Documents
Several documents exist in Dynamics NAV, such as sales documents (quotes, orders, invoices, return orders, and credit memos), purchase documents (quotes, orders, invoices, return orders, and credit memos), warehouse documents (transfer orders, receipts, put-aways, shipments, and picks), and manufacturing documents (production orders).
A document combines information from different master data tables and is one of the entry points to a transaction.
For example, a Sales Order document combines information from the Customer
table (the customer that buys), the Item
table (the items that are being sold), the Resources
table (the resources that will provide the services the company offers), and other information related to a sales order.
When the sales order is processed, it will lead to one or more transactions such as Item
transactions (the stock of the item will be reduced with the quantity being sold) and General Ledger transactions (accounting entries will be created when...