Monday 29 January 2018

Week ending 26/1/18

First line support calls for last week totalled 15 so another busy week on first line support. Calls included permissions issues [Nav 2016, Nav 2009 RTC, Nav 2013], set up of new users [Nav 2016], fiscal year set up [Nav 2016], confirmed no access to Nav as service stopped and needed to be restarted [Nav 2013], item numbering options [Nav 2013r2], confirmed how to create a payment journal and apply entries either manually or using Suggest Vendor Payments [Nav 2013] and confirmed and fixed issue with bespoke code to post and email sales order on US database (works on UK database) [Nav 2013r2].
Attended client site to provide ad hoc on site support. Resolved a number of end user issues that would have been raised on first line support log otherwise.
Development completed last week included adding vendor bank fact box to vendor card and list pages [Nav 2013]. Created page for licence permission by object ids for client to confirm what bespoke number series client has in their licence. Very useful. [Nav 2013].
Started permissions assignment and testing with client last week. This will continue for a few weeks. We currently have 2 clients where we have set up suggested permission sets and in the process of testing by representative end users for departments. Possibility of a third client (new to us) but we will get more news on that this week.
Plans for this week include a demo of Nav 2018 via TeamViewer to a current client, attend a meeting to discuss timesheet implementation (already quoted for) [Nav 2013] and completing a set of developments for a client. [Nav 2013].
Also hoping to hear back from a potential new client re quoting for permission sets and change log set up after reviewing their Nav 2017 database last week.
That's all folks.

Monday 22 January 2018

Week ending 19/1/18

Another very busy week including a visit to a new potential client. Signed off NDA after visit so we will see what happens with them.
12 first line support calls resolved last week. Subjects included payment journal process queries [Nav 2013], ongoing permissions issues (as part of current permission testing process) but both down to policy of who has access to specific tables [Nav 2013], character limit issue on service contract (could not replicate either on local database or client live database) [Nav 2013r2], showed how to amend service invoice due date after created [Nav 2013r2], found bug for GL type report in Nav 2017 (did not fix), confirmed applications for 2 payments [Nav 2013], adding new users [Nav 2016], setting up new VAT Prod Posting Groups and completed VAT Setup [Nav 2016], deleted old redundant session on Nav via table (page action delete would not work) [Nav 2013], activated change log for vendor bank accounts [Nav 2013] and fixed issue with trend report via create new fiscal year. [Nav 2016].
Finally received approval for permissions related work for a client [Nav 2009 RTC] so started the work last week with 1 end user for a specific department.
Confirmed best solution minimal development for using additional approvals in document approvals for cost centre dimensions. First approvers use associated purchaser code to project code dimension. [Nav 2013].
Development completed last week added pick note numbers to posted sales invoice report. [Nav 2009 Classic].
Had a conference call with client to discuss next steps re Nav 2018 implementation. Client to confirm preferred go live data given peak in business activity coming up in the next few months.
Confirmed quotes for a number of reports for new Nav implementation. Approved but yet to schedule the development work.
So a very busy week. Attending client site this week to provide ad hoc support for 2 days so will be another busy week. Should find out the proposed go live date for Nav 2018 implementation this week. And perhaps hear back from potential client re the next steps.

That is all folks!

Monday 15 January 2018

Week ending 12/1/18

Wow! Much busier last week on all services. 11 support calls in the week covering assigning new dimension group and allocating to journals [Nav 2017], confirmed you can delete unposted bank recs [Nav 2013], how to correct VAT posting off a document (do it properly, no short cuts) [Nav 2013r2], sorted permissions issue for posting vendor related journal [Nav 2016], set up new user [Nav 2009 Classic], collect rapid start services configuration lines from our local database (backup of clients) after user deleted lines (suggested client approves quote to change all users from SUPER to something more appropriate) [Nav 2009 RTC], fix currency page crash caused by exchange rate added but used 0 not 1 for relational exchange rate [Nav 2013] and confirmed issue with general journal document numbers in terms of immediate fix and planning for the future to avoid the issue. [Nav 2013].
Developments signed off last week which we started last week and are due to deliver / complete this week. [Nav 2013]. Included adding reason code to document lists, assigning default values for tables in the InitValue field and add fact box off purchase documents card showing vendor bank details.
On other matters, client confirmed that sql synch testing between GB and US databases for specific tables and companies will start this week after client's IT department configured and set up. Once the testing is complete, time sheet project to be planned in terms of start date and go live. [Nav 2013r2].
Also have a conference call today to start a Nav 2018 implementation for a client. Failed to go live on Nav 2016 so the call is about agreeing responsibilities and ownership. Our involvement on Nav 2016 implementation down to helping as and when required. This time our involvement includes project management.
Other plans for this week include delivering developments completed [Nav 2013], completing remaining developments approved and delivering [Nav 2013], investigating options for additional document approvers (how it works, can it be tweaked to work as required by client) and general support.
Last thing - attending potential client site (local) this week to discuss their requirements and how / if we can help.
So all in all business has picked up and the next 6 months looking busy!
That's it for this week folks.

Monday 8 January 2018

Week ending 5/1/18

Happy New Year! Hope you all had a great Xmas and New Year.
So last week was quiet for first line support - only 2 support calls all week, one on a weird permissions issue (actually a licence issue) off a FR database where GB objects loaded [Nav 2013] and the other was a Aged Debt ageing issue caused by no financial year created for current year [Nav 2013r2] - but we were busy on some configuration for a new company (all completed and included some data migration) [Nav 2016] and starting the permissions set and role centre assignment for a client which took most of the week [Nav 2013].
Heard from a client (MS Partner) for the first time in a year confirming they need a quote for a BACS extract report from Nav 2013r2. Just waiting for spec at the moment - then we will send on quote.
Also fixed aged stock report (bespoke report) where ageing based on purchase history did not include enough detail. Original report looked at last 10 transactions - extended to 20. [Nav 2009 Classic].
Sent 1 quote last week for including pick numbers on posted sales invoice print [Nav 2009 RTC]. Not yet approved. Booked for on site training at a client site for 2 days end of January 2018 [Nav 2013].
This week's plans include testing user permission and role centre assignment with a user per client department [Nav 2013] and then if all ok role out to all users [Nav 2013] and a conference call with client's MS Partner to agree working relationship [Nav 2013].
One of last year's significant implementation quotes was approved and work is scheduled to begin mid Feb 2018 [Nav 2017].
That's it folks.