Plataan

Dataport: AutoSave, AutoUpdate, AutoReplace

This is a nice table describing what happens is you combine the AutoSave, AutoUpdate, AutoReplace properties of a dataport, when importing records into a table directly.

If AutoSave is No, it is possible to insert or modify records by using INSERT/MODIFY in the code.   
X means that in this case the setting for this property does not affect the outcome.   
AutoUpdate works by finding the corresponding record in the database and changing or updating only those fields that are defined in the Dataport.  The other fields remain unchanged.   

A correct setup for a correct payment discount calculation

In Belgium payment discounts are always calculated on amounts excluding VAT. When the VAT is calculated on the lowered amount of the invoice, Microsoft Dynamics-NAV considers this as granting a VAT tolerance. This implies that the total invoice amount will only be calculated correctly if the VAT tolerance % (general ledger setup) is equal or bigger than the payment discount % set on the invoice.

An example: Sales invoice: € 1.000 excl VAT

Payment discount:    10%

VAT tolerance:         3%

Calculation without payment discount:      

VAT:                                1.000 * 0,21 = 210

          total invoice amount:          1.000 + 210 = 1.210

Calculation with payment discount:          

discount:                          1.000 – 10 = 900

          VAT:                                900 * 0,21 = 189

          total invoice amount:          900 + 189 = 1.089            

Notice that the VAT is € 21 less then without payment discount, or a 10% VAT tolerance.

Calculation by Microsoft Dynamics-NAV:

          discount:                          1.000 – 10 = 900

          VAT:                                1.000 * 0,21 = 210

                                                210 * 0,03 = 6,3

                                                210 – 6,3 = 203,7

          total invoice amount:          900 + 203,7 = 1.203,7

Navision only allows a 3 % VAT tolerance, which results in a € 6,3 discount on the VAT amount instead of € 21.