Another busy Dynamics Nav week and all work completed off site.
Developments completed:
Item application history report completed and delivered. Initial end user testing completed and signed off. [v2009 RTC].
Stock purchase report quoted for, approved, developed and delivered for client. Basically confirms items purchased for a user defined date range and then the associated stock, free stock and costings. Export to excel option included. [v2009 Classic].
1st stage auto emailing documents as pdfs delivered to client and amended for client comments. Next stage (auto emailing against new customer flag and email address) to include in post and print routine started this today. Still need to look at date compression for item ledger entries for client. [Nav 2013].
Configurations completed:
4 new companies (3 USD base currency, 1 GBP base currency) created for a client including 1 new consolidated company. Delivered to client's test database and awaiting confirmation all ok pre restoring to the live database. [v4].
Confirmed bookings for September / October for next stage go live for a client. [Nav 2015].
First line support actions completed:
Made changes to permissions for 2 users. [v2009 Classic application, v4 database].
Confirmed best action to delete old receipted but not fully invoiced purchase orders.
That's all for this week folks!
Monday, 20 July 2015
Monday, 13 July 2015
Week ending 10/7/15
Well what a week for our Dynamics Nav services. We now have 20 days booked development / configuration time based on quotes submitted and now approved across a number of our existing clients. By coincidence in the very month we reduced our day rates by £100 per day. All good!!
Developments completed last week:
Minor enhancements to existing reports [v2009 app, v4 objects] re adding fields / columns to excel export.
Changed document print sort for manufacturing for change of status from firm planned to released.
Completed label print development to allow product label prints with partial fixed text and then text from item card. Client testing.
Created an export to excel report for use on item ledger entries for Nav 2009 RTC as this version of Nav has no alternative to Send to excel and 5000 line limit as mark all area does not work. Fixed in Nav 2013 but not in 2009 RTC. Delivered and working.
Developments started last week:
Item application history to identify related purchases to other transactions for an item. Main engine required for 2/3 reports developments approved last week. All should be completed by the end of this week hopefully. Main output from reports refers to sales and gross margin by item and purchase. As well as lot number tracking for purchase. [v2009 RTC].
Configuration started last week:
New companies for USD base currency off GB database [v4] and new consolidation company. Both will be completed by close of this week. All new companies use current company as a base but unfortunately v4 does not have Company, Copy function re configuration. So manual process and lots of testing / backups to make sure working. Basically requirement for general ledger only so simple configuration.
First stage completed for auto emailing documents with pdf attached using standard Nav and some code. Includes smtp send and outlook create email ready for user to send. Awaiting client testing this week. [v2013].
First line support tasks completed last week:
Confirmed issue with year end close routine re journal creation and error message re dimensions and suggested solution. Working.
Arranging on site visit to current client to review current SOP and POP for potential fitting of their process to Dynamics Nav 2013R2. Final details re date will be confirmed this week.
Enquiries received this week included a quote for Nav v4 Jet report training which included a 1 day super user training (so the user knows where to find the data when creating a report in Excel in Jet) and a day designing a new Jet report.
Also received notification of next project stages for a client's go live program for the next 2-3 months re Nav 2015. No confirmed dates required as yet but confirmed to client when I am away.
That's all for this week folks. Busy week so we are at last back to normal.
Developments completed last week:
Minor enhancements to existing reports [v2009 app, v4 objects] re adding fields / columns to excel export.
Changed document print sort for manufacturing for change of status from firm planned to released.
Completed label print development to allow product label prints with partial fixed text and then text from item card. Client testing.
Created an export to excel report for use on item ledger entries for Nav 2009 RTC as this version of Nav has no alternative to Send to excel and 5000 line limit as mark all area does not work. Fixed in Nav 2013 but not in 2009 RTC. Delivered and working.
Developments started last week:
Item application history to identify related purchases to other transactions for an item. Main engine required for 2/3 reports developments approved last week. All should be completed by the end of this week hopefully. Main output from reports refers to sales and gross margin by item and purchase. As well as lot number tracking for purchase. [v2009 RTC].
Configuration started last week:
New companies for USD base currency off GB database [v4] and new consolidation company. Both will be completed by close of this week. All new companies use current company as a base but unfortunately v4 does not have Company, Copy function re configuration. So manual process and lots of testing / backups to make sure working. Basically requirement for general ledger only so simple configuration.
First stage completed for auto emailing documents with pdf attached using standard Nav and some code. Includes smtp send and outlook create email ready for user to send. Awaiting client testing this week. [v2013].
First line support tasks completed last week:
Confirmed issue with year end close routine re journal creation and error message re dimensions and suggested solution. Working.
Arranging on site visit to current client to review current SOP and POP for potential fitting of their process to Dynamics Nav 2013R2. Final details re date will be confirmed this week.
Enquiries received this week included a quote for Nav v4 Jet report training which included a 1 day super user training (so the user knows where to find the data when creating a report in Excel in Jet) and a day designing a new Jet report.
Also received notification of next project stages for a client's go live program for the next 2-3 months re Nav 2015. No confirmed dates required as yet but confirmed to client when I am away.
That's all for this week folks. Busy week so we are at last back to normal.
Monday, 6 July 2015
Week ending 3/7/15
A busier week last week with a much busier week this week due to work booked from current clients as a result of the reduction in day rates for July and August - see Prices Grid for more details.
Quotes completed and submitted for approval included 2 reports on Nav 2009 RTC though the output will be in Classic with an option to export to excel. The usual requirement for this client. But one of the reports which tracks a purchase deal from initial purchase to sale and closing stock is quite complex and will use the item ledger application table as its main source of data.
Completed 75% of work booked last week after client site attendance by close of play last week. Most of the work was around a new field for raw material stock found in finished good assembled stock (more of an issue than expected due to not being able to update an item record when viewing that record but fixed), production report order and no user prompt fix and resorting of fields off item card. When user testing completed we will complete final development re specific label printing off production. Also fixed 2 bugs in 2 existing reports re receipt ageing. [Nav 2009 application, v4 objects].
On first line support, confirmed reason for difference on an accounts schedule and fixed across all businesses in the same database. [v5 DE].
Been very active on forums again last week with today an email confirming example templates for opening ledger entries for sub ledgers for data migration in old (dataports and xmlports) or new (data migration or rapidstart) Dynamics Nav.
Plans for this week include developing auto document email functionality in Nav 2013 (not R2) and investigating / confirming best way for date compression for item ledger entries.
So basically a good start to the month! That's all for now folks.
Quotes completed and submitted for approval included 2 reports on Nav 2009 RTC though the output will be in Classic with an option to export to excel. The usual requirement for this client. But one of the reports which tracks a purchase deal from initial purchase to sale and closing stock is quite complex and will use the item ledger application table as its main source of data.
Completed 75% of work booked last week after client site attendance by close of play last week. Most of the work was around a new field for raw material stock found in finished good assembled stock (more of an issue than expected due to not being able to update an item record when viewing that record but fixed), production report order and no user prompt fix and resorting of fields off item card. When user testing completed we will complete final development re specific label printing off production. Also fixed 2 bugs in 2 existing reports re receipt ageing. [Nav 2009 application, v4 objects].
On first line support, confirmed reason for difference on an accounts schedule and fixed across all businesses in the same database. [v5 DE].
Been very active on forums again last week with today an email confirming example templates for opening ledger entries for sub ledgers for data migration in old (dataports and xmlports) or new (data migration or rapidstart) Dynamics Nav.
Plans for this week include developing auto document email functionality in Nav 2013 (not R2) and investigating / confirming best way for date compression for item ledger entries.
So basically a good start to the month! That's all for now folks.
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