Monday 26 September 2016

Week ending 25/9/16

So who noticed the lack of a blog last week? Just me then.
Last week was a week for client visits.1 day on site providing ad hoc support [Nav 2013r2], 1 day continuing with mapping high level end to end business process flows with a view to mapping this flows in detail and then matching to various applications and data flows [Nav 2013r2] and a day on site training for new member of staff [Nav 2016].
In addition completed the following developments: added correspondence address to posted sales invoice report and migrated bespoke code from Nav 2013 to Nav 2016 (yes still required).
Also mapped proposed process flow for different types of sales orders for a service management business and issued for comment and amendment. [Nav2013r2].
So this week chasing up news re approval of quotes sent over the last 2 weeks as well as 2 more on site visits (continuing process mapping, training on Nav 2016).
That's all for this week folks.


Monday 12 September 2016

Week ending 9/9/16

A lot of pre sales this week so not much chargeable.
Attended site to demo Nav 2016 as well as run provide super user training including Jet install and demo.
Pre sales work included run through requirements for Nav 2016 new implementation and then quote for and an initial meeting in London as to whether we can help with a Nav 2015 stalled implementation. Suggested a different approach and a workshop to get a faster fix in place to negate the need for Excel.
Also received a few enquiries re Nav help including transfer of MS Partner. We are not a Nav partner (too small) but we work with 2 partners so we try and help where we can. Will need to see what this leads to.
Plans for this week include:
Another pre sales meeting today at client site to try and firm up on what they need from Nav 2016 and amend supplied quotes as required.
Attend client site to revise chart of accounts in configuration [Nav 2016] to agreed layout and amend all set up tables. Then start testing transactions.
Attend client site to complete notes from 2 weeks ago and follow up queries. At the moment focusing on high level data flows as these are complex, involve a number of different applications including Nav 2013r2 and look that they have led to fire fighting in the finance department. So this week will be confirming the gaps in my knowledge from the single visit and finish off my notes from 2 weeks ago.
Also pulling together quotes for an existing client re developments required and if approved we will get on with next week.
That's it for this week folks.


Sunday 4 September 2016

Week ending 2/9/16

Another week goes by. Last week was a busy one again which is always good for the self employed.
Completed the following work:
Minor changes to report and codeunit following a client's upgrade from Nav 2013 to Nav 2016.
Step by step process based instructions on how to use Nav consolidation. Completed item configuration for a test company. Configured and tested sales prepayment functionality. [Nav 2013r2].
New fields added to allow for ship to emails and phone numbers for initial sales order creation and therefore all related posted table headers. Also amended delivery report for same change. [Nav 2009 app, v4 database]. Amended pick report to allow new labelling for delivery tracking. [Nav 2009 app, v4 database].
Attended new client site to discuss current Dynamics Nav configuration and current system data flows including Dynamics Nav. [Nav2013r2].
Plans for this week include 2 days on site training for Jet reports on Nav 2016 covering an element of super user training, a meet to discuss the start of Nav 2016 implementation and a meeting in London to discuss whether we can help with some bespoke developments (potential new customer).
That's all for this week folks.