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.
Monday 28 September 2015
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.
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