No 'features' to report this week.
Work completed this week included:
On site for 2 days creating and publishing management accounts. So more an accountants role rather than Dynamics Nav. [Nav 2013r2].
Amend aged accounts payable report to show external document number (supplier invoice number) rather than document number. Did you know option to show one or other in US database [Nav 2013R2] though UK report id does not exist in US and US has its own specific report id?
New jet reports (2) off Nav 2015 on contracts add on summarising contract ledger entry transactions.
Change to data export codeunit (yes not developed in a dataport!) for vendor data extracts. [Nav 2009 Classic].
Minor changes to pick list report to show line repeated data in header. [Nav 2009 RTC].
Minor changes to accounts schedules report to make row number invisible. Again did you know invisible in US database same report? [Nav 2013R2].
Changes to vendor ledger entry page to show dimension code from posted purchase document lines. UK and US databases. [Nav 2013R2].
Completed development to track unit cost (average cost) pre uplift across chronological ledger entry transactions in value entry. Data created held in bespoke table and will be used for more reports to be completed for same client this week. [Nav 2009 RTC].
That's it for this week folks. Hope you all have a great Xmas and New Year!
Monday 21 December 2015
Wednesday 16 December 2015
Week ending 11/12/15
Nothing to report on 'features' on Dynamics Nav this week. A good sign? The only point of note is that if you are using the Jet addin for Dynamics Nav, remember it is free for Nav 2009 onwards and there are over 30 free reports designed that come with it which require minimal editing to get working on your database. Oh and copying and deleting companies from Nav 2013R2 onwards really easy though backing up a company can be done but from development environment in later versions of Nav 2013R2.
Work completed this week included:
A number of client visits for on site support (including creating and amending Jet reports) which resulted in more work requests for Dynamics Nav 2009 reports (with export to excel option) and Jet reports (off Nav 2015 database).
Confirmed how to configure US Dynamics Nav database (Nav 2013R2) for state sales tax. Very easy. Just waiting for client to confirm when change needs to be made for.
Completed 1st pass at bespoke development for cash flow data extracts for a client [Nav 2013R2]. Bit buggy so need to resolve next week and then deliver. Completed spread development for client [Nav 2013R2] which allows a user to forward spread post a sales invoice to a number of future periods (user confirms start date for spread and number of months). Delivered to client but awaiting rationalisation of existing companies (delete old unused companies and create a new test company as a copy of live).
That's it for now folks!
Work completed this week included:
A number of client visits for on site support (including creating and amending Jet reports) which resulted in more work requests for Dynamics Nav 2009 reports (with export to excel option) and Jet reports (off Nav 2015 database).
Confirmed how to configure US Dynamics Nav database (Nav 2013R2) for state sales tax. Very easy. Just waiting for client to confirm when change needs to be made for.
Completed 1st pass at bespoke development for cash flow data extracts for a client [Nav 2013R2]. Bit buggy so need to resolve next week and then deliver. Completed spread development for client [Nav 2013R2] which allows a user to forward spread post a sales invoice to a number of future periods (user confirms start date for spread and number of months). Delivered to client but awaiting rationalisation of existing companies (delete old unused companies and create a new test company as a copy of live).
That's it for now folks!
Monday 7 December 2015
Week ending 4/12/15
Let's start with the interesting points found in supporting Dynamics Nav this week. All tweeted and facebooked last week:
Watch out for DATE2DMY when you are using a UK
database on US server. You will need to use WINDOWSLANGUAGE. Cannot find create fiscal year as an action in Nav 2013
onwards? Down to the profile assigned to user id. Changing column order in page lists easy in Nav 2013
onwards. Highlight line or lines in design mode and use UP or DOWN arrow. First time had to use Analysis by Dimensions to get
accounts schedules and filtering to work on non global dims.
Work completed this week included:
Creating analysis by dimensions for non global dims so that filtering works and other specifically formatted account schedule per client requirements. Standard Nav functionality so configuration only. [Nav 2015].
Added 2 more data sets to new Get Cash Flow data page functionality. Was just contract service next rolling 12 months. Now added due debts and liabilities from sales and purchase ledger respectively using a different source but same basic output. Approved by client and client requested add in other cash flow related items such as overhead spend (using last month as example) etc. [Nav 2013R2].
Agreed rationalisation of companies on both UK and US database and confirmed will delete old unused companies (only1 live company per database). Also amended user end view so users can only see 1 company. Positively received by end users. [Nav 2013R2].
Attended client site today to explain how foreign currency works on sub ledgers (very easy to configure and maintain), the difference between Amount and Amount (LCY) and the difference between transaction foreign currency on sub ledgers and additional reporting currency. [Nav 2009 Classic].
Attended client site today to explain how foreign currency works on sub ledgers (very easy to configure and maintain), the difference between Amount and Amount (LCY) and the difference between transaction foreign currency on sub ledgers and additional reporting currency. [Nav 2009 Classic].
Attended client site to support accounts preparation process for depreciation and payroll journals. Explained use of standard journals (basically saving a fixed journal in format to use again). Returning to site at the end of this week to complete this process. Also working on additional development to spread revenue and costs to future periods. [Nav 2013R2].
That's it for this week folks.
Tuesday 1 December 2015
Week ending 27/11/15
Work completed this week included:
On site support for reviewing / fixing Jet reports previously created and creating new Jet reports as per client requirements.[Nav 2015].
Added dimension code values to the item ledger entry page list. [Nav 2009 RTC].
Completed first stage emailing of remittance pdfs through vendor email details and a new page action off the payment journal page. Eventually this will be replaced with an auto email remittances as pdfs. Also made changes to the unposted remittance report including adding the company information logo. [Nav 2013].
Started this week the 5 for the price of 4 days discount for December 2015 and January 2016. So for every PO for 5 days you will be charged for 4. So a day for free. More details at http://www.dynamicsnavukhelp.co.uk/offers/.
And we have Nav 2016 UK up and running on a PC at our office with web services installed. So if you want to preview, email us.
Plans for this week and next include 3 on site client visits for either on site support or to discuss requirements.
Points of interest for this week re developments was the SaveAsPDF option on c/side code. Did not appreciate that this saved pdfs to the the Nav instance server and therefore any attempt to add the pdf created to an email off a user's desktop proved fruitless. So did you know that there is a DOWNLOAD command in c/side but this is worse than useless as it prompts the user to confirm the file to retrieve and the directory to save it to. So less automated for emailing pdfs. Managed to get this working via more code which means pdf attached to email.
That's all for this week folks!
On site support for reviewing / fixing Jet reports previously created and creating new Jet reports as per client requirements.[Nav 2015].
Added dimension code values to the item ledger entry page list. [Nav 2009 RTC].
Completed first stage emailing of remittance pdfs through vendor email details and a new page action off the payment journal page. Eventually this will be replaced with an auto email remittances as pdfs. Also made changes to the unposted remittance report including adding the company information logo. [Nav 2013].
Started this week the 5 for the price of 4 days discount for December 2015 and January 2016. So for every PO for 5 days you will be charged for 4. So a day for free. More details at http://www.dynamicsnavukhelp.co.uk/offers/.
And we have Nav 2016 UK up and running on a PC at our office with web services installed. So if you want to preview, email us.
Plans for this week and next include 3 on site client visits for either on site support or to discuss requirements.
Points of interest for this week re developments was the SaveAsPDF option on c/side code. Did not appreciate that this saved pdfs to the the Nav instance server and therefore any attempt to add the pdf created to an email off a user's desktop proved fruitless. So did you know that there is a DOWNLOAD command in c/side but this is worse than useless as it prompts the user to confirm the file to retrieve and the directory to save it to. So less automated for emailing pdfs. Managed to get this working via more code which means pdf attached to email.
That's all for this week folks!
Tuesday 24 November 2015
Week ending 20/11/15
First line support work included investigating and confirming consolidation issue in balance sheet on v5. Client error in re consolidating an earlier month without following this through for all subsequent months. Only required if the end user changes exchange rates for the month as this affects the next month's last closing rate.
Work completed this week included 2 on site visits to review accounts schedule reports created to client requirements including new column layouts and coding in the standard Nav report (report 25) to fix the view on paper when pdf'd or printed to portrait or landscape depending on the column layout. Also started for the same client a cash flow data retrieval for contract scheduled income over the next rolling 12 months. Going to extend this to due debts and liabilities this week. [Nav 2013R2]
Finished some minor developments for another client re the aged creditor report (replace document number with external document number when detail option selected) and will start auto email remittances this week. [Nav 2013].
Most significant development this week is fixing the UK Nav 2013R2 column layout for a trend so that CY -1M +1D (or equivalents) picks up a whole month not just the 1st. Code error in codeunit 8! Shocker I know.
And still hate the new (Nav 2013 onwards) report writer for Dynamics Nav. Truly horrible but I am a 'Classic' user.
Don't forget we have Nav 2016 web application available to view and navigate round for UK demo database if anyone is interested. If you are, email us and we will send the details to find and log in.
That's all for this week folks.
Work completed this week included 2 on site visits to review accounts schedule reports created to client requirements including new column layouts and coding in the standard Nav report (report 25) to fix the view on paper when pdf'd or printed to portrait or landscape depending on the column layout. Also started for the same client a cash flow data retrieval for contract scheduled income over the next rolling 12 months. Going to extend this to due debts and liabilities this week. [Nav 2013R2]
Finished some minor developments for another client re the aged creditor report (replace document number with external document number when detail option selected) and will start auto email remittances this week. [Nav 2013].
Most significant development this week is fixing the UK Nav 2013R2 column layout for a trend so that CY -1M +1D (or equivalents) picks up a whole month not just the 1st. Code error in codeunit 8! Shocker I know.
And still hate the new (Nav 2013 onwards) report writer for Dynamics Nav. Truly horrible but I am a 'Classic' user.
Don't forget we have Nav 2016 web application available to view and navigate round for UK demo database if anyone is interested. If you are, email us and we will send the details to find and log in.
That's all for this week folks.
Tuesday 17 November 2015
Week ending 13/11/15
Slight change of approach here re the blog. A bit on work completed this week across a number of versions of Dynamics Nav and a list of 'Did you know' items.
Developments completed included:
New dataport for vendor ledger entries which included details of VAT as well as closed by. [Nav 2009 Classic].
Changes to defaults re reservations for specific items so that 'Always' option by default. Restrict item selections for production BOM design. [Nav 2009 Classic including v4 database].
Adding single page action mouse clicks to show posted documents on vendor ledger and general ledger as well as other single click page actions. [Nav 2013].
2 on site client visits - one last week for a question and answer session on Nav 2009 Classic including best method for VAT accounting and how to post unusual VAT entries. One yesterday to discuss the use of the new CASH FLOW module in Nav 2013 and whether it will fit the needs of the requirement for a rolling cash flow. Also ran through accounts schedule work completed for the client recently and still need to find or fix the trend issue In the GB database for column layouts.
Attended a potential client site to discuss services we could offer and provided some brief insight as to how best to use Dynamics Nav. [Nav 2013]. We may potentially be used for providing on site training in the new year. We will have to wait and see.
We now have the GB version of Dynamics Nav 2016 installed on a PC on our network with web services enabled. So if you want to have a look via TeamViewer (for the application view) or the web (for the web view) email us at neil@fpconsult.co.uk
What has really taken off in the last few months is the take up of our fixed price first line Dynamics Nav support. We support all versions from v2 to the latest 2016. We offer competitive rates when compared to what you are currently being charged as part of your annual maintenance and we offer a rolling month by month contract - no fixed term. The last few clients sho have taken this up are being charged £100 per month but this charge depends on the number of users and whether initial queries are managed by the client or us. Usually goes hand in hand with a transfer of Nav Partner which we also arrange via one of our own tame partners.
The 'Did you know' items:
1. Nav 2016 comes with proper workflow which is essentially an extension of the document approval but for other areas. Long list so just type in WorkFlow to the search bar.
2. You do not need to put up with multiple mouse clicks to get to a specific screen.
3. From Nav 2013 onwards it is VERY easy to add a menu to your role centre action ribbon.
That's all for this week.
Developments completed included:
New dataport for vendor ledger entries which included details of VAT as well as closed by. [Nav 2009 Classic].
Changes to defaults re reservations for specific items so that 'Always' option by default. Restrict item selections for production BOM design. [Nav 2009 Classic including v4 database].
Adding single page action mouse clicks to show posted documents on vendor ledger and general ledger as well as other single click page actions. [Nav 2013].
2 on site client visits - one last week for a question and answer session on Nav 2009 Classic including best method for VAT accounting and how to post unusual VAT entries. One yesterday to discuss the use of the new CASH FLOW module in Nav 2013 and whether it will fit the needs of the requirement for a rolling cash flow. Also ran through accounts schedule work completed for the client recently and still need to find or fix the trend issue In the GB database for column layouts.
Attended a potential client site to discuss services we could offer and provided some brief insight as to how best to use Dynamics Nav. [Nav 2013]. We may potentially be used for providing on site training in the new year. We will have to wait and see.
We now have the GB version of Dynamics Nav 2016 installed on a PC on our network with web services enabled. So if you want to have a look via TeamViewer (for the application view) or the web (for the web view) email us at neil@fpconsult.co.uk
What has really taken off in the last few months is the take up of our fixed price first line Dynamics Nav support. We support all versions from v2 to the latest 2016. We offer competitive rates when compared to what you are currently being charged as part of your annual maintenance and we offer a rolling month by month contract - no fixed term. The last few clients sho have taken this up are being charged £100 per month but this charge depends on the number of users and whether initial queries are managed by the client or us. Usually goes hand in hand with a transfer of Nav Partner which we also arrange via one of our own tame partners.
The 'Did you know' items:
1. Nav 2016 comes with proper workflow which is essentially an extension of the document approval but for other areas. Long list so just type in WorkFlow to the search bar.
2. You do not need to put up with multiple mouse clicks to get to a specific screen.
3. From Nav 2013 onwards it is VERY easy to add a menu to your role centre action ribbon.
That's all for this week.
Monday 9 November 2015
Week ending 6/11/15
Another busy week for our Dynamics Nav / Navision services.
2 client site visits planned but 1 took place due to family illness. Trying to reschedule postponed visit.
2 enquiries last week from a potential new customers and a new customer. The new customer booked a client visit this week to complete some work in the accounts side of Dynamics Nav. For the potential customer I am going to their site for an initial meeting to see if we can help. Both local!! All good.
Work completed this week includes:
Developments - new report on job's with no sales but costs [Nav 2009], new dataport export to list all new vendors, deleted vendors and any vendors where details changed over the last day [Nav 2009], a number of changes to a pick note report for reservations and other items [Nav 2009], new misc item status report [Nav 2009] and last 3 years sales by customer by month exported to Excel [Nav 2009].
Other work completed: budget data conversion, load and check [Nav 2013].
So mostly a development week on reports and most of the work stemmed from the client visit Monday.
Also managed to get Nav 2016 web services working on our local network so just need to set up port forwarding so it works for our clients. Demo'd Nav 2016 to one of our clients (application version and web based version) to show the differences from, in their case, Nav 2009 RTC. Significant. If you want a demo email us.
This week plans include starting a development for a client for emailing documents (options to create or auto email) which has been delayed by a few months whilst the client changed Microsoft Partners (took a lot longer than I and our client expected given the change over process is on line now). This work includes restoring the full SQL backups received from the client to a local PC here. They are using Nav 2013 but not R2. We are also completing another dataport export development for a client to export vendor ledger entry non payment data. And finally we will be deleting some companies off a Nav v5 database for a client this week.
That's all for now folks!
2 client site visits planned but 1 took place due to family illness. Trying to reschedule postponed visit.
2 enquiries last week from a potential new customers and a new customer. The new customer booked a client visit this week to complete some work in the accounts side of Dynamics Nav. For the potential customer I am going to their site for an initial meeting to see if we can help. Both local!! All good.
Work completed this week includes:
Developments - new report on job's with no sales but costs [Nav 2009], new dataport export to list all new vendors, deleted vendors and any vendors where details changed over the last day [Nav 2009], a number of changes to a pick note report for reservations and other items [Nav 2009], new misc item status report [Nav 2009] and last 3 years sales by customer by month exported to Excel [Nav 2009].
Other work completed: budget data conversion, load and check [Nav 2013].
So mostly a development week on reports and most of the work stemmed from the client visit Monday.
Also managed to get Nav 2016 web services working on our local network so just need to set up port forwarding so it works for our clients. Demo'd Nav 2016 to one of our clients (application version and web based version) to show the differences from, in their case, Nav 2009 RTC. Significant. If you want a demo email us.
This week plans include starting a development for a client for emailing documents (options to create or auto email) which has been delayed by a few months whilst the client changed Microsoft Partners (took a lot longer than I and our client expected given the change over process is on line now). This work includes restoring the full SQL backups received from the client to a local PC here. They are using Nav 2013 but not R2. We are also completing another dataport export development for a client to export vendor ledger entry non payment data. And finally we will be deleting some companies off a Nav v5 database for a client this week.
That's all for now folks!
Monday 2 November 2015
Month of October
Yes I am back after providing a month's on site training for a Dynamics Nav 2015 client. This included training on a contracts addin as well as training on purchase and sales order processing and core financials. All done and dusted ready for their go live next week. Also managed to create a number of Jet reports as per their requirements and accounts schedules to reflect management accounts layout required.
During the month we have also completed a number of other activities on the Dynamcis Nav business:
Developments completed -
Changed dataport export to remove carriage return line feeds before exporting the data [Nav 2009 Classic]. These are caused by users copying and pasting from excel. Useful tool!
Restricted user access to specific table fields and views using User Setup table [Nav 2009 RTC].
Changed job report to include multiple levels of job tree re related jobs. So from parent to child to grand child etc etc. Set max level as great great grand child. [Nav 2009 RTC].
Configurations completed -
Created a number of accounts schedules and column layouts to reflect the management accounts layout required across a UK and US database. Both Nav 2013. As a result of this work came across a bug re creating a trend column layout that worked on US database but not the UK database. Still looking for a fix for the UK database. I have assumed there will be a hot patch fix somewhere.
First line support queries answered included send to excel 5000 line limit in Nav 2013 (solution is copy and paste rows until we find version of excel and Nav 2013),changed report selections in a business [Nav 2009 RTC] and excel export format issue resolved [Nav 2009 RTC]
Plans for this week include 2 client site visits and clearing a small backlog of development work as well as answer queries raised.
That's it for now folks. Back to weekly blogs from now on.
During the month we have also completed a number of other activities on the Dynamcis Nav business:
Developments completed -
Changed dataport export to remove carriage return line feeds before exporting the data [Nav 2009 Classic]. These are caused by users copying and pasting from excel. Useful tool!
Restricted user access to specific table fields and views using User Setup table [Nav 2009 RTC].
Changed job report to include multiple levels of job tree re related jobs. So from parent to child to grand child etc etc. Set max level as great great grand child. [Nav 2009 RTC].
Configurations completed -
Created a number of accounts schedules and column layouts to reflect the management accounts layout required across a UK and US database. Both Nav 2013. As a result of this work came across a bug re creating a trend column layout that worked on US database but not the UK database. Still looking for a fix for the UK database. I have assumed there will be a hot patch fix somewhere.
First line support queries answered included send to excel 5000 line limit in Nav 2013 (solution is copy and paste rows until we find version of excel and Nav 2013),changed report selections in a business [Nav 2009 RTC] and excel export format issue resolved [Nav 2009 RTC]
Plans for this week include 2 client site visits and clearing a small backlog of development work as well as answer queries raised.
That's it for now folks. Back to weekly blogs from now on.
Monday 28 September 2015
Week ending 25/9/15
Another week in the life of a Dynamics Nav services business.
Developments completed included amendment to the Nav standard Aged Debt for job information, create a new job cost report (summary of parent and child jobs sales and cost of sales) [both Nav 2009 RTC] and create a new report for tracking purchases into lots and then transfers from the lots [Nav 2009 RTC].
Provided on site training at a new client this week (client set agenda) and as a result provided some quotes for fixed price support, development work as requested and confirmed that the exchange rate revaluation batch job works on the total bank ledger balance and not open items as per customer / vendor ledger entry. Confirmed how to use standard purchase codes with default dimensions. [All Nav 2013].
Provided quotes in the week for auto bin default and fixed bin tick assignment [Nav 2009 RTC]. On first line support confirmed issue with credit note statistics report re profit and adjusted profit in Nav 2009 a bug and what the fix is.
Configuration wise completed a number of dimension related journal posting corrections to get accounts schedules created to work.
So a relatively quite week.
That's all for now folks.
Developments completed included amendment to the Nav standard Aged Debt for job information, create a new job cost report (summary of parent and child jobs sales and cost of sales) [both Nav 2009 RTC] and create a new report for tracking purchases into lots and then transfers from the lots [Nav 2009 RTC].
Provided on site training at a new client this week (client set agenda) and as a result provided some quotes for fixed price support, development work as requested and confirmed that the exchange rate revaluation batch job works on the total bank ledger balance and not open items as per customer / vendor ledger entry. Confirmed how to use standard purchase codes with default dimensions. [All Nav 2013].
Provided quotes in the week for auto bin default and fixed bin tick assignment [Nav 2009 RTC]. On first line support confirmed issue with credit note statistics report re profit and adjusted profit in Nav 2009 a bug and what the fix is.
Configuration wise completed a number of dimension related journal posting corrections to get accounts schedules created to work.
So a relatively quite week.
That's all for now folks.
Monday 21 September 2015
Week ending 18/9/15 Dynamics Nav services
No client visits this week. But we spent most of the week trying to get a SQL backup file to restore to a local SQL server. Issues with version of Nav 2009 R2 and them some specific settings with SQL. All resolved in the end.
Developments completed this week included auto block stock based on not just created and no ledger entries in the last year [Nav 2009 Classic], auto update lead time calculations made on the vendor card to item vendor and item tables [Nav 2009 Classic], completed a new stock report that confirms profits (unit cost or actual) for a selected item, posting date, vendor or customer [Nav 2009 RTC] and inclusion of bespoke bar code text field on purchase orders and quotes [Nav 2009 RTC].
Finished accounts schedules balance up to management accounts following data migration (and using the budget functionality to load in current year's data) and journal amendment postings re dimension splits identified. Once client has approved will post on their behalf.
Plans for this week include on site training [Nav 2013] question and answer session for a day and complete developments for a new Nav client [Nav 2009 RTC].
That's all folks. Another busy week last week and another busy week this. All good and booked out at a client site for 4 days next week and all of October on Nav 2015 implementation (I am providing training and report writing services).
Developments completed this week included auto block stock based on not just created and no ledger entries in the last year [Nav 2009 Classic], auto update lead time calculations made on the vendor card to item vendor and item tables [Nav 2009 Classic], completed a new stock report that confirms profits (unit cost or actual) for a selected item, posting date, vendor or customer [Nav 2009 RTC] and inclusion of bespoke bar code text field on purchase orders and quotes [Nav 2009 RTC].
Finished accounts schedules balance up to management accounts following data migration (and using the budget functionality to load in current year's data) and journal amendment postings re dimension splits identified. Once client has approved will post on their behalf.
Plans for this week include on site training [Nav 2013] question and answer session for a day and complete developments for a new Nav client [Nav 2009 RTC].
That's all folks. Another busy week last week and another busy week this. All good and booked out at a client site for 4 days next week and all of October on Nav 2015 implementation (I am providing training and report writing services).
Monday 14 September 2015
Week ending 11/9/15
Another busy week last week with 2 on site attendances to provide on site training (one session a Q&A session on Dynamics Nav for users that are used to Sage [Nav 1009 Classic], the other session on purchase order processing and accounts schedules [Nav 2013 R2]) the result of which is a request for further quotes. These will be send today. No on site visits this week so we can process all client requests and catch up.
Completed more budget conversion (actually a great way of getting current year's data into Nav when go live is part way through a financial year) and load work as well as accounts schedule creation on Nav 2015 for a client and now balancing off by dimension the created schedules against actual data migrated. Latter taking some time but nearly there and once balanced off will create and post correcting journals. This will be completed this week.
Developments completed and delivered last week included a minor change to remittance load, auto allocation and posting (include common cross reference for the batch loaded [Nav 2009 Classic]) and minor change to stock trend report re ageing [Nav 2009 Classic].
Received change request for auto blocking items against a set rule, changing the default item list to exclude blocked and making other menu's available to show items [Nav 2009 Classic]. This will be completed this week.
So a busy week ahead. And booked out for the whole of October and last week in September on on site training [Nav 2015]. So all good.
That's all for now folks.
Completed more budget conversion (actually a great way of getting current year's data into Nav when go live is part way through a financial year) and load work as well as accounts schedule creation on Nav 2015 for a client and now balancing off by dimension the created schedules against actual data migrated. Latter taking some time but nearly there and once balanced off will create and post correcting journals. This will be completed this week.
Developments completed and delivered last week included a minor change to remittance load, auto allocation and posting (include common cross reference for the batch loaded [Nav 2009 Classic]) and minor change to stock trend report re ageing [Nav 2009 Classic].
Received change request for auto blocking items against a set rule, changing the default item list to exclude blocked and making other menu's available to show items [Nav 2009 Classic]. This will be completed this week.
So a busy week ahead. And booked out for the whole of October and last week in September on on site training [Nav 2015]. So all good.
That's all for now folks.
Friday 4 September 2015
Week ending 4/9/15
No blog last week as I was away on holidays!
Now back in the thick of it. Work completed this week for Dynamics Nav included on site super user training including Jet Report writing (new client for us), first line support on a client's bespoke cost centre allocation development (not ours but can still help), more data migration for a client following sale / purchase of some parts of a business and minor changes to a Nav report we have previously developed and delivered.
The super user training was a mix of where to find data in Nav tables so the super users can write effective Jet Reports following the table wizard. The training also included tutorials on amending and creating native Nav reports as well. As a result of discussions at the training, quotes for report developments (1 an amendment and the 2nd a new report with excel export) as well as demo-ing how to set up the change log in Dynamics Nav. All went well. Quotes approved so once we have a backup of the live database we will complete the work.
Next week I am providing on site training for another new client for 1 day in the form of a question and answer session. Also another new client has booked a question and answer 1 day on site training at the end of September. I am also providing on site training to an existing client next week re accounts schedules and purchase order processing.
Minor changes made to a bespoke report in Dynamics Nav post delivery following a change in requirements. More data migration work completed for a client again against a change of requirements which we quoted for.
That's all for this week folks.
Now back in the thick of it. Work completed this week for Dynamics Nav included on site super user training including Jet Report writing (new client for us), first line support on a client's bespoke cost centre allocation development (not ours but can still help), more data migration for a client following sale / purchase of some parts of a business and minor changes to a Nav report we have previously developed and delivered.
The super user training was a mix of where to find data in Nav tables so the super users can write effective Jet Reports following the table wizard. The training also included tutorials on amending and creating native Nav reports as well. As a result of discussions at the training, quotes for report developments (1 an amendment and the 2nd a new report with excel export) as well as demo-ing how to set up the change log in Dynamics Nav. All went well. Quotes approved so once we have a backup of the live database we will complete the work.
Next week I am providing on site training for another new client for 1 day in the form of a question and answer session. Also another new client has booked a question and answer 1 day on site training at the end of September. I am also providing on site training to an existing client next week re accounts schedules and purchase order processing.
Minor changes made to a bespoke report in Dynamics Nav post delivery following a change in requirements. More data migration work completed for a client again against a change of requirements which we quoted for.
That's all for this week folks.
Wednesday 19 August 2015
2 weeks ending 21/8/15
I know - publishing a post ahead of the week end. Thought it may make up for the late blog update for last week.
Work completed this week and last listed below. Another busy week for our Dynamics Nav services.
Data migration for a new company on a current database [v5 UK] completed for open items and various related items. So data migration now complete and only remaining work is setting up old database on a new server.
Development completed to change a current Item / Sales report to add Sales Quantity that shows quantity using sales and base unit of measure and add in ship to location filter.
Development completed for remittance advice auto allocation using csv files. Minor change to data in csv file and updated description on receipt journal created.
Confirmed best approach re another development change re data coming in from legacy system to Dynamics Nav. Change proposed caused issues re VAT so proposed fix and now working.
Bug fixed accounts schedule preview issue with column headings disappearing randomly. [v5 DE].
Attended client site to discuss and assist on reporting from Nav [v2015] using accounts schedules and help is loading budgets. Also confirmed with client their approach re training to take place in October and need for our services.
Attended client site this week to provide on site training and problem solve user issues. [Nav 2013]. Also attended meeting to discuss service management module potential implementation if data and processes fit. We will review this later this week and report back. Sent client some web links to useful You Tube Dynamics Nav tutorials (not ours) for standard Dynamics Nav service management and other modules. Will then provide on site demos if and when required.
Resolved various first line support issues including routing changes not working in manufacturing.
Gained 2 new clients in the week following an on site visit to one and phone conversation with another. Both new clients starting with a day's training on site which will consists of a question and answer sessions for queries and confirmation of best approach to completing tasks in Nav. Both training days booked for September with one of the clients to confirm pencilled in dates.
Only 1 and a half weeks left on our reduction for our daily rates in July / August!
Anyway off on holiday next week. So that's all for now and the next 2 weeks folks!
Work completed this week and last listed below. Another busy week for our Dynamics Nav services.
Data migration for a new company on a current database [v5 UK] completed for open items and various related items. So data migration now complete and only remaining work is setting up old database on a new server.
Development completed to change a current Item / Sales report to add Sales Quantity that shows quantity using sales and base unit of measure and add in ship to location filter.
Development completed for remittance advice auto allocation using csv files. Minor change to data in csv file and updated description on receipt journal created.
Confirmed best approach re another development change re data coming in from legacy system to Dynamics Nav. Change proposed caused issues re VAT so proposed fix and now working.
Bug fixed accounts schedule preview issue with column headings disappearing randomly. [v5 DE].
Attended client site to discuss and assist on reporting from Nav [v2015] using accounts schedules and help is loading budgets. Also confirmed with client their approach re training to take place in October and need for our services.
Attended client site this week to provide on site training and problem solve user issues. [Nav 2013]. Also attended meeting to discuss service management module potential implementation if data and processes fit. We will review this later this week and report back. Sent client some web links to useful You Tube Dynamics Nav tutorials (not ours) for standard Dynamics Nav service management and other modules. Will then provide on site demos if and when required.
Resolved various first line support issues including routing changes not working in manufacturing.
Gained 2 new clients in the week following an on site visit to one and phone conversation with another. Both new clients starting with a day's training on site which will consists of a question and answer sessions for queries and confirmation of best approach to completing tasks in Nav. Both training days booked for September with one of the clients to confirm pencilled in dates.
Only 1 and a half weeks left on our reduction for our daily rates in July / August!
Anyway off on holiday next week. So that's all for now and the next 2 weeks folks!
Wednesday 12 August 2015
Week ending 7/8/15
A bit late for last week but very busy on the Dynamics Nav / Navision services so all good.
Work completed last week included:
New company creation, configuration, master file data migration and this week will be open transaction data migration. Completed all yesterday. [Nav v5 UK].
Report development showing SO demand for items by week. [App v2009, database v4].
Amended current dataport for new field from legacy system data feeds into Dynamics Nav. [v2009 Classic].
Dataport development completed to allow item number renames and include changes in items comments (notepad) functionality. Simple 2 field dataport with globals and some code to force normal Nav rename functionality. Included performance testing to assess maximum number to be updated at any one time. [v2009].
Number of changes to accounts schedule as required. [v5 DE].
Plans for this week include completing new company open transaction data migration, on site visit to potential new Nav client in the South and an on site visit to existing client re Jet tutorial. Off on a week's holiday week commencing 22nd.
That's all for this week folks.
Work completed last week included:
New company creation, configuration, master file data migration and this week will be open transaction data migration. Completed all yesterday. [Nav v5 UK].
Report development showing SO demand for items by week. [App v2009, database v4].
Amended current dataport for new field from legacy system data feeds into Dynamics Nav. [v2009 Classic].
Dataport development completed to allow item number renames and include changes in items comments (notepad) functionality. Simple 2 field dataport with globals and some code to force normal Nav rename functionality. Included performance testing to assess maximum number to be updated at any one time. [v2009].
Number of changes to accounts schedule as required. [v5 DE].
Plans for this week include completing new company open transaction data migration, on site visit to potential new Nav client in the South and an on site visit to existing client re Jet tutorial. Off on a week's holiday week commencing 22nd.
That's all for this week folks.
Monday 3 August 2015
2 weeks ending 31/7/15
Ok so I was away on my holidays last week and hence no blog update but still a nice busy week on Dynamics Nav / Navision with a very busy catch up week this week as a result. All good!
Quotes sent for on site training in Scotland for end users to use Jet reports add on in excel. 2 days consisting 1 day super user training (so the end user knows where the data is) and 1 day designing a new Jet report [v2009]. Quote also sent for renaming item numbers in bulk [v2009]. None yet approved.
First line support queries resolved including amendment to free stock calculation (make same change as per item card) [Nav app v2019, database v4], issue with bank rec process not pulling in some dates (not yet resolved but suggested approach to fix) [v2009], suggested process to eliminate error on purchase invoice posting re Gen Prod Posting Group [v2009 Classic] and suggested various ways of getting item master data from Dynamics Nav using already developed reports for a client [v2009].
Suggested approach to date compression re item ledger entries following discussion with contacts and colleagues [v2013]. Confirmed availability of Nav 2015 manuals to client and links to various You Tube videos that show some aspects of standard Dynamics Nav functionality.
Developments completed in the last 2 weeks included final auto emailing (and create email) functionality added to Nav 2013 for sales documents (sales invoice and statements) and now with client for testing.
Also made changes as requested from client re an accounts schedule required [v5].
Approval last week to creating a new company on an existing database [v5] for client. Work to include initial configuration, master file data migration and transaction file data migration. All to be done this week and next. We managed to get a live database back up and restored to a local database here so we can get on with all the work.
So all in all a good response to the current price promotion.
That's all for this week.
Quotes sent for on site training in Scotland for end users to use Jet reports add on in excel. 2 days consisting 1 day super user training (so the end user knows where the data is) and 1 day designing a new Jet report [v2009]. Quote also sent for renaming item numbers in bulk [v2009]. None yet approved.
First line support queries resolved including amendment to free stock calculation (make same change as per item card) [Nav app v2019, database v4], issue with bank rec process not pulling in some dates (not yet resolved but suggested approach to fix) [v2009], suggested process to eliminate error on purchase invoice posting re Gen Prod Posting Group [v2009 Classic] and suggested various ways of getting item master data from Dynamics Nav using already developed reports for a client [v2009].
Suggested approach to date compression re item ledger entries following discussion with contacts and colleagues [v2013]. Confirmed availability of Nav 2015 manuals to client and links to various You Tube videos that show some aspects of standard Dynamics Nav functionality.
Developments completed in the last 2 weeks included final auto emailing (and create email) functionality added to Nav 2013 for sales documents (sales invoice and statements) and now with client for testing.
Also made changes as requested from client re an accounts schedule required [v5].
Approval last week to creating a new company on an existing database [v5] for client. Work to include initial configuration, master file data migration and transaction file data migration. All to be done this week and next. We managed to get a live database back up and restored to a local database here so we can get on with all the work.
So all in all a good response to the current price promotion.
That's all for this week.
Monday 20 July 2015
Week ending 17/7/15
Another busy Dynamics Nav week and all work completed off site.
Developments completed:
Item application history report completed and delivered. Initial end user testing completed and signed off. [v2009 RTC].
Stock purchase report quoted for, approved, developed and delivered for client. Basically confirms items purchased for a user defined date range and then the associated stock, free stock and costings. Export to excel option included. [v2009 Classic].
1st stage auto emailing documents as pdfs delivered to client and amended for client comments. Next stage (auto emailing against new customer flag and email address) to include in post and print routine started this today. Still need to look at date compression for item ledger entries for client. [Nav 2013].
Configurations completed:
4 new companies (3 USD base currency, 1 GBP base currency) created for a client including 1 new consolidated company. Delivered to client's test database and awaiting confirmation all ok pre restoring to the live database. [v4].
Confirmed bookings for September / October for next stage go live for a client. [Nav 2015].
First line support actions completed:
Made changes to permissions for 2 users. [v2009 Classic application, v4 database].
Confirmed best action to delete old receipted but not fully invoiced purchase orders.
That's all for this week folks!
Developments completed:
Item application history report completed and delivered. Initial end user testing completed and signed off. [v2009 RTC].
Stock purchase report quoted for, approved, developed and delivered for client. Basically confirms items purchased for a user defined date range and then the associated stock, free stock and costings. Export to excel option included. [v2009 Classic].
1st stage auto emailing documents as pdfs delivered to client and amended for client comments. Next stage (auto emailing against new customer flag and email address) to include in post and print routine started this today. Still need to look at date compression for item ledger entries for client. [Nav 2013].
Configurations completed:
4 new companies (3 USD base currency, 1 GBP base currency) created for a client including 1 new consolidated company. Delivered to client's test database and awaiting confirmation all ok pre restoring to the live database. [v4].
Confirmed bookings for September / October for next stage go live for a client. [Nav 2015].
First line support actions completed:
Made changes to permissions for 2 users. [v2009 Classic application, v4 database].
Confirmed best action to delete old receipted but not fully invoiced purchase orders.
That's all for this week folks!
Monday 13 July 2015
Week ending 10/7/15
Well what a week for our Dynamics Nav services. We now have 20 days booked development / configuration time based on quotes submitted and now approved across a number of our existing clients. By coincidence in the very month we reduced our day rates by £100 per day. All good!!
Developments completed last week:
Minor enhancements to existing reports [v2009 app, v4 objects] re adding fields / columns to excel export.
Changed document print sort for manufacturing for change of status from firm planned to released.
Completed label print development to allow product label prints with partial fixed text and then text from item card. Client testing.
Created an export to excel report for use on item ledger entries for Nav 2009 RTC as this version of Nav has no alternative to Send to excel and 5000 line limit as mark all area does not work. Fixed in Nav 2013 but not in 2009 RTC. Delivered and working.
Developments started last week:
Item application history to identify related purchases to other transactions for an item. Main engine required for 2/3 reports developments approved last week. All should be completed by the end of this week hopefully. Main output from reports refers to sales and gross margin by item and purchase. As well as lot number tracking for purchase. [v2009 RTC].
Configuration started last week:
New companies for USD base currency off GB database [v4] and new consolidation company. Both will be completed by close of this week. All new companies use current company as a base but unfortunately v4 does not have Company, Copy function re configuration. So manual process and lots of testing / backups to make sure working. Basically requirement for general ledger only so simple configuration.
First stage completed for auto emailing documents with pdf attached using standard Nav and some code. Includes smtp send and outlook create email ready for user to send. Awaiting client testing this week. [v2013].
First line support tasks completed last week:
Confirmed issue with year end close routine re journal creation and error message re dimensions and suggested solution. Working.
Arranging on site visit to current client to review current SOP and POP for potential fitting of their process to Dynamics Nav 2013R2. Final details re date will be confirmed this week.
Enquiries received this week included a quote for Nav v4 Jet report training which included a 1 day super user training (so the user knows where to find the data when creating a report in Excel in Jet) and a day designing a new Jet report.
Also received notification of next project stages for a client's go live program for the next 2-3 months re Nav 2015. No confirmed dates required as yet but confirmed to client when I am away.
That's all for this week folks. Busy week so we are at last back to normal.
Developments completed last week:
Minor enhancements to existing reports [v2009 app, v4 objects] re adding fields / columns to excel export.
Changed document print sort for manufacturing for change of status from firm planned to released.
Completed label print development to allow product label prints with partial fixed text and then text from item card. Client testing.
Created an export to excel report for use on item ledger entries for Nav 2009 RTC as this version of Nav has no alternative to Send to excel and 5000 line limit as mark all area does not work. Fixed in Nav 2013 but not in 2009 RTC. Delivered and working.
Developments started last week:
Item application history to identify related purchases to other transactions for an item. Main engine required for 2/3 reports developments approved last week. All should be completed by the end of this week hopefully. Main output from reports refers to sales and gross margin by item and purchase. As well as lot number tracking for purchase. [v2009 RTC].
Configuration started last week:
New companies for USD base currency off GB database [v4] and new consolidation company. Both will be completed by close of this week. All new companies use current company as a base but unfortunately v4 does not have Company, Copy function re configuration. So manual process and lots of testing / backups to make sure working. Basically requirement for general ledger only so simple configuration.
First stage completed for auto emailing documents with pdf attached using standard Nav and some code. Includes smtp send and outlook create email ready for user to send. Awaiting client testing this week. [v2013].
First line support tasks completed last week:
Confirmed issue with year end close routine re journal creation and error message re dimensions and suggested solution. Working.
Arranging on site visit to current client to review current SOP and POP for potential fitting of their process to Dynamics Nav 2013R2. Final details re date will be confirmed this week.
Enquiries received this week included a quote for Nav v4 Jet report training which included a 1 day super user training (so the user knows where to find the data when creating a report in Excel in Jet) and a day designing a new Jet report.
Also received notification of next project stages for a client's go live program for the next 2-3 months re Nav 2015. No confirmed dates required as yet but confirmed to client when I am away.
That's all for this week folks. Busy week so we are at last back to normal.
Monday 6 July 2015
Week ending 3/7/15
A busier week last week with a much busier week this week due to work booked from current clients as a result of the reduction in day rates for July and August - see Prices Grid for more details.
Quotes completed and submitted for approval included 2 reports on Nav 2009 RTC though the output will be in Classic with an option to export to excel. The usual requirement for this client. But one of the reports which tracks a purchase deal from initial purchase to sale and closing stock is quite complex and will use the item ledger application table as its main source of data.
Completed 75% of work booked last week after client site attendance by close of play last week. Most of the work was around a new field for raw material stock found in finished good assembled stock (more of an issue than expected due to not being able to update an item record when viewing that record but fixed), production report order and no user prompt fix and resorting of fields off item card. When user testing completed we will complete final development re specific label printing off production. Also fixed 2 bugs in 2 existing reports re receipt ageing. [Nav 2009 application, v4 objects].
On first line support, confirmed reason for difference on an accounts schedule and fixed across all businesses in the same database. [v5 DE].
Been very active on forums again last week with today an email confirming example templates for opening ledger entries for sub ledgers for data migration in old (dataports and xmlports) or new (data migration or rapidstart) Dynamics Nav.
Plans for this week include developing auto document email functionality in Nav 2013 (not R2) and investigating / confirming best way for date compression for item ledger entries.
So basically a good start to the month! That's all for now folks.
Quotes completed and submitted for approval included 2 reports on Nav 2009 RTC though the output will be in Classic with an option to export to excel. The usual requirement for this client. But one of the reports which tracks a purchase deal from initial purchase to sale and closing stock is quite complex and will use the item ledger application table as its main source of data.
Completed 75% of work booked last week after client site attendance by close of play last week. Most of the work was around a new field for raw material stock found in finished good assembled stock (more of an issue than expected due to not being able to update an item record when viewing that record but fixed), production report order and no user prompt fix and resorting of fields off item card. When user testing completed we will complete final development re specific label printing off production. Also fixed 2 bugs in 2 existing reports re receipt ageing. [Nav 2009 application, v4 objects].
On first line support, confirmed reason for difference on an accounts schedule and fixed across all businesses in the same database. [v5 DE].
Been very active on forums again last week with today an email confirming example templates for opening ledger entries for sub ledgers for data migration in old (dataports and xmlports) or new (data migration or rapidstart) Dynamics Nav.
Plans for this week include developing auto document email functionality in Nav 2013 (not R2) and investigating / confirming best way for date compression for item ledger entries.
So basically a good start to the month! That's all for now folks.
Monday 29 June 2015
Week ending 26/6/15
Another quiet week for Dynamics Nav but got a little busier towards the end of the week.
For first line support, we investigated and fixed an issue with VAT statements and the settlements calc and post [Nav 2009 app, v4 objects], confirmed issue with a payment journal and posting attempts [v4], investigated issue re sales price changes and set up change log to pick up any changes to item and unit of measure tables [v2009 app, v4 objects], VAT Registration number field to general tab on vendor card [v2009 Classic] and confirmed / fixed issue re exchange rate movements for posted transaction and dimension same code issue [v5 DE].
We had a number of enquiries in the week from current clients (including 2 potential new reports around purchasing deals) and confirmed our training service to a number of potential new clients. Received an enquiry from our client to review report from another service provider. Confirmed quote for this work and it was accepted. Report for review due end of July.
Also on site attendance at a client site booked for today last week. Attended and provided on site support (setting up a new user on sql and Nav, identifying and fixing issue with a work centre which would not allow production journal postings as no calendar entries) as well as received details for new developments. We will be working on the developments this week.
Provided a quote for a current client re the process / work required as a result of an asset sale for some of the existing business where our client will move off Dynamics Nav and the purchaser will move on. Quote accepted (all around creating a new business on the database, configuring and data migration) and work scheduled for post asset sale completion which is scheduled this week.
Confirmed to an existing client process for date migration for sub ledgers for Nav 2013 and lack of same compression for item ledger entries. Will confirm a quote for date compression on sales and purchase ledgers and developing bespoke date compression for item ledger when client ready.
July and August are always our quietest months for work so we have reduced our day rates for any services charged by the day for these 2 months where the work is completed in the 2 months. £100 off per day. More details at Offers.
That's it for this week.
For first line support, we investigated and fixed an issue with VAT statements and the settlements calc and post [Nav 2009 app, v4 objects], confirmed issue with a payment journal and posting attempts [v4], investigated issue re sales price changes and set up change log to pick up any changes to item and unit of measure tables [v2009 app, v4 objects], VAT Registration number field to general tab on vendor card [v2009 Classic] and confirmed / fixed issue re exchange rate movements for posted transaction and dimension same code issue [v5 DE].
We had a number of enquiries in the week from current clients (including 2 potential new reports around purchasing deals) and confirmed our training service to a number of potential new clients. Received an enquiry from our client to review report from another service provider. Confirmed quote for this work and it was accepted. Report for review due end of July.
Also on site attendance at a client site booked for today last week. Attended and provided on site support (setting up a new user on sql and Nav, identifying and fixing issue with a work centre which would not allow production journal postings as no calendar entries) as well as received details for new developments. We will be working on the developments this week.
Provided a quote for a current client re the process / work required as a result of an asset sale for some of the existing business where our client will move off Dynamics Nav and the purchaser will move on. Quote accepted (all around creating a new business on the database, configuring and data migration) and work scheduled for post asset sale completion which is scheduled this week.
Confirmed to an existing client process for date migration for sub ledgers for Nav 2013 and lack of same compression for item ledger entries. Will confirm a quote for date compression on sales and purchase ledgers and developing bespoke date compression for item ledger when client ready.
July and August are always our quietest months for work so we have reduced our day rates for any services charged by the day for these 2 months where the work is completed in the 2 months. £100 off per day. More details at Offers.
That's it for this week.
Monday 22 June 2015
Week ending 19/6/15
Another quiet week on Dynamics Nav last week though we did have some development work.
Quotes submitted, approved, developed and delivered for new field on the item table and new report with excel export for bespoke functionality created for client. [Nav 2009 RTC).
2 on site visits to clients last week. Both for on site support - one for help and assistance with client issues on Jet Reports (Nav 2015) and the other for instructions on accounts schedules, year ends and a view of how to use Dynamics Nav more for the business. [Nav 2013 R2].
In fact last week quite the week for queries re year end close on Dynamics Nav. Most from clients but one from a referral (potential) from a Sage partner whose client is now on Dynamics Nav. Waiting to hear more on the latter but year end queries from clients covered Nav 2009 and 2013.
Also had a teleconference call on dimensions and what is possible on Nav v5 after client upgraded their licence for analysis by dimensions (advanced dimensions granule). Hopefully this will lead to more work.
Just quoted for 2nd opinion work on a report from a Solution Centre (due beginning of August) re extending a client's use of Dynamics Nav. [Nav 2009 Classic].
Pretty quiet on first line support as well - confirmed solution to application issue on sales ledger.
Updated web page re training today to make less wordage and more impact. See if that creates any trade.
I was meant to be on holiday this week but had to cancel. So free for any work!!
That's all for this week.
Quotes submitted, approved, developed and delivered for new field on the item table and new report with excel export for bespoke functionality created for client. [Nav 2009 RTC).
2 on site visits to clients last week. Both for on site support - one for help and assistance with client issues on Jet Reports (Nav 2015) and the other for instructions on accounts schedules, year ends and a view of how to use Dynamics Nav more for the business. [Nav 2013 R2].
In fact last week quite the week for queries re year end close on Dynamics Nav. Most from clients but one from a referral (potential) from a Sage partner whose client is now on Dynamics Nav. Waiting to hear more on the latter but year end queries from clients covered Nav 2009 and 2013.
Also had a teleconference call on dimensions and what is possible on Nav v5 after client upgraded their licence for analysis by dimensions (advanced dimensions granule). Hopefully this will lead to more work.
Just quoted for 2nd opinion work on a report from a Solution Centre (due beginning of August) re extending a client's use of Dynamics Nav. [Nav 2009 Classic].
Pretty quiet on first line support as well - confirmed solution to application issue on sales ledger.
Updated web page re training today to make less wordage and more impact. See if that creates any trade.
I was meant to be on holiday this week but had to cancel. So free for any work!!
That's all for this week.
Monday 15 June 2015
Week ending 12/6/15
Back to a very quiet week for our Dynamics Nav services. Spent most of the last week on web pages, on line advertising and other hopefully sales generation tasks. Still very active on forums as well. So hopefully we will be busy again soon.
No developments in the week.
No on site training in the week.
On the first line support, confirmed reason for accounts schedule preview showing analysis view entries rather than general ledger entries. Down to assigning analysis view to accounts schedule. [v5].
Also loaded in salesperson code changes to customer records for a client via dataports and excel file provided by them. [v4]. Also confirmed default sort order change to a page defined by page design rather than user settings. Awaiting feedback as to whether quote required for changes to a number of pages. [v2009 RTC].
But this week already a little busier as out at client sites providing on site support today and tomorrow. Also on a conference call later in the week discussing dimension configuration. So fingers crossed.
On the web page / on line advertising side we have completed some minor amendments to the look and feel of the home page as well as updating the offers page for our latest promotion which is for July and August £100 off day rates for any of our services charged by the day. For the remainder of this month we are also offering 5 days for the price of 4. More details of what the offer is on the Offers page. Both of these offers apply to our day rate charged services such as configuration, data migration, on site support, on site training and developments. The main site also has a site search tool on 7 days trial.
That's all for this week folks.
No developments in the week.
No on site training in the week.
On the first line support, confirmed reason for accounts schedule preview showing analysis view entries rather than general ledger entries. Down to assigning analysis view to accounts schedule. [v5].
Also loaded in salesperson code changes to customer records for a client via dataports and excel file provided by them. [v4]. Also confirmed default sort order change to a page defined by page design rather than user settings. Awaiting feedback as to whether quote required for changes to a number of pages. [v2009 RTC].
But this week already a little busier as out at client sites providing on site support today and tomorrow. Also on a conference call later in the week discussing dimension configuration. So fingers crossed.
On the web page / on line advertising side we have completed some minor amendments to the look and feel of the home page as well as updating the offers page for our latest promotion which is for July and August £100 off day rates for any of our services charged by the day. For the remainder of this month we are also offering 5 days for the price of 4. More details of what the offer is on the Offers page. Both of these offers apply to our day rate charged services such as configuration, data migration, on site support, on site training and developments. The main site also has a site search tool on 7 days trial.
That's all for this week folks.
Monday 8 June 2015
Week ending 5/6/15
Back to a quiet week! Very quiet on forums as well.
Developments completed this week on Dynamics Nav:
Minor changes to remove fixed text company fax numbers and replace with Company Information fax number. [v4 database, v2009 application].
Add specific customer accounts sale on item pages (card and list) boolean field (non editable tick box for data collected on the fly so not on item table) to identify items which have had a sale to these customer accounts across transactions from the start of go live. Added another boolean for another customer account using same principle. Code included in OnAfterGetRecord. Fast! [v2009 RTC]
Various changes in Intrastat Get Entries process for credit memos, exclude specific shipment method code and for the Intrastat form. Plus new VAT day book report in much simpler format than standard. [v4 database, v2009 application].
First line support tasks completed this week:
Delivery of report changes completed in the previous week for a client re Production Sheets. Managed to get remote access so loaded in and tested / passed by the client. [v4 database, v2009 application].
Completed some minor changes for a client [v4 database, v2009 application] as part of fixed price first line support on VAT statement (line number wiped by a user so put back in and all added up), renumbering GL code so moved in TB structure and changes to P&L accounts schedule for sql type error re line 10 belonging to line 1000 etc. Latter fixed by renumbering line numbers to be 4 digits.
Fixed price first line support for a client for next 6 months starting 1st July confirmed and invoiced. [v2009 Classic].
Fixed bug on change we made to form 20 for client (v5 DE) where set data collect of dimension name to text 30 and should have been text 50.
Add 2 current vendor table fields to vendor list [v2009 Classic].
Confirmed location of specific report that user had on short cuts but could not remember where located in main menus. Find via pdf of report when run!
Received a number of enquiries re on site training that we provide so we now have a training by module document off our web page. This confirms how ling each session lasts by module and what each session covers. Pricing on the price grid. Nothing booked as yet!
That is it for this week folks!
Developments completed this week on Dynamics Nav:
Minor changes to remove fixed text company fax numbers and replace with Company Information fax number. [v4 database, v2009 application].
Add specific customer accounts sale on item pages (card and list) boolean field (non editable tick box for data collected on the fly so not on item table) to identify items which have had a sale to these customer accounts across transactions from the start of go live. Added another boolean for another customer account using same principle. Code included in OnAfterGetRecord. Fast! [v2009 RTC]
Various changes in Intrastat Get Entries process for credit memos, exclude specific shipment method code and for the Intrastat form. Plus new VAT day book report in much simpler format than standard. [v4 database, v2009 application].
First line support tasks completed this week:
Delivery of report changes completed in the previous week for a client re Production Sheets. Managed to get remote access so loaded in and tested / passed by the client. [v4 database, v2009 application].
Completed some minor changes for a client [v4 database, v2009 application] as part of fixed price first line support on VAT statement (line number wiped by a user so put back in and all added up), renumbering GL code so moved in TB structure and changes to P&L accounts schedule for sql type error re line 10 belonging to line 1000 etc. Latter fixed by renumbering line numbers to be 4 digits.
Fixed price first line support for a client for next 6 months starting 1st July confirmed and invoiced. [v2009 Classic].
Fixed bug on change we made to form 20 for client (v5 DE) where set data collect of dimension name to text 30 and should have been text 50.
Add 2 current vendor table fields to vendor list [v2009 Classic].
Confirmed location of specific report that user had on short cuts but could not remember where located in main menus. Find via pdf of report when run!
Received a number of enquiries re on site training that we provide so we now have a training by module document off our web page. This confirms how ling each session lasts by module and what each session covers. Pricing on the price grid. Nothing booked as yet!
That is it for this week folks!
Monday 1 June 2015
Week ending 29/5/15
Another busy week on Dynamics Nav!
Developments completed:
Minor changes to 3 productions reports for cross references (v2009 Classic application, v4 objects).
Sales price update to all open sales orders so that back dated changes effective to existing orders. Created using report layout and sales line updates with document comments used for confirming sales price changes made. Quoted for, signed off, developed, user tested and now in live environment.
Sales price update from changed shipment (delivery) date into live after testing this week.All v2009 Classic application, v4 objects.
Delivered Jet reports to client site for Dynamics Nav add on (v2015). Minor amendments made after end user review.
Dimension (global 1 and 2) cost report (1 line per dimension, user selects line required from chart pf accounts) for month (user confirmed month required) and year to date. Exported to excel with zeros ignored if user wants. Quoted for, development and delivered to client this week. (v5)
All developments completed for 1 client in the last few months now on live. Required some back tracking and redevelopments for some developments completed 2 months ago but all done and successfully loaded this week. Ready for next set of developments. Includes recent development to update all companies (on same database) exchange rates based on a change to 1 designated company. All v2009 RTC.
At client site this week providing on site support and training (v2009 Classic). Booked this week at a client site in 2 weeks to run through sales order processing in Dynamics Nav (v2013).
Quiet week on first line support and on site training.
That's all for this week.
Developments completed:
Minor changes to 3 productions reports for cross references (v2009 Classic application, v4 objects).
Sales price update to all open sales orders so that back dated changes effective to existing orders. Created using report layout and sales line updates with document comments used for confirming sales price changes made. Quoted for, signed off, developed, user tested and now in live environment.
Sales price update from changed shipment (delivery) date into live after testing this week.All v2009 Classic application, v4 objects.
Delivered Jet reports to client site for Dynamics Nav add on (v2015). Minor amendments made after end user review.
Dimension (global 1 and 2) cost report (1 line per dimension, user selects line required from chart pf accounts) for month (user confirmed month required) and year to date. Exported to excel with zeros ignored if user wants. Quoted for, development and delivered to client this week. (v5)
All developments completed for 1 client in the last few months now on live. Required some back tracking and redevelopments for some developments completed 2 months ago but all done and successfully loaded this week. Ready for next set of developments. Includes recent development to update all companies (on same database) exchange rates based on a change to 1 designated company. All v2009 RTC.
At client site this week providing on site support and training (v2009 Classic). Booked this week at a client site in 2 weeks to run through sales order processing in Dynamics Nav (v2013).
Quiet week on first line support and on site training.
That's all for this week.
Tuesday 26 May 2015
Week ending 22/5/15
Another busy Dynamics Nav week though this week will be a lot quieter.
Developments completed:
3 Jet reports created off Nav 2015 for client to layout as required subject to the limits of what Jet can do. Pretty good match and a good starter for analysing the results. Learned a bit more on pivot tables as I usually create my own using vlookups and sumifs in excel. But Jet will not cope with this.
Auto update on exchange rates in 1 business to other businesses on the same database for the same currency code / start date combination. (Nav 2009 RTC). All handled via the exchange rate table and the company table.
Changed item sales price selection to use Shipment Date not Order Date on match to sales prices start dates (Nav 2009 application v4 database). Also added an update sales document lines for any change in shipment date on the sale document header with a confirm box to get the user to confirm a change to sales document line unit prices required. Delivered and being tested.
Add dimension name for global dimension 1 on general ledger entries screen (Nav 5).
Training completed:
Provided 2 days on site training for Nav 2015 addon this week. Both went well.
First line support service resolved:
Permissions issue that was actually 'dirty' coding issue (Nav 2009 application, v4 database). Ability of a user to edit a specific field on the customer table handled by code in the table that looks for specific fixed text user ids. Should have used boolean on user set up table - more flexible. Anyway problem resolved by adding another user id as fixed text in code.
Confirmed excel upload for transfer order issue not down to upload but the user populating Transfer to location codes before shipping the transfer order.
Updated previously delivered development re pallets to latest live database objects. Previously delivered in Feb but needed updating to latest version for user acceptance testing.
Confirmed how to get client licence file from Nav 2009 Classic database.
On non Dynamics Nav related business, web site redesigned with a new home page and some of the other pages updated as well as a different look. Have a look at http://wwwhttp://www.dynamicsnavukhelp.co.uk/.dynamicsnavukhelp.co.uk/.
That's all for this week.
Developments completed:
3 Jet reports created off Nav 2015 for client to layout as required subject to the limits of what Jet can do. Pretty good match and a good starter for analysing the results. Learned a bit more on pivot tables as I usually create my own using vlookups and sumifs in excel. But Jet will not cope with this.
Auto update on exchange rates in 1 business to other businesses on the same database for the same currency code / start date combination. (Nav 2009 RTC). All handled via the exchange rate table and the company table.
Changed item sales price selection to use Shipment Date not Order Date on match to sales prices start dates (Nav 2009 application v4 database). Also added an update sales document lines for any change in shipment date on the sale document header with a confirm box to get the user to confirm a change to sales document line unit prices required. Delivered and being tested.
Add dimension name for global dimension 1 on general ledger entries screen (Nav 5).
Training completed:
Provided 2 days on site training for Nav 2015 addon this week. Both went well.
First line support service resolved:
Permissions issue that was actually 'dirty' coding issue (Nav 2009 application, v4 database). Ability of a user to edit a specific field on the customer table handled by code in the table that looks for specific fixed text user ids. Should have used boolean on user set up table - more flexible. Anyway problem resolved by adding another user id as fixed text in code.
Confirmed excel upload for transfer order issue not down to upload but the user populating Transfer to location codes before shipping the transfer order.
Updated previously delivered development re pallets to latest live database objects. Previously delivered in Feb but needed updating to latest version for user acceptance testing.
Confirmed how to get client licence file from Nav 2009 Classic database.
On non Dynamics Nav related business, web site redesigned with a new home page and some of the other pages updated as well as a different look. Have a look at http://wwwhttp://www.dynamicsnavukhelp.co.uk/.dynamicsnavukhelp.co.uk/.
That's all for this week.
Monday 18 May 2015
Week ending 15/5/15
Another busy week which is all good when you are running your own business.
Work completed as follows this week:
On site training for Dynamics Nav add on (Nav 2015) started with all due to be completed by Friday. All going well with each training session supported by end user process based instructions.
Quotes signed off for developments for auto update exchange rate entered in 1 company to other Dynamics Nav businesses on same database where currency code exists and the business does not already have an exchange rate for the same currency / start date (Nav 2009 RTC). Development completed and awaiting final development testing Wednesday this week. Another quote signed off for using shipment date for determining stock unit prices (application Nav 2009, database v4). Due to be complete this week if I can remote on to complete a backup of the live database.
Developed finished goods stock list for items related to the finished goods via production BOMS (application Nav 2009, database v4). Completed new report showing stock demand by week (sales order quantities and component lines)(application Nav 2009, database v4). User has option to show number of week columns or breaks.
Bar code search development completed and delivered. Awaiting feedback from user acceptance testing. (Nav 2009 RTC).
Confirmed on a forum query just how powerful Dynamics Nav consolidation process can be when extended beyond off the shelf functionality re general ledger to all other modules using CHANGECOMPANY.
Confirmed on a forum option to use Dynamics Nav own report designer in Nav 2013R2. Simple tick the box.
Bug re re allocations (bespoke for client, Nav 2009 RTC) confirmed as not a bug but unfinished process re put aways. Cannot reallocate stock in goods in.
Resolved a number of permission issues for a client using Dynamics Nav 2009 Classic as part of fixed price first line support contract.
Sent as requested step by step process based instructions (Nav 2013R2) on creating and assigning default dimensions and how to post a receipt with mixed currencies for a customer and the client bank.
Confirmed functionality of planning worksheet in Dynamics Nav 2009 including ability to complete suggested action by a simple tick box.
Sent client instructions on step by step process of creating instances in Nav 2013.
Confirmed on site training date for client (v4 database, application 2009) in June to run through Intrastat, EC Sales and VAT as well as other misc areas.
Confirmed suggested commission scheme solution to client for developing in Nav v4. Awaiting feedback.
That's all for this week!
Work completed as follows this week:
On site training for Dynamics Nav add on (Nav 2015) started with all due to be completed by Friday. All going well with each training session supported by end user process based instructions.
Quotes signed off for developments for auto update exchange rate entered in 1 company to other Dynamics Nav businesses on same database where currency code exists and the business does not already have an exchange rate for the same currency / start date (Nav 2009 RTC). Development completed and awaiting final development testing Wednesday this week. Another quote signed off for using shipment date for determining stock unit prices (application Nav 2009, database v4). Due to be complete this week if I can remote on to complete a backup of the live database.
Developed finished goods stock list for items related to the finished goods via production BOMS (application Nav 2009, database v4). Completed new report showing stock demand by week (sales order quantities and component lines)(application Nav 2009, database v4). User has option to show number of week columns or breaks.
Bar code search development completed and delivered. Awaiting feedback from user acceptance testing. (Nav 2009 RTC).
Confirmed on a forum query just how powerful Dynamics Nav consolidation process can be when extended beyond off the shelf functionality re general ledger to all other modules using CHANGECOMPANY.
Confirmed on a forum option to use Dynamics Nav own report designer in Nav 2013R2. Simple tick the box.
Bug re re allocations (bespoke for client, Nav 2009 RTC) confirmed as not a bug but unfinished process re put aways. Cannot reallocate stock in goods in.
Resolved a number of permission issues for a client using Dynamics Nav 2009 Classic as part of fixed price first line support contract.
Sent as requested step by step process based instructions (Nav 2013R2) on creating and assigning default dimensions and how to post a receipt with mixed currencies for a customer and the client bank.
Confirmed functionality of planning worksheet in Dynamics Nav 2009 including ability to complete suggested action by a simple tick box.
Sent client instructions on step by step process of creating instances in Nav 2013.
Confirmed on site training date for client (v4 database, application 2009) in June to run through Intrastat, EC Sales and VAT as well as other misc areas.
Confirmed suggested commission scheme solution to client for developing in Nav v4. Awaiting feedback.
That's all for this week!
Tuesday 12 May 2015
Week ending 8/5/15 - a bit later than usual
A week in the life of FPC supporting the Dynamics Nav / Navision application for its clients. So what has happened this week? Very busy again this week with a number of activities:
First line support - confirm use of permission set ALL, how to restrict user access to modules in Nav 2009 Classic. Also confirmed lost user settings down to corrupt zup file (Nav 2009 with v4 database).
Bug fixing from last week re Nav 2009 RTC bespoke table and data for reallocating stock fixed. Discovered code (not ours) had incorrect validation in it so that once a lot was included on a reallocation journal line once it would be ignored during the registration process after that.
Another bug arose re posting reallocation journals which was not Nav but process based.
A new report bug re suggested stock allocation which meant sales order lines were not appearing in the report fixed as well. Our code and bad code but now fixed.
Developments completed this week include bar code search (additional field in items created from bar codes from cross ref table) and new report re stock demand by week.
On site support provided this week including configuration of standard Nav document approval process (Nav 2013) and POP training.
Reran file exports from Nav v4 for new ERP system re open vendor ledger entries including GL codes. More fields required so amended report utility and then reran across all client businesses.
Quote for this week for:
Excel upload for warehouse item journal (Nav 2009 RTC).
Enquiries received for fall back support for another consultancy providing Dynamics Nav services. Quote supplied and waiting for response. Also responded to potential development with existing client re 3 way match in Nav for purchase invoices. Raised some queries and when response received will map fields from / to legacy to Dynamics Nav (2009).
Really busy week this week and next providing Dynamics Nav add on training for client staff. Step by step process based instructions in a Word document created for some of the training with the rest to be completed next week. Will be delivered as part of training. As non standard Nav and no previous exposure to the add on this was a great deal of work that has required a lot of client checking. Standard Nav training and material much easier and learnt a valuable lesson on Add Ons and ease of training from scratch. Not easy!
That's all folks!
First line support - confirm use of permission set ALL, how to restrict user access to modules in Nav 2009 Classic. Also confirmed lost user settings down to corrupt zup file (Nav 2009 with v4 database).
Bug fixing from last week re Nav 2009 RTC bespoke table and data for reallocating stock fixed. Discovered code (not ours) had incorrect validation in it so that once a lot was included on a reallocation journal line once it would be ignored during the registration process after that.
Another bug arose re posting reallocation journals which was not Nav but process based.
A new report bug re suggested stock allocation which meant sales order lines were not appearing in the report fixed as well. Our code and bad code but now fixed.
Developments completed this week include bar code search (additional field in items created from bar codes from cross ref table) and new report re stock demand by week.
On site support provided this week including configuration of standard Nav document approval process (Nav 2013) and POP training.
Reran file exports from Nav v4 for new ERP system re open vendor ledger entries including GL codes. More fields required so amended report utility and then reran across all client businesses.
Quote for this week for:
Excel upload for warehouse item journal (Nav 2009 RTC).
Enquiries received for fall back support for another consultancy providing Dynamics Nav services. Quote supplied and waiting for response. Also responded to potential development with existing client re 3 way match in Nav for purchase invoices. Raised some queries and when response received will map fields from / to legacy to Dynamics Nav (2009).
Really busy week this week and next providing Dynamics Nav add on training for client staff. Step by step process based instructions in a Word document created for some of the training with the rest to be completed next week. Will be delivered as part of training. As non standard Nav and no previous exposure to the add on this was a great deal of work that has required a lot of client checking. Standard Nav training and material much easier and learnt a valuable lesson on Add Ons and ease of training from scratch. Not easy!
That's all folks!
Monday 4 May 2015
Week ending 01/5/15 Dynamics Nav services at dynamicsnavukhelp
I may have been away but....
A number of first line support queries including missing number series (removed from purchase and payables set up which caused issues when raising / posting invoices), 2 decimal place issue for a field (needed more) which will be resolved by changing decimal place property format and confirmed reason for purchase return order not posting (lack of default general and VAT business and product posting groups).
Quoted for additional field to be added to supporting excel export for a consolidated invoice.
Quoted for adding new dimension code values to general ledger entries form so that new dimension shows as a column.
Received enquiry from existing client for ad hoc on site training. Just waiting for dates required from client.
Received enquiry from existing client re new functionality to add to accounts payable - basically initial enquiry on mapping legacy fields for export / import to Nav fields. Have some details but raised some queries so waiting for response to these queries before confirming a Nav field maps to legacy system.
High level process flow for Nav 2015 add on reviewed by client and comments fed back. Will add suggested changes to process flow and once done this will form the back bone of the end user process based instructions to be created this week.
Delivered development to client this week for reallocation of stock using an excel upload routine (Nav 2009 RTC). Still need to bug fix registration process as this does not post all lines on screen. Know it is down to codeunit but will investigating. Will fix this week. All this is a Solution Centre developed (not us) client bespoke not standard Nav.
At client site later this week setting up document approval and providing on site training re purchase ordering process.
That's all for this week folks.
A number of first line support queries including missing number series (removed from purchase and payables set up which caused issues when raising / posting invoices), 2 decimal place issue for a field (needed more) which will be resolved by changing decimal place property format and confirmed reason for purchase return order not posting (lack of default general and VAT business and product posting groups).
Quoted for additional field to be added to supporting excel export for a consolidated invoice.
Quoted for adding new dimension code values to general ledger entries form so that new dimension shows as a column.
Received enquiry from existing client for ad hoc on site training. Just waiting for dates required from client.
Received enquiry from existing client re new functionality to add to accounts payable - basically initial enquiry on mapping legacy fields for export / import to Nav fields. Have some details but raised some queries so waiting for response to these queries before confirming a Nav field maps to legacy system.
High level process flow for Nav 2015 add on reviewed by client and comments fed back. Will add suggested changes to process flow and once done this will form the back bone of the end user process based instructions to be created this week.
Delivered development to client this week for reallocation of stock using an excel upload routine (Nav 2009 RTC). Still need to bug fix registration process as this does not post all lines on screen. Know it is down to codeunit but will investigating. Will fix this week. All this is a Solution Centre developed (not us) client bespoke not standard Nav.
At client site later this week setting up document approval and providing on site training re purchase ordering process.
That's all for this week folks.
Saturday 25 April 2015
Week ending 24/4/15 - a busier week at last!
A much busier week this week. Loads of work.
2 development quotes signed off by client this week with one provided late last year and the other this week. One development completed and the other will be delivered next week. The other development scheduled for completion week after next.
On site with a client this week for 'train the trainer' session on Nav 2015 for an add on re service maintenance. Created and then updated high level process flow for add on process. Published to client for comment and amendment. Never seen the Nav add on before. Go live May but only on the add on - no financials. That go live to follow in the next few months. Scheduled to complete end user step by step process based instructions early May and provide end user training (web client and RTC client) later in May just before go live. Due also to spec up Jet reports required for go live in the next week. The quote for and once approved schedule the work once we have a local version of Dynamics Nav 2015. Exciting times ahead.
More data extracts for client moving from Nav to another system re open vendor ledger entries (slight complexity as GL codes for posted document lines also required) across 30 businesses. Then data extracts required for P&L breakdown for the last quarter of the year. Extracts at general ledger entry level.
Completed 2 quotes this week - one mentioned above approved and completed. The other for another client has been sent but awaiting feedback / approval. Quote was for creating a new business from an old one on Dynamics Nav (v5 GB) which would involve configuration and data migration. Quote also included 3 years data extraction from the old Dynamics Nav business to another ERP system.
Responded to enquiry re report development for Nav 2013 for a client. Awaiting further report spec for reports required.
Confirmed to client change of licence required (module missing) for dimension 3 and 4 filtering on accounts schedules. Advanced Dimensions module required to v5 DE. Confirmed also available for on line training via TeamViewer.
On the support side, 2 queries this week re new regulations on settlement discount VAT treatment from 1st April (found a great blog that confirmed how to make the changes in Dynamics Nav so client happy and completed the changes) and query on why you could not select the currency code for a purchase invoice on the lines (explained to client this is held in the purchase invoice header so no need in lines and wrong place to choose it anyway).
On the forum side fixed a report for a US IT Manager re production. Just missing the dataitem link between 2 tables and so getting duplicate / repeated data.
Completed telephone interview for potential project. Wait for feedback next week. Sounds like a very interesting project with loads of work.
Away on holidays this next week - just as the weather is changing. Typical!
2 development quotes signed off by client this week with one provided late last year and the other this week. One development completed and the other will be delivered next week. The other development scheduled for completion week after next.
On site with a client this week for 'train the trainer' session on Nav 2015 for an add on re service maintenance. Created and then updated high level process flow for add on process. Published to client for comment and amendment. Never seen the Nav add on before. Go live May but only on the add on - no financials. That go live to follow in the next few months. Scheduled to complete end user step by step process based instructions early May and provide end user training (web client and RTC client) later in May just before go live. Due also to spec up Jet reports required for go live in the next week. The quote for and once approved schedule the work once we have a local version of Dynamics Nav 2015. Exciting times ahead.
More data extracts for client moving from Nav to another system re open vendor ledger entries (slight complexity as GL codes for posted document lines also required) across 30 businesses. Then data extracts required for P&L breakdown for the last quarter of the year. Extracts at general ledger entry level.
Completed 2 quotes this week - one mentioned above approved and completed. The other for another client has been sent but awaiting feedback / approval. Quote was for creating a new business from an old one on Dynamics Nav (v5 GB) which would involve configuration and data migration. Quote also included 3 years data extraction from the old Dynamics Nav business to another ERP system.
Responded to enquiry re report development for Nav 2013 for a client. Awaiting further report spec for reports required.
Confirmed to client change of licence required (module missing) for dimension 3 and 4 filtering on accounts schedules. Advanced Dimensions module required to v5 DE. Confirmed also available for on line training via TeamViewer.
On the support side, 2 queries this week re new regulations on settlement discount VAT treatment from 1st April (found a great blog that confirmed how to make the changes in Dynamics Nav so client happy and completed the changes) and query on why you could not select the currency code for a purchase invoice on the lines (explained to client this is held in the purchase invoice header so no need in lines and wrong place to choose it anyway).
On the forum side fixed a report for a US IT Manager re production. Just missing the dataitem link between 2 tables and so getting duplicate / repeated data.
Completed telephone interview for potential project. Wait for feedback next week. Sounds like a very interesting project with loads of work.
Away on holidays this next week - just as the weather is changing. Typical!
Monday 20 April 2015
Can't you tell it's Easter part 3.
Another quiet week for Dynamics Nav which may be due to the latter part of Easter, Easter holidays or it's the election. Who knows.
Anyway an interesting week for enquiries: 2 days a week contract in Saudi starting asap a reasonable day rate but would at least another day travelling each week. Apparently no local Saudi resource available. Another enquiry re contract for major implementation for Dynamics Nav covering over 1000 users in Lincolnshire for 5 days a week on site. Waiting to hear if part of first stage telephone interviews this week. So the contract market hotting up. Just need our market to hot up!
Quote provided for changes to sales document layouts for Swiss customers of an existing client which is a UK business. Our client decided to not go forward with changes proposed.
Still heard nothing re quotes to clients including post go live user hand holding on site locally and awaiting formal email requesting quote following a phone conversation with another client re company creation and configuration and once only data extracts for another application.
One quote for POP training including set up of document approval on Nav 2013 approved and visit (to set up and train) scheduled for 2nd week in May.
Attended site for a new client for implementation walk through on Nav 2015. Focus primarily on Solution Centre add on. Creating high level process flows as a result ready for attendance this week for 'train the trainer' sessions on final end to end process.
Fixed Intrastat issue for a client on bespoke field re values. Caused by multiple lots on same shipment line and code (not ours) took total line value not value by lot (item ledger entry).
Checked client set up of new currency code on v2009 (database v4) was correct. One potential issue identified.
Spent most of last week answering forum queries. We have added short cuts to each answer across 3 Dynamics Nav forums to the blog web page.
That's all for this week folks!
Anyway an interesting week for enquiries: 2 days a week contract in Saudi starting asap a reasonable day rate but would at least another day travelling each week. Apparently no local Saudi resource available. Another enquiry re contract for major implementation for Dynamics Nav covering over 1000 users in Lincolnshire for 5 days a week on site. Waiting to hear if part of first stage telephone interviews this week. So the contract market hotting up. Just need our market to hot up!
Quote provided for changes to sales document layouts for Swiss customers of an existing client which is a UK business. Our client decided to not go forward with changes proposed.
Still heard nothing re quotes to clients including post go live user hand holding on site locally and awaiting formal email requesting quote following a phone conversation with another client re company creation and configuration and once only data extracts for another application.
One quote for POP training including set up of document approval on Nav 2013 approved and visit (to set up and train) scheduled for 2nd week in May.
Attended site for a new client for implementation walk through on Nav 2015. Focus primarily on Solution Centre add on. Creating high level process flows as a result ready for attendance this week for 'train the trainer' sessions on final end to end process.
Fixed Intrastat issue for a client on bespoke field re values. Caused by multiple lots on same shipment line and code (not ours) took total line value not value by lot (item ledger entry).
Checked client set up of new currency code on v2009 (database v4) was correct. One potential issue identified.
Spent most of last week answering forum queries. We have added short cuts to each answer across 3 Dynamics Nav forums to the blog web page.
That's all for this week folks!
Monday 13 April 2015
Can't you tell it's Easter - part 2
Ok so I thought Good Friday week was quiet but last week even quieter. So not a lot happened on the Dynamics Nav side - just the following:
New Dynamics Nav client. Agreed call off order at discounted rate for 10 days.
Confirmed attendance for a new client for Dynamics Nav 2015 implementation walk through and potential attendance on super user training once agenda confirmed. Both required for add on from Solution Centre.
Now have remote access to new client's database so.....
Completed quick review of base configuration for same client and confirmed minor missing data.
Confirmed to German client Microsoft web link to compare Dynamics Nav versions and our web link for summary of differences. Client looking at potential upgrade or additional licence granule purchase. Depends on what is on new versions. Current version DE v5.
Confirmed reason for Intrastat missing journal entry as down to missing country / region code from shipment and therefore item ledger entry which is where intrastat journal lines come from.
Discussed various changes required by a client on GB v5 including new start for existing company, data extracts for another application and various other minor changes. Client will send email this week and we will respond to via a quote.
Set up new user for client on their Dynamics Nav (version 2009 application, version 4 database).
Bug reported on client's bespoke change to intrastat journals. Investigated and believe know what the issue is but need backup of latest database to develop, test and confirm. Waiting for backup.
Bar that waiting for responses to quotes to clients and responses to enquiries. Down to being Easter I think - I hope!
On the company front (Fraser Price Consulting Limited), changes made to share capital and directors last week. News of these changes will follow on our web site.
That's all for this week folks!
New Dynamics Nav client. Agreed call off order at discounted rate for 10 days.
Confirmed attendance for a new client for Dynamics Nav 2015 implementation walk through and potential attendance on super user training once agenda confirmed. Both required for add on from Solution Centre.
Now have remote access to new client's database so.....
Completed quick review of base configuration for same client and confirmed minor missing data.
Confirmed to German client Microsoft web link to compare Dynamics Nav versions and our web link for summary of differences. Client looking at potential upgrade or additional licence granule purchase. Depends on what is on new versions. Current version DE v5.
Confirmed reason for Intrastat missing journal entry as down to missing country / region code from shipment and therefore item ledger entry which is where intrastat journal lines come from.
Discussed various changes required by a client on GB v5 including new start for existing company, data extracts for another application and various other minor changes. Client will send email this week and we will respond to via a quote.
Set up new user for client on their Dynamics Nav (version 2009 application, version 4 database).
Bug reported on client's bespoke change to intrastat journals. Investigated and believe know what the issue is but need backup of latest database to develop, test and confirm. Waiting for backup.
Bar that waiting for responses to quotes to clients and responses to enquiries. Down to being Easter I think - I hope!
On the company front (Fraser Price Consulting Limited), changes made to share capital and directors last week. News of these changes will follow on our web site.
That's all for this week folks!
Tuesday 7 April 2015
Can't you tell it's Easter!
Well it has been quiet this week but it is the first Easter week.
Dynamics Nav work completed this week includes:
Fixed further issues re permissions for non SUPER user for version 5 database - German version. Missed off bespoke client tables so added a new role just for these tables. Also needed to add on German specific modules.
Extract latest vendor data for a client who is moving from Dynamics Nav to another application. Used created dataports so simple process of text file creation across 30 different businesses.
Remote access to new client in the East Midlands will hopefully be set up this week so we can start to assist on implementation project.
Confirmed quote for POP configuration and training including document approval for Nav 2013 R2. Also fixed document approval bug in Nav 2013r2 (yes the latest patched version) for POP and SOP re approval value levels. Ignored value levels and forced all POs/SOs to go through approval process.
Chased up some quotes this week re on site training but no response. Will chase again next week.
Discussions re commission calculations on Dynamics Nav started with a client re what can and cannot be done out of the Nav application (v4). Expect these will continue this week and next and may (or may not) turn into chargeable work.
Confirmed quote to current client re logo changes (multiples using responsibility centres) to 7 report layouts (v5 GB). Waiting for approval and then we will complete the work.
So in short, lots of work prospects again but no one signing off on. Probably as it is Easter!
That's all for now folks.
Dynamics Nav work completed this week includes:
Fixed further issues re permissions for non SUPER user for version 5 database - German version. Missed off bespoke client tables so added a new role just for these tables. Also needed to add on German specific modules.
Extract latest vendor data for a client who is moving from Dynamics Nav to another application. Used created dataports so simple process of text file creation across 30 different businesses.
Remote access to new client in the East Midlands will hopefully be set up this week so we can start to assist on implementation project.
Confirmed quote for POP configuration and training including document approval for Nav 2013 R2. Also fixed document approval bug in Nav 2013r2 (yes the latest patched version) for POP and SOP re approval value levels. Ignored value levels and forced all POs/SOs to go through approval process.
Chased up some quotes this week re on site training but no response. Will chase again next week.
Discussions re commission calculations on Dynamics Nav started with a client re what can and cannot be done out of the Nav application (v4). Expect these will continue this week and next and may (or may not) turn into chargeable work.
Confirmed quote to current client re logo changes (multiples using responsibility centres) to 7 report layouts (v5 GB). Waiting for approval and then we will complete the work.
So in short, lots of work prospects again but no one signing off on. Probably as it is Easter!
That's all for now folks.
Monday 30 March 2015
2 weeks ending 27/3/15
As I was on holiday last week, combined 2 weeks into this blog.
Still regularly updating / answering forum questions where we have expertise to provide. We are also regularly (daily) updating facebook and twitter with hints / tips / observations.
Quite a few potential new client enquiries over the last 2 weeks including 2 to 3 days post go live support (hand holding to aid new Dynamics Nav users after go live), 1 day on site consultancy to review current Dynamics Nav configuration to make sure it will meet the client needs especially in relation to warehousing and manufacturing, on site training for super user and end user finance training. Quotes provided for all but yet to hear from any whether successful.
Agreed with client next stage of support re creating POP element to Dynamics Nav application (configuration work mainly on document approval and some on site training). Confirmed by new client support required from us pre and post go live. Pre go live to include review of current configuration and end user training. Post go live will be hand holding end users through their first use of the Dynamics Nav application.
Agreed with another client (very local) next stage of support (on site, configuration, small element of super user training) and provided quote accordingly.
As a matter on interest many more enquiries now from local (Nottingham) businesses using Dynamics Nav. So if you need a local Dynamics Nav resource we are just on your door step.
Work completed over the last 2 weeks included new column layout for fiscal year trends,slight changes to permission sets after user removed as SUPER user and properly configured, created step by step instructions on how to create a bank account, completed final elements of data migration out of Dynamics Nav (managed through mix of dataports and reports, fixed customer statement layout issue, confirmed why item card fields not editable (safety stock quantity non editable as no reorder policy), confirmed solution for item ledger entries where item tracking left as blank in error, confirmed process for unapplying and suggested reasons for user error
So basically the last 2 weeks has been active re new enquiries or agreeing next stage of work for current clients but very quiet on actual work done! Frustrating but there is an election on and it is Easter!
More next week on what we are doing re Dynamics Nav at FPC.
Still regularly updating / answering forum questions where we have expertise to provide. We are also regularly (daily) updating facebook and twitter with hints / tips / observations.
Quite a few potential new client enquiries over the last 2 weeks including 2 to 3 days post go live support (hand holding to aid new Dynamics Nav users after go live), 1 day on site consultancy to review current Dynamics Nav configuration to make sure it will meet the client needs especially in relation to warehousing and manufacturing, on site training for super user and end user finance training. Quotes provided for all but yet to hear from any whether successful.
Agreed with client next stage of support re creating POP element to Dynamics Nav application (configuration work mainly on document approval and some on site training). Confirmed by new client support required from us pre and post go live. Pre go live to include review of current configuration and end user training. Post go live will be hand holding end users through their first use of the Dynamics Nav application.
Agreed with another client (very local) next stage of support (on site, configuration, small element of super user training) and provided quote accordingly.
As a matter on interest many more enquiries now from local (Nottingham) businesses using Dynamics Nav. So if you need a local Dynamics Nav resource we are just on your door step.
Work completed over the last 2 weeks included new column layout for fiscal year trends,slight changes to permission sets after user removed as SUPER user and properly configured, created step by step instructions on how to create a bank account, completed final elements of data migration out of Dynamics Nav (managed through mix of dataports and reports, fixed customer statement layout issue, confirmed why item card fields not editable (safety stock quantity non editable as no reorder policy), confirmed solution for item ledger entries where item tracking left as blank in error, confirmed process for unapplying and suggested reasons for user error
So basically the last 2 weeks has been active re new enquiries or agreeing next stage of work for current clients but very quiet on actual work done! Frustrating but there is an election on and it is Easter!
More next week on what we are doing re Dynamics Nav at FPC.
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