Interesting features of Dynamics Nav from this last week: the request page save property takes priority over any report called from c/side code so that, for example, if a report has a request page for showing a logo image and a pass data function to pre define your logo settings when calling a report, then if the user chose not to show the logo the last time the report was run, doesn't matter what you pass to the report as a preference the logo will show as per last settings from the user. Needs to be logged in as the same user obviously. Fix very easy - switch off request page save property.
Work completed last week:
Created a new company with base configuration for a client. [Nav v4].
Completed data migration for a number of businesses including opening balance sheet and transactions to March 2016. [Nav 2013r2].
Completed correct for objects export for a client where they add in an object range specific to the services they provide to other Dynamics Nav users. So demo install plus bespoke objects stopped working. Did not compile. Now fixed. [Nav 2013r2].
No on site client visits last week and only one booked this week.
That's it for this week folks.
Monday, 4 April 2016
Tuesday, 29 March 2016
Week ending 25/3/16
I hope you all had a great Easter!
I have forgotten how much I dislike amending reports on Dynamics Nav 2013R2 - especially those written for Nav 2009 RTC with the infamous GetData / SetData code within the Layout area. Specific issue last week was report 1401 cheque remittance report. Once resolved all the changes (easy ones were the formatting changes, more complex adding more column totals) we then faced the fixed number of lines per A4 page issue. Then I remembered in Nav 2009 RTC this is set as an iteration maximum. So fixed this as well to allow for things such as a vendor address at the top of the remittance. Anyway after a few days of banging head against a brick wall, all fixed and delivered to client for testing.
Other work completed last week:
Attended 2 client sites to record ERP requirements data for, eventually, sending to potential ERP suppliers. I will be getting the notes taken into a requirements document (updating it) this week.
Attended 1 client site to provide on site Dynamics Nav support [Nav 2013r2]. Received a number of development requests and other work some of which will be finished today (transactions in a new company (to Nav) to date to be loaded and posted - data conversion done) and some tested today (tweaking of aged debt report to show columns by complete months).
So last week mainly on site visits. This week no on site visits but plenty of work to do.
That's all folks.
I have forgotten how much I dislike amending reports on Dynamics Nav 2013R2 - especially those written for Nav 2009 RTC with the infamous GetData / SetData code within the Layout area. Specific issue last week was report 1401 cheque remittance report. Once resolved all the changes (easy ones were the formatting changes, more complex adding more column totals) we then faced the fixed number of lines per A4 page issue. Then I remembered in Nav 2009 RTC this is set as an iteration maximum. So fixed this as well to allow for things such as a vendor address at the top of the remittance. Anyway after a few days of banging head against a brick wall, all fixed and delivered to client for testing.
Other work completed last week:
Attended 2 client sites to record ERP requirements data for, eventually, sending to potential ERP suppliers. I will be getting the notes taken into a requirements document (updating it) this week.
Attended 1 client site to provide on site Dynamics Nav support [Nav 2013r2]. Received a number of development requests and other work some of which will be finished today (transactions in a new company (to Nav) to date to be loaded and posted - data conversion done) and some tested today (tweaking of aged debt report to show columns by complete months).
So last week mainly on site visits. This week no on site visits but plenty of work to do.
That's all folks.
Monday, 21 March 2016
Week ending 18/3/16
Time flies when you are having fun. Easter from Friday!
Work completed this week included on site attendance at 2 sites -1 to start ERP requirements specification by collecting data on what is required. This involves a number of visits to client site to discuss end user requirements as well as expectation as to what the ERP application will provide out of the box. More discussions with end users this week. The other client site visit was to get standard Nav report working on a label printer. Previous solution was text file creation. All working using printer selections table to default report to label printer. [Nav 2009 application, v4 database].
New company set up and configured for client with no customers and vendors but the same base configuration as the existing business. [Nav 2009 Classic].
Migrated 2 years financial data for a company on Dynamics Nav and balanced off ready for use for March 2016 transactions. Converted budget data to load into Dynamics Nav. Amend a number of accounts schedule column layouts for new financial year. [Nav 2013r2]. Review a number of CVs and comment on for new Financial Controller's role at client.
Plans for this week are 3 on site visits. 2 days for completing the requirements specification data collection for a future ERP selection and 1 day on site support [Dynamics Nav 2013 R2]. One all ERP requirements data collected it will take a few days to pull the requirements document together which will be done next week.
So that's it folks. Have a great Easter!
Work completed this week included on site attendance at 2 sites -1 to start ERP requirements specification by collecting data on what is required. This involves a number of visits to client site to discuss end user requirements as well as expectation as to what the ERP application will provide out of the box. More discussions with end users this week. The other client site visit was to get standard Nav report working on a label printer. Previous solution was text file creation. All working using printer selections table to default report to label printer. [Nav 2009 application, v4 database].
New company set up and configured for client with no customers and vendors but the same base configuration as the existing business. [Nav 2009 Classic].
Migrated 2 years financial data for a company on Dynamics Nav and balanced off ready for use for March 2016 transactions. Converted budget data to load into Dynamics Nav. Amend a number of accounts schedule column layouts for new financial year. [Nav 2013r2]. Review a number of CVs and comment on for new Financial Controller's role at client.
Plans for this week are 3 on site visits. 2 days for completing the requirements specification data collection for a future ERP selection and 1 day on site support [Dynamics Nav 2013 R2]. One all ERP requirements data collected it will take a few days to pull the requirements document together which will be done next week.
So that's it folks. Have a great Easter!
Monday, 14 March 2016
Week ending 11/3/16
This week's interesting fact re Dynamics Nav -
‘Warehouse item tracking permission issue. Permissions held in page / form 6550 Nav 2009 RTC so need to include this in any development. #Nav2009Wwarehouse’.
Work completed last week included 3 on site visits (2 days management accounts work and Dynamics Nav on site support, 1 day run through VAT reconciliation work completed for a client for the last 2 financial years) and changes to report developments (excel sales price load, amend quantity on assembly to recalculate value within report). Covering Nav v2009 RTC, Nav 2013r2.
Final fix for excel upload re warehouse item journals. [Nav 2009 RTC]. Bugs re line creation finally sorted by treating warehouse journal line table as very buggy. Think all the creation code does not sit on the table but in a codeunit. Anyway fixed now.
It was a good week for quotes - send a few out and most already approved. Quite a few requests for remittance / cheque reports or cheque reports on their own. Always thought we have moved away from this in UK to BACS reports but obviously not. There is a standard Nav report remittance / cheque but as most clients use pre printed stationery the vast bulk of any work on this is testing, aligning, testing etc. Also agreed terms for a bulk PO for another client for 10 days (so price reduced) for various elements of work on Nav 2013r2 subject to NDA being signed off by FPC. So just waiting for the NDA.
Plans for this week include first on site visit to new client to map current processes and on site support to fix Nav for new label printer.
That's all for this week folks.
‘Warehouse item tracking permission issue. Permissions held in page / form 6550 Nav 2009 RTC so need to include this in any development. #Nav2009Wwarehouse’.
Work completed last week included 3 on site visits (2 days management accounts work and Dynamics Nav on site support, 1 day run through VAT reconciliation work completed for a client for the last 2 financial years) and changes to report developments (excel sales price load, amend quantity on assembly to recalculate value within report). Covering Nav v2009 RTC, Nav 2013r2.
Final fix for excel upload re warehouse item journals. [Nav 2009 RTC]. Bugs re line creation finally sorted by treating warehouse journal line table as very buggy. Think all the creation code does not sit on the table but in a codeunit. Anyway fixed now.
It was a good week for quotes - send a few out and most already approved. Quite a few requests for remittance / cheque reports or cheque reports on their own. Always thought we have moved away from this in UK to BACS reports but obviously not. There is a standard Nav report remittance / cheque but as most clients use pre printed stationery the vast bulk of any work on this is testing, aligning, testing etc. Also agreed terms for a bulk PO for another client for 10 days (so price reduced) for various elements of work on Nav 2013r2 subject to NDA being signed off by FPC. So just waiting for the NDA.
Plans for this week include first on site visit to new client to map current processes and on site support to fix Nav for new label printer.
That's all for this week folks.
Monday, 7 March 2016
Week ending 4/3/16
Interesting facts re Dynamics Nav this week included how to export any BLOB type field. Nav holds as an * so you cannot copy and paste. So process involves converting this to text and then creating a file. So why is this of interest? Nav notes (not comments) and specifically their content are BLOBs.
Anyway work completed this week:
Completed data migration for opening trial balance for 2 companies. [Nav 2013r2]
Review and comment on potential candidate CVs for key finance role in a client.
Minor report amendment for a pick list [Nav 2009 RTC].
Report development to allow warehouse item journal upload from excel [Nav 2009 Classic] approved and completed.
Enhance sales price excel upload [v4 database, 2009 Classic application] to auto close (end date) old prices where minimum quantity is 0 or 1 rather than on an exact match on minimum quantity (as well as other key fields).
Amend report for stock valuation to exclude goods in bins when calculation free stock quantity and valuations. In other words not free so reduce free stock.
Finished quote with business partner for Nav 2016 new install, configuration, data migration and training. Submitted to client for approval and waiting to here. Watch this space.
Plans for this week include on site attendance to run through VAT rec work completed for last 2 years trading for a client [Nav 2009], 2 days on site to complete management accounts [Nav 2013r2], run through proposed development for ancillary data re service contracts [Nav 2013r2] and potentially assisting a client with interviews.
That's all for this week folks.
Anyway work completed this week:
Completed data migration for opening trial balance for 2 companies. [Nav 2013r2]
Review and comment on potential candidate CVs for key finance role in a client.
Minor report amendment for a pick list [Nav 2009 RTC].
Report development to allow warehouse item journal upload from excel [Nav 2009 Classic] approved and completed.
Enhance sales price excel upload [v4 database, 2009 Classic application] to auto close (end date) old prices where minimum quantity is 0 or 1 rather than on an exact match on minimum quantity (as well as other key fields).
Amend report for stock valuation to exclude goods in bins when calculation free stock quantity and valuations. In other words not free so reduce free stock.
Finished quote with business partner for Nav 2016 new install, configuration, data migration and training. Submitted to client for approval and waiting to here. Watch this space.
Plans for this week include on site attendance to run through VAT rec work completed for last 2 years trading for a client [Nav 2009], 2 days on site to complete management accounts [Nav 2013r2], run through proposed development for ancillary data re service contracts [Nav 2013r2] and potentially assisting a client with interviews.
That's all for this week folks.
Monday, 29 February 2016
Week ending 26/2/16
Features of Dynamics Nav found this week - exporting Notes which are technically BLOBS so you cannot simply export from a table. Needs conversion first.
Work completed last week included:
Instructions on bulk auto emailing sales invoices as part of the posting shipped sales order process completed and sent to client.
Development completed to allow warehouse reclassification journal load from excel including warehouse related item tracking. [Nav 2009 RTC].
Resolved incorrect posting of depreciation issue for v5 DE database. Basically client had reversed the transaction and not cancelled the entries. This is only available in the fixed asset module and if not used but transaction reversed, you cannot rerun depreciation calculation.
On site visit with client to discuss next month end planning (my accounts job) and next set of proposed changes re Dynamics Nav. [Nav 2013r2].
Did some HR related stuff this week for a client as well re job specification for a Financial Controller role and initial review of CVs from candidates.
Plans for this week include review of extra data requirement for service management module for software rental client, complete label printing reporting solution and complete development to amend item list [Nav 2009 RTC] to include GOODS IN bin data by lots.
So quiet week overall.
Work completed last week included:
Instructions on bulk auto emailing sales invoices as part of the posting shipped sales order process completed and sent to client.
Development completed to allow warehouse reclassification journal load from excel including warehouse related item tracking. [Nav 2009 RTC].
Resolved incorrect posting of depreciation issue for v5 DE database. Basically client had reversed the transaction and not cancelled the entries. This is only available in the fixed asset module and if not used but transaction reversed, you cannot rerun depreciation calculation.
On site visit with client to discuss next month end planning (my accounts job) and next set of proposed changes re Dynamics Nav. [Nav 2013r2].
Did some HR related stuff this week for a client as well re job specification for a Financial Controller role and initial review of CVs from candidates.
Plans for this week include review of extra data requirement for service management module for software rental client, complete label printing reporting solution and complete development to amend item list [Nav 2009 RTC] to include GOODS IN bin data by lots.
So quiet week overall.
Monday, 22 February 2016
Week ending 19/2/16
Work completed last week included:
Smtp auto email settings in Nav changed and now working. [Nav 2013].
Confirmed best method for exporting GL entries to excel to work around 5000 line xml limit. [Nav 2013].
Confirmed our costs for moving accounts schedules from v5 DE to 2006 GB. We are not doing the upgrade (not something we do) but given quote received by partner for moving accounts schedules we provided an alternative quote at a tenth of the cost for this specific task.
Completed 3 way VAT reconciliation work for client and results delivered with recommendations. [Nav 2009 RTC].
Re-analysis and reposting of recharge lines for a client so that recharge reflects recovery not revenue, misc changes to accounts schedules, send spend reports to various members of client staff. [Nav 2013r2].
Create new read only permission set for client. Amend as required for permission issues around bespoke tables and German addons. [v5 DE].
Fixed PO import issue on file where file not in document number order. [Nav 2009 Classic].
Prospects wise re more work, contact who started a new contract role for sort out Dynamics Nav implementation in touch last week to update me. I would provide Nav expertise, she is the project manager.
Yet to hear from client re NDA sign off and therefore the start of more work following receipt of their application backup.
Outstanding work yet to do which needs finishing this week includes:
Last financial year final postings for a limited company. [Nav 2013r2].
Balance and clear VAT recs for last year. [Nav 2013r2].
Complete initial data migration for new companies (opening balance sheets). [Nav 2013r2]
Complete step by step instructions on smtp auto email on posting sales orders as invoices. [Nav 2013].
Complete label printer report and load into live database for testing. [Nav 2009 Classic, v4 database].
Developments to complete this week (quoted for approved last week) include an excel import for warehouse reclass journals. [Nav 2009 RTC].
Need to chase up transfer of MS Partner for our client to our business partner in Ireland and therefore confirm our first line support costs. [Nav 2013r2].
One on site client visit booked for later this week.
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