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.

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.

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. :)

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.

Dynamics Nav services: w/e 27/7/18

Relatively quiet week last week on first line support desk last week at 8 calls / emails. Subjects covered included completing an out of working hours total back up from the Dynamics Nav application [Nav 2009 Classic) and then from SSMS, completing a budget load data load [Nav 2013], adding in the standard Nav Posting Description field to unposted sales and purchase document headers [Nav 2013], resolving Jet report data update issues [Nav 2013r2], resolving rapidstart export to excel error (missing codeunit) issue off FR database [Nav 2013] and resolving tracking spec and then reservation entry issues off sales invoice created from multiple shipments [Nav 2009 RTC].
Completed on site Jet training [Nav 2015] at client site where a number of Excel related reports from Nav created and tested and working. At same client also confirmed this week they have development environment access so we also completed the above change re posting description. [Nav 2015].
Only development completed last week was adding vendor name to the posted purchase invoice and credit memo lines pages [Nav 2013].
Also received a call re view on work involved for bring across customer ledger entries history for a new Nav version implementation. Lot of work (create / post sales documents, create / post receipt journals and then complete applications) for little benefit. Another call this week planned to discuss further.  
Plans for this week include completing bespoke customer statement for client for open entries only and some other formatting mods. [Nav 2015].
Bar that a quiet week but then again it is holiday season! :)
That's all folks.

Dynamics Nav services: w/e 6/7/18

Another quiet week on first line support with 3 emails / calls. Subjects covered included adding fields to pages (2) [Nav 2013] and creating a new user [Nav 2009 Classic].
Other work completed last week included a conference call re latest proposed solution for 3rd party web based PO application [Nav 2013] including proposed solution document update, start of another mini project re 2 databases to 1 [Nav 2013] and creating 1st draft Nav xmls for web based PO implementation [Nav 2013].
Completed 1 development last week re bespoke payment report for 2 versions of Nav [Nav 2013r2] [Nav 2017].
Received enquiries (existing clients) for transmitting sales invoices to 3rd party application (not heard of file format so requested more details). Confirmed fixed asset functionality [Nav 2016].
No take up yet on the 15% discount we are offering - more details here.
That's it for this week! Keep cool!

Dynamics Nav services: w/e 29/6/18

Quieter on first line support last week - only 5 emails / calls. Subjects covered included how to get vendor name and address details from Nav to excel [Nav 2013], which email to use for emailing remittances [Nav 2013], confirmed rules for posting of purchase invoice not allowed if not BACS details on vendor [Nav 2013],  confirmed previous BACS export developments have been completed to example files [Nav 2013r2], removed built in filter report for bespoke report previously developed [Nav 2013] and confirmed how to track item master file changes by user [Nav 2009 RTC],
Also last week completed 1 day's on site training of version 4 dataports, minor bespoke development for bespoke table (new field) [Nav 2013r2] and added bill to name to timesheet lines [Nav 2013r2].
Apart from that, both quotes for new work went in last week together with implementation proposal. Awaiting feedback on both. [Nav 2013, Nav v2.6]. This took most of last week to prepare and then submit. Especially a refresher on v 2.6 - it has been a while since I have looked at it.
Don't forget 15% discount on all Dynamics Nav services rates applies from July 1st to September 30th to celebrate 15 years in business in September 2018. Applies to existing and new customers. More details here.
That's it for this week. Keep cool!

Dynamics Services: w/e 22/6/18

Busy week last week on first line support - 11 calls / emails. Subjects covered included refresher on jobs and timesheets [Nav 2013r2], Nav install issue re server and client application version mismatch [Nav 2013], permission issues [Nav 2016,Nav 2009 RTC], confirmed shipped not invoiced report subject to hot fix as bugged [Nav 2009 RTC], confirmed best method for getting general ledger data by month and dimensions for data migration [Nav v4, 2009 Classic], confirmed fix for crashing bespoke payment report [Nav 2013r2] and could not resolve bespoke code in Nav 2017 that sends pdf email but logo lost but queried why not using Company Information logo [Nav 2017].

Having one of these issues? We can help. More details on first line support services here.

Further discussions last week on 3rd party PO web based application and how to work with Nav 2013. Agreed high level data flows so we will create proposal and confirm quote this week.

Also pulling together quote this week (and detailed plan) for company hive up for a potential new client [Nav 2.6]. Requires new company and data migration.

Quote submitted last week for bespoke payment report [Nav 2013r2]. Yet to be approved.
Developments outstanding include bespoke customer statement - just awaiting confirmation of logo picture from client. [Nav 2015]  Will chase this week so should get development done this week.
Other plans for this week include dataport training session for v2.6 and v4 for 2 client users.
That's all for this week folks. Stay cool or at least try to. We are!

Dynamics Nav services: 2 weeks ending 15/6/18

Had a few days off last week and was at a client site yesterday providing support so apologies for delay in the blog.
Busy time on first line support with 24 support calls / emails over the last 2 weeks. Subjects covered included date formats on US posted sales invoices [Nav 2013r2], issue with bank rec lines not showing on bank rec (on other unposted bank recs) [Nav 2013], bin code would not delete as warehouse entries still exist [Nav 2009 RTC], confirmed best process for pro forma invoices for suppliers [Nav 2017], confirmed relationship between sub ledger and control accounts [Nav 2013], resolved issue with payment journal creation [Nav 2013], confirmed how to delete cheques [Nav 2013], resolved dimensions error on document posting arising from conflicting defaults off masters [Nav 2017], resolved customer workflow approval block [Nav 2017], fixed development bug for pre check on item tracking pre warehouse shipment creation [Nav 2009 RTC],  resolved Jet report query re multiple lines off table query [Nav 2015] and default bank account to currency code (client bespoke field) error resolved [Nav 2013].
No developments completed in the last 2 week.
Attended client site yesterday to provide support for creating simpler dimension group with values and much simpler chart of accounts. [Nav 2015].
Took part in a conference call on getting data from and to 3rd party purchase order web application and as a result coming up with proposed Nav solution [Nav 2013], estimated timescales and a quote for the work this week.
Also received a number of enquiries from current and potentially new customers last week including adding logo to remittance report [Nav 2017], ball park quote for moving Nav 2009 Classic developments to Nav 2018 and ball park quote for more company implementations on Nav 2016. Received a call yesterday from a potential client re Nav support for company merging.
Plans for this week include conference calls [Nav 2013r2], remote training (Nav 2013r2] and catch up on proposed PO implementation [Nav 2013]. Also need to get started on 3rd party PO web application roll out with feeds from and to Nav 2013 - starting with high level proposed data flows between the 2 applications.
Lastly - as a result of trading for 15 years this September we are offering a 15% discount on all of our rates from now until the end of September 2018. More details here!
That's all for this week folks.

Dynamics Nav services: w/e 1/6/18

10 first line support calls / emails this week covering permissions issues (3) [Nav 2009 RTC], query on restriction to 13 columns of data for column layout on Preview (no limit on print / pdf) [Nav 2013r2], confirmed and showed how to to create a new test company as a copy of live [Nav 2015], confirmed new report needed for posted sales credit memo project data [Nav 2013], moved job tracker changes from test to live [Nav 2009 Classic], confirmed settings for VAT on settlement discounts [Nav 2009 RTC] and created number series for client via TeamViewer for customers and sales invoices [Nav 2015].
Developments completed and delivered for confirm box on creating pick and check item tracking completed at sales order level pre warehouse shipment creation [Nav 209 RTC].
Bar that a quiet week.
That's all folks.

Dynamics Nav services: w/e 25/5/18

Busy week last week on support calls - 13 calls and emails in the week. Subjects covered included
odd behaviour for description 2 lines on a sales return order - not resolved yet [Nav 2009 RTC], Jet report issues re data access down to Jet licence install [Nav 2013], set up partial VAT rates for subscription sales [Nav 2013r2], resolved general posting setup errors [Nav 2013r2], sent step by step instructions on setting up new currency code and exchange rates [Nav 2013], confirmed how to allow VAT changes on sales invoices and how to complete a VAT change [Nav 2013r2], confirmed best way to get journal details for a year is to use GL entries and filters (no report available) [Nav 2013], confirmed general journal with a VAT Prod Posting Group will populate VAT entry and therefore appear on VAT statement [Nav 2013r2], client confirmed smtp issue with Office 365 and multiple Nav users now fixed [Nav 2016] and confirmed how to export budget into excel [Nav 2015].
Quote submitted and approved last week for adding confirm box to create pick function [Nav 2009 RTC] and testing tracking lines exist pre warehouse shipment creation [Nav 2009 RTC]. Developments started last week and will be completed this week.
Bar that another quiet week on anything but first line support.
That's all folks.

Dynamics Nav services: w/e 18/5/18

7 support calls / emails last week (so quiet week again but see GDPR comment below re potential reasons) covering the following subjects: set up new user [Nav 2009 Classic], confirmed best way to filter on bin contents as another 'feature' found in Nav [Nav 2009 RTC], confirmed how to remove credit checks [Nav 2016], investigated excel upload for item reclass journal [Nav 2009 RTC], created in transit code for a new company [Nav 2009 RTC], confirmed reason for warehouse receipt header now showing for user [Nav 2009 RTC] and confirmed you cannot reverse posted assembly order except through item journal adjustments and then re do assembly order [Nav 2013r2].
Quiet week work wise but pretty sure that is down to GDPR. Attended client site last week to run through a number of Dynamics Nav 2015 areas - more of a question and answer session and also confirmation of what you can do in Nav 2015. Previously client on Nav 2009 Classic so quite a different end user experience. Discussed a new and better configuration re chart of accounts and dimensions. Time will tell if the client needs any more of our help.
The previous weeks development completed was amended last week for some more new columns. Based on posted sales invoice data. [Nav 2013].
Along with most other UK businesses, we have spent this week getting GDPR compliant. As a result we have updated our privacy policies and the web site includes this policies and a note of what we have done re GDPR.

Dynamics Nav services: 2 week ending 11/5/18

On holiday last week so no blog.
8 support calls / emails over the last 2 weeks covering VAT calc and post settlement issue (not posted, down to user not posting it as resolved via posting) [Nav 2013r2], currency exchange rate issue (pages crashes as a result of relation exchange rate being zero, fixed via bespoke page) [Nav 2013], temporary permissions amendment [Nav 2013], confirmation that bespkoke auto exchange rate update from one company across all other GBP companies will not work for new USD companies [Nav 2009 RTC], confirmed connection issue not a Nav issue but a network issue [Nav 2013],  permissions amendment to allow user to change project codes (global dimension 2) [Nav 2013] and confirmed error 59 operating system error not a Nav issue (query from contacts off our web page).
2 quotes raised last week: one for a current client re bespoke posted sales invoice report [Nav 2013] and the other for a number of reports for a potential new client. First one approved, developed and delivered this morning. Awaiting for feedback / approval for 2nd.
Only other developments completed over the last 2 weeks was amending remittance report off posted payment on vendor ledger entries as per client spec [Nav 2013r2].
Plans for this week include on site attendance to run through list of issues for a client (after their upgrade from Nav 2013r2 to Nav 2016, not done by us as we do not do upgrades). And of course fulfilling all the requirements for the new GDPR regulations that come into effect this month. What a pain but never mind. More red tape is what a small business needs.
Bar that a quiet week.
That's all folks!

Dynamics Nav services: week ending 27/4/18

7 support calls / emails last week covering removal of unposted cash journal posting lines [Nav 2009 Classic], suggested solution to excel export error from report [Nav 2009 RTC], solution (dataport) for general ledger entries data extract as copying / pasting crashes [Nav 2009 Classic], set up missing general posting setup for assembly order posting [Nav 2013r2], bug fix for posted sales invoice report that shows all picks (text to text error as more picks than expected) [Nav 2009 RTC], confirm (and do via TeamViewer) to load amended table object [Nav 2017] and using Copy Doc where sales invoice posted in error [Nav 2009 RTC].
Received client full sql backup and successfully restored to a local database. Investigated client requirements and then put in a few quotes for fixes to client database re remittance advice (posted not the same layout as unposted) and a bespoke remittance report. [Nav 2013r2]. Awaiting approval.
Also confirmed you can easily change a database assigned to a Nav instance [Nav 2016].
Bar that a quiet week last week. Attended client site to successfully deliver, test and hand over development to add Post and Send to a sales order [Nav 2016, yes in Nav 2017 but not 2016!].
No client visits scheduled work for this week. So looks like another quiet week.
That's all folks.

Dynamics Nav services: week ending 20/4/18

Only 2 support calls / emails last week: query on bin for reclass journal [Nav 2009 RTC] and adding a new field to a bespoke table re creation date which included some code. [Nav 2009 RTC].
Also received a query on previously tested development re prepayments off POs. The result was a slight change to the development to allow the end user to force roundings off prepayment stats without changing the PO status and therefore triggering document approval. [Nav 2017].
Received 1 support call for customer that is on stop so that has been left unanswered for now [Nav 2013]. Customer still on stop as no payment received and no response to emails requesting payment. FPC Credit Control department about to start chasing payments this week.
Attended client site to run through jobs and time sheets implementation / development. Went well. Some minor changes completed and now awaiting client to confirm permissions required for the jobs and time sheets and then they will roll out testing to end users. [Nav 2013r2].
Major issue for FPC last week was a small electrical sub station fire Wed night just outside our office. No major damage but next morning no Internet (Virgin Cable) across some (not all weirdly) PCs / Laptops. Escalated to Virgin and technician came out to investigate / fix Saturday. So back on line now. Affected work last week so not much else to report on for the blog.
The main plan for this week is an on site attendance all day Wed to load in a development / provide support. [Nav 2016].
That's all folks!

Dynamics Nav services: w/e 13/4/18

Apologies for the delay in the blog this week - I was training at site yesterday re Nav 2017 to a couple of Nav consultants on the changes since Nav 2013r2. Major ones are always listed on the web but minor more significant from an end users perspective are not.
Support calls last week totalled 12 (up from the previous week) covering areas including set up and use of assembly orders [Nav 2013r2], permissions issues [Nav 2017, Nav 2013], sales invoice report layout issue re logo and company details [Nav 2009 RTC], year end close process run through via TeamViewer [Nav 2013] and some minor changes to developments recently delivered [Nav 2017].
Development completed last week after quote approved included page action to change Pending Prepayment status on PO to Released if all prepaid invoices are paid [Nav 2017].
Completed step by step process based instructions for jobs and time sheets implementation and delivered to client last week. Last set of enhancements and bugs fixed last week for jobs and time sheets development so this week will demo to client. [Nav 2013r2].
Plans for this week include on site training of consultants (mentioned at start of blog) and first run through jobs and time sheets implementation [Nav 2013r2]. Started work on how extensions work on Nav 2018 and made some progress. Need to finish this and bottom out how this works for Dynamics 365 and then we can formally quote for work for a potential new client.
A noteworthy business point arose this week - for the first time ever I have had to put a client on stop. Yesterday. A real shame and not something I thought (given my experience in running finance departments over 30 years) I would ever have to do. Never mind a first time for everything. Affects their first line support and all developments / quotes now on hold.
That's it for this week folks.

Dynamics Nav services: w/e 6/4/18

Another quiet week on first line support (must be Easter!). Subjects covered included how to create a VAT only invoice [Nav 2013r2], how to apply entries between currency codes (or correct error where entries in different currency codes on the same customer account) [Nav 2013] and resolve new permissions issue [Nav 2013].
Last week's work focused on the job time sheet implementation for a client [Nav 2013r2]. Basically configuration testing followed by development testing for all developments completed on UK and US database. Nearly complete so will do end to end process test this week, create step by step process based instructions and then send onto the client requesting UAT.
The only other development completed last week was the removal of the document approval repeat process for prepayment % change on PO [Nav 2017].
Requests for quotes last week included PO change of status off Prepayment Pending when prepaid invoice paid (client confirming rule, then we will quote) [Nav 2017] and use of POP and requisitions specific to client needs (requires us to mark requirements as configuration, developments or cannot do and then quote for work) [Nav 2013].
Not a squeak from client who was going live on Nav 2018 1st April but then they did not get the data together to allow us to do it. Need to contact client re new go live data and when data available to us so we can get on with.
That's it folks.

Dynamics Nav services: week ending 30/3/18

Just a quick blog as we have just had an Easter break. Support calls / emails last week totalled 6. Subjects covered included GL code error (very strange one this - client used item number but could not create line without getting an error message re GL code, down to item config) [Nav 2013r2], permissions issue resolved [Nav 2017], issue re item tracking on physical inventory journal [Nav 2017] and confirmed how to import objects into dev environment (step by step process based instructions) [Nav 2017].
Developments completed last week included: fix to stop recurring document approval process when expected receipt date changed [Nav 2017], stop users printing / sending POs pre approval [Nav 2017], BACS export report [Nav 2013r2], post and send on a sales order [Nav 2016]
Ongoing permissions work for 2 clients [Nav 2009 RTC][Nav 2017] which will continue this week. Hoping both (one for a single department, the other client for the whole company) will be completed in the next 2 weeks.
On the jobs and timesheets project, SQL Synch now working (work done by client IT) so this week we will convert and load UK and US resources to each live company on each database (US, GB), complete all remaining developments, complete development testing, complete step by step process based instructions supported by screen shots showing the whole new process and then hand over to the client for extensive user testing. [Nav 2013r2].
That's all for this week folks!

Dynamics Nav Services: week ending 23/3/18

More first line support calls last week (13) but still not as high as it has been in the last few months. Areas covered included general posting set up invalid entry (caused by defaults) [Nav 2013], viewing 3rd dimension off GL entries page [Nav 2017], best to highlight preferred vendors [Nav 2013], created 7 day payment terms [Nav 2013], resolving cheque posting / printing issue [Nav 2013], resolving suggest payments not working on vendor as balance in debit [Nav 2013], confirming simple way to use requisitions in Nav using simple stock [Nav 2013], fixing accounts schedules issue where no data in overview (column trend dates issue and GL codes not selected using '...' prompt) [Nav 2013r2], confirmed approach to ball park estimate to upgrade from Nav 2013 to Nav 2018 (we do not do upgrades but we do complete re-implementations), confirmed purchase journal to create an invoice needs to payment type Invoice not Payment [Nav 2013] and clear down data bug from payment journal (Nav 2009 Classic].
Created new companies (4) and then started historic full transaction data migration last week for GB to DE move. 3 of 4 companies done. Biggest to be done this week. Will take all week as 5 years need to be migrated. [Nav 2017].
Issues with SQL Synch on jobs / timesheets implementation last week after table objects amendment load. Client's IT department resolving. As soon as resolved we will load in some resource data provided by client on both GB and US database, create some timesheets and then check is Nav Synch working for data pulls from US to GB. Then amend US non table objects and load into database. Then hand over to client for testing for a few weeks. All on DEV databases. [Nav 2013r2].
Plans for this week bar that mentioned above include completing BACS report export development for client, complete minor developments re stopping repeating document approval for minor (date related) changes on POs [Nav 2017], check with Nav 2018 implementation as to what new go live date is and go for a few days away over Easter making the most of the bank holidays.
That's all folks.

Dynamics Nav sevices: week ending 23/3/18

More first line support calls last week (13) but still not as high as it has been in the last few months. Areas covered included general posting set up invalid entry (caused by defaults) [Nav 2013], viewing 3rd dimension off GL entries page [Nav 2017], best to highlight preferred vendors [Nav 2013], created 7 day payment terms [Nav 2013], resolving cheque posting / printing issue [Nav 2013], resolving suggest payments not working on vendor as balance in debit [Nav 2013], confirming simple way to use requisitions in Nav using simple stock [Nav 2013], fixing accounts schedules issue where no data in overview (column trend dates issue and GL codes not selected using '...' prompt) [Nav 2013r2], confirmed approach to ball park estimate to upgrade from Nav 2013 to Nav 2018 (we do not do upgrades but we do complete re-implementations), confirmed purchase journal to create an invoice needs to payment type Invoice not Payment [Nav 2013] and clear down data bug from payment journal (Nav 2009 Classic].
Created new companies (4) and then started historic full transaction data migration last week for GB to DE move. 3 of 4 companies done. Biggest to be done this week. Will take all week as 5 years need to be migrated. [Nav 2017].
Issues with SQL Synch on jobs / timesheets implementation last week after table objects amendment load. Client's IT department resolving. As soon as resolved we will load in some resource data provided by client on both GB and US database, create some timesheets and then check is Nav Synch working for data pulls from US to GB. Then amend US non table objects and load into database. Then hand over to client for testing for a few weeks. All on DEV databases. [Nav 2013r2].
Plans for this week bar that mentioned above include completing BACS report export development for client, complete minor developments re stopping repeating document approval for minor (date related) changes on POs [Nav 2017], check with Nav 2018 implementation as to what new go live date is and go for a few days away over Easter making the most of the bank holidays.
That's all folks.