A bit late I know! :)
Still a quiet on the accounts and tax side but we did start auto enrolment pensions process for a client. Their go live date is October 2015. So registered with Now! Pensions (obviously client decision but taken from a short list of acknowledged service providers as per pensions regulator and our payroll software). So initial registration complete so just waiting for confirmation from Now! Pensions as to when employee master file can be completed. Instructions somewhat confusing so queried but awaiting confirmation. I would imagine too early for master file upload right now.
On the Dynamics Nav side, the following work completed this week:
Developments:
Display message confirming component / BOM stock shortage when sales order status changed from Open to Released. Confirm box requests user approval to continue with change of status. Slight restriction re max text size for v4 database objects in v2009 application (250 v 1000) but worked round it.
Changes to standard Nav customer statement re line details.
Auto populate assigned user id with user id.
First line support:
Strange text overflow error in v5 DE when in Balance by Dimensions with exclude closing entries Fixed with increase in text size to 1000.
Provide general ledger entries list for client auditors as requested.
Basically a quiet week for first line support. I would expect this week to be even quieter as it is half term. Catch up on my reading then!
No new client enquiries but some quotes still awaiting sign off.
So that's all for this week. On a personal front managed to book 4 weeks holiday spread over March (South West), April (Chester), June (Cheltenham) and August (Stirling). Still planning trip to London end of September and Suffolk end of July.
Monday, 16 February 2015
Friday, 6 February 2015
Week ending 6/2/15
Welcome to the latest blog! Very quiet on the accounts / tax side as the deadline for personal tax returns has passed and so the rush is over for another year!
Busy week on Dynamics Nav. Completed:
On site visit with more work as a result re sales forecasting. Started this work this week with it due to be completed next week. Discrete set of objects so low risk development. There will be standard object links to the new objects. Client also requested changes re sales person table for blocking old codes and more identifying markers re sales person codes. This change completed and loaded today.
2 quotes approved this week. 1 for bulk stock which was started and completed this week. Another for a Show Document action button off the general ledger entries screen to remove requirement for a number of mouse clicks to view a posted purchase or sales invoice.
Support work completed this week for a number of clients included posting date issues re user set up table where login user id either different to user set up table or not exist. Both fixed. Other support for extracting general ledger register data and general ledger entries for a client's auditors and object changes listed for calendar year 2014.
Training enquiry from a potential new client for a introduction to Dynamics Nav. Quote confirmed and waiting for approval. Training enquiry from a current client with proposed dates. Just waiting to hear which dates preferred.
Still a few quotes awaiting approval covering a number of modules so fingers crossed these will all be approved next week.
That's all for this week folks. A much busier week so let's hope this is a sign of things to come!
Busy week on Dynamics Nav. Completed:
On site visit with more work as a result re sales forecasting. Started this work this week with it due to be completed next week. Discrete set of objects so low risk development. There will be standard object links to the new objects. Client also requested changes re sales person table for blocking old codes and more identifying markers re sales person codes. This change completed and loaded today.
2 quotes approved this week. 1 for bulk stock which was started and completed this week. Another for a Show Document action button off the general ledger entries screen to remove requirement for a number of mouse clicks to view a posted purchase or sales invoice.
Support work completed this week for a number of clients included posting date issues re user set up table where login user id either different to user set up table or not exist. Both fixed. Other support for extracting general ledger register data and general ledger entries for a client's auditors and object changes listed for calendar year 2014.
Training enquiry from a potential new client for a introduction to Dynamics Nav. Quote confirmed and waiting for approval. Training enquiry from a current client with proposed dates. Just waiting to hear which dates preferred.
Still a few quotes awaiting approval covering a number of modules so fingers crossed these will all be approved next week.
That's all for this week folks. A much busier week so let's hope this is a sign of things to come!
Friday, 30 January 2015
Week ending 30/1/15
First off we have a facebook page for our Dynamics Nav services. Only just created but content will follow in the next few weeks. Facebook page can be found here https://www.facebook.com/DynamicsNavHelpUK.
On the accounts / tax side of the business, all done and dusted pre the deadline tomorrow! O5ther work on this side for a client that needs to auto enrol re pension before the end of this year. Client confirmed preferred pension supplier so we will now manage the enrolment process for our client.
On the Dynamics Nav side:
Spent a lot of time this week supporting / fixing / reporting on the standard Dynamics Nav consolidation process. A client had a few issues but pretty well all resolved now. Not the best consolidation routine but very functional if all you want is basic.
Quote for work approved this week so we will start this Monday. Simple development for data tracking for items and pallet label report.
Completed changes on the manufacturing planning worksheet to allow open sales orders to be included and removal of other bespoke functionality added in this area of Nav. Added functionality to check credit limits once a user tries to change prod order status from firmed planned to released. Not allowed now if credit limit exceeded. Go live Monday.
Completed a new report for a client re item / stock analysis with export to excel only. Classic Nav 2009.
Bar that a quiet week. All billings done for the month end and aged debt looks nice and current.
That's all for now folks.
On the accounts / tax side of the business, all done and dusted pre the deadline tomorrow! O5ther work on this side for a client that needs to auto enrol re pension before the end of this year. Client confirmed preferred pension supplier so we will now manage the enrolment process for our client.
On the Dynamics Nav side:
Spent a lot of time this week supporting / fixing / reporting on the standard Dynamics Nav consolidation process. A client had a few issues but pretty well all resolved now. Not the best consolidation routine but very functional if all you want is basic.
Quote for work approved this week so we will start this Monday. Simple development for data tracking for items and pallet label report.
Completed changes on the manufacturing planning worksheet to allow open sales orders to be included and removal of other bespoke functionality added in this area of Nav. Added functionality to check credit limits once a user tries to change prod order status from firmed planned to released. Not allowed now if credit limit exceeded. Go live Monday.
Completed a new report for a client re item / stock analysis with export to excel only. Classic Nav 2009.
Bar that a quiet week. All billings done for the month end and aged debt looks nice and current.
That's all for now folks.
Friday, 23 January 2015
Week ending 23/1/15
Hello again! Only a few days since the last (late) blog so only a few points of interest.
All accounts / personal tax for our clients completed before the deadline next week. Hooray!
On the Dynamics Nav side, the following work was completed:
Completed amendments to invoice, credit memo and pick list reports for a client re specific customers and country code / text.
A number of queries re Nav consolidation for a client - all resolved. All around accounts schedule reports and minor differences, why they have occurred and what action to take to resolve.
Not a busy week by any stretch of the imagination though back to the normal activity levels for January.
Met up with someone from my old university (which I left a few decades ago) that liaises with Alumni. Very interesting conversation and I may be able help re mentoring students (graduates and undergraduates). Wait and see.
That's all for now folks!
All accounts / personal tax for our clients completed before the deadline next week. Hooray!
On the Dynamics Nav side, the following work was completed:
Completed amendments to invoice, credit memo and pick list reports for a client re specific customers and country code / text.
A number of queries re Nav consolidation for a client - all resolved. All around accounts schedule reports and minor differences, why they have occurred and what action to take to resolve.
Not a busy week by any stretch of the imagination though back to the normal activity levels for January.
Met up with someone from my old university (which I left a few decades ago) that liaises with Alumni. Very interesting conversation and I may be able help re mentoring students (graduates and undergraduates). Wait and see.
That's all for now folks!
Tuesday, 20 January 2015
Last week - I know it is a little late!
Before you know it it is nearly a month since the last blog. Oh how time flies.
On the accounts / tax side of the business, last tax returns going in today and so complete ahead of the deadline.
On the Dynamics Nav side, the following work has been completed recently:
3 days super user training including an introduction to C/Side coding. Training on database makeup as well as how to create tables, forms, reports and dataports. Based on Nav 2009 Classic.
GRNI analysis report off the relevant GL code completed and in client testing. The user confirms the end date (has to be accumulative to pick up all relevant receipts and invoices) and the report collects PO data for each receipt and invoice and then summarises by PO number. Slight issue on invoices with multiple receipts but found a useful cross reference in the Value Entry table. All working and delivered. Also found useful You Tube videos on creating Nav 2013 report layouts quickly and easily. All part of the learning process.
Set up Nav 2013 instances etc so we now have step by step instructions on how to do this. Like rolling back time given the amount of command prompt type code.
We also now have remote access to a client database for the first time - any object deliveries were via TeamViewer.
Completed ad hoc work for a client re their migration off Dynamics Nav. Basic customer and vendor masters.
Created new company (with a base configuration) for a client and loaded into the live database.
New field on item table to allow updated calculation for a client of their free stock.
So a busy 2 weeks for January. But now very quiet. A lot of quotes out awaiting client approval so we could be busy in the next week. We will have to wait and see.
Will try and post a blog this Friday.
That's all for now folks.
On the accounts / tax side of the business, last tax returns going in today and so complete ahead of the deadline.
On the Dynamics Nav side, the following work has been completed recently:
3 days super user training including an introduction to C/Side coding. Training on database makeup as well as how to create tables, forms, reports and dataports. Based on Nav 2009 Classic.
GRNI analysis report off the relevant GL code completed and in client testing. The user confirms the end date (has to be accumulative to pick up all relevant receipts and invoices) and the report collects PO data for each receipt and invoice and then summarises by PO number. Slight issue on invoices with multiple receipts but found a useful cross reference in the Value Entry table. All working and delivered. Also found useful You Tube videos on creating Nav 2013 report layouts quickly and easily. All part of the learning process.
Set up Nav 2013 instances etc so we now have step by step instructions on how to do this. Like rolling back time given the amount of command prompt type code.
We also now have remote access to a client database for the first time - any object deliveries were via TeamViewer.
Completed ad hoc work for a client re their migration off Dynamics Nav. Basic customer and vendor masters.
Created new company (with a base configuration) for a client and loaded into the live database.
New field on item table to allow updated calculation for a client of their free stock.
So a busy 2 weeks for January. But now very quiet. A lot of quotes out awaiting client approval so we could be busy in the next week. We will have to wait and see.
Will try and post a blog this Friday.
That's all for now folks.
Friday, 12 December 2014
Week ending 12/12/14
Another week goes by. :)
On the accounts side, still chasing up books for tax returns for a few clients. Just completed first draft partnership accounts for a client with a few queries to follow up next week pre submission to client.
On the Dynamics Nav side, completed the following work:
On site 'master' Dynamics Nav class in London for a day.
Change to dataport to remove line feeds copied into Nav in error by end users. Learnt a lot re ascii codes this week as a result. All very useful.
Further and final fix re text overflow issue for a report previously developed. Number length logic error.
Quotes submitted but not yet approved for:
Sweep up unallocated receipts and related ledger entries where applies to id common.
Dimension auto allocation development to allow user / project type dimension codes to be split based on user assigned split across dimensions.
All not yet approved but likely to be approved in January at the earliest now.
Super user training (on site 3 days) booked for early January.
First line support desk activities have included:
Resolved warehouse shipment would not post query - a bin code issue.
Confirmed issue with csv file export down to invisible characters on Nav data caused by users copying and pasting from excel into Nav. Development amended to account for these characters (see comment above).
Completed some permission changes against users for a client. Confirmed reason for accrual feed at zero values to client - down to zero values on a particular column within an excel file loaded and invoices created.
Resolved accounts schedule difference issue (down to design) and consolidation issue where consolidated company included in consolidation. Surprised it allows this.
Completed a list of developments completed on a version 4 database for a client since 2005.
For the members of my family who have told me they read this blog, told you I would mention you on the blog. Looking forward to seeing some of you on 20th at the wedding. Don't forget I am not driving (so definitely drinking) and father of the groom is buying (pretty sure that is what he said) at the Piano bar at 12.30pm. So see you then!
That's all for now folks. For a change I am stopping work now as there is nothing happening in the business. Expect next week to be even quieter.
On the accounts side, still chasing up books for tax returns for a few clients. Just completed first draft partnership accounts for a client with a few queries to follow up next week pre submission to client.
On the Dynamics Nav side, completed the following work:
On site 'master' Dynamics Nav class in London for a day.
Change to dataport to remove line feeds copied into Nav in error by end users. Learnt a lot re ascii codes this week as a result. All very useful.
Further and final fix re text overflow issue for a report previously developed. Number length logic error.
Quotes submitted but not yet approved for:
Sweep up unallocated receipts and related ledger entries where applies to id common.
Dimension auto allocation development to allow user / project type dimension codes to be split based on user assigned split across dimensions.
All not yet approved but likely to be approved in January at the earliest now.
Super user training (on site 3 days) booked for early January.
First line support desk activities have included:
Resolved warehouse shipment would not post query - a bin code issue.
Confirmed issue with csv file export down to invisible characters on Nav data caused by users copying and pasting from excel into Nav. Development amended to account for these characters (see comment above).
Completed some permission changes against users for a client. Confirmed reason for accrual feed at zero values to client - down to zero values on a particular column within an excel file loaded and invoices created.
Resolved accounts schedule difference issue (down to design) and consolidation issue where consolidated company included in consolidation. Surprised it allows this.
Completed a list of developments completed on a version 4 database for a client since 2005.
For the members of my family who have told me they read this blog, told you I would mention you on the blog. Looking forward to seeing some of you on 20th at the wedding. Don't forget I am not driving (so definitely drinking) and father of the groom is buying (pretty sure that is what he said) at the Piano bar at 12.30pm. So see you then!
That's all for now folks. For a change I am stopping work now as there is nothing happening in the business. Expect next week to be even quieter.
Friday, 5 December 2014
Week ending 5/12/14 - not long til Xmas!
This week at FPC.
On the accounts and tax side, client's chased for books or missing data. The deadline is fast approaching for personal tax returns.
On the Dynamics Nav side of the business, 2 client on site visits this week and 1 booked for next week. One this week was a meet and greet with a discussion on upgrading from Dynamics Nav v4 to 2015 and what the benefits would be. We do not do upgrades so this may or may not lead to more work if the client can find a business case.
Another client visit for a very intense day on what Dynamics Nav has on offer. The client is a current user but only for base financials. So the day consisted of running through all the functionality in Nav. Went well.
Also confirmed this week maximum number of users for Dynamics Nav is circa 500. More than I thought but there must be some benefits to the Internet friendly end user interface.
Next week I am at a client site providing some on site training re Dynamics Nav - or as the client calls it a master class.
Work completed this week was mainly around first line support. Issues resolved included:
Confirmed reason for error in excel data sales data file load. Error fixed by client on excel file and reloaded successfully.
Completed a number of bug fixes / enhancements for developments previously delivered. Included text overlap error resulting from inconsistent text lengths for related but different objects.
Confirmed latest client UAT database copy of live from last week.
Developments completed this week, delivered and now in live:
Transfer order excel file load.
Quotes provided this week for:
Alternate business address for new business within set of Nav books.
Adding posted document line descriptions to GL entries form.
Bar code search development - so when bar codes (yes codes) are added to the cross reference table on Nav, a item field called bar code search is updated with all bar codes assigned to the item. the user can then user standard Nav data fields to search for bar codes.
Auto match posted customer ledger entries with common reference point. Really a clear up for posted entries from another development that did not clear due to net refunds.
Waiting for approval and will then schedule the work.
Still looking at / investigating the following:
Jet report issue #VALUE error.
Journals created but at a zero value for sales legacy load (journal represents cost accrual which is created at the same time as sales invoice data).
That's it for this week. :)
On the accounts and tax side, client's chased for books or missing data. The deadline is fast approaching for personal tax returns.
On the Dynamics Nav side of the business, 2 client on site visits this week and 1 booked for next week. One this week was a meet and greet with a discussion on upgrading from Dynamics Nav v4 to 2015 and what the benefits would be. We do not do upgrades so this may or may not lead to more work if the client can find a business case.
Another client visit for a very intense day on what Dynamics Nav has on offer. The client is a current user but only for base financials. So the day consisted of running through all the functionality in Nav. Went well.
Also confirmed this week maximum number of users for Dynamics Nav is circa 500. More than I thought but there must be some benefits to the Internet friendly end user interface.
Next week I am at a client site providing some on site training re Dynamics Nav - or as the client calls it a master class.
Work completed this week was mainly around first line support. Issues resolved included:
Confirmed reason for error in excel data sales data file load. Error fixed by client on excel file and reloaded successfully.
Completed a number of bug fixes / enhancements for developments previously delivered. Included text overlap error resulting from inconsistent text lengths for related but different objects.
Confirmed latest client UAT database copy of live from last week.
Developments completed this week, delivered and now in live:
Transfer order excel file load.
Quotes provided this week for:
Alternate business address for new business within set of Nav books.
Adding posted document line descriptions to GL entries form.
Bar code search development - so when bar codes (yes codes) are added to the cross reference table on Nav, a item field called bar code search is updated with all bar codes assigned to the item. the user can then user standard Nav data fields to search for bar codes.
Auto match posted customer ledger entries with common reference point. Really a clear up for posted entries from another development that did not clear due to net refunds.
Waiting for approval and will then schedule the work.
Still looking at / investigating the following:
Jet report issue #VALUE error.
Journals created but at a zero value for sales legacy load (journal represents cost accrual which is created at the same time as sales invoice data).
That's it for this week. :)
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