CRM | Microsoft Dynamics NAV |
---|---|
Postal Address 1 | CustomerCard.Address |
Postal Address 2 | CustomerCard.Address_2 |
Postal Zip Code | CustomerCard.Post_Code |
Postal City | CustomerCard.City |
Country | CustomerCard.Country_Region_Code converted to countryName |
Visiting Address¶
Lime CRM | Microsoft Dynamics NAV |
---|---|
Visiting Address 1 | N/A |
Visiting Address 2 | N/A |
Visiting Zip Code | N/A |
Visiting City | N/A |
Invoice Address¶
Lime CRM | Microsoft Dynamics NAV |
---|---|
Invoice Address 1 | CustomerCard.Address |
Invoice Address 2 | CustomerCard.Address_2 |
Invoice Zip Code | CustomerCard.Post_Code |
Invoice City | CustomerCard.City |
Invoice Email | CustomerCard.E_Mail |
Sending a Company¶
Addresses¶
Lime CRM | Microsoft Dynamics NAV |
---|---|
Postal Address | - |
Visiting Address | - |
Invoice Address | Postal |
Field Mappings¶
General Data¶
Lime CRM | Microsoft Dynamics NAV |
---|---|
Company name | CustomerCard.Name |
Registration no | CustomerCard.VAT_Registration_No |
Coworker | N/A |
Phone | CustomerCard.Phone_No |
Country | CustomerCard.Country_Region_Code 1 |
Visiting Address¶
Lime CRM | Microsoft Dynamics NAV |
---|---|
Visiting address 1 | N/A |
Visiting address 2 | N/A |
Visiting zipcode | N/A |
Visiting city | N/A |
Invoice Address¶
Lime CRM | Microsoft Dynamics NAV |
---|---|
Invoice address 1 | CustomerCard.Address |
Invoice address 2 | CustomerCard.Address_2 |
Invoice zipcode | CustomerCard.Post_Code |
Invoice city | CustomerCard.City |
Invoice email | CustomerCard.E_Mail |
Customer ID¶
Lime CRM | Microsoft Dynamics NAV |
---|---|
Customer ID ERP | CustomerCard.No |
Invoices¶
Field Mappings¶
Invoices¶
Lime CRM | Microsoft Dynamics NAV |
---|---|
Invoice number | PostedSalesInvoice.No or PostedSalesCreditMemo.No |
Company | CustomerCard.Name |
Customer Number | CustomerLedgerEntries.Customer_No |
Customer's Reference | PostedSalesCreditMemo.Sell_to_Contact or PostedSalesInvoice.Sell_to_Contact |
Our reference | CustomerLedgerEntries.Salesperson_Code |
Type | crminvoicemodel.InvoiceType |
Invoice Date | PostedSalesCreditMemo.Document_Date or PostedSalesInvoiceDocument_Date |
Due Date | N/A |
Currency | PostedSalesCreditMemo.Currency_Code or PostedSalesInvoice.Currency_Code |
Amount | N/A |
VAT | [Calculated by external function] |
Total Amount | CustomerLedgerEntries.Amount |
Balance | CustomerLedgerEntries.Remaining_Amount |
Paid | N/A |
Payment Date | PostedSalesCreditMemo.Posting_Date or PostedSalesInvoice.Posting_Date |
Shredded | Always false |
Exchange Rate | N/A |
Invoice Rows¶
Lime CRM | Microsoft Dynamics NAV |
---|---|
Row ID | PostedSalesCreditMemo.No or PostedSalesInvoice.No 2 |
Invoice | PostedSalesCreditMemo.No or PostedSalesInvoice.No 2 |
Item | Posted_Sales_Cr_Memo_Line.No or Posted_Sales_Invoice_Line.No 2 |
Description | Posted_Sales_Cr_Memo_Line.Description or Posted_Sales_Invoice_Line.Description 2 |
Units | Posted_Sales_Cr_Memo_LineQuantity or Posted_Sales_Invoice_Line.Quantity 2 |
Amount | Posted_Sales_Cr_Memo_Line.Line_Amount or Posted_Sales_Invoice_Line.Line_Amount 2 |
Contribution margin | (Posted_Sales_Cr_Memo_Line.Unit_Price - Posted_Sales_Cr_Memo_Line.Unit_Cost_LCY) * Quantity 3,4 |