Voucher Management

Manual

☰ Contents

General

• Voucher Management
  The Voucher Management app extends Business Central with features to manage and apply vouchers in sales documents...

Setup

• App Setup
• Voucher Setup
• Voucher Types
• Voucher Type Card
• Voucher Type Validation Criterias
• Voucher Validation Criterias
• Voucher Limitations
• Voucher No. Series Lines

Tasks

• Working with the App
  The process starts with setting up voucher types, number series, and validation criteria in Voucher Management. After that, new vouchers are created and moved to the created or issued status depending on the process...
• Voucher List
• Voucher Card
• Voucher Entries
• New Vouchers
• Add Document Voucher
• Post Linked Item
• Items W/O Voucher Discount
• Item Card
• Sales Quote
• Sales Order
• Sales Invoice
• Sales Credit Memo
• Sales Return Order
• Posted Sales Invoice
• Posted Sales Credit Memo

Reports and Analysis

• Sales Document Voucher Statistic
• Sales Header Vouchers
• Sales Voucher Factbox

Archive

• Posted Sales Vouchers
• Archived Sales Vouchers

Appendix

• NAVAX License Management
  The NAVAX License Management page (in older versions NAVAX License Overview or NCEX License Overview) displays the current license status of the NAVAX extensions...
• Installation Notes
• Release Notes

Docs  /  Solution  /  Voucher Management  /  General
 General

Docs  /  Solution  /  Voucher Management  /  Setup
 App Setup

Use the Voucher Management setup to define how vouchers are created, applied, redeemed, and closed when they expire.

Before You Start

Set up the relevant voucher types and number series before creating vouchers. The detailed configuration is available on the Voucher Setup page.

Setup Areas

• General: Define the sales line settings for fixed-value vouchers, the voucher discount calculation, and whether returned vouchers can be redeemed for cash.
• Finish Expired Voucher: Define the date formula used to finish expired vouchers and review the resulting reference date before processing.

Related Topics

• Voucher Setup
• Voucher Types
• Voucher No. Series Lines

Docs  /  Solution  /  Voucher Management  /  Setup
 Voucher Setup

Docs  /  Solution  /  Voucher Management  /  Setup
 Voucher Types

The Voucher Types page shows all voucher type definitions in your system. Each voucher type acts as a template that controls how individual vouchers are configured, valued, and redeemed. Use this page to set up new voucher types for different promotional campaigns, loyalty programs, or discount schemes. From here, you can also create individual vouchers based on each type and manage their validation criteria.

Voucher Type Overview

The following columns provide key information about each voucher type:

Understanding Voucher Type Statistics

The statistics columns show the lifecycle of vouchers for each type:

• New: Vouchers created but not yet finalized for issuance.
• Created: Vouchers prepared and ready to be issued.
• Issued: Active vouchers available for application to sales documents.
• Redeemed: Vouchers that have been fully used or consumed.

Actions

Use these actions to manage vouchers of the selected type or configure the type itself:

• New Vouchers

  Create new individual vouchers of this type. This action is available when the voucher type is linked to an item with serial number tracking enabled.

• Voucher

  Open the complete Voucher List filtered to show only vouchers of the selected type.

• No. Series Lines

  Manage the number series configuration for this voucher type, controlling how voucher numbers are generated and assigned.

• Validation Criteria

  Define which customers, items, dimensions, dates, or other factors are allowed when applying vouchers of this type to sales documents.

Docs  /  Solution  /  Voucher Management  /  Setup
 Voucher Type Card

The Voucher Type Card page allows you to define and manage different types of vouchers in your system. A voucher type serves as a template and control mechanism that standardizes how vouchers of a particular category are created, redeemed, and tracked. On this page, you configure default values, redemption rules, minimum thresholds, and link types to items when needed.

General Information

This section contains the basic identification and default configuration for the voucher type:

Voucher Statistics

This section provides a read-only overview of voucher usage statistics for this type:

Redemption Configuration

Configure how fixed-value vouchers are handled when redeemed in sales documents:

Actions

Use these actions to manage vouchers and configuration settings related to this voucher type:

• New Vouchers

  Create new individual vouchers for this voucher type. Use this when the voucher type is linked to an item and you need to generate vouchers tied to specific inventory transactions or serial numbers.

• Voucher

  Open the Voucher List filtered to show only vouchers of this type. Use this to review all vouchers created from this template.

• No. Series Lines

  Manage the number series configuration for vouchers of this type. View or edit how voucher numbers are automatically assigned and generated.

• Validation Criteria

  Define and manage validation criteria for this voucher type, such as customer groups, date ranges, items, or dimensions that are allowed when applying this voucher.

Docs  /  Solution  /  Voucher Management  /  Setup
 Validation Criteria for Voucher Type

Docs  /  Solution  /  Voucher Management  /  Setup
 Validation Criteria for Voucher

Docs  /  Solution  /  Voucher Management  /  Setup
 Voucher Combination Limits

Docs  /  Solution  /  Voucher Management  /  Setup
 Number Series Lines

Docs  /  Solution  /  Voucher Management  /  Tasks
 Working with the App

Standard Process

• Set up voucher types and number series.
• Create vouchers and issue them according to the process.
• Maintain validation and limitation criteria.
• Assign vouchers in sales documents through document actions.
• Review discount effects in voucher statistics and the FactBox.
• After posting, analyze voucher entries and posted sales vouchers.

Working in Sales Documents

Traceability and Control

Docs  /  Solution  /  Voucher Management  /  Tasks
 Voucher List

The Voucher List page displays all vouchers in your system, organized by their unique number, description, type, and current status. This is your central hub for tracking vouchers throughout their lifecycle—from creation through issuance and redemption. Use this page to quickly find vouchers, check their status, and perform bulk actions like creating or issuing multiple vouchers at once.

Voucher Information Columns

The following columns help you identify and organize vouchers:

Bulk Actions

Use the following actions to process multiple vouchers at once. Select one or more vouchers from the list, then choose an action:

• Create

  Transition selected vouchers from 'New' to 'Created' status in a single operation. This is useful when you have created multiple voucher records and want to prepare them for issuance.

• Issue Voucher

  Transition selected vouchers from 'Created' to 'Issued' status in a single operation. Once issued, these vouchers become available for application to sales documents.

• Void

  Invalidate selected vouchers by changing their status to 'Voided'. Use this for vouchers that should no longer be used or were issued in error.

• Voucher Entries

  Display all posting entries for the selected voucher, showing where and how the voucher discount has been applied in sales documents.

Docs  /  Solution  /  Voucher Management  /  Tasks
 Voucher Card

The Voucher Card page is where you create, view, and manage individual vouchers. A voucher can be a fixed-value or percentage-based discount that can be applied to sales documents. On this page, you can define the basic voucher information, assign it to a specific voucher type, link it to items, and track its current status and value.

The page is divided into functional sections that guide you through the essential attributes of a voucher: basic identification, value configuration, and combination rules.

General Information

This section contains basic identification data for the voucher:

Voucher Value Configuration

Define the monetary or percentage value of the voucher in this section. You can specify whether the value is a fixed amount or a percentage, enter the value, and if applicable, select the currency.

Combination Rules

Use this section to control whether this voucher can be combined with other vouchers in a single sales document. This is particularly useful for managing discount stacking and promotional rules.

Actions

• Create

  Transition the voucher status from 'New' to 'Created'. This step prepares the voucher for issuance and makes it available for use in sales documents.

• Issue Voucher

  Transition the voucher status from 'Created' to 'Issued'. Once issued, the voucher can be applied to sales documents and discounts can be calculated.

• Void

  Change the voucher status to 'Voided'. Use this action when a voucher should no longer be used or is invalidated.

• Redeem

  Completely redeem an unlimited redeemable voucher. This action sets the remaining value to zero and marks it as fully redeemed.

• Reset

  Reset a created voucher back to 'New' status. This allows you to make changes to basic voucher information before re-creating it.

• Voucher Entries

  Open a list of all voucher entries related to this voucher, showing where and when it has been applied.

• Validation Criteria

  Display and manage the validation criteria assigned to this voucher, such as customer, date, item, or dimension restrictions.

• Limitations

  Display and manage the limitations assigned to this voucher, such as maximum redemptions or minimum order amounts.

Docs  /  Solution  /  Voucher Management  /  Tasks
 Voucher Entries

Actions

• Dimensions

  View or edit dimensions, such as area, project, or department, that you can assign to sales and purchase documents to distribute costs and analyze transaction history.

Docs  /  Solution  /  Voucher Management  /  Tasks
 New Vouchers

Docs  /  Solution  /  Voucher Management  /  Tasks
 Add Document Voucher

Docs  /  Solution  /  Voucher Management  /  Tasks
 Posting Linked Items with Vouchers

Docs  /  Solution  /  Voucher Management  /  Tasks
 Items Without Voucher Discount

Docs  /  Solution  /  Voucher Management  /  Tasks
 Item Card

Docs  /  Solution  /  Voucher Management  /  Tasks
 Sales Quote

The Sales Quote page is extended with Voucher Management functionality, enabling you to preview and apply vouchers before committing to a formal order. This allows you to show customers the exact discount they receive from available vouchers, helping with quote transparency and improving the sales process. When a quote is converted to an order, any applied vouchers are carried forward.

Voucher-Related Actions

Use these actions to work with vouchers on your sales quote:

Actions

• Add Voucher

  Search for and apply an available voucher to this quote. The system validates the voucher against configured criteria and immediately recalculates the discount amounts on the quote lines. This gives you and your customer a transparent view of the final pricing before the order is confirmed.

• Vouchers

  Display all vouchers currently applied to this quote, showing their current status and how the discounts are distributed across the quote lines.

• Voucher Statistic

  View a comprehensive summary of voucher discounts on the quote, including total savings by voucher type and the overall impact on the quote amount. This information is useful for discussions with the customer.

Quote to Order Conversion

When you convert a sales quote to a sales order, the applied vouchers and their discount calculations are preserved and transferred to the new order, ensuring consistency in the sales process.

Docs  /  Solution  /  Voucher Management  /  Tasks
 Sales Order

The Sales Order page is extended with Voucher Management functionality, allowing you to apply vouchers and manage discounts throughout the order lifecycle. Whether you are creating a new order or working with an existing one, you can assign vouchers to apply promotional discounts, loyalty rewards, or other discount programs. The system automatically recalculates line amounts and ensures complete traceability for financial reporting.

Voucher-Related Actions

Use these actions to manage vouchers on your sales order:

Actions

• Add Voucher

  Search for and apply an available voucher to this order. The system validates the voucher against all configured criteria (customer eligibility, date restrictions, item restrictions, minimum order amount, etc.) and recalculates the discount distribution across the order lines. You can apply multiple vouchers if their combination rules permit.

• Vouchers

  Display the list of all vouchers currently applied to this order, showing their status, type, and how they contribute to the overall order discount.

• Voucher Statistic

  View detailed statistics about all voucher effects on the order, including total discount amounts, breakdown by voucher type, and comparison of fixed-value vs. percentage-based discounts.

Order Posting and Voucher Tracking

When the order is posted and invoiced, all applied vouchers and their discount distributions are recorded in the system. You can later review the voucher impact in the Posted Sales Vouchers page for analysis and auditing purposes.

Docs  /  Solution  /  Voucher Management  /  Tasks
 Sales Invoice

The Sales Invoice page is extended with Voucher Management functionality, allowing you to apply vouchers and discounts to sales invoices. When processing a sales invoice, you can assign one or more vouchers to the document, which automatically calculate and distribute discount amounts across the invoice lines. The app tracks which vouchers were applied, what discounts were given, and ensures complete traceability for accounting and analysis purposes.

Voucher-Related Actions

Use these actions to work with vouchers on your sales invoice:

Actions

• Add Voucher

  Open the dialog to search for and apply an available voucher to this invoice. The system will validate the voucher against configured criteria (customer, date, minimum order amount, etc.) and automatically recalculate the discount distribution on the invoice lines. You can assign multiple vouchers to a single invoice if combination rules allow.

• Vouchers

  Display the complete list of vouchers currently applied to this invoice, including their status, value, and how they were distributed across the invoice lines.

• Voucher Statistic

  View a detailed summary of all voucher effects on the invoice, including total discount amounts by voucher type, percentage vs. fixed-value breakdowns, and the impact on the total invoice amount.

Integration with Invoice Posting

When the invoice is posted, all applied vouchers and their discount distributions are recorded in the posting history. You can later review these in the Posted Sales Vouchers section to audit and analyze voucher usage.

Docs  /  Solution  /  Voucher Management  /  Tasks
 Sales Credit Memo

The Sales Credit Memo page is extended with Voucher Management functionality, enabling you to apply vouchers and manage discounts when issuing credit notes. This is useful when processing returns or adjustments that are subject to the same voucher programs as regular sales. The app ensures that voucher tracking remains consistent and traceable even in credit scenarios.

Voucher-Related Actions

Use these actions to work with vouchers on your sales credit memo:

Actions

• Add Voucher

  Apply an available voucher to this credit memo. The system validates the voucher and adjusts the credit amounts accordingly. Note that voucher validation criteria are applied consistently to ensure the credit memo is eligible for the selected voucher.

• Vouchers

  Display all vouchers currently assigned to this credit memo, showing how they are being applied to reduce the credit amount.

• Voucher Statistic

  View a summary of voucher effects on the credit memo, helping you confirm the correct discount calculations before posting.

Credit Memo Posting

When the credit memo is posted, all applied vouchers and their discount effects are recorded. This maintains complete auditability and allows you to review credit adjustments alongside regular sales in the Posted Sales Vouchers page.

Docs  /  Solution  /  Voucher Management  /  Tasks
 Sales Return Order

The Sales Return Order page is extended with Voucher Management functionality, allowing you to handle vouchers when processing customer returns. You can apply vouchers to return orders to reflect any applicable discount programs or promotional arrangements for the return transaction. This ensures consistent voucher management across all sales processes, including returns.

Voucher-Related Actions

Use these actions to manage vouchers on your sales return order:

Actions

• Add Voucher

  Apply an available voucher to this return order. The system validates the voucher against configured criteria and recalculates the discount on the return amount. This is useful when return discounts or return incentive vouchers are part of your sales strategy.

• Vouchers

  Display the list of vouchers currently applied to this return order and their discount contribution.

• Voucher Statistic

  View a complete summary of how vouchers affect the total return amount and the breakdown of discount types applied.

Return Order Processing

When the return order is processed and converted to a credit memo or directly posted, all applied vouchers remain tracked and visible in the system for audit trail and reporting purposes.

Docs  /  Solution  /  Voucher Management  /  Tasks
 Vouchers on Posted Invoice

• Vouchers

  Show all assigned vouchers.

Docs  /  Solution  /  Voucher Management  /  Tasks
 Vouchers on Posted Credit Memo

• Vouchers

  Show all assigned vouchers.

Docs  /  Solution  /  Voucher Management  /  Reports and Analysis
 Sales Document Voucher Statistics

Docs  /  Solution  /  Voucher Management  /  Reports and Analysis
 Sales Document Vouchers

Actions

• Voucher

  Open the voucher card.

Docs  /  Solution  /  Voucher Management  /  Reports and Analysis
 Voucher FactBox

Docs  /  Solution  /  Voucher Management  /  Archive
 Posted Sales Vouchers

Docs  /  Solution  /  Voucher Management  /  Archive
 Archived Sales Vouchers

Docs  /  Solution  /  Voucher Management  /  Appendix
 NAVAX License Management

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Docs  /  Solution  /  Voucher Management  /  Appendix
 Installation Notes

Publish and Install the Extension

[Microsoft Learn] Business Central - Publishing and Installing an Extension

Docs  /  Solution  /  Voucher Management  /  Appendix
 Release Notes

https://dev.azure.com/navaxbc/BC%20Apps/_build?definitionId=79

NVXVOU 1.0.0.0

Initial Version