Open documents

The day a company moves to Microsoft Dynamics NAV, they can start creating all kinds of documents in the system for their daily work: sales orders, purchase orders, production orders, and so on.

There may be cases where some documents on the old system have not yet been completed; for example, sales orders that have not yet been shipped, purchase orders that have not yet been received, or production orders that have yet not been finished.

What should be done with all these documents?

The first recommendation is to have the least possible open documents on the old system on the day you start working with Dynamics NAV. Make sure the customer calls their vendor, informs the production team, and notifies the shipping team that during this date all open orders should be closed in their legacy system.

For those documents that could not be finished before migrating to Dynamics NAV, there are a few strategies you can follow:

• Finish them in the old system and recreate the movements in Dynamics...