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.
Tuesday 26 May 2015
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.
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