Assigning user to certain company in Navision

Navision allows It's users to entry data for multiple company. But how to set one user in order able to entry for eg. 2 companies ? To do so, for every permission that assigned to that user needs to select the company name. By default the company name is blank.  It means can access to all company.

How to copy data from one company to a new company in Navision

You can copy commonly used values from an existing company to a new one, as long as both companies are in the same database. For example, if you have a standard list of symptom codes that is common to all your service management implementations, you can copy the codes easily from one company to another. 

1. In the Search box on the top right of the screen, enter Configuration Worksheet, and then choose the related link.

Navision Permission Set Security Hole

In Navision we can create user profile for every users. Let say you create a user profile named PURCH-PR which you copied it from profile Purchasing-Agent. In the PURCH-PR you remove menu for Item Card ( Item Master ).   

Customize Navision Ribbon

Navision allows us to customize Ribbon Menu thru Config-Mode login. The first things we have to know what is Ribbon ?

Ribbon in Navision is a Tab that contains 3 menus : Action , Report and Journals

Designing Navision Menu using Customize Navigation Pane

In Navision we can a design a menu for certain Department with only menu that needed by that department. To do that, we must Log on into Navision from Config Mode in NAVSRV.

Hidding Tabs and Field on Navision Menu

We can hide a tabs or a field or groups of fields on Navision menu using Config Mode from the NAVSRV ( NAV Server).

Unable to cast COM object of type 'Microsoft.Office.Interop.Excel.ApplicationClass'

Probably you have experienced an error like this below :

An unexpected error has occured.

Unable to cast COM object of type 'Microsoft.Office.Interop.Excel.ApplicationClass'  interface type ‘Microsoft.Office.Interop.Excel._Application’

or 

PO has been approved but Its status still pending

In Navision, Purchase Order (PO) approval can be a  hierarchy level.  We can setup PO made by user A and then approved by user B, after user B Approved the PO, the PO must be approved by user C and user D.

Sometimes we do not know in which level the PO has been approved. When we see in the PO menu, the status of the PO still ''Pending Approval''. To know this PO still pending on whose user, NAV provide a menu to see it.

Imported Data from one Database into another Database in NAV using RapidStart

NAV allows us to export and import data using RapidStart menu. For Example we want to import Dimension data from one database into another database.

First of all, we have to make a package to export Dimension data using RapidStart on database we want to export the data. Go to database we want to export data.

Restarting NAV Service

Sometimes, NAV service can stop suddenly due to unkown reasons. To activate it again, you can login to Navision Server.

Setting Number Series for PR in NAV

If You have not setup number series for PR (Purchase Request) in NAV, The system will raise an error when you try to create a PR, like the screen below.

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 ?

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 ?

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. 

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."

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.

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 Code	Menu Name
Z-PR	Purchase Request Creation
Z-PO	Purchase Order Creation
Z-PO RECEIVE	Purchase Order RECEIVE
Z-PO INVOICE	Purchase 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

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.

 

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

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

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

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

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.

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.

Setting Navision Help F1 on client computer

When installing the Navision Client server application, probably you forget to configure for the help with function key F1. By default the Helpserver value will contain with your computer name, so when you are in a any menu and then press F1, the help menu does not appear. It is only appear error on your browser, like this below.

Setup NAV Client Server Application

To setup client server NAV application,  from the setup directory, double click setup.exe , like in the picture below

Server Architecture for Microsoft Dynamics NAV

Microsoft Dynamics Navision ( usually it is called NAV ) is a robust ERP System. Currently, it is more widely used in Asia. Several NAV vendor recommend the server architecture like this below.

Install orchard CMS 1.9.2 using MySQL

Orchard CMS 1.9.2 is running well using database MS SQL Server and MySQL.  For Orchard CMS 1.9.2 when you install it using database MySQL, it will give you an error like this below

Data Source=localhost;Database=mydb;User Id=userid;Password=password

or

Data Source=localhost;Port=3306;Database=mydb;User Id=userid;Password=password

This error is due to some tables created in MySQL are empty, the sample data are not inserted properly in database MySQL.

If you really want to use database MySQL, I suggest you to install it first using database MS SQL Server and then copy data of each tables which is not inserted properly in MySQL during installation from database MS SQL Server and then paste it into database MySQL. After that, you can try to run your website and see the result.

Good luck