What a busy week last week!
Developments completed included:
2 different BACS export developments for UK banks (one day I assume they will have 1 standard that Nav will support out of the box) - one a report the other an xml. [Nav 2013R2].
New utility to create service contract lines from a (contract) sales order. [Nav 2013r2].
Also attended site to provide assistance during staff changes for a client (back to being an accountant while recruitment takes place) and start mapping data feeds between applications.
Interesting fact this week re Dynamics Nav (2013r2 but may apply to any version) - you cannot use accounts schedules to report on periods (say 4,4,5) on GB version as GB version has own country specific periods table (10560) and some crucial fields (one from table 334 but there may be others) and code missing from GB version. Suggesting a work around for our client which means delving into W1 version of database and collecting missing field and relevant codeunits / pages.
This week we are attending site for 2 days (ongoing process / data feeds mapping and continuation of Nav 2016 implementation (may look at using Nav 2017 instead given stage implementation is at), completing another BACS export, starting another Nav 2016 implementation with a base configuration now we the proposed chart of accounts) and complete a development for more labelling for stock for printing off on a label printer). Also review CVs for a client, complete some interviews, provide on site support as required as well as fill in data gaps from previous member of staff leaving. So another busy week.
That's all for this week folks.
Monday 31 October 2016
Monday 24 October 2016
Week ending 21/10/16
Attended a local Dynamics Nav 2017 / Dynamics 365 conference this week so I have now seen what these products offer over Nav 2016 and their differences / launch dates. More details on this web page.
Anyway back to what we have been doing work wise last week.
Developments completed included:
Add 'on the fly' fields on warehouse put away lines page to show whether bin codes default and fixed. Restrict user permission to Register put aways through user set up table.
[Nav 2009 RTC].
Configuration changes included:
Set up licences as stock items as requested by client and created example sales orders with a mix of physical stock (no unit price) and licence stock. Will add serial numbers to licence stock at a later date. [Nav 2013r2].
Requirement changes investigated:
Creating service contracts from a contract sales order - not dates but sales order lines specifics. [Nav 2013r2]
Other changes completed:
Step by step instructions on using Special Orders functionality on sales orders. [Nav 2013r2].
Support issues resolved last week:
Queries on Consolidation process [Nav 2013r2].
Other work completed included creating a local Nav 2016 database ready to start the configuration this week with a view to deliver a test company to the client's remote database by 4/11/16 after they have confirmed (this week) the chart of accounts and requirements for the base configuration. [Nav 2016].
This week we are completing more BACS export report developments for 2 clients [Nav 2013r2] and starting the initial configuration for a client ready for updating completing when we have received the chart of accounts required. Other plans this week include 2 client site visits for ad hoc on site support [Nav 2013r2] and data mapping between applications. [Nav 2013r2].
That's it for this week.
Anyway back to what we have been doing work wise last week.
Developments completed included:
Add 'on the fly' fields on warehouse put away lines page to show whether bin codes default and fixed. Restrict user permission to Register put aways through user set up table.
[Nav 2009 RTC].
Configuration changes included:
Set up licences as stock items as requested by client and created example sales orders with a mix of physical stock (no unit price) and licence stock. Will add serial numbers to licence stock at a later date. [Nav 2013r2].
Requirement changes investigated:
Creating service contracts from a contract sales order - not dates but sales order lines specifics. [Nav 2013r2]
Other changes completed:
Step by step instructions on using Special Orders functionality on sales orders. [Nav 2013r2].
Support issues resolved last week:
Queries on Consolidation process [Nav 2013r2].
Other work completed included creating a local Nav 2016 database ready to start the configuration this week with a view to deliver a test company to the client's remote database by 4/11/16 after they have confirmed (this week) the chart of accounts and requirements for the base configuration. [Nav 2016].
This week we are completing more BACS export report developments for 2 clients [Nav 2013r2] and starting the initial configuration for a client ready for updating completing when we have received the chart of accounts required. Other plans this week include 2 client site visits for ad hoc on site support [Nav 2013r2] and data mapping between applications. [Nav 2013r2].
That's it for this week.
Monday 17 October 2016
Week ending 14/10/16
Another day another dollar!
Completed a bespoke (minor amendment) sales order process with back to back orders successfully and as a result discussed further enhancements and extend the use of stock for non stock items. Working on more examples this week for the client to test further. [Nav 2013r2]
Completed 1st level mapped process flows for a client's business and agreed next steps which will be delving into the detail of back office finance and interaction between applications. Suggested the client needs a systems champion to manage the complex relationships and data feeds between applications and specifically manage changes to each application in terms of impact on other applications and effort / priority etc. [Nav 2013r2]
Confirmed options for GridLayout in Nav 2016 pages. Created a new facy box for sales orders as requested by the client. [Nav 2016].
Chasing progress re new Nav 2016 install so that once done we can start the configuration work.
Received an enquiry re web services and the use for feeding data (actually allowing EPOS software to collect data from set ftp location) re stock quantities. Confirmed process and requested confirmation from EPOS supplier that process will work for them. Once confirmed we will provide a quote.
So on paper a quieter week but last week approved quotes totalled 5.5 days which we will start this week. Subject to delivery for 2 quotes of full SQL backups (2) for us to restore to a local database and then complete the developments. So on paper a busy week. And then we need to set up some more example sales orders (back to back PO work earlier on this blog) this week.
That's all folks.
Completed a bespoke (minor amendment) sales order process with back to back orders successfully and as a result discussed further enhancements and extend the use of stock for non stock items. Working on more examples this week for the client to test further. [Nav 2013r2]
Completed 1st level mapped process flows for a client's business and agreed next steps which will be delving into the detail of back office finance and interaction between applications. Suggested the client needs a systems champion to manage the complex relationships and data feeds between applications and specifically manage changes to each application in terms of impact on other applications and effort / priority etc. [Nav 2013r2]
Confirmed options for GridLayout in Nav 2016 pages. Created a new facy box for sales orders as requested by the client. [Nav 2016].
Chasing progress re new Nav 2016 install so that once done we can start the configuration work.
Received an enquiry re web services and the use for feeding data (actually allowing EPOS software to collect data from set ftp location) re stock quantities. Confirmed process and requested confirmation from EPOS supplier that process will work for them. Once confirmed we will provide a quote.
So on paper a quieter week but last week approved quotes totalled 5.5 days which we will start this week. Subject to delivery for 2 quotes of full SQL backups (2) for us to restore to a local database and then complete the developments. So on paper a busy week. And then we need to set up some more example sales orders (back to back PO work earlier on this blog) this week.
That's all folks.
Monday 10 October 2016
Week ending 7/10/16
So what have we been up to in the last week?
Well......
Completed the last elements of the step by step processes for Nav 2016 finance modules for a client.
Completed investigation for best back to back SO to PO functionality in Nav 2013r2 that fits the needs of the client. Going for Special Orders as the client will not always invoice a sales order so Drop Shipment not possible. There is also a physical shipping / receipting of goods from the client premises. Also completed the proposed process flow for different types of sales orders. Created a new field on sales header table (and related posted tables) and more cues data to track new sales order types. Added email PDF functionality for POs.
Fixed Send-It addon issues on Nav reports [Nav app v2009, database v4] to allow all users to run reports where Send-It add not installed.
Mapped more business end processes for a client. Next week focusing on the Finance department end to end processes.
Changed year end for more than 12 months for a client (configuration change) and hard coded start date for each year for a bespoke 3 year sales report.
So basically a really busy week.
Oh and forgot to confirm Nav 2016 implementation quote approved so this project starts this week.
This week we have 2 client visits (demo back to back ordering and new sales order type functionality, mapping Finance processes), a quote for a BACS extract to submit and investigate issues with some bespoke functionality for Nav 2013 that needs to be fixed pre 2016 implementation. Oh and start the Nav 2016 implementation after our business partner has installed the Nav 2016 application. Our work is base configuration.
That's all folks.
Well......
Completed the last elements of the step by step processes for Nav 2016 finance modules for a client.
Completed investigation for best back to back SO to PO functionality in Nav 2013r2 that fits the needs of the client. Going for Special Orders as the client will not always invoice a sales order so Drop Shipment not possible. There is also a physical shipping / receipting of goods from the client premises. Also completed the proposed process flow for different types of sales orders. Created a new field on sales header table (and related posted tables) and more cues data to track new sales order types. Added email PDF functionality for POs.
Fixed Send-It addon issues on Nav reports [Nav app v2009, database v4] to allow all users to run reports where Send-It add not installed.
Mapped more business end processes for a client. Next week focusing on the Finance department end to end processes.
Changed year end for more than 12 months for a client (configuration change) and hard coded start date for each year for a bespoke 3 year sales report.
So basically a really busy week.
Oh and forgot to confirm Nav 2016 implementation quote approved so this project starts this week.
This week we have 2 client visits (demo back to back ordering and new sales order type functionality, mapping Finance processes), a quote for a BACS extract to submit and investigate issues with some bespoke functionality for Nav 2013 that needs to be fixed pre 2016 implementation. Oh and start the Nav 2016 implementation after our business partner has installed the Nav 2016 application. Our work is base configuration.
That's all folks.
Monday 3 October 2016
Week ending 30/9/16
A week for postponement of client visits. 1 postponed last week to this and then postponed from this week. Another postponed for this week. So what was 3 client visits this week is one and I only attended client site once last week.
Other work started / completed:
Nav 2016 step by step process based instructions to client requirements quoted for and approved. Started last week and will finish today / tomorrow.
Nav 2016 implementation project approved last week with a kick off meeting this week.
Report amended for new fields for client. Extension of previous development work completed.
Resolved query re resource EUR pricing for a sales order.
That is for last week. Quieter than usual but still keeping busy. Quite a few Nav 2016 implementations on the go and all progressing but at their own pace as per client requirements.
That's all for now folks.
Other work started / completed:
Nav 2016 step by step process based instructions to client requirements quoted for and approved. Started last week and will finish today / tomorrow.
Nav 2016 implementation project approved last week with a kick off meeting this week.
Report amended for new fields for client. Extension of previous development work completed.
Resolved query re resource EUR pricing for a sales order.
That is for last week. Quieter than usual but still keeping busy. Quite a few Nav 2016 implementations on the go and all progressing but at their own pace as per client requirements.
That's all for now folks.
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