How to use Cross References in Microsoft Dynamics NAV 2015
What I’m going to show today are Cross References. Basically we have a new coffee mug which is colored and has variants, which signify the color, and the options we have now are red, green and blue.
The manufacturer who sent this coffee mug to us actually has barcoded them, which is really nice of them, however the barcode is not our number and we want to be able to scan it onto our order. So we need to put in their number in our system and have that tie to each one of the colors.
Add Cross Reference Entries
So right now I’m in the item list and I go to the colored coffee mug. I can go up here to these arrows and hit Cross References.
Since I’m going to have this work for the item everywhere in the system, I’m going to just fill in the cross reference number and that’s going to be 111001, which is the barcode for Red.
I also have 111002 which is for Blue. The Unit of Measure is pieces (PCS).
Then I have 111003, which is for Green.
Now I’ve set up the cross references. I could have also done this specifically for a Customer, Vendor or even said that it’s a Bar Code; I don’t have to specify that, but I can.
So, I’ll close this one out and I’ll show you how this works on a sales order.
Create a Sales Order with Cross References
I’ll go to Sales Orders.
Create a new Sales Order.
Make it for The Cannon Group.
And I go to the Type and its Item.
Now - I can’t put in the number here under the Number (No.) column.
What I want to show is the Cross Reference number. That’s a field that is not currently shown, so we want to add that.
Add the Cross Reference Number column
I right-click and go into Choose Columns.
Over here I see the cross reference number – I add that.
I’m going to move that actually all the way up to above Freeze Pane.
Then it opens up, now I have the Cross Reference Number column.
Scanning the Bar Code
Now we all know the coffee mug is a 7000 series, however the barcode is 111001 for the Red one. So now I’m going to scan the barcode - or pretend to - and the system automatically identifies that as the red coffee mug.
And that was it for the Cross References.
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