Tuesday 28 August 2018

Dynamics Nav services: w/e 24/8/18

Only 4 first line support calls / emails last week. Subjects covered included confirmed how to change posting dates allowed [Nav 2013], how to close fiscal year and clear down P&L balances to reserves [[Nav 2013r2], how to amend UK VAT statement for new VAT Prod Posting Group [Nav 2013r2] and how to retrieve licence details [Nav 2009 RTC]. Also confirmed never used bank statement import on Nav 2017 - mainly because copy / paste from Excel must easier and more flexible.
Developments completed last week included a GL data transaction report (export as csv file) [Nav 2009 RTC] and a new BACS export report [Nav 2017].
Bar that a very quiet week.
Starting to look at MTD and implications for Nav clients. Watch this space for more details as we find them. Received PO for Nav 2018 upgrade work on bespoke developments completed for clients off Nav 2009 Classic. Conference call this week to confirm when required for and which edition of Nav 2018.

Monday 20 August 2018

Dynamics Nav services: w/e 17/8/18

8 first line support calls / emails last week covering the following subjects: how an item holds multiple vat rates [Nav 2009 RTC], change to posting number series [Nav 2013], change to same report layout for 2 different companies on same database (bespoke report) [Nav 2013], permission queries re recent jobs and timesheet implementation [Nav 2013r2], use of bill to number on customer cards [Nav 2013r2], how to get current year in accounts schedule that has a trend type layout [Nav 2013r2] and bug re post invoice and email page action off sales order [Nav 2013t2]. Latter not yet resolved.
Attended client site to discuss support following the client's MS Partner backing out [Nav 2015]. Ended up being a full day resolving bespoke (not ours) interface data feeds between CRM and Nav. Resolved.
Restored recent live back up to a local PC at FPC for new client where development quote approved. Will start the development this week. [Nav 2009 RTC].
Received a client query re MTD coming up next April. Will investigate further. I was hoping for much more clarity from HMRC before now. But never mind.
That's it for this week folks.

Monday 13 August 2018

Dynamics Nav services: w/e 10/8/18

First line support calls / emailed totalled 9 for last week. Subjects covered included changes to dimension values and default dimensions [Nav 2013], confirmation of fields for BACS export report [Nav 2009 Classic], fix for zero quantity to handle on batch of picks [Nav 2009 RTC], confirm reverse transaction only works on journals not documents [Nav 2013], fix allocation line error (bespoke table) [Nav 2009 Classic], confirmed function of on hold field off vendor ledger entries [Nav 2013], fixed unposted and posted number series off purchase ledger to be the same number series [Nav 2013] and provided assistance where CRM invoice integration failed to process data [Nav 2015].
Sent out a quote for bespoke reports conversion from v4 to v2017 for a client. Awaiting approval and will then schedule the work. Needs to be completed pre October 2018.
Chased up some quotes made over the last month to see what status is. Needless to say most people on annual summer vacation.
Plans for this week include an on site client visit to discuss how we can help with first line support. Currently provide ad hoc, on site, Jet and development services. [Nav 2015].
That's it for this week. :)

Monday 6 August 2018

Dynamics Nav services: w/e 3/8/18

Only 6 support calls / emails last week covering database versions [Nav 2013r2], specifics re different types of user roles for jobs and time sheet implementation [Nav 2013r2], resolved US database tax calc error [Nav 2013r2], mirror company permissions issues [Nav 2013r2], lost page action from recent jobs and time sheets implementation [Nav 2013r2] and resolving VAT Posting Setup error caused by not assigning default VPPG to a GL code [Nav 2013].
So you have probably gathered from common theme for above support calls last week we have started to roll out a jobs and time sheets implementation for a client that uses SQL Sync across 2 databases. Last week we brought all amended / new objects into the live databases from test. This week we will configure permission sets and role centres once the client has confirmed user ids and types. Either this week or next the client will then complete any job / resource data migration using Rapidstart services.[Nav 2013r2].
Completed bespoke customer statement development and delivered to client live database after making some changes to the menu suite and some page actions to run the new customer statement report. [Nav 2015].
Bar that a quiet week. Expecting this week to be the same bar the above comment on jobs and time sheet implementation.
That's all folks.