Week ending 14/11/14

Another week gone by. But at least it has stopped raining!
On the Dynamics Nav side, a few enquiries this week from brand new potential Dynamics Nav users. Linked up with a Microsoft Partner that sells the licences to confirm ball park costs.
Also confirmed to one of our clients process to change Dynamics Nav partner - not us as we are too small. Waiting to hear what the client wants to do. If they change we can action a change of licence or quote for an upgrade from version 5 to 2015.
Developments completed:
Amendments to csv import file to allow remittance data in file to create receipt journal and assign applications during load process. Amendments included single line bank entries by unique payment id (was balancing entry), allow for payments on account (no applications), include payment types (new field for journal table) and confirm value of receipt by bank account.
Added column headings to an export dataport for data going from Nav to legacy system.
Dataport completed to allow item and purchase price data changes to be loaded from csv file with column headings as first line. Data load completed as well.
Added vendor number filter to user id table to ensure end users can only see relevant items.
Final stage re auto match for receipts and linked payment invoices. User can now select line items that make up a summary invoice to create a receipt line and when posted related vendor ledger entries will be taken off hold and the due date recalculated.
Step by step screen based instructions created for 2 developments to allow users to use.
First line support issues resolved:
Item tracking in 2009 does not force a user to select a New Lot Number from a drop down list. Fixed via table relation property on item tracking table.
Confirmed rounding error on posting purchase return order on Nav 2009 SP1 is on a hot fix. Our client has contacted their Solution Centre who will supply the fix for testing. So a known bug.
Confirmed issue with budget load from excel into Nav 2009. End user using bespoke menu not standard Nav. Confirmed standard Nav to be used.
Confirmed issue re dimension 3/4 totalling on accounts schedule down to licence - or lack of. No access to analysis views.
Confirmed payment tolerance is per line transaction.
Other:
Telephone enquiry from current client re combining several sources of legacy data to a summary invoice in Nav. Awaiting more details to formalise a quote.
Basically all this work has covered versions 4, 5, 2009, 2013.
That's the update for this week! :)