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.