Ever enter a wrong date, a wrong account, or a wrong amount in a journal and post? You aren't alone and NAV added a fast way to reverse these bad entries more quickly and painlessly. Read below for the details.

Project management is not the most favorite kind of activity when working in a Microsoft Dynamics NAV implementation or any other kind of project for that matter. Most people just want to get work done, project related activities to meet deadlines, and making sure the deliverables are according the requirements. But especially when projects are covering longer time spans, have more people involved and the deliverables are getting more complex, the importance of communication increases.

Most of us know that you can use the CHANGECOMPANY function in NAV to change the target company for a query in NAV to allow us to perform C.R.U.D. operations against a table in another NAV Company. While that can be pretty handy for reading data, it has several difficiencies when we want to perform an INSERT, MODIFY or DELETE. The biggest difference is that any Triggers that get triggered actually get run against the Company where the code is being executed from and not against the target company. With the advent of the NAV Web Services we have a new alternative.

Symptom:

Adjustment Cost-Item entries process appears to be looping as the value in the Adjustment Level field keeps increasing and never seems to finish.

Cause:

An item that was defined as a finished good(output) was also used as a component, where output and consumption item ledger entries both exist for the same production order number and adjust cost process is not sure how to adjust the final cost.

Here are the Credit Card Processing Companies available with NAV R2 Credit Card processing.

Learn about how to share your ideas, see the ideas of others, and comment in their ideas for new functionaity.

Never been to Congerence? Don't know what it is or what takes place there? Read my blog about my first experience at the conference and see what you missed out on.

Chris Carrigee Reporting from Convergence 2012 in Houston Day 3

Chris Carrigee Reporting from Convergence 2012 in Houston - Day 2.

Chris Carrigee Reporting from Convergence 2012 in Htown - Day 1.

The following scales are recommended for use with Lanham Eship Module.

If you need to get ahold of anyone at Convergence in Houston please call Chris Carrigee at 985-807-7798. Thanks, Chris

The Statement of Direction and roadmap for Microsoft Dynamics NAV gives you the overview of the roadmap and plans from 2011 and next 2-3 major releases.

As part of the Business Ready Customer Care initiative announced October 2007, Microsoft is providing ongoing roadmap visibility through comprehensive statements of direction that provide our customers with insight into the planned product innovations at least 12-18 months in advance of the next version release. Learning about future technology innovations in advance, will help you more efficiently manage your infrastructure and undertake product and IT planning with greater foresight.

Symptom:



Performance issues are most noticeable in processes like posting, reporting, and anything that has to read or write a lot of data.

 

Companies focus a lot of attention the outside threat from hackers trying to access servers and computers seeking to reak havoc and steal data. What companies don't spend enough time thinking about is that the risk from within can be more critical. Open access to company critical software can lead to serious loss of reputation, revenue, and productivity. Need to make some changes to reduce the risk of comprimsing critical company information like financials and customer lists, focus on the internal threat. What's the best way to do that in Navision? Easy Security!

You can export the sales analysis view to Microsoft Excel to make it easier to manipulate. This enables you to use Microsoft Dynamics NAV data using the features available in Microsoft Excel.

Symptom:



Running a Full Synchronization and getting the error message “The response from the Microsoft Dynamics NAV has not been received because of a connection timeout." or"An error has occurred during the synchronization process. You can find the error details in the log file. Please contact your System Administrator."

Cause:



There is a restriction on the Exchange Server.

How to Assign Permissions to Multiple Objects

Occassionally some of the NAV Metadata gets damaged and you may want to rebuild/recompile all of the NAV Objects as a first step in troubleshooting this issue. The problem is that there are a few system objects that you can't get to through the object designer. So how can you recompile them as well? Well there is a trick that should do it, as I will explain below in the following Step-by-Step instructions.

Convergence is the annual event where connections are generated, and business relationships are built and renewed. Loaded with a wealth of informative sessions and other creative ways to learn, customers discover how to extend the power of their solution across all areas of their business. Also, get a look at new product releases and hear about future software plans.

When Microsoft added a Web Services interface to Dynamics NAV with the 2009 release, it took a huge step forward in allowing other applications to be integrated with NAV. Additional improvements have been added with the SP1 and R2 releases. But the question that continues to come up with end users is "What can I do with the NAV Web Services or more specifically, what can they do for me?". I am going to give you my top 10 list but please understand that this just scratches the surface of the capabilities allowed by the NAV Web Services.

The Microsoft Dynamics NAV 2009 Revaluation Journal can be used to revalue existing inventory.  In order to use the Revaluation Journal functionality, please follow the following steps:

When creating a Test Database in Microsoft Dynamics NAV that contains Lanham E-Ship and EDI, there are some settings that must be changed so that the carriers are not notified of Test Shipments and the Trading Partners do not receive EDI Transactions from the Test Database.

What does the planning flexibility field actually do and where does it appear? The planning flexibility field is available on a purchase order, a production order, and a transfer order. It used to keep these orders from being considered when you are running the "Planning Worksheet" at a later date since NAV wants to change and group orders for the sake of efficiency........

Excel 2010 added a new functionality called Slicers which is a very smart tool to be used for quick ad hoc reporting in combination with NAV. Slicers can be used as filters for the data you want to be displayed in your table and/or chart. Combined with Excel Pivot tables and charts, this slicer functionality enables you to present the data in a very efficient and user friendly manner.

Microsoft ended support for the Microsoft Dynamics NAV Developer Toolkit (NDT) in January 2010. Accordingly, Microsoft has decided to discontinue sale of the Microsoft Dynamics NAV Developer’s toolkit -Source Analyzer and Developer’s Toolkit – Compare & Merge modules to customers via the Microsoft Dynamics NAV Price list and SPLA effective October 1, 2011. 

On May 11, 2011 Microsoft announced enhancements to the Dynamics NAV 2009 proposition. Zetadocs Express for Microsoft Dynamics NAV makes it possible to store original documents associated with Microsoft Dynamics NAV records, such as emails, faxes and scanned documents, securely in one central location for quick and easy retrieval using Microsoft SharePoint Online.

Permissions has always been one of those necessary evils, with many ways to setup and manage permissions in NAV.  In this blog, we are going to go over adding a new role. If your organization requires more than the predetermined security roles, you can create more specific roles to meet your needs.

Effective October 1, 2011 Microsoft FRx for Microsoft Dynamics NAV will no longer be offered by Microsoft and all associated SKUs will be removed from the respective Microsoft Dynamics Price List. Customers whose VOICE records show existing licenses for Microsoft FRx prior to October 1, 2011 may continue to use their Microsoft FRx but will no longer be able to purchase additional users.



 

Microsoft Dynamics NAV allows for Item Tracing.

Microsoft Dynamics NAV allows for Lot and Serial Numbers to be applied to Inventory Transactions.

How do you decide on your Job Task Structure?

In NAV classic client, with Navigation Pane Designer, you can change menus for other users, groups of users or for every user. Design your own menus and have the users see only menu items they have permissions for setup in the user-roles.

For one reason or another it may occasionally be necessary to "Delete/Rename" the NAV User Configuration File for a user that is experiencing a problem with NAV. The File Name, Path and what the Configuration file actually stores depends on the client (Classic or RTC) that the user is using.

The NAV Web Services provide a customizable API for external programs to use to get data from or write data to NAV using all of the available business logic and in an industry standard format. NAV Web Services can also be used to trigger functionality within NAV to be run.

What does the NAV Change Log functionality do? This is a tool that allows you to track changes that have been made in the database and to help you monitor activity that is taking place in a particular area. You don't want to use this tool; however, for monitoring every table in the database that would cause too much overhead in the system.

Document approval is a Microsoft Dynamic NAV feature used to manage the workflow of documents within a company.

Have you ever wished that NAV could integrate with (talk to) another system or data source to retrieve or update information. Well there are a number of ways built-in to NAV for doing just that.

Item Charges are used to record the costs for example for distributing, handling or transport of items. Item charges can be used for e.g. insurance, freight cost or custom duties.

The item charges will be added to the direct unit cost of the item purchased or sold, thus will affect the cost of goods sold and profit calculation.

I have been working with Navision for quite some time, so I have become somewhat biased as to why I chose Navision, over working with other types of software from a career standpoint. Therefore, I would be interested in any feedback that other Navision users could provide as to why they switched or why they are glad they switched to Navision over other systems.....

Wouldn't it be nice if you could share your data between Microsoft Dynamics NAV and Microsoft Dynamics CRM? We the truth is you can and there are a lot of options for doing so. The newest kid on the block is Microsoft's own solution, the recently released CRM Connector for NAV. I am going to break down several of the options for integrating below.

Development work in a live system - although it is not normally fatal to the developer, unless he is working on a missile guidance system, it can be for the database environment that he is working in.  I will never forget a developer's t-shirt that said, "Three Dead, One Wounded, Mod Gone Awry"....

I have been working with NAV for quite a while....

ABS recommends that you backup your entire database when performing a Classic NAV Database.  This will ensure that all data relating to the database including Application Objects, Data Common to all Companies, and Company data will be contained in the backup file.

The History and Security management Add-On from Lanham Associates gives the Microsoft Dynamics NAV Database administrator the ability to control access to the data within specified fields of designated records and tracks specified changes made within the database.

I recently attended a NAV conference which included 2 seminars with Cloud computing.....

NAV 2009 R2 Online Payment Services for credit cards makes credit card transaction processing easier by eliminating some of the parties and applications involved.

Dynamics NAV provides a system to track data changes by the user in the database. To setup change log you will need to be knowledgeable of the Object Designer and the Tables and Fields within those tables that you wish to track.  It is suggested that you use the Change Log especially for Setup tables where data integrity is key since a change in some of these tables can affect how the system works.

Advanced Business Systems offers an enhancement to the Dynamics NAV database with several features that our customers have requested in the past.  One of the features we offer is the Enhanced Account Schedule reporting feature buit to help provide an easier way to produce multiple end of period financial statements.  Dynamics NAV provides Account Schedules and Column layouts, with these tools, coupled with Analysis Views make it a great way to report your financial statements.

Microsoft Dynamics NAV has the functionality to record various types of transactions that recur on a regular basis.  The purpose of a Recurring Journal is to post a transaction that has little or no changes. Recurring Journals create entries which are commonly used to record repetitive invoices such as rent, utility bills, to record allocation entries or to assist with recording monthly payroll.

When using NAV role tailored client, the profiles need to be setup to match the users and positions within the company. But there will always be users that need 2 or maybe even more profiles because their position requires access to multiple areas. How to solve this issue?

Have you ever noticed when you are doing a search in Navision......

How to do "What If ?" scenarios in NAV. For instance "What If Revenue was $XXX? What would our financials look like?"

How to decide on your Job Task Structure in NAV Jobs.

Autobill will allow Customers and Partners to streamline their billing process, lower administrative overhead to get ahead of the renewal process.

PowerPivot, an add-in for Excel office 2010, It is a very powerful tool for a Excel users to create custom analytical reports from NAV that can be shared with other users and refreshed when needed in the future.

Microsoft is now shipping the latest version of SQL 2008 R2 for NAV as of April 1st 2011 at a low cost per user price.   

NAV 2009 R2, is a very exciting release with even more focus on improving business productivity for end users. Take a minute to consider the possibilities and new opportunities R2 offers your business.

Microsoft Dynamics NAV supports both electronic and manual check processing.  Both methods use the payment journal to issue payment to vendors.

Pay control schedules are an excellent reporting tool for payroll. However the reports generated with NAV's payroll schedules show the employee's Social Security No. For privacy and security, management reports should not have Social Security numbers.

In this first BLOG we'll walk you through the process of removing the Social Security No. from the payroll schedule report.

Microsoft Dynamics NAV 2009 has a new feature that allows a user to link documents to specified records.  The documents should be placed in a Shared Folder so that anyone with access to the NAV record would also have access to any linked documents.

Microsoft Dynamics NAV 2009 allows for the user to Archive several types of documents for both Sales and Purchases. These include Quotes, Orders, and Return Orders. The user can retrieve the Archive either by restoring the same document, replacing the current document or creating a new document using the copy document functionality.

Trying to identify the setup that produced a certain posting in NAV can be difficult in some cases. Most postings result from multiple posting groups and depend on different setups. The attached document tries to explain some of these posting groups and setup.