Monday 30 October 2017

Week ending 27/10/17

Developments completed last week add transfer to code to the pick report [Nav 2009 RTC] and add field to bespoke report data extract [Nav 2013].
First line support calls resolved last week included renaming companies for recent test database restore from live via SQL [Nav 2009 Classic), fixed bespoke report bug [Nav 2013], how to create new location for warehouse [Nav 2009 RTC], warehouse batch default fix to allow selection of different warehouse location [Nav 2009 RTC] and confirmed how to change default dimension value for specific general ledger code [Nav 2009 Classic]. Busy support call week!
Support call not resolved (needed up to date back up of live database) was for error bug for excel import [Nav 2009 RTC]. Backup restored to local PC so will resolve this week.

Attended client site to demo proposed time sheet use with jobs (not full functionality), run through a configured company (client configured so just needed to test) and discuss data flows (between) between 2 other applications and Dynamics Nav. As a result of the meeting, 2 quotes sent for approval. [Nav 2013r2]
Also 2 other quotes requested for a client re extra fields for a bespoke table (including changes to current excel data upload) and additional fields to manage user access rights that do not use permission sets (actually requirements of client could not be managed by table permissions). 1 quote sent and awaiting approval. Query on other requirement which will be resolved today and quote sent on. [Nav 2009 RTC].
Sent off quote for fixed price first line support to existing client to start once approved November.

So very much a quotes week.
Bar that a quiet week. That's all for now!

Monday 23 October 2017

2 weeks ending 20/10/17

Off last week so this week's post includes the last 2 weeks though obviously nothing happened last week.
First line support calls resolved over the last 2 weeks included:
Queries on a new company config and discussion of data streams to and from Dynamics Nav. Suggested solution and meeting with client this week to discuss further. [Nav 2013r2].
Confirmed need to create user and assign permission sets to both UK and US database. [Nav 2013r2].
Fixed year end roll error by manually creating journals and posting. [Nav 2017].
Interesting issue re print to excel for a report and only allowing opening as pdf for one user. [Nav 2009 RTC]. Resolved itself so suspect not a Nav issue but a local Pc windows config issue.
Query raised by client as to why 2 databases in use on Nav 2017 - GB and DE. Confirmed down to country specific requirements.
Completed various fixes for project report development. [Nav 2013].


Developments completed included various job related changes for data imports and exports via dataports [Nav 2009 Classic], include validation on date field for bespoke table [Nav 2009 RTC] and add payment terms to pick report (for prepay customers) [Nav 2009 RTC].


Plans for this week include on site meeting to test new company configuration, proposed time sheet solution and discuss data flows to and from Nav. [Nav 2013r2]. Bar that a quiet week but as away last week suspect will have a few first line support calls. :)
That's it for this week folks!


Monday 9 October 2017

Week ending 6/10/17

First line support calls resolved included commenting on Nav performance issues (likely to be SQL Server or just server performance) [Nav 2009 Classic], sent on instructions on creating and restoring a company back up for updating latest test company [Nav 2009 Classic], commented on posting block off payment journal posting [Nav 2009 Classic] and adding access to company for specific user via permission sets. [Nav 2009 Classic].

Only 1 development approved and completed last week - added bar code search field (bespoke) to put away report. [Nav 2009 RTC]. Another development (bespoke project report) delivered and tested by client last week. Amendments requested, made and delivered. Awaiting client further testing. [Nav 2013].
Sent on to client screen shots (mocked up) showing use of jobs, resources and time sheets without integration to GL avoiding complex control issues but using time sheet functionality in Nav [Nav 2013r2].

Attended a potential new client to discuss using us to assist in documenting requirements for Nav 2009 to Nav 2017 re-implementation. As a result sent on quotes for documenting requirements and providing on site training. Awaiting a response.
Finally received approval for a development quoted for 2 months ago last week. So will review requirement for developments and schedule work. [Nav 2009 Classic].

Bar that a quiet week last week.
Onwards and upwards!

Monday 2 October 2017

Week ending 29/9/17

First line support calls resolved last week included resolving posting sales document issue (down to mismatched amounts) [Nav 2013r2], remaining amount on positive adjustment on item ledger entry [Nav 2009 RTC], changing user profile issue [Nav 2013r2], confirmed how to populate global dimension 1 on purchase order header and impact on lines [Nav 2013r2] and confirmed reason for discount GL code for invoice posting down to 1p difference between unit cost and line amount. [Nav 2013r2].Also fixed issue re sales return order and population of external document number after changing vendor shipment number on warehouse receipt. [Nav 2009 RTC]. Finally confirmed how to post only some lines of payment journal. [Nav 2013].

Received request for proposed payment report off payment journals. Drafted up proposed layout in excel and send for approval. Will then quote for. [Nav 2013].

Investigated and reported back on use of jobs and resources in Nav as a replacement for existing bespoke application. Proposed solution. Requested by client to draw up some screen shots to illustrate proposed solution. [Nav 2013r2].

Development completed last week was a bespoke project spend report [Nav 2013].

Plans for this week include potential new client meeting re mapping requirements for a Nav 2009 to Nav 2017 upgrade, pull together some screen shots re proposed part use of jobs to allow full use of time sheet functionality [Nav 2013r2], delivery of bespoke project report [Nav 2013] and create step by step process based instructions on how to create a new test company as a copy of a live on the same database in Nav 2009.

So busy week this week.

That's all folks.