Another week goes by......
No specific comments re features this week though the Nav application never fails to surprise. One feature with Classic (Nav 2009 and before) is the behaviour of codeunits and reports in the job scheduler. Weirdly reports will work but codeunits do not always.
Work completed this week included completion of first draft requirements specification document for a new ERP application for client review and amendment, on site super user training provided (with a follow up session this week) and on site support to review service contract misc data development (sample created for client comment and as a result completing this development this week for final client review next week).
Super user training was for Nav 2013r2 and covered overview of application, database objects, relationships and a number of 'how to' sessions on amending tables, new pages, amending pages and new reports and amending reports. Intense but seemed to go well.
Busy week for new enquiries with one potential client looking for a total solution re accounting services and Dynamics Nav. As this included taxation advice (we do not give) redirected them to a chartered accounting practise that also provides Dynamics Nav services.
Plans for this week are a demo of SOP and service SOP [Nav 2013r2], stage 2 re super user training (covering issues with rules for auto bank recs and cheque remittance report alignment issues) and amending a development re service management misc data to client requirements following discussion this week. So potentially a quiet week.
That's all for this week folks.
Monday 25 April 2016
Monday 18 April 2016
Week ending 15/4/16
Work completed this week included:
Discussion with last end user re their requirements for an ERP solution. Working on a final draft requirements document with high level process flows added today and tomorrow for publication for comment and amendment by the client.
Developments completed included: further spacing amendments to cheque remittance report for a client to get the data to match the pre printed stationery. [Nav 2013r2].
Completed aged creditor KPI report. Basically an aged debt report with all request page options switched off and a change around of column orders. [Nav2013r2].
Attended on site for management accounts preparation and publication for March results for 2 countries off 2 different databases. [Mar 2013r2]. Completed some of the work remotely re accruals and prepayments. Site visit also included EC Sales return, 2 VAT returns, payroll set up.
So a quiet week really.
Plans for this week include completing draft 1 of the requirements document, on site visit to provide stage 1 of super user training (new client) [Nav 2013r2] and on site attendance to demo SOP and some development completed for review re misc data for service contracts.
That's all for this week folks.
Discussion with last end user re their requirements for an ERP solution. Working on a final draft requirements document with high level process flows added today and tomorrow for publication for comment and amendment by the client.
Developments completed included: further spacing amendments to cheque remittance report for a client to get the data to match the pre printed stationery. [Nav 2013r2].
Completed aged creditor KPI report. Basically an aged debt report with all request page options switched off and a change around of column orders. [Nav2013r2].
Attended on site for management accounts preparation and publication for March results for 2 countries off 2 different databases. [Mar 2013r2]. Completed some of the work remotely re accruals and prepayments. Site visit also included EC Sales return, 2 VAT returns, payroll set up.
So a quiet week really.
Plans for this week include completing draft 1 of the requirements document, on site visit to provide stage 1 of super user training (new client) [Nav 2013r2] and on site attendance to demo SOP and some development completed for review re misc data for service contracts.
That's all for this week folks.
Monday 11 April 2016
Week ending 8/4/16
Slight delay in publication as attended client site this morning!
Nothing of interest re features of Dynamics Nav this week though we are having fun (not) making changes to the cheque layout in Nav 2013r2. The joys. Oh and while I remember emailing pdfs from Nav 2013R2 also interesting. Finally resolved issues a client was having by not using download to retrieve the file off the server and saving to the end user's desktop. Weird.
Work completed this week:
Fixed emailing pdfs issue (Nav could not find pdf created to attached to an email for SMTPing). [Nav 2013r2].
Development changes to existing development to fix logo showing on sales invoices on print and pdf created for email, add in Email CC for including buying groups on emails and in an additional language code for France for same development (SMTP emailing). [Nav 2013]
Configured test company for a client for showing the functionality of sales order processing and service order processing. As a result client has requested stock configuration on the test company and a demonstration of drop shipments. So working on that this week. [Nav 2013r2].
Attended client site to provide on site support. [Nav 2013r2].
Providing a quote to a potential client for new company creation and initial configuration for Nav 2016 and for xml data feeds to Nav 2016 from EPOS software. First element already submitted for approval but client wants a complete quote for all work. This will follow later this week. [Nav 2016].
Completed some development changes to accounts schedules overview re default of Day (changed to default to Month) and date filter (default current month, will always need last month). [Nav 2013r2].
Updated ERP requirements document for meetings held with users the week before last. A few more elements to add to the requirements report so should be ready by the end of the month.
So busy week. That's all for this week folks.
Nothing of interest re features of Dynamics Nav this week though we are having fun (not) making changes to the cheque layout in Nav 2013r2. The joys. Oh and while I remember emailing pdfs from Nav 2013R2 also interesting. Finally resolved issues a client was having by not using download to retrieve the file off the server and saving to the end user's desktop. Weird.
Work completed this week:
Fixed emailing pdfs issue (Nav could not find pdf created to attached to an email for SMTPing). [Nav 2013r2].
Development changes to existing development to fix logo showing on sales invoices on print and pdf created for email, add in Email CC for including buying groups on emails and in an additional language code for France for same development (SMTP emailing). [Nav 2013]
Configured test company for a client for showing the functionality of sales order processing and service order processing. As a result client has requested stock configuration on the test company and a demonstration of drop shipments. So working on that this week. [Nav 2013r2].
Attended client site to provide on site support. [Nav 2013r2].
Providing a quote to a potential client for new company creation and initial configuration for Nav 2016 and for xml data feeds to Nav 2016 from EPOS software. First element already submitted for approval but client wants a complete quote for all work. This will follow later this week. [Nav 2016].
Completed some development changes to accounts schedules overview re default of Day (changed to default to Month) and date filter (default current month, will always need last month). [Nav 2013r2].
Updated ERP requirements document for meetings held with users the week before last. A few more elements to add to the requirements report so should be ready by the end of the month.
So busy week. That's all for this week folks.
Monday 4 April 2016
Week ending 1/4/16
Interesting features of Dynamics Nav from this last week: the request page save property takes priority over any report called from c/side code so that, for example, if a report has a request page for showing a logo image and a pass data function to pre define your logo settings when calling a report, then if the user chose not to show the logo the last time the report was run, doesn't matter what you pass to the report as a preference the logo will show as per last settings from the user. Needs to be logged in as the same user obviously. Fix very easy - switch off request page save property.
Work completed last week:
Created a new company with base configuration for a client. [Nav v4].
Completed data migration for a number of businesses including opening balance sheet and transactions to March 2016. [Nav 2013r2].
Completed correct for objects export for a client where they add in an object range specific to the services they provide to other Dynamics Nav users. So demo install plus bespoke objects stopped working. Did not compile. Now fixed. [Nav 2013r2].
No on site client visits last week and only one booked this week.
That's it for this week folks.
Work completed last week:
Created a new company with base configuration for a client. [Nav v4].
Completed data migration for a number of businesses including opening balance sheet and transactions to March 2016. [Nav 2013r2].
Completed correct for objects export for a client where they add in an object range specific to the services they provide to other Dynamics Nav users. So demo install plus bespoke objects stopped working. Did not compile. Now fixed. [Nav 2013r2].
No on site client visits last week and only one booked this week.
That's it for this week folks.
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