Jan 4, 2023
S6 EP2: EDI - The 850 Purchase Form with Shawn Sissenwein
In this episode, Shawn Sissenwein discusses the 850 Purchase Form, the most common problems people experience, what you can do to prevent them, and the important components that you should remember.
Essential points covered in this episode:
✔️ Accurately map the right numbers. The 850 Purchase Form contains important data, such as vendor numbers, UPC numbers, and manufacturing part numbers. Ensure that you’ve got them all correctly in Business Central to avoid sending out erroneous information to your trading partners.
✔️ Discrepancies can be fixed. They are inevitable, but you can still do your research and find out the correct number. Issues will have an “Error” alert or an inaccurate self-generated number.
✔️ Pay attention to the purchase order. It can contain specific routing information or even special instructions. The item might be a gift for someone or something that requires you to add value.
✔️ The most common error is the wrong item number for the product. Sometimes, descriptions from your vendors are also different from what you have in your system. Agree with your partners to use a common item number.
✔️ The basic components of the 850 Form are:
* PO number
* Receiver’s name
* Bill-to and ship-to addresses
* Special instructions
* Item description
* Total amount
After helping companies for 20+ years improve their business processes with Dynamics Business Central / NAV, it’s easy to think one would get a little blasé about the work. It’s quite the opposite for Shawn Sissenwein, who eagerly greets each project as a powerful chance to make a real difference for the organization and its employees. Shawn has a special talent and boundless drive for extracting hidden value from a client’s use of the system to improve their processes and provide enhanced service, regardless of how long they’ve been using the system. From her experience as a former Inventory Control Manager and a Systems Administrator, she truly “gets” what a company needs from their BC / NAV system and what frustrates a typical user just trying to get their job done. Layered on top are roughly 50 implementations across every industry, helping companies grow through expansion and mergers, and she cannot wait to unpack the power of BC / NAV for you.
About Kerry Peters & New View Strategies:
Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!
Let the experts help you tap into the true power of your BC / NAV system.
You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.
✅ Why Choose New View?
With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.
Contact us today: https://getyournewview.com/services/