I may have been away but....
A number of first line support queries including missing number series (removed from purchase and payables set up which caused issues when raising / posting invoices), 2 decimal place issue for a field (needed more) which will be resolved by changing decimal place property format and confirmed reason for purchase return order not posting (lack of default general and VAT business and product posting groups).
Quoted for additional field to be added to supporting excel export for a consolidated invoice.
Quoted for adding new dimension code values to general ledger entries form so that new dimension shows as a column.
Received enquiry from existing client for ad hoc on site training. Just waiting for dates required from client.
Received enquiry from existing client re new functionality to add to accounts payable - basically initial enquiry on mapping legacy fields for export / import to Nav fields. Have some details but raised some queries so waiting for response to these queries before confirming a Nav field maps to legacy system.
High level process flow for Nav 2015 add on reviewed by client and comments fed back. Will add suggested changes to process flow and once done this will form the back bone of the end user process based instructions to be created this week.
Delivered development to client this week for reallocation of stock using an excel upload routine (Nav 2009 RTC). Still need to bug fix registration process as this does not post all lines on screen. Know it is down to codeunit but will investigating. Will fix this week. All this is a Solution Centre developed (not us) client bespoke not standard Nav.
At client site later this week setting up document approval and providing on site training re purchase ordering process.
That's all for this week folks.
Monday, 4 May 2015
Saturday, 25 April 2015
Week ending 24/4/15 - a busier week at last!
A much busier week this week. Loads of work.
2 development quotes signed off by client this week with one provided late last year and the other this week. One development completed and the other will be delivered next week. The other development scheduled for completion week after next.
On site with a client this week for 'train the trainer' session on Nav 2015 for an add on re service maintenance. Created and then updated high level process flow for add on process. Published to client for comment and amendment. Never seen the Nav add on before. Go live May but only on the add on - no financials. That go live to follow in the next few months. Scheduled to complete end user step by step process based instructions early May and provide end user training (web client and RTC client) later in May just before go live. Due also to spec up Jet reports required for go live in the next week. The quote for and once approved schedule the work once we have a local version of Dynamics Nav 2015. Exciting times ahead.
More data extracts for client moving from Nav to another system re open vendor ledger entries (slight complexity as GL codes for posted document lines also required) across 30 businesses. Then data extracts required for P&L breakdown for the last quarter of the year. Extracts at general ledger entry level.
Completed 2 quotes this week - one mentioned above approved and completed. The other for another client has been sent but awaiting feedback / approval. Quote was for creating a new business from an old one on Dynamics Nav (v5 GB) which would involve configuration and data migration. Quote also included 3 years data extraction from the old Dynamics Nav business to another ERP system.
Responded to enquiry re report development for Nav 2013 for a client. Awaiting further report spec for reports required.
Confirmed to client change of licence required (module missing) for dimension 3 and 4 filtering on accounts schedules. Advanced Dimensions module required to v5 DE. Confirmed also available for on line training via TeamViewer.
On the support side, 2 queries this week re new regulations on settlement discount VAT treatment from 1st April (found a great blog that confirmed how to make the changes in Dynamics Nav so client happy and completed the changes) and query on why you could not select the currency code for a purchase invoice on the lines (explained to client this is held in the purchase invoice header so no need in lines and wrong place to choose it anyway).
On the forum side fixed a report for a US IT Manager re production. Just missing the dataitem link between 2 tables and so getting duplicate / repeated data.
Completed telephone interview for potential project. Wait for feedback next week. Sounds like a very interesting project with loads of work.
Away on holidays this next week - just as the weather is changing. Typical!
2 development quotes signed off by client this week with one provided late last year and the other this week. One development completed and the other will be delivered next week. The other development scheduled for completion week after next.
On site with a client this week for 'train the trainer' session on Nav 2015 for an add on re service maintenance. Created and then updated high level process flow for add on process. Published to client for comment and amendment. Never seen the Nav add on before. Go live May but only on the add on - no financials. That go live to follow in the next few months. Scheduled to complete end user step by step process based instructions early May and provide end user training (web client and RTC client) later in May just before go live. Due also to spec up Jet reports required for go live in the next week. The quote for and once approved schedule the work once we have a local version of Dynamics Nav 2015. Exciting times ahead.
More data extracts for client moving from Nav to another system re open vendor ledger entries (slight complexity as GL codes for posted document lines also required) across 30 businesses. Then data extracts required for P&L breakdown for the last quarter of the year. Extracts at general ledger entry level.
Completed 2 quotes this week - one mentioned above approved and completed. The other for another client has been sent but awaiting feedback / approval. Quote was for creating a new business from an old one on Dynamics Nav (v5 GB) which would involve configuration and data migration. Quote also included 3 years data extraction from the old Dynamics Nav business to another ERP system.
Responded to enquiry re report development for Nav 2013 for a client. Awaiting further report spec for reports required.
Confirmed to client change of licence required (module missing) for dimension 3 and 4 filtering on accounts schedules. Advanced Dimensions module required to v5 DE. Confirmed also available for on line training via TeamViewer.
On the support side, 2 queries this week re new regulations on settlement discount VAT treatment from 1st April (found a great blog that confirmed how to make the changes in Dynamics Nav so client happy and completed the changes) and query on why you could not select the currency code for a purchase invoice on the lines (explained to client this is held in the purchase invoice header so no need in lines and wrong place to choose it anyway).
On the forum side fixed a report for a US IT Manager re production. Just missing the dataitem link between 2 tables and so getting duplicate / repeated data.
Completed telephone interview for potential project. Wait for feedback next week. Sounds like a very interesting project with loads of work.
Away on holidays this next week - just as the weather is changing. Typical!
Monday, 20 April 2015
Can't you tell it's Easter part 3.
Another quiet week for Dynamics Nav which may be due to the latter part of Easter, Easter holidays or it's the election. Who knows.
Anyway an interesting week for enquiries: 2 days a week contract in Saudi starting asap a reasonable day rate but would at least another day travelling each week. Apparently no local Saudi resource available. Another enquiry re contract for major implementation for Dynamics Nav covering over 1000 users in Lincolnshire for 5 days a week on site. Waiting to hear if part of first stage telephone interviews this week. So the contract market hotting up. Just need our market to hot up!
Quote provided for changes to sales document layouts for Swiss customers of an existing client which is a UK business. Our client decided to not go forward with changes proposed.
Still heard nothing re quotes to clients including post go live user hand holding on site locally and awaiting formal email requesting quote following a phone conversation with another client re company creation and configuration and once only data extracts for another application.
One quote for POP training including set up of document approval on Nav 2013 approved and visit (to set up and train) scheduled for 2nd week in May.
Attended site for a new client for implementation walk through on Nav 2015. Focus primarily on Solution Centre add on. Creating high level process flows as a result ready for attendance this week for 'train the trainer' sessions on final end to end process.
Fixed Intrastat issue for a client on bespoke field re values. Caused by multiple lots on same shipment line and code (not ours) took total line value not value by lot (item ledger entry).
Checked client set up of new currency code on v2009 (database v4) was correct. One potential issue identified.
Spent most of last week answering forum queries. We have added short cuts to each answer across 3 Dynamics Nav forums to the blog web page.
That's all for this week folks!
Anyway an interesting week for enquiries: 2 days a week contract in Saudi starting asap a reasonable day rate but would at least another day travelling each week. Apparently no local Saudi resource available. Another enquiry re contract for major implementation for Dynamics Nav covering over 1000 users in Lincolnshire for 5 days a week on site. Waiting to hear if part of first stage telephone interviews this week. So the contract market hotting up. Just need our market to hot up!
Quote provided for changes to sales document layouts for Swiss customers of an existing client which is a UK business. Our client decided to not go forward with changes proposed.
Still heard nothing re quotes to clients including post go live user hand holding on site locally and awaiting formal email requesting quote following a phone conversation with another client re company creation and configuration and once only data extracts for another application.
One quote for POP training including set up of document approval on Nav 2013 approved and visit (to set up and train) scheduled for 2nd week in May.
Attended site for a new client for implementation walk through on Nav 2015. Focus primarily on Solution Centre add on. Creating high level process flows as a result ready for attendance this week for 'train the trainer' sessions on final end to end process.
Fixed Intrastat issue for a client on bespoke field re values. Caused by multiple lots on same shipment line and code (not ours) took total line value not value by lot (item ledger entry).
Checked client set up of new currency code on v2009 (database v4) was correct. One potential issue identified.
Spent most of last week answering forum queries. We have added short cuts to each answer across 3 Dynamics Nav forums to the blog web page.
That's all for this week folks!
Monday, 13 April 2015
Can't you tell it's Easter - part 2
Ok so I thought Good Friday week was quiet but last week even quieter. So not a lot happened on the Dynamics Nav side - just the following:
New Dynamics Nav client. Agreed call off order at discounted rate for 10 days.
Confirmed attendance for a new client for Dynamics Nav 2015 implementation walk through and potential attendance on super user training once agenda confirmed. Both required for add on from Solution Centre.
Now have remote access to new client's database so.....
Completed quick review of base configuration for same client and confirmed minor missing data.
Confirmed to German client Microsoft web link to compare Dynamics Nav versions and our web link for summary of differences. Client looking at potential upgrade or additional licence granule purchase. Depends on what is on new versions. Current version DE v5.
Confirmed reason for Intrastat missing journal entry as down to missing country / region code from shipment and therefore item ledger entry which is where intrastat journal lines come from.
Discussed various changes required by a client on GB v5 including new start for existing company, data extracts for another application and various other minor changes. Client will send email this week and we will respond to via a quote.
Set up new user for client on their Dynamics Nav (version 2009 application, version 4 database).
Bug reported on client's bespoke change to intrastat journals. Investigated and believe know what the issue is but need backup of latest database to develop, test and confirm. Waiting for backup.
Bar that waiting for responses to quotes to clients and responses to enquiries. Down to being Easter I think - I hope!
On the company front (Fraser Price Consulting Limited), changes made to share capital and directors last week. News of these changes will follow on our web site.
That's all for this week folks!
New Dynamics Nav client. Agreed call off order at discounted rate for 10 days.
Confirmed attendance for a new client for Dynamics Nav 2015 implementation walk through and potential attendance on super user training once agenda confirmed. Both required for add on from Solution Centre.
Now have remote access to new client's database so.....
Completed quick review of base configuration for same client and confirmed minor missing data.
Confirmed to German client Microsoft web link to compare Dynamics Nav versions and our web link for summary of differences. Client looking at potential upgrade or additional licence granule purchase. Depends on what is on new versions. Current version DE v5.
Confirmed reason for Intrastat missing journal entry as down to missing country / region code from shipment and therefore item ledger entry which is where intrastat journal lines come from.
Discussed various changes required by a client on GB v5 including new start for existing company, data extracts for another application and various other minor changes. Client will send email this week and we will respond to via a quote.
Set up new user for client on their Dynamics Nav (version 2009 application, version 4 database).
Bug reported on client's bespoke change to intrastat journals. Investigated and believe know what the issue is but need backup of latest database to develop, test and confirm. Waiting for backup.
Bar that waiting for responses to quotes to clients and responses to enquiries. Down to being Easter I think - I hope!
On the company front (Fraser Price Consulting Limited), changes made to share capital and directors last week. News of these changes will follow on our web site.
That's all for this week folks!
Tuesday, 7 April 2015
Can't you tell it's Easter!
Well it has been quiet this week but it is the first Easter week.
Dynamics Nav work completed this week includes:
Fixed further issues re permissions for non SUPER user for version 5 database - German version. Missed off bespoke client tables so added a new role just for these tables. Also needed to add on German specific modules.
Extract latest vendor data for a client who is moving from Dynamics Nav to another application. Used created dataports so simple process of text file creation across 30 different businesses.
Remote access to new client in the East Midlands will hopefully be set up this week so we can start to assist on implementation project.
Confirmed quote for POP configuration and training including document approval for Nav 2013 R2. Also fixed document approval bug in Nav 2013r2 (yes the latest patched version) for POP and SOP re approval value levels. Ignored value levels and forced all POs/SOs to go through approval process.
Chased up some quotes this week re on site training but no response. Will chase again next week.
Discussions re commission calculations on Dynamics Nav started with a client re what can and cannot be done out of the Nav application (v4). Expect these will continue this week and next and may (or may not) turn into chargeable work.
Confirmed quote to current client re logo changes (multiples using responsibility centres) to 7 report layouts (v5 GB). Waiting for approval and then we will complete the work.
So in short, lots of work prospects again but no one signing off on. Probably as it is Easter!
That's all for now folks.
Dynamics Nav work completed this week includes:
Fixed further issues re permissions for non SUPER user for version 5 database - German version. Missed off bespoke client tables so added a new role just for these tables. Also needed to add on German specific modules.
Extract latest vendor data for a client who is moving from Dynamics Nav to another application. Used created dataports so simple process of text file creation across 30 different businesses.
Remote access to new client in the East Midlands will hopefully be set up this week so we can start to assist on implementation project.
Confirmed quote for POP configuration and training including document approval for Nav 2013 R2. Also fixed document approval bug in Nav 2013r2 (yes the latest patched version) for POP and SOP re approval value levels. Ignored value levels and forced all POs/SOs to go through approval process.
Chased up some quotes this week re on site training but no response. Will chase again next week.
Discussions re commission calculations on Dynamics Nav started with a client re what can and cannot be done out of the Nav application (v4). Expect these will continue this week and next and may (or may not) turn into chargeable work.
Confirmed quote to current client re logo changes (multiples using responsibility centres) to 7 report layouts (v5 GB). Waiting for approval and then we will complete the work.
So in short, lots of work prospects again but no one signing off on. Probably as it is Easter!
That's all for now folks.
Monday, 30 March 2015
2 weeks ending 27/3/15
As I was on holiday last week, combined 2 weeks into this blog.
Still regularly updating / answering forum questions where we have expertise to provide. We are also regularly (daily) updating facebook and twitter with hints / tips / observations.
Quite a few potential new client enquiries over the last 2 weeks including 2 to 3 days post go live support (hand holding to aid new Dynamics Nav users after go live), 1 day on site consultancy to review current Dynamics Nav configuration to make sure it will meet the client needs especially in relation to warehousing and manufacturing, on site training for super user and end user finance training. Quotes provided for all but yet to hear from any whether successful.
Agreed with client next stage of support re creating POP element to Dynamics Nav application (configuration work mainly on document approval and some on site training). Confirmed by new client support required from us pre and post go live. Pre go live to include review of current configuration and end user training. Post go live will be hand holding end users through their first use of the Dynamics Nav application.
Agreed with another client (very local) next stage of support (on site, configuration, small element of super user training) and provided quote accordingly.
As a matter on interest many more enquiries now from local (Nottingham) businesses using Dynamics Nav. So if you need a local Dynamics Nav resource we are just on your door step.
Work completed over the last 2 weeks included new column layout for fiscal year trends,slight changes to permission sets after user removed as SUPER user and properly configured, created step by step instructions on how to create a bank account, completed final elements of data migration out of Dynamics Nav (managed through mix of dataports and reports, fixed customer statement layout issue, confirmed why item card fields not editable (safety stock quantity non editable as no reorder policy), confirmed solution for item ledger entries where item tracking left as blank in error, confirmed process for unapplying and suggested reasons for user error
So basically the last 2 weeks has been active re new enquiries or agreeing next stage of work for current clients but very quiet on actual work done! Frustrating but there is an election on and it is Easter!
More next week on what we are doing re Dynamics Nav at FPC.
Still regularly updating / answering forum questions where we have expertise to provide. We are also regularly (daily) updating facebook and twitter with hints / tips / observations.
Quite a few potential new client enquiries over the last 2 weeks including 2 to 3 days post go live support (hand holding to aid new Dynamics Nav users after go live), 1 day on site consultancy to review current Dynamics Nav configuration to make sure it will meet the client needs especially in relation to warehousing and manufacturing, on site training for super user and end user finance training. Quotes provided for all but yet to hear from any whether successful.
Agreed with client next stage of support re creating POP element to Dynamics Nav application (configuration work mainly on document approval and some on site training). Confirmed by new client support required from us pre and post go live. Pre go live to include review of current configuration and end user training. Post go live will be hand holding end users through their first use of the Dynamics Nav application.
Agreed with another client (very local) next stage of support (on site, configuration, small element of super user training) and provided quote accordingly.
As a matter on interest many more enquiries now from local (Nottingham) businesses using Dynamics Nav. So if you need a local Dynamics Nav resource we are just on your door step.
Work completed over the last 2 weeks included new column layout for fiscal year trends,slight changes to permission sets after user removed as SUPER user and properly configured, created step by step instructions on how to create a bank account, completed final elements of data migration out of Dynamics Nav (managed through mix of dataports and reports, fixed customer statement layout issue, confirmed why item card fields not editable (safety stock quantity non editable as no reorder policy), confirmed solution for item ledger entries where item tracking left as blank in error, confirmed process for unapplying and suggested reasons for user error
So basically the last 2 weeks has been active re new enquiries or agreeing next stage of work for current clients but very quiet on actual work done! Frustrating but there is an election on and it is Easter!
More next week on what we are doing re Dynamics Nav at FPC.
Monday, 16 March 2015
Week ending 13/3/15
On the Dynamics Nav side of the business, a quiet week. Some major internal achievements have included finally getting to grips with Nav instances in Nav 2013 and sql restores. We used to get application back ups from clients but from Nav 2013R2 onwards this is such a pain in the neck we now use sql backups. Still involves a lot of command prompts (or to use the more modern name Power Shell) but got it all working for a new client.
Work completed this week included data migration from Dynamics Nav to another system - more extracts (vendor bank) and responses to queries raised. One query was how to auto assign vendor class - a field required for new system. Not easily done but made a few suggestions.
Blast from the past was a query on ODBC connections into Excel. Helped by confirming process. All working.
Started the process for a client (using Dynamics Nav v5 DE) to change all users from role SUPER to other role options. Started with a single user which resulted in 2 queries to date both of which fixed. One permissions error was around German specific module and the other on record links which standard Nav roles include as read only. So created MISSED permission role with new access rights to record links and ready for any other missing permissions.
Fixed bug on item forecast functionality (client bespoke) re production components production order quantity not being taken from the component line table. Corrected and now working. Also added more navigation options for item forecast standard form.
Fixed bug in German bespoke report that referred to dateformula of 1T which will not work when using the English language pack. Other bugs in same report fixed after copying to a new report id.
Received an enquiry off a potential new Dynamics Nav client to help with end user and super user training as part of their implementation. Meeting this week to discuss further and agree terms if they want us to help.
Never mind - holiday coming up next week for a break and to recharge the batteries.
So no blog next Monday.
Work completed this week included data migration from Dynamics Nav to another system - more extracts (vendor bank) and responses to queries raised. One query was how to auto assign vendor class - a field required for new system. Not easily done but made a few suggestions.
Blast from the past was a query on ODBC connections into Excel. Helped by confirming process. All working.
Started the process for a client (using Dynamics Nav v5 DE) to change all users from role SUPER to other role options. Started with a single user which resulted in 2 queries to date both of which fixed. One permissions error was around German specific module and the other on record links which standard Nav roles include as read only. So created MISSED permission role with new access rights to record links and ready for any other missing permissions.
Fixed bug on item forecast functionality (client bespoke) re production components production order quantity not being taken from the component line table. Corrected and now working. Also added more navigation options for item forecast standard form.
Fixed bug in German bespoke report that referred to dateformula of 1T which will not work when using the English language pack. Other bugs in same report fixed after copying to a new report id.
Received an enquiry off a potential new Dynamics Nav client to help with end user and super user training as part of their implementation. Meeting this week to discuss further and agree terms if they want us to help.
Never mind - holiday coming up next week for a break and to recharge the batteries.
So no blog next Monday.
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