Navision User Interface

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

The Microsoft Dynamics NAV 2013 user interface image shows the following components:

1. Back and Forward Buttons: enable user to move through pages that have been visited previously. User can select list of previously visited pages from the drop-down button that located at the right side of the Forward button.
   
2. Address Bar: shows the path of the present page.
3. Search: allow user to type keyword to find any page or report. When user start to type in the Search field, a drop down-down list shows page names that contain the characters typed will be displayed. User can select the correct page from the displayed list to open the page.
   
4.  Ribbon: is a command bar that organizes program’s features into a series of tabs at the top of a window.
   Ribbon consists of:
    Tabs: program features are organized into a series of tab.
        o Home: contains the most frequently used actions, navigation options,         and reports related to the active page. If available, it always in the             first tab.
        o Actions: contains the full set of actions related to the active page
        o Navigate: contains the full set of navigation options related to the               active page, eg: ledger entries and statistics
        o Report: contains the full set of reports related to the active page.
    Groups: Grouping commands with common purpose
    Actions: give user the single-click access to the functions and data related to the active page.
   
   Application Menu: located at the upper-left side of the ribbon.
   Page.
   

   Page	When you click on Page, you see a submenu with the following options:  Open in New Window – Opens the active page in a new window  Copy Link to Page – copies the link of the active page. These options are not available on the Role Center page
   Print & send	This function has the following options:  Email as attachment : creates an HTML file of the active page and attached to a new email message  Microsoft Word – exports data to Microsoft Word  Microsoft Excel – exports data to Microsoft Excel  Print Page – prints the active page These options are not available on the Role Center page
   Set Work Date	Allow user to change work date. Default value is the date specified in the computer settings.
   Select Server	Allow user to change server
   Select Company	Allow user to change the company
   Help	Microsoft Dynamics NAV.
   Exit	To exist the Microsoft Dynamics NAV

5.  Navigation Pane: used to switch between different menu, eg: Home and  Departments.
   
   Each menu contains items that link to list Places, eg: customer list, sales order list. From a list place, user can open individual cards of documents.
   The navigation pane displays one menu at a time. The list of menu depends on the user profile.
   By default, there is Home and Departments Menu:
   • Home Menu. This is a default activity button in navigation pane of the windows client that displays items that link to List Places. This menu contains the Role Center plus all the list places that are most frequently used in the user’s role. For example, if the user role center is Order Processor, Home menu will contain Sales Order, Sales Quotes, Sales Credit Memo, and etc.
   • Departments. This menu gives user access to all the areas of application for which the user has permissions.
6. Role Center PageRole center is the central point for all information and actions that a user can perform depend on the given role. It provides a quick overview of tasks and transactions related to the user’s job role.
7. Status Bar: located at the bottom of the program windows and it shows:
   a. The name of the active company: user can double click on the company name to change company
   b. The work date: user can double click on the work date to change work date
   c. The current user ID

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

Double-click (or press ENTER) on a line in the List to open record in a new window in the default mode (EDIT, VIEW, or NEW) of that particular record, for example View mode if it is a posted document, and Edit mode if it is a Sales Order.

Filter PaneUse filters to display records with specified criteria of fields in a table.
Filter pane can be show or hide from the Application Menu > Customize > Customize This Page > Filter Pane
 
Single field filter can be specified in the Filter Pane, quick filter, for example:
To filter list of customer name that start with letter A.

In the quick filter 

select the field “Name” from the drop down list

Press F3 or click in the text box beside the field Name to enter the filter value “A” and press ENTER.

To clear the filter, press the X in the Quick Filter beside the Field Name.
To do more filter of more than one field, use the Advanced Filter function in the Filter Pane.

Press Shift + F3 to access the Advanced field filter (multi fields filter).
For example:

To filter customer name that starts with letter A and location code is Blue
Enter the filter value A in the quick filter for field Name.

Press Shift + F3 to open the Advanced filter, select Location Code from the drop down list.

Enter or choose “Blue” location in text box beside the Location Code and press ENTER.

To clear one of the advanced filter click on the “X” icon besides the filter.
To clear all filter applied to the list page, click on Actions tab in the ribbon and select “Clear Filter”

Or click on the Customers and select “Clear Filter”

FactBox on list places and page give user additional information about the selected record, for example: in the sales order, FactBox shows the customer bill to history which contains information like the outstanding balance, outstanding orders, etc.

Card Page
Card page in Navision contains of:
1. Ribbon
2. Expanded FastTab
3. Collapsed FastTab
4. FactBox pane

FastTabs organize data in separate groups on a page. FastTabs can be expanded or collapsed to control how much information to be viewed at one time by pressing on the small arrow on the far right of the band.


When the FastTab is expanded, more fields or information on the tab can be view by click on the small arrow beside the “Show More fields” located at the bottom right of the tab.

To show fewer fields in the tab, click on the small arrow located beside the “Show fewer fields” at the bottom right of the tab

Click on the View button in the Home tab Ribbon to make the card page for view only. Click on the Edit button in the Home tab Ribbon to edit the card page.

In a list page, click on the “Microsoft Excel” button at the ribbon to export the list to Excel.

Find Function in Navision

User can use the Find function to look for a specific record in a list.

For example: to look for customer Pilatus AG On the navigation pane, click Home and click Customers.

Press CTRL+F or click on Find in the Ribbon Action Tab to open the Find dialog box. In the “Find row where” field, click the drop-down arrow from the list and select Name In the “matches” field, type “pilatus”. The search function is not case-sensitive and searches the whole field.

The Find dialog indicates that one instance was found and the customer is automatically selected in the customer list. Click “Close” to close the Find dialog.

If the find result is more than one, user can click on the “Find Next” or “Find Previous” button to browse through the search result.