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.
Tuesday 24 November 2015
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.
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