Saturday, July 15, 2017

This Is How 14 Questions Which You Must Ask From Yourself Before Implementing GST In MS Dynamics NAV.

Hi Readers,

India has launched GST on 1st July 2017, we had implemented the same on our customers. So this

post is most awaiting for me to summarize my steps on how to implement GST in Microsoft

Dynamics NAV 2016. I will try my best to make this post as small as possible.

To start with I want to give an brief intro of 14 Questions which you must ask from yourself before

implementing GST in our MS Dynamics NAV.

These are basically the functional questions which a functional consultant must know.

So let us begin the journey to Understand GST.

How to setup GST in Microsoft Dynamics NAV for

INDIAN Version?

Step 1.

Understand GST and Types of GST in Microsoft Dynamics NAV.

Previously we have 2 types of taxes :-

1. Direct Tax (Income Tax & Corporate Tax)

2. Indirect Tax (Central Tax & State tax)

Now we have 3 Types of Taxes :-

1. SGST (State GST)

2. CGST (Central GST)


We have set GST Rate as :-


There will be a 15 Digit GST Number called as GSTIN

State Code 2 Digit
PAN No.    10 DIGIT

Q.2 Where we need to update GSTIN Reg. No. ?

1. Company Information

2. Location Masters

3. Vendor Masters

4. Customer Masters

Q3. What is GSTIN , UID OR GID and where are they defined in NAV?

1. GSTIN 15 Digit CODE for suppliers

2. UID     UNIQUE IDENTIFICATION NUMBER from GSTN Portal applicable for UN BODIES and required by supplier supplying goods to these.

3. GID     Government Bodies not making outward supply of GST goods but making inter state purchases.

In NAV You can select it in Customer Master Field Name GST Registration Type.

Q4. What are HSN and SAC Code.?

Harmonized System Nomenclature applicable for Goods

Service Accounting Codes applicable for Services.

HSN Code  is 8 Digit

IF Turnover is > 5 Crores mention 4 Digits

IF Turnover is 1.5 to 5 Crore mention 2 digits.

For Export and import Mention 8 Digits.

Taxpayer May use 6 digit or 8 digit.

Q5. Where HSN/SAC is defined in NAV?

A master Field is provided in Item Table and GL Account for each Item and Service.

They flow in Sales Line and purchase line.

System Validates HSN/SAC Code at the time of applying an advance payment with an invoice.

Purchase lines are also clubbed based on HSN or SAC Code for Reconciliation.

Q6 What is a Place of Supply?

As per GST this is place where services are provided or goods are sold on the behalf of this only

transactions are decided if its inter or intra state.

It can be Buyer's ,Seller's or any other place where goods are delivered or service is provided.

Q6 What are the conditions on which CGST , SGST and IGST is decided?

Intra State When location of supplier and place of supply is Same

Inter State When location of supplier and place of supply are in different States.

Q7 How Navision is handling the impact of place of supply on product design?

Place supply is Bill to Address , Ship TO Address or Location Address.

GST Dependency Type Field has been created in Sales & Recievable Setup with above 3 options.

The option must be

Place of supply for sale of all goods and services.

For any GST Group ,
if Place of Supply is diffrent from what is defined in GST Dependency Type then same can be defined in GST Group Setup.

Q8. How Place of Supply is mentained in NAVISION?

Place of Supply is defined in GST Group Setup then the same flows to GST Place of Supply field in Sales Lines

If it is not defined then GST Dependency Type shall flow to GST Place of Supply Field in Sales Lines.

System validates shipping location state code and place of supply
state code with GST configuration setup for any matching line and triggers the tax accordingly.

Q9. How time of supply is handled in Nav?

Time of supply provisions of Model GST Law contemplates when Liability.

Time of Supply for goods & Services:

Invoice Date or Receipt of Payment whichever is earlier.

Time to supply for goods subject to reverse change.

Date of receipt of goods.

date of payment.

date immediately following 30 days from date of issue of invoice by supplier.

Time to Supply for Services subject to reverse charge

date of payment

date immediately following 30 days from date of issue of invoice by supplier.

Time of Supply for Associated Enterprises

date of entry in books of account of the recipient
date of payment

Relevance of time of supply in product design

Time of Supply for creation of General Ledger entries.
When Payable Account is credited in accounting entries.

Q.9 What are documents needs to be prepared at GST?

Tax Invoice A registered taxable person at the time of supplying taxable goods/services.

Self Invoice A registered taxable person who is liable to pay tax under reverse charge for goods or services purchased from a person who is not registered.

Bill of Supply A registered taxable person supplying exempted goods or services

Credit Note issued by supplier

if taxable value in tax invoice exceeds actual tax amount

Return of goods by purchaser
recipient rejects the service

Debit Note
Supplier issues a debit note if taxable amount in a tax invoice is less than actual value of tax amount.
Supplementary Invoice

Q10. How NAV is Relevant to a product design?

In Purchase documents , a field Invoice Type is created with options

Debit Note

User can select any one at time of posting.

If Invoice type is blank system will pick it as tax invoice.

Self Invoice comes with a posted no. series which can be defined in Purchase & Payable Setup.

In Sales Documents also Invoice Type is created with same options.

In Service Module , Separate posted invoice number series is provided and defined in service setup.

Q11. How NAV is Handling NON GST Supplies?

NON GST Purchase must be available in GSTR 2.

NON GST Sold must be available in GSTR 1.

An Invoice type of NON GST has been created in Both purchase and sales documents to capture

NON GST Transactions.

Q12 How Bill of Entry Details are maintained?

For Goods imported

Bill of entry No.

Date and Value is kept in GSTR - 2

Purchase documents contains all this in Tax Information Column.

Fields are mandatory where vendor type is import and purchase lines are of item.

Q13. What are the mandatory Address for B2C supplies?

Address of Buyer in every invoice >=50000

Invoices less than 50000 and no address are reported under GSTR 1

Address and State Code are mandatory fields in customer master.

Q14. How Bill of Export is maintained in NAV?

For Goods exported Shipping Bill or bill of Export No. and date are to be reported in GSTR 1.

Sales Document contain Bill of Export No. and Bill of  export date is present in information tab.

These fields are mandatory where Customer Type is Export and sales lines are items.

Saturday, July 8, 2017

How To Setup VAT Value Added Tax in MS Dynamics NAV 2017 ?

Dear All,

As we Know GCC countries are soon going to implement VAT Taxation System in their countries so

I just want to share some important steps for you all.

This is a summarised step and I hope it will help you out all for successful implementation and

upgrade your system to access VAT in MS Dynamics NAV 2017.

What is VAT Value Added TAX?

The Esteem Included Expense, or VAT, in the European Union is a general, comprehensively 

construct utilization impose surveyed with respect to the esteem added to merchandise and ventures.

 It applies pretty much to all products and enterprises that are purchased and sold for utilize or 

utilization in the European Union. Subsequently, merchandise which are sold for fare or 

administrations which are sold to clients abroad are regularly not subject to VAT. Then again imports 

are saddled to keep the framework reasonable for EU makers so they can contend on square with 

terms on the European market with providers arranged outside the Union. 

Esteem included duty is 

a general duty that applies, on a fundamental level, to all business exercises including the generation 

and dissemination of products and the arrangement of administrations. Be that as it may, if the yearly 

turnover of this individual is not as much as a specific point of confinement (the limit), which 

contrasts as per the Part Express, the individual does not need to charge VAT on their deals.

How to Setup VAT in MS Dynamics NAV 2017 ?

Step 1.
Create a new vendor.
Define gen. bus. posting group, VAT BUSINESS Posting Groups For Customer And Vendor
and Vendor Posting Group.
Step 2.
Create an item,Gen. Product Posting Group,Vat Product Posting Group,Inventory Posting Group.
Step 3.
Create Purchase Invoice and now Setup VAT Posting Setup,
Create new Code and define VAT & Percentage define Accounts also for sales and purchase.
Step 4.
Create a customer and define
Gen. Bus Posting Grp
VAT Bus. Posting Grp
Customer Posting Group
 Step 5.
Create a sales Invoice and post the invoice.
Step 6.
Check for VAT Entries.
Step 7.

Now check for Reporting VAT

You have to search for VAT Statement in search bar.
Create a new statement
EDIIT VAT Statement
Row No.
Setup For Sales And Purchase VAT Statement here
Now run this batch report to settle VAT amount in Chart of Accounts.
Report Name

Calc. and Post VAT Settlement

No Start Date
Enter Ending Date
Posting Date
Provide a document No.
Provide a Settlement No.
Run this report.
Step 8.

Check VAT Entries.

Friday, July 7, 2017

Cumulative Update 08 Released For MS Dynamics NAV 2017

Dear All,

Microsoft just released the latest cumulative update for MS Dynamics NAV 2017 for July 2017.

This aggregate refresh contains all the hotfixes and administrative capacities that were discharged for

Microsoft Elements NAV 2017, including hotfixes and administrative capacities that were discharged

in past total updates.

This aggregate refresh replaces the already discharged total updates. You ought to dependably

introduce the most recent refresh rollup.

Note: Usage of this refresh rollup requires a database overhaul.

You may need to refresh your permit after you execute the hotfix To access new elements that are

 incorporated into this or past total updates (just applies to licenses for the client).

Rundown of combined updates for Microsoft Flow NAV 2017 see the arrival of the refresh rollup for

 Microsoft Progression NAV 2017 . Aggregate updates are intended for new and existing clients who utilize Microsoft Progression NAV 2017.


We prescribe reaching Microsoft Progression accomplice, before you introduce the hotfix or refresh.

Verify that your condition is good with the hotfix or refresh introduced. Hotfix or refresh may cause

interoperability issues with customizations and outsider items work with Microsoft Flow NAV.

 How to install this Update Click Me