A busier week last week with a much busier week this week due to work booked from current clients as a result of the reduction in day rates for July and August - see Prices Grid for more details.
Quotes completed and submitted for approval included 2 reports on Nav 2009 RTC though the output will be in Classic with an option to export to excel. The usual requirement for this client. But one of the reports which tracks a purchase deal from initial purchase to sale and closing stock is quite complex and will use the item ledger application table as its main source of data.
Completed 75% of work booked last week after client site attendance by close of play last week. Most of the work was around a new field for raw material stock found in finished good assembled stock (more of an issue than expected due to not being able to update an item record when viewing that record but fixed), production report order and no user prompt fix and resorting of fields off item card. When user testing completed we will complete final development re specific label printing off production. Also fixed 2 bugs in 2 existing reports re receipt ageing. [Nav 2009 application, v4 objects].
On first line support, confirmed reason for difference on an accounts schedule and fixed across all businesses in the same database. [v5 DE].
Been very active on forums again last week with today an email confirming example templates for opening ledger entries for sub ledgers for data migration in old (dataports and xmlports) or new (data migration or rapidstart) Dynamics Nav.
Plans for this week include developing auto document email functionality in Nav 2013 (not R2) and investigating / confirming best way for date compression for item ledger entries.
So basically a good start to the month! That's all for now folks.
Monday, 6 July 2015
Monday, 29 June 2015
Week ending 26/6/15
Another quiet week for Dynamics Nav but got a little busier towards the end of the week.
For first line support, we investigated and fixed an issue with VAT statements and the settlements calc and post [Nav 2009 app, v4 objects], confirmed issue with a payment journal and posting attempts [v4], investigated issue re sales price changes and set up change log to pick up any changes to item and unit of measure tables [v2009 app, v4 objects], VAT Registration number field to general tab on vendor card [v2009 Classic] and confirmed / fixed issue re exchange rate movements for posted transaction and dimension same code issue [v5 DE].
We had a number of enquiries in the week from current clients (including 2 potential new reports around purchasing deals) and confirmed our training service to a number of potential new clients. Received an enquiry from our client to review report from another service provider. Confirmed quote for this work and it was accepted. Report for review due end of July.
Also on site attendance at a client site booked for today last week. Attended and provided on site support (setting up a new user on sql and Nav, identifying and fixing issue with a work centre which would not allow production journal postings as no calendar entries) as well as received details for new developments. We will be working on the developments this week.
Provided a quote for a current client re the process / work required as a result of an asset sale for some of the existing business where our client will move off Dynamics Nav and the purchaser will move on. Quote accepted (all around creating a new business on the database, configuring and data migration) and work scheduled for post asset sale completion which is scheduled this week.
Confirmed to an existing client process for date migration for sub ledgers for Nav 2013 and lack of same compression for item ledger entries. Will confirm a quote for date compression on sales and purchase ledgers and developing bespoke date compression for item ledger when client ready.
July and August are always our quietest months for work so we have reduced our day rates for any services charged by the day for these 2 months where the work is completed in the 2 months. £100 off per day. More details at Offers.
That's it for this week.
For first line support, we investigated and fixed an issue with VAT statements and the settlements calc and post [Nav 2009 app, v4 objects], confirmed issue with a payment journal and posting attempts [v4], investigated issue re sales price changes and set up change log to pick up any changes to item and unit of measure tables [v2009 app, v4 objects], VAT Registration number field to general tab on vendor card [v2009 Classic] and confirmed / fixed issue re exchange rate movements for posted transaction and dimension same code issue [v5 DE].
We had a number of enquiries in the week from current clients (including 2 potential new reports around purchasing deals) and confirmed our training service to a number of potential new clients. Received an enquiry from our client to review report from another service provider. Confirmed quote for this work and it was accepted. Report for review due end of July.
Also on site attendance at a client site booked for today last week. Attended and provided on site support (setting up a new user on sql and Nav, identifying and fixing issue with a work centre which would not allow production journal postings as no calendar entries) as well as received details for new developments. We will be working on the developments this week.
Provided a quote for a current client re the process / work required as a result of an asset sale for some of the existing business where our client will move off Dynamics Nav and the purchaser will move on. Quote accepted (all around creating a new business on the database, configuring and data migration) and work scheduled for post asset sale completion which is scheduled this week.
Confirmed to an existing client process for date migration for sub ledgers for Nav 2013 and lack of same compression for item ledger entries. Will confirm a quote for date compression on sales and purchase ledgers and developing bespoke date compression for item ledger when client ready.
July and August are always our quietest months for work so we have reduced our day rates for any services charged by the day for these 2 months where the work is completed in the 2 months. £100 off per day. More details at Offers.
That's it for this week.
Monday, 22 June 2015
Week ending 19/6/15
Another quiet week on Dynamics Nav last week though we did have some development work.
Quotes submitted, approved, developed and delivered for new field on the item table and new report with excel export for bespoke functionality created for client. [Nav 2009 RTC).
2 on site visits to clients last week. Both for on site support - one for help and assistance with client issues on Jet Reports (Nav 2015) and the other for instructions on accounts schedules, year ends and a view of how to use Dynamics Nav more for the business. [Nav 2013 R2].
In fact last week quite the week for queries re year end close on Dynamics Nav. Most from clients but one from a referral (potential) from a Sage partner whose client is now on Dynamics Nav. Waiting to hear more on the latter but year end queries from clients covered Nav 2009 and 2013.
Also had a teleconference call on dimensions and what is possible on Nav v5 after client upgraded their licence for analysis by dimensions (advanced dimensions granule). Hopefully this will lead to more work.
Just quoted for 2nd opinion work on a report from a Solution Centre (due beginning of August) re extending a client's use of Dynamics Nav. [Nav 2009 Classic].
Pretty quiet on first line support as well - confirmed solution to application issue on sales ledger.
Updated web page re training today to make less wordage and more impact. See if that creates any trade.
I was meant to be on holiday this week but had to cancel. So free for any work!!
That's all for this week.
Quotes submitted, approved, developed and delivered for new field on the item table and new report with excel export for bespoke functionality created for client. [Nav 2009 RTC).
2 on site visits to clients last week. Both for on site support - one for help and assistance with client issues on Jet Reports (Nav 2015) and the other for instructions on accounts schedules, year ends and a view of how to use Dynamics Nav more for the business. [Nav 2013 R2].
In fact last week quite the week for queries re year end close on Dynamics Nav. Most from clients but one from a referral (potential) from a Sage partner whose client is now on Dynamics Nav. Waiting to hear more on the latter but year end queries from clients covered Nav 2009 and 2013.
Also had a teleconference call on dimensions and what is possible on Nav v5 after client upgraded their licence for analysis by dimensions (advanced dimensions granule). Hopefully this will lead to more work.
Just quoted for 2nd opinion work on a report from a Solution Centre (due beginning of August) re extending a client's use of Dynamics Nav. [Nav 2009 Classic].
Pretty quiet on first line support as well - confirmed solution to application issue on sales ledger.
Updated web page re training today to make less wordage and more impact. See if that creates any trade.
I was meant to be on holiday this week but had to cancel. So free for any work!!
That's all for this week.
Monday, 15 June 2015
Week ending 12/6/15
Back to a very quiet week for our Dynamics Nav services. Spent most of the last week on web pages, on line advertising and other hopefully sales generation tasks. Still very active on forums as well. So hopefully we will be busy again soon.
No developments in the week.
No on site training in the week.
On the first line support, confirmed reason for accounts schedule preview showing analysis view entries rather than general ledger entries. Down to assigning analysis view to accounts schedule. [v5].
Also loaded in salesperson code changes to customer records for a client via dataports and excel file provided by them. [v4]. Also confirmed default sort order change to a page defined by page design rather than user settings. Awaiting feedback as to whether quote required for changes to a number of pages. [v2009 RTC].
But this week already a little busier as out at client sites providing on site support today and tomorrow. Also on a conference call later in the week discussing dimension configuration. So fingers crossed.
On the web page / on line advertising side we have completed some minor amendments to the look and feel of the home page as well as updating the offers page for our latest promotion which is for July and August £100 off day rates for any of our services charged by the day. For the remainder of this month we are also offering 5 days for the price of 4. More details of what the offer is on the Offers page. Both of these offers apply to our day rate charged services such as configuration, data migration, on site support, on site training and developments. The main site also has a site search tool on 7 days trial.
That's all for this week folks.
No developments in the week.
No on site training in the week.
On the first line support, confirmed reason for accounts schedule preview showing analysis view entries rather than general ledger entries. Down to assigning analysis view to accounts schedule. [v5].
Also loaded in salesperson code changes to customer records for a client via dataports and excel file provided by them. [v4]. Also confirmed default sort order change to a page defined by page design rather than user settings. Awaiting feedback as to whether quote required for changes to a number of pages. [v2009 RTC].
But this week already a little busier as out at client sites providing on site support today and tomorrow. Also on a conference call later in the week discussing dimension configuration. So fingers crossed.
On the web page / on line advertising side we have completed some minor amendments to the look and feel of the home page as well as updating the offers page for our latest promotion which is for July and August £100 off day rates for any of our services charged by the day. For the remainder of this month we are also offering 5 days for the price of 4. More details of what the offer is on the Offers page. Both of these offers apply to our day rate charged services such as configuration, data migration, on site support, on site training and developments. The main site also has a site search tool on 7 days trial.
That's all for this week folks.
Monday, 8 June 2015
Week ending 5/6/15
Back to a quiet week! Very quiet on forums as well.
Developments completed this week on Dynamics Nav:
Minor changes to remove fixed text company fax numbers and replace with Company Information fax number. [v4 database, v2009 application].
Add specific customer accounts sale on item pages (card and list) boolean field (non editable tick box for data collected on the fly so not on item table) to identify items which have had a sale to these customer accounts across transactions from the start of go live. Added another boolean for another customer account using same principle. Code included in OnAfterGetRecord. Fast! [v2009 RTC]
Various changes in Intrastat Get Entries process for credit memos, exclude specific shipment method code and for the Intrastat form. Plus new VAT day book report in much simpler format than standard. [v4 database, v2009 application].
First line support tasks completed this week:
Delivery of report changes completed in the previous week for a client re Production Sheets. Managed to get remote access so loaded in and tested / passed by the client. [v4 database, v2009 application].
Completed some minor changes for a client [v4 database, v2009 application] as part of fixed price first line support on VAT statement (line number wiped by a user so put back in and all added up), renumbering GL code so moved in TB structure and changes to P&L accounts schedule for sql type error re line 10 belonging to line 1000 etc. Latter fixed by renumbering line numbers to be 4 digits.
Fixed price first line support for a client for next 6 months starting 1st July confirmed and invoiced. [v2009 Classic].
Fixed bug on change we made to form 20 for client (v5 DE) where set data collect of dimension name to text 30 and should have been text 50.
Add 2 current vendor table fields to vendor list [v2009 Classic].
Confirmed location of specific report that user had on short cuts but could not remember where located in main menus. Find via pdf of report when run!
Received a number of enquiries re on site training that we provide so we now have a training by module document off our web page. This confirms how ling each session lasts by module and what each session covers. Pricing on the price grid. Nothing booked as yet!
That is it for this week folks!
Developments completed this week on Dynamics Nav:
Minor changes to remove fixed text company fax numbers and replace with Company Information fax number. [v4 database, v2009 application].
Add specific customer accounts sale on item pages (card and list) boolean field (non editable tick box for data collected on the fly so not on item table) to identify items which have had a sale to these customer accounts across transactions from the start of go live. Added another boolean for another customer account using same principle. Code included in OnAfterGetRecord. Fast! [v2009 RTC]
Various changes in Intrastat Get Entries process for credit memos, exclude specific shipment method code and for the Intrastat form. Plus new VAT day book report in much simpler format than standard. [v4 database, v2009 application].
First line support tasks completed this week:
Delivery of report changes completed in the previous week for a client re Production Sheets. Managed to get remote access so loaded in and tested / passed by the client. [v4 database, v2009 application].
Completed some minor changes for a client [v4 database, v2009 application] as part of fixed price first line support on VAT statement (line number wiped by a user so put back in and all added up), renumbering GL code so moved in TB structure and changes to P&L accounts schedule for sql type error re line 10 belonging to line 1000 etc. Latter fixed by renumbering line numbers to be 4 digits.
Fixed price first line support for a client for next 6 months starting 1st July confirmed and invoiced. [v2009 Classic].
Fixed bug on change we made to form 20 for client (v5 DE) where set data collect of dimension name to text 30 and should have been text 50.
Add 2 current vendor table fields to vendor list [v2009 Classic].
Confirmed location of specific report that user had on short cuts but could not remember where located in main menus. Find via pdf of report when run!
Received a number of enquiries re on site training that we provide so we now have a training by module document off our web page. This confirms how ling each session lasts by module and what each session covers. Pricing on the price grid. Nothing booked as yet!
That is it for this week folks!
Monday, 1 June 2015
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.
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.
Tuesday, 26 May 2015
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.
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.
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