Week ending 29/5/15

Another busy week on Dynamics Nav!
Developments completed:
Minor changes to 3 productions reports for cross references (v2009 Classic application, v4 objects).
Sales price update to all open sales orders so that back dated changes effective to existing orders. Created using report layout and sales line updates with document comments used for confirming sales price changes made. Quoted for, signed off, developed, user tested and now in live environment.
Sales price update from changed shipment (delivery) date into live after testing this week.All v2009 Classic application, v4 objects.
Delivered Jet reports to client site for Dynamics Nav add on (v2015). Minor amendments made after end user review.
Dimension (global 1 and 2) cost report (1 line per dimension, user selects line required from chart pf accounts) for month (user confirmed month required) and year to date. Exported to excel with zeros ignored if user wants. Quoted for, development and delivered to client this week. (v5)
All developments completed for 1 client in the last few months now on live. Required some back tracking and redevelopments for some developments completed 2 months ago but all done and successfully loaded this week. Ready for next set of developments. Includes recent development to update all companies (on same database) exchange rates based on a change to 1 designated company. All v2009 RTC.
At client site this week providing on site support and training (v2009 Classic). Booked this week at a client site in 2 weeks to run through sales order processing in Dynamics Nav (v2013).
Quiet week on first line support and on site training.
That's all for this week.

Week ending 22/5/15

Another busy Dynamics Nav week though this week will be a lot quieter.
Developments completed:
3 Jet reports created off Nav 2015 for client to layout as required subject to the limits of what Jet can do. Pretty good match and a good starter for analysing the results. Learned a bit more on pivot tables as I usually create my own using vlookups and sumifs in excel. But Jet will not cope with this.
Auto update on exchange rates in 1 business to other businesses on the same database for the same currency code / start date combination. (Nav 2009 RTC). All handled via the exchange rate table and the company table.
Changed item sales price selection to use Shipment Date not Order Date on match to sales prices start dates (Nav 2009 application v4 database). Also added an update sales document lines for any change in shipment date on the sale document header with a confirm box to get the user to confirm a change to sales document line unit prices required. Delivered and being tested.
Add dimension name for global dimension 1 on general ledger entries screen (Nav 5).
Training completed:
Provided 2 days on site training for Nav 2015 addon this week. Both went well.
First line support service resolved:
Permissions issue that was actually 'dirty' coding issue (Nav 2009 application, v4 database). Ability of a user to edit a specific field on the customer table handled by code in the table that looks for specific fixed text user ids. Should have used boolean on user set up table - more flexible. Anyway problem resolved by adding another user id as fixed text in code.
Confirmed excel upload for transfer order issue not down to upload but the user populating Transfer to location codes before shipping the transfer order.
Updated previously delivered development re pallets to latest live database objects. Previously delivered in Feb but needed updating to latest version for user acceptance testing.
Confirmed how to get client licence file from Nav 2009 Classic database.
On non Dynamics Nav related business, web site redesigned with a new home page and some of the other pages updated as well as a different look. Have a look at http://wwwhttp://www.dynamicsnavukhelp.co.uk/.dynamicsnavukhelp.co.uk/.
That's all for this week.

Week ending 15/5/15

Another busy week which is all good when you are running your own business.
Work completed as follows this week:
On site training for Dynamics Nav add on (Nav 2015) started with all due to be completed by Friday. All going well with each training session supported by end user process based instructions.
Quotes signed off for developments for auto update exchange rate entered in 1 company to other Dynamics Nav businesses on same database where currency code exists and the business does not already have an exchange rate for the same currency / start date (Nav 2009 RTC). Development completed and awaiting final development testing Wednesday this week. Another quote signed off for using shipment date for determining stock unit prices (application Nav 2009, database v4). Due to be complete this week if I can remote on to complete a backup of the live database.
Developed finished goods stock list for items related to the finished goods via production BOMS (application Nav 2009, database v4). Completed new report showing stock demand by week (sales order quantities and component lines)(application Nav 2009, database v4). User has option to show number of week columns or breaks.
Bar code search development completed and delivered. Awaiting feedback from user acceptance testing. (Nav 2009 RTC).
Confirmed on a forum query just how powerful Dynamics Nav consolidation process can be when extended beyond off the shelf functionality re general ledger to all other modules using CHANGECOMPANY.
Confirmed on a forum option to use Dynamics Nav own report designer in Nav 2013R2. Simple tick the box.
Bug re re allocations (bespoke for client, Nav 2009 RTC) confirmed as not a bug but unfinished process re put aways. Cannot reallocate stock in goods in.
Resolved a number of permission issues for a client using Dynamics Nav 2009 Classic as part of fixed price first line support contract.
Sent as requested step by step process based instructions (Nav 2013R2) on creating and assigning default dimensions and how to post a receipt with mixed currencies for a customer and the client bank.
Confirmed functionality of planning worksheet in Dynamics Nav 2009 including ability to complete suggested action by a simple tick box.
Sent client instructions on step by step process of creating instances in Nav 2013.
Confirmed on site training date for client (v4 database, application 2009) in June to run through Intrastat, EC Sales and VAT as well as other misc areas.
Confirmed suggested commission scheme solution to client for developing in Nav v4. Awaiting feedback.
That's all for this week!

Week ending 8/5/15 - a bit later than usual

A week in the life of FPC supporting the Dynamics Nav / Navision application for its clients. So what has happened this week? Very busy again this week with a number of activities:
First line support - confirm use of permission set ALL, how to restrict user access to modules in Nav 2009 Classic. Also confirmed lost user settings down to corrupt zup file (Nav 2009 with v4 database).
Bug fixing from last week re Nav 2009 RTC bespoke table and data for reallocating stock fixed. Discovered code (not ours) had incorrect validation in it so that once a lot was included on a reallocation journal line once it would be ignored during the registration process after that.
Another bug arose re posting reallocation journals which was not Nav but process based.
A new report bug re suggested stock allocation which meant sales order lines were not appearing in the report fixed as well. Our code and bad code but now fixed.
Developments completed this week include bar code search (additional field in items created from bar codes from cross ref table) and new report re stock demand by week.
On site support provided this week including configuration of standard Nav document approval process (Nav 2013) and POP training.
Reran file exports from Nav v4 for new ERP system re open vendor ledger entries including GL codes. More fields required so amended report utility and then reran across all client businesses.
Quote for this week for:
Excel upload for warehouse item journal (Nav 2009 RTC).
Enquiries received for fall back support for another consultancy providing Dynamics Nav services. Quote supplied and waiting for response. Also responded to potential development with existing client re 3 way match in Nav for purchase invoices. Raised some queries and when response received will map fields from / to legacy to Dynamics Nav (2009).
Really busy week this week and next providing Dynamics Nav add on training for client staff. Step by step process based instructions in a Word document created for some of the training with the rest to be completed next week. Will be delivered as part of training. As non standard Nav and no previous exposure to the add on this was a great deal of work that has required a lot of client checking. Standard Nav training and material much easier and learnt a valuable lesson on Add Ons and ease of training from scratch. Not easy!
That's all folks!

Week ending 01/5/15 Dynamics Nav services at dynamicsnavukhelp

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.

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!

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!