No chargeable time re developments, configurations, data migration or remote training at all last week. Another first but not in a good way.
Very quiet also on first line support calls or emails. Confirmed posted sales invoice may be viewed from Value Entries not Item Ledger Entry if sales order shipped. [2009 RTC]. Completed some minor changes to athe put way report. [Nav 2009 RTC]. Confirmed location and settings required to run a UK style Aged at the detail level (invoice details) in the clients US database. I loaded and converted UK Aged Debt style report into their US database last year. [Nav 2013r2].
Investigated iXBRL options out of Nav 2009 Classic. These are xmls but found no standard xml schema available for Companies House submissions so responded to client enquiry by confirming we can quote for but better off using a 3rd party tool like Ftax iXBRL.
So a quiet week but....
We did finally receive confirmation of requirements of new BACS export report (PO approved 2 months ago) which we will start this week [Nav 2013r2]. Slight change of requirement so currently confirming what extra is required so we will requote for approval.
Also pulled together a quote for a UK style customer statement. The out of the box version is awful in that it insists on a start and end date and will list the transactions (all) historically. So useless. The UK requirement is more of an aged debt style report (open items only at time of running the report) but in the customer statement layout. Re creating these style of document reports from scratch a nightmare and expensive from a client perspective. So we have come up with a nice clean fix to the existing customer statement report. [Nav 2013r2].
Finally another quote submitted for amendments to a PO import (via dataport) for a client. Amendments are the inclusion of VAT codes and values in the csv file and getting Nav to deal with it. [Nav 2009 Classic].
That's all for this week folks!
Tuesday 30 May 2017
Monday 22 May 2017
Week ending 19/5/17
Quiet week developments wise, busy week re first line support.
Developments completed last week included a new bank rec report that is generated (printed) at the same time as the bank rec is posted. [Nav 2013r2] and minor fixes to the VAT Day Book report. [Nav 2013r2].
Support calls resolved included:
Office 365 smtp testing (follow on from previous testing where we provided our Office 365 account details to our client to confirm what we had working on a local will work on their network and the issue is their Network permission settings),
Confirmed PO dataport import could cope with VAT details if required but code / field changes needed so we could quote for [Nav 2009 Classic].
Confirmed DD functionality in Nav [Nav 2013r2] and text change to service invoice to confirm change of DD amount possible.
Confirmed that for a sales return order the external document number on the order is replaced by the vendor shipment number when the warehouse receipt is posted [Nav 2009 RTC].
Confirmed reason for error message re VAT Prod Posting Group on creating an invoice and how to resolve. [Nav 2013].
Completed a remote training session for a financial controller focusing on year end closes, navigation / drill down and reporting from Nav using accounts schedules. [Nav 2013].
Couple of above responses by us included an option to fix via development and offering to quote for.
Prospects a little better - one client has paid a long overdue bill so no doubt they need more work doing. But this time we will want part payment up front. We are not finance provider!
Quite a few calls from existing clients Friday afternoon which may (or may not) lead to more work. And of course our offers to quote for some changes above may result in some quotes.
So we will have to wait and see.
Developments completed last week included a new bank rec report that is generated (printed) at the same time as the bank rec is posted. [Nav 2013r2] and minor fixes to the VAT Day Book report. [Nav 2013r2].
Support calls resolved included:
Office 365 smtp testing (follow on from previous testing where we provided our Office 365 account details to our client to confirm what we had working on a local will work on their network and the issue is their Network permission settings),
Confirmed PO dataport import could cope with VAT details if required but code / field changes needed so we could quote for [Nav 2009 Classic].
Confirmed DD functionality in Nav [Nav 2013r2] and text change to service invoice to confirm change of DD amount possible.
Confirmed that for a sales return order the external document number on the order is replaced by the vendor shipment number when the warehouse receipt is posted [Nav 2009 RTC].
Confirmed reason for error message re VAT Prod Posting Group on creating an invoice and how to resolve. [Nav 2013].
Completed a remote training session for a financial controller focusing on year end closes, navigation / drill down and reporting from Nav using accounts schedules. [Nav 2013].
Couple of above responses by us included an option to fix via development and offering to quote for.
Prospects a little better - one client has paid a long overdue bill so no doubt they need more work doing. But this time we will want part payment up front. We are not finance provider!
Quite a few calls from existing clients Friday afternoon which may (or may not) lead to more work. And of course our offers to quote for some changes above may result in some quotes.
So we will have to wait and see.
Monday 15 May 2017
Week ending 12/5/17
A little busier last week. We have been busier but we have also been a lot quieter.
On the first line support side for last week, we:
Confirmed logic rule re user posting date range between G/L set up and User Setup - so which takes priority. [Nav 2016].
Fixed and balanced off accounts schedule following recent upgrade which included a change of dimension code and structure. [Nav 2017].
Further investigated Office 365 smtp, tested, confirmed issues with specific emails (spam filtering) and solution. [Nav 2016].Works really well and love the page actions to configure smtp server for Office 365 and test. Only issue was sent emails were not being received which was down to email service provider filtering.
Interesting issue with a report. Changes made in layout not reflected in RTC. Found report would not compile. Fixed error, compiled and now all working. Don't you just love Nav 2009 RTC?
Confirmed process for creating a fiscal year and made some recommendations re current years on a client's live database. All to pot! [Nav 2013].
Made changes to user's assigned permissions after confirmed error message. Later in the week assigned appropriate role to user after confirmation by client. [Nav 2013r2].
Confirmed name and address list in row and column format not available from Nav. Label report is but this is no good for Word mail merge. [Nav 2013].
Developments completed last week included:
Adding new fields to unposted pick header table. [Nav 2009 RTC].
Adding the same new fields to the posted pick header table. [Nav 2009 RTC]
Added drill down option off page for flowfield field. [Nav 2009 RTC]
That's all for this week.
On the first line support side for last week, we:
Confirmed logic rule re user posting date range between G/L set up and User Setup - so which takes priority. [Nav 2016].
Fixed and balanced off accounts schedule following recent upgrade which included a change of dimension code and structure. [Nav 2017].
Further investigated Office 365 smtp, tested, confirmed issues with specific emails (spam filtering) and solution. [Nav 2016].Works really well and love the page actions to configure smtp server for Office 365 and test. Only issue was sent emails were not being received which was down to email service provider filtering.
Interesting issue with a report. Changes made in layout not reflected in RTC. Found report would not compile. Fixed error, compiled and now all working. Don't you just love Nav 2009 RTC?
Confirmed process for creating a fiscal year and made some recommendations re current years on a client's live database. All to pot! [Nav 2013].
Made changes to user's assigned permissions after confirmed error message. Later in the week assigned appropriate role to user after confirmation by client. [Nav 2013r2].
Confirmed name and address list in row and column format not available from Nav. Label report is but this is no good for Word mail merge. [Nav 2013].
Developments completed last week included:
Adding new fields to unposted pick header table. [Nav 2009 RTC].
Adding the same new fields to the posted pick header table. [Nav 2009 RTC]
Added drill down option off page for flowfield field. [Nav 2009 RTC]
That's all for this week.
Monday 8 May 2017
Week ending 5/5/17
Work completed last week included:
Minor amendments to proposed role centres. Now just waiting for the installation of language packs to finalise, assign to users and create appropriate permission groups. [Nav 2017].
All document changes for new logo completed and delivered. [Nav 2013r2].
Fixed field width issue on pick list report. [Nav 2009 RTC].
Developments signed off last week which will be done this week included a number of new fields for the pick list table [Nav 2009 RTC] some with rules others without.
In the 'that's interesting' category for last week was the discovery of the Print Company details feature on a US Nav database. Changed the default setting to true so always shows. Believe or not this caused us some initial issues until we spotted this field that does not exist on the UK database. [Nav 2013r2].
Bar that another quiet week.
That's all for now folks!
Minor amendments to proposed role centres. Now just waiting for the installation of language packs to finalise, assign to users and create appropriate permission groups. [Nav 2017].
All document changes for new logo completed and delivered. [Nav 2013r2].
Fixed field width issue on pick list report. [Nav 2009 RTC].
Developments signed off last week which will be done this week included a number of new fields for the pick list table [Nav 2009 RTC] some with rules others without.
In the 'that's interesting' category for last week was the discovery of the Print Company details feature on a US Nav database. Changed the default setting to true so always shows. Believe or not this caused us some initial issues until we spotted this field that does not exist on the UK database. [Nav 2013r2].
Bar that another quiet week.
That's all for now folks!
Tuesday 2 May 2017
Week ending 28/4/17
Well a quiet week last week for me as I was on holiday.
But the business carried on as usual managed by the FPC team.
Quoted for report logo changes for 10 reports after logo for business significantly changed. This was approved and the work started last week and completed this morning. [Nav 2013r2]. This was the only development last week.
We also received a further enquiry from a potential client I visited last year in Wembley. So waiting to see if we can help this time. Client had a MS Partner issue last time we met.
Interesting (for that read annoying) issue on service management invoice created by Nav after amendment to service items which created 1 credit line only on an invoice header. So it will not post. Trying to fix the back door route (as not posted) stopped by existence of service ledger entries created by Nav. As these are posted, normal permissions not sufficient. So the only solution from us would be a new codeunit to allow deletion of service ledger entries. But the codeunit would need to be added to the Nav licence which can only be done by the MS Partner. So suggested client contact MS Partner for a better solution. [Nav 2013r2].
Nothing came of remote training enquiry last week. Shame but them's the breaks.
Finally the £100 off promotion for April 2017 was reasonably successful although the jury is out on whether we got the work as a result of the discount or the work needed doing anyway. Net discount for the month £700.
That's all folks.
But the business carried on as usual managed by the FPC team.
Quoted for report logo changes for 10 reports after logo for business significantly changed. This was approved and the work started last week and completed this morning. [Nav 2013r2]. This was the only development last week.
We also received a further enquiry from a potential client I visited last year in Wembley. So waiting to see if we can help this time. Client had a MS Partner issue last time we met.
Interesting (for that read annoying) issue on service management invoice created by Nav after amendment to service items which created 1 credit line only on an invoice header. So it will not post. Trying to fix the back door route (as not posted) stopped by existence of service ledger entries created by Nav. As these are posted, normal permissions not sufficient. So the only solution from us would be a new codeunit to allow deletion of service ledger entries. But the codeunit would need to be added to the Nav licence which can only be done by the MS Partner. So suggested client contact MS Partner for a better solution. [Nav 2013r2].
Nothing came of remote training enquiry last week. Shame but them's the breaks.
Finally the £100 off promotion for April 2017 was reasonably successful although the jury is out on whether we got the work as a result of the discount or the work needed doing anyway. Net discount for the month £700.
That's all folks.
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