Friday 31 October 2014

Week ending 31/10/14

This is just a blog to record what we as a business have been doing this week - actually for the last 2 weeks as I did not publish a blog last Friday.
On the accounts and tax side, some client books, accounts and tax returns completed well before the deadline of 31/1/15. So that is all good. About half way through so plenty of time to complete all pre the deadline.
On the Dynamics Nav side, we have completing the following jobs for clients over the last 2 weeks:
On site training for Nav 2013 financial modules but also including Rapid Start (aka in 2009 as Data Migration).
Developments completed for receipt and remittance advice csv files (load data, create journal, end user then posts), auto purchase price creation where direct cost on PO line changed and misc changes to forms, pages etc for new menus, new columns and new rows. Also completed minor changes to dataports created for sales and purchase document imports / exports as requested.
Started phase 2 of an auto match development for amending linked customer and vendor ledger entries where, say, a detailed line on a summary invoice is settled, the corresponding line on the vendor ledger has the due date reset and is taken off hold. Should be complete next week ready for user acceptance testing.Client signed off phase 1 this week so will be in live next. Phase 1 was auto match on a posted summary sales invoice to all vendor ledger entry lines linked.
Completed some final elements of data migration for version 4 for a client.

First line support issues resolved / answered for payment tolerances, error message meanings, transaction explanations.
That's it for this week.

Friday 17 October 2014

Week ending 17/10/14

Apologies for the lack of imagination re blog title. I have run out of ideas!
Relatively quiet week on Dynamics Nav side of the business. Quotes completed this week for 5 clients. 1 signed off and development completed. Remainder not yet signed off. So prospective work for the next few weeks if the quotes are signed off.
Final amendments completed for aged stock report and development approved by client.
Chased up progress re client for auto matching development re final phase. Only really worth starting final phase when all other phases signed off and in the live database. This is likely to happen next week so final phase development work scheduled to start next week.
Chased up approval for mod on Dynamics Nav reminders process. Tested by client and approved but not yet on the live database. Need final confirmed approval via email and then we will transfer from test to live.
Completed 4 new dataports for a client this week re open sales orders exports and open sales order imports.
A number of first line support queries this week re depreciation calculation (not enough being charged so use force number of days), issue with accounts scheduling and row numbering (10, 100, 1000 considered by sql to be in the same range), issue with Intrastat Journals where bespoke value field using sum of document lines not document line on its own.
No new clients this week but we received 2 new enquiries - one for training in Manchester and one for using a product called Concur with Dynamics Nav. Could not help re latter but quoted for on site training for Dynamics Nav 2013.
On the accounts / tax side, again a quiet week but processing of books ongoing.
That's all for this week.

Friday 10 October 2014

Week ending 10/10/14

But at least it has not been that long since my last update. :)
So what has happened this week?
On the Dynamics Nav side of the business, attended client site to run through some accumulated queries on Dynamics Nav v5. Last visit well over 2 years ago so quite a few. All resolved. Probably be back in another 2 years. Received a PO today to confirm we will provide 2 days on site training on Dynamics Nav 2013 for later this month - new client! Completed work on a new report for another client re stock ageing and quoted for / completed some other developments requested in the week. Various support calls and emails from a number of clients - all resolved. Next week collaborating with another business to help create purchase order imports and sales order exports to / from Dynamics Nav 2009.
Amendment to excel data file import requested and quoted for this week. Waiting to here back.
So a good week but a little quiet. This is week 2 of a 2 month trial for first line support and all going well. Though very quiet calls / email wise today.
On the accounts / tax side, client books received over the last few weeks and some done already. Loads of time pre the personal tax deadline of 31/1/15 but we are getting on with the work.
Minor re-design of the web site this week to look a little more modern. Only the Dynamics Nav web site (http://www.dynamicsnavukhelp.co.uk/) though at the moment to see what the feedback is like.
That's all for this week.