Related Items

Wednesday, September 28, 2016

Delegate approval person in NAV

In NAV, we can setup a document created by user A and that document must be approved by user B before that document released to certain department.
For example, user A create a Purchase Request (PR) and then the PR will be approved by user B before the PR released to Purchasing Department.

Sometimes, user B might be on leave for a certain periode, so who will approve the PR ?

Tuesday, September 27, 2016

Setting overdue function in NAV to send reminder email approval request

When the first time user sent the PR / PO for approval, the approval person received the email notification to approve the PR/PO,  but probably the approval person forget to approve the PR / PO.

The question is :

Is there any alert / notification again for the PR / PO that has not been approved yet by the approval person ?

Monday, September 26, 2016

Check Stock using "Ledger Entries" button and "Item Availability By" button

Sometime people forget to check the availabitiy of the stock before they do stock issuance, so the error message will popup  when they do stock issuance for the item that does not have any stock available, like this capture screen below. 



Sunday, September 25, 2016

Changing PO Type on PO Detail Line in NAV after GRN

To change PO type on PO Detail Line in NAV after Good Receive Note (GRN), can be done, on condition, we have to unpost GRN.  If you try to change PO type in NAV after GRN, the system will show you an error "Qty Rcd. Not Invoiced must be equal to zero."


Wednesday, September 21, 2016

Idle Client TimeOut Setting in NAV

By default, NAV has limited 20 minutes for user inactive after login, but this setting can be extended depend on how long we want it.

The setting for time out setting resides on Navision Administration Server.


Tuesday, September 20, 2016

How to know permission code for NAV menu

As administrator, you need to setup permission for certain module / menu for a certain user.  Before you can do setup permission, you need to know what is permission code certain menu. For  example :

Permission CodeMenu Name
Z-PRPurchase Request Creation
Z-POPurchase Order Creation
Z-PO RECEIVEPurchase Order RECEIVE
Z-PO INVOICEPurchase Order INVOICE


How to check maximum users connected to NAV

Navision (NAV) has limited number of users connected to NAV at the same time based on number user of licenses you have. Let say, you have bought 20 users licenses and but you created 30 users on NAV. When 20 users connected to NAV server concurrently, and the 21 user tried to login, the system will pop up a message like this below


Monday, September 19, 2016

Vendor numbering series in Navision

In Navision, we can make grouping numbering series for Vendor,  eg : International Vendor starts with S10-00001 and Local Vendor starts with S20-00001.

Sunday, September 11, 2016

Customization module in Microsoft Dynamics NAV

Microsoft Dynamics NAV allows to add customization menu in Microsoft Dynamics NAV Windows client only, and it can not be displayed on Microsoft Dynamics NAV Web Client.

Why ?

The answer is below.

https://msdn.microsoft.com/en-us/library/jj672866(v=nav.80).aspx 

Thursday, September 8, 2016

Attach a document in Navision Purchase Request

In Navision, you can add a link that point to the file/document that you want to attached for the PR.  
The link must be a shared folder in the server or cloud storage that user has permission to access. Please note that the document/file is NOT stored in NAV. NAV is only saving the link (address) that stored the file.

Below is the guide:  

    1.  Open the PR that want to attached the document

    2.  Click on the “Links” button at the top of the PR document.

 

NAV Budgeting

In Navision Budget is very simple and straight forward granule where we can import the Budgeted amount to your Chart Of Accounts through Excel and analyse with the actuals posted by Periods and Dimensions. Let say we enter Annual Budget for 2017.

Here is a sample output from NAV Budgeting Granule for an idea

Tuesday, September 6, 2016

Extract Raw Data in Navision

In Navision 2015, it allows to extract raw data into excel format. The first thing you have to know before extract raw data, you must know the data you want to extract reside on which menu.

Let say you want to extract raw data from menu General Ledger Entries. The first steps are :

1. Open the menu General Ledger Entries


Sunday, September 4, 2016

Print Reports and Documents in Navision

Print Reports and Documents

For each application area, relevant reports are included in the respective reports menu folder in the navigation pane.


Navigate Page in Navision

Navigate Page.


Navigate page helps user to find posted entries of a particular document number and/or posting date across the whole company.

If user search with only the Document number (leaving the Posting Date field blank), all the entries of the entered document number appear, regardless of posting date and vice versa.

Go To function in Navision

Go To function.

In a card page, to look for a record having a certain value in a field, user can use the Go To function.

For example, to look for customer resides in specific city or country in customer card Open the customer card.

Press on CTRL+G or click on the Go To function in the Ribbon Action Tab top open the Go To dialog box

Saturday, September 3, 2016

List Page in Navision

List Page in Navision

A list page displays content from a table in a list format. Most records is presented first in list places, one for each record type, such as Sales Orders, items, Cash Receipt journals, and Posted Sales Invoiced.

List places may be filtered by default configuration, for example: sales orders – Open will show list of outstanding sales order with “Open” status. User may set additional filter to limit the number of records shown in the list.
A list page contains of:
1. Ribbon
2. Filter pane
3. List
4. Sorting pane
5. FactBox pane



Navision User Interface

Before you use Microsoft Dynamics Navision ( NAV), It is better you know about NAV User Interface.


Thursday, September 1, 2016

Role Setup in Navision ( NAV )

Sometime, native Navision WebClient menu is not the same with the one in Client Application. To make it available on the WebClient menu, we have to do Role setup.
 
NAV has a set of built-in profiles.