Another busy week last week with 2 on site attendances to provide on site training (one session a Q&A session on Dynamics Nav for users that are used to Sage [Nav 1009 Classic], the other session on purchase order processing and accounts schedules [Nav 2013 R2]) the result of which is a request for further quotes. These will be send today. No on site visits this week so we can process all client requests and catch up.
Completed more budget conversion (actually a great way of getting current year's data into Nav when go live is part way through a financial year) and load work as well as accounts schedule creation on Nav 2015 for a client and now balancing off by dimension the created schedules against actual data migrated. Latter taking some time but nearly there and once balanced off will create and post correcting journals. This will be completed this week.
Developments completed and delivered last week included a minor change to remittance load, auto allocation and posting (include common cross reference for the batch loaded [Nav 2009 Classic]) and minor change to stock trend report re ageing [Nav 2009 Classic].
Received change request for auto blocking items against a set rule, changing the default item list to exclude blocked and making other menu's available to show items [Nav 2009 Classic]. This will be completed this week.
So a busy week ahead. And booked out for the whole of October and last week in September on on site training [Nav 2015]. So all good.
That's all for now folks.
Monday, 14 September 2015
Friday, 4 September 2015
Week ending 4/9/15
No blog last week as I was away on holidays!
Now back in the thick of it. Work completed this week for Dynamics Nav included on site super user training including Jet Report writing (new client for us), first line support on a client's bespoke cost centre allocation development (not ours but can still help), more data migration for a client following sale / purchase of some parts of a business and minor changes to a Nav report we have previously developed and delivered.
The super user training was a mix of where to find data in Nav tables so the super users can write effective Jet Reports following the table wizard. The training also included tutorials on amending and creating native Nav reports as well. As a result of discussions at the training, quotes for report developments (1 an amendment and the 2nd a new report with excel export) as well as demo-ing how to set up the change log in Dynamics Nav. All went well. Quotes approved so once we have a backup of the live database we will complete the work.
Next week I am providing on site training for another new client for 1 day in the form of a question and answer session. Also another new client has booked a question and answer 1 day on site training at the end of September. I am also providing on site training to an existing client next week re accounts schedules and purchase order processing.
Minor changes made to a bespoke report in Dynamics Nav post delivery following a change in requirements. More data migration work completed for a client again against a change of requirements which we quoted for.
That's all for this week folks.
Now back in the thick of it. Work completed this week for Dynamics Nav included on site super user training including Jet Report writing (new client for us), first line support on a client's bespoke cost centre allocation development (not ours but can still help), more data migration for a client following sale / purchase of some parts of a business and minor changes to a Nav report we have previously developed and delivered.
The super user training was a mix of where to find data in Nav tables so the super users can write effective Jet Reports following the table wizard. The training also included tutorials on amending and creating native Nav reports as well. As a result of discussions at the training, quotes for report developments (1 an amendment and the 2nd a new report with excel export) as well as demo-ing how to set up the change log in Dynamics Nav. All went well. Quotes approved so once we have a backup of the live database we will complete the work.
Next week I am providing on site training for another new client for 1 day in the form of a question and answer session. Also another new client has booked a question and answer 1 day on site training at the end of September. I am also providing on site training to an existing client next week re accounts schedules and purchase order processing.
Minor changes made to a bespoke report in Dynamics Nav post delivery following a change in requirements. More data migration work completed for a client again against a change of requirements which we quoted for.
That's all for this week folks.
Wednesday, 19 August 2015
2 weeks ending 21/8/15
I know - publishing a post ahead of the week end. Thought it may make up for the late blog update for last week.
Work completed this week and last listed below. Another busy week for our Dynamics Nav services.
Data migration for a new company on a current database [v5 UK] completed for open items and various related items. So data migration now complete and only remaining work is setting up old database on a new server.
Development completed to change a current Item / Sales report to add Sales Quantity that shows quantity using sales and base unit of measure and add in ship to location filter.
Development completed for remittance advice auto allocation using csv files. Minor change to data in csv file and updated description on receipt journal created.
Confirmed best approach re another development change re data coming in from legacy system to Dynamics Nav. Change proposed caused issues re VAT so proposed fix and now working.
Bug fixed accounts schedule preview issue with column headings disappearing randomly. [v5 DE].
Attended client site to discuss and assist on reporting from Nav [v2015] using accounts schedules and help is loading budgets. Also confirmed with client their approach re training to take place in October and need for our services.
Attended client site this week to provide on site training and problem solve user issues. [Nav 2013]. Also attended meeting to discuss service management module potential implementation if data and processes fit. We will review this later this week and report back. Sent client some web links to useful You Tube Dynamics Nav tutorials (not ours) for standard Dynamics Nav service management and other modules. Will then provide on site demos if and when required.
Resolved various first line support issues including routing changes not working in manufacturing.
Gained 2 new clients in the week following an on site visit to one and phone conversation with another. Both new clients starting with a day's training on site which will consists of a question and answer sessions for queries and confirmation of best approach to completing tasks in Nav. Both training days booked for September with one of the clients to confirm pencilled in dates.
Only 1 and a half weeks left on our reduction for our daily rates in July / August!
Anyway off on holiday next week. So that's all for now and the next 2 weeks folks!
Work completed this week and last listed below. Another busy week for our Dynamics Nav services.
Data migration for a new company on a current database [v5 UK] completed for open items and various related items. So data migration now complete and only remaining work is setting up old database on a new server.
Development completed to change a current Item / Sales report to add Sales Quantity that shows quantity using sales and base unit of measure and add in ship to location filter.
Development completed for remittance advice auto allocation using csv files. Minor change to data in csv file and updated description on receipt journal created.
Confirmed best approach re another development change re data coming in from legacy system to Dynamics Nav. Change proposed caused issues re VAT so proposed fix and now working.
Bug fixed accounts schedule preview issue with column headings disappearing randomly. [v5 DE].
Attended client site to discuss and assist on reporting from Nav [v2015] using accounts schedules and help is loading budgets. Also confirmed with client their approach re training to take place in October and need for our services.
Attended client site this week to provide on site training and problem solve user issues. [Nav 2013]. Also attended meeting to discuss service management module potential implementation if data and processes fit. We will review this later this week and report back. Sent client some web links to useful You Tube Dynamics Nav tutorials (not ours) for standard Dynamics Nav service management and other modules. Will then provide on site demos if and when required.
Resolved various first line support issues including routing changes not working in manufacturing.
Gained 2 new clients in the week following an on site visit to one and phone conversation with another. Both new clients starting with a day's training on site which will consists of a question and answer sessions for queries and confirmation of best approach to completing tasks in Nav. Both training days booked for September with one of the clients to confirm pencilled in dates.
Only 1 and a half weeks left on our reduction for our daily rates in July / August!
Anyway off on holiday next week. So that's all for now and the next 2 weeks folks!
Wednesday, 12 August 2015
Week ending 7/8/15
A bit late for last week but very busy on the Dynamics Nav / Navision services so all good.
Work completed last week included:
New company creation, configuration, master file data migration and this week will be open transaction data migration. Completed all yesterday. [Nav v5 UK].
Report development showing SO demand for items by week. [App v2009, database v4].
Amended current dataport for new field from legacy system data feeds into Dynamics Nav. [v2009 Classic].
Dataport development completed to allow item number renames and include changes in items comments (notepad) functionality. Simple 2 field dataport with globals and some code to force normal Nav rename functionality. Included performance testing to assess maximum number to be updated at any one time. [v2009].
Number of changes to accounts schedule as required. [v5 DE].
Plans for this week include completing new company open transaction data migration, on site visit to potential new Nav client in the South and an on site visit to existing client re Jet tutorial. Off on a week's holiday week commencing 22nd.
That's all for this week folks.
Work completed last week included:
New company creation, configuration, master file data migration and this week will be open transaction data migration. Completed all yesterday. [Nav v5 UK].
Report development showing SO demand for items by week. [App v2009, database v4].
Amended current dataport for new field from legacy system data feeds into Dynamics Nav. [v2009 Classic].
Dataport development completed to allow item number renames and include changes in items comments (notepad) functionality. Simple 2 field dataport with globals and some code to force normal Nav rename functionality. Included performance testing to assess maximum number to be updated at any one time. [v2009].
Number of changes to accounts schedule as required. [v5 DE].
Plans for this week include completing new company open transaction data migration, on site visit to potential new Nav client in the South and an on site visit to existing client re Jet tutorial. Off on a week's holiday week commencing 22nd.
That's all for this week folks.
Monday, 3 August 2015
2 weeks ending 31/7/15
Ok so I was away on my holidays last week and hence no blog update but still a nice busy week on Dynamics Nav / Navision with a very busy catch up week this week as a result. All good!
Quotes sent for on site training in Scotland for end users to use Jet reports add on in excel. 2 days consisting 1 day super user training (so the end user knows where the data is) and 1 day designing a new Jet report [v2009]. Quote also sent for renaming item numbers in bulk [v2009]. None yet approved.
First line support queries resolved including amendment to free stock calculation (make same change as per item card) [Nav app v2019, database v4], issue with bank rec process not pulling in some dates (not yet resolved but suggested approach to fix) [v2009], suggested process to eliminate error on purchase invoice posting re Gen Prod Posting Group [v2009 Classic] and suggested various ways of getting item master data from Dynamics Nav using already developed reports for a client [v2009].
Suggested approach to date compression re item ledger entries following discussion with contacts and colleagues [v2013]. Confirmed availability of Nav 2015 manuals to client and links to various You Tube videos that show some aspects of standard Dynamics Nav functionality.
Developments completed in the last 2 weeks included final auto emailing (and create email) functionality added to Nav 2013 for sales documents (sales invoice and statements) and now with client for testing.
Also made changes as requested from client re an accounts schedule required [v5].
Approval last week to creating a new company on an existing database [v5] for client. Work to include initial configuration, master file data migration and transaction file data migration. All to be done this week and next. We managed to get a live database back up and restored to a local database here so we can get on with all the work.
So all in all a good response to the current price promotion.
That's all for this week.
Quotes sent for on site training in Scotland for end users to use Jet reports add on in excel. 2 days consisting 1 day super user training (so the end user knows where the data is) and 1 day designing a new Jet report [v2009]. Quote also sent for renaming item numbers in bulk [v2009]. None yet approved.
First line support queries resolved including amendment to free stock calculation (make same change as per item card) [Nav app v2019, database v4], issue with bank rec process not pulling in some dates (not yet resolved but suggested approach to fix) [v2009], suggested process to eliminate error on purchase invoice posting re Gen Prod Posting Group [v2009 Classic] and suggested various ways of getting item master data from Dynamics Nav using already developed reports for a client [v2009].
Suggested approach to date compression re item ledger entries following discussion with contacts and colleagues [v2013]. Confirmed availability of Nav 2015 manuals to client and links to various You Tube videos that show some aspects of standard Dynamics Nav functionality.
Developments completed in the last 2 weeks included final auto emailing (and create email) functionality added to Nav 2013 for sales documents (sales invoice and statements) and now with client for testing.
Also made changes as requested from client re an accounts schedule required [v5].
Approval last week to creating a new company on an existing database [v5] for client. Work to include initial configuration, master file data migration and transaction file data migration. All to be done this week and next. We managed to get a live database back up and restored to a local database here so we can get on with all the work.
So all in all a good response to the current price promotion.
That's all for this week.
Monday, 20 July 2015
Week ending 17/7/15
Another busy Dynamics Nav week and all work completed off site.
Developments completed:
Item application history report completed and delivered. Initial end user testing completed and signed off. [v2009 RTC].
Stock purchase report quoted for, approved, developed and delivered for client. Basically confirms items purchased for a user defined date range and then the associated stock, free stock and costings. Export to excel option included. [v2009 Classic].
1st stage auto emailing documents as pdfs delivered to client and amended for client comments. Next stage (auto emailing against new customer flag and email address) to include in post and print routine started this today. Still need to look at date compression for item ledger entries for client. [Nav 2013].
Configurations completed:
4 new companies (3 USD base currency, 1 GBP base currency) created for a client including 1 new consolidated company. Delivered to client's test database and awaiting confirmation all ok pre restoring to the live database. [v4].
Confirmed bookings for September / October for next stage go live for a client. [Nav 2015].
First line support actions completed:
Made changes to permissions for 2 users. [v2009 Classic application, v4 database].
Confirmed best action to delete old receipted but not fully invoiced purchase orders.
That's all for this week folks!
Developments completed:
Item application history report completed and delivered. Initial end user testing completed and signed off. [v2009 RTC].
Stock purchase report quoted for, approved, developed and delivered for client. Basically confirms items purchased for a user defined date range and then the associated stock, free stock and costings. Export to excel option included. [v2009 Classic].
1st stage auto emailing documents as pdfs delivered to client and amended for client comments. Next stage (auto emailing against new customer flag and email address) to include in post and print routine started this today. Still need to look at date compression for item ledger entries for client. [Nav 2013].
Configurations completed:
4 new companies (3 USD base currency, 1 GBP base currency) created for a client including 1 new consolidated company. Delivered to client's test database and awaiting confirmation all ok pre restoring to the live database. [v4].
Confirmed bookings for September / October for next stage go live for a client. [Nav 2015].
First line support actions completed:
Made changes to permissions for 2 users. [v2009 Classic application, v4 database].
Confirmed best action to delete old receipted but not fully invoiced purchase orders.
That's all for this week folks!
Monday, 13 July 2015
Week ending 10/7/15
Well what a week for our Dynamics Nav services. We now have 20 days booked development / configuration time based on quotes submitted and now approved across a number of our existing clients. By coincidence in the very month we reduced our day rates by £100 per day. All good!!
Developments completed last week:
Minor enhancements to existing reports [v2009 app, v4 objects] re adding fields / columns to excel export.
Changed document print sort for manufacturing for change of status from firm planned to released.
Completed label print development to allow product label prints with partial fixed text and then text from item card. Client testing.
Created an export to excel report for use on item ledger entries for Nav 2009 RTC as this version of Nav has no alternative to Send to excel and 5000 line limit as mark all area does not work. Fixed in Nav 2013 but not in 2009 RTC. Delivered and working.
Developments started last week:
Item application history to identify related purchases to other transactions for an item. Main engine required for 2/3 reports developments approved last week. All should be completed by the end of this week hopefully. Main output from reports refers to sales and gross margin by item and purchase. As well as lot number tracking for purchase. [v2009 RTC].
Configuration started last week:
New companies for USD base currency off GB database [v4] and new consolidation company. Both will be completed by close of this week. All new companies use current company as a base but unfortunately v4 does not have Company, Copy function re configuration. So manual process and lots of testing / backups to make sure working. Basically requirement for general ledger only so simple configuration.
First stage completed for auto emailing documents with pdf attached using standard Nav and some code. Includes smtp send and outlook create email ready for user to send. Awaiting client testing this week. [v2013].
First line support tasks completed last week:
Confirmed issue with year end close routine re journal creation and error message re dimensions and suggested solution. Working.
Arranging on site visit to current client to review current SOP and POP for potential fitting of their process to Dynamics Nav 2013R2. Final details re date will be confirmed this week.
Enquiries received this week included a quote for Nav v4 Jet report training which included a 1 day super user training (so the user knows where to find the data when creating a report in Excel in Jet) and a day designing a new Jet report.
Also received notification of next project stages for a client's go live program for the next 2-3 months re Nav 2015. No confirmed dates required as yet but confirmed to client when I am away.
That's all for this week folks. Busy week so we are at last back to normal.
Developments completed last week:
Minor enhancements to existing reports [v2009 app, v4 objects] re adding fields / columns to excel export.
Changed document print sort for manufacturing for change of status from firm planned to released.
Completed label print development to allow product label prints with partial fixed text and then text from item card. Client testing.
Created an export to excel report for use on item ledger entries for Nav 2009 RTC as this version of Nav has no alternative to Send to excel and 5000 line limit as mark all area does not work. Fixed in Nav 2013 but not in 2009 RTC. Delivered and working.
Developments started last week:
Item application history to identify related purchases to other transactions for an item. Main engine required for 2/3 reports developments approved last week. All should be completed by the end of this week hopefully. Main output from reports refers to sales and gross margin by item and purchase. As well as lot number tracking for purchase. [v2009 RTC].
Configuration started last week:
New companies for USD base currency off GB database [v4] and new consolidation company. Both will be completed by close of this week. All new companies use current company as a base but unfortunately v4 does not have Company, Copy function re configuration. So manual process and lots of testing / backups to make sure working. Basically requirement for general ledger only so simple configuration.
First stage completed for auto emailing documents with pdf attached using standard Nav and some code. Includes smtp send and outlook create email ready for user to send. Awaiting client testing this week. [v2013].
First line support tasks completed last week:
Confirmed issue with year end close routine re journal creation and error message re dimensions and suggested solution. Working.
Arranging on site visit to current client to review current SOP and POP for potential fitting of their process to Dynamics Nav 2013R2. Final details re date will be confirmed this week.
Enquiries received this week included a quote for Nav v4 Jet report training which included a 1 day super user training (so the user knows where to find the data when creating a report in Excel in Jet) and a day designing a new Jet report.
Also received notification of next project stages for a client's go live program for the next 2-3 months re Nav 2015. No confirmed dates required as yet but confirmed to client when I am away.
That's all for this week folks. Busy week so we are at last back to normal.
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