A lot of pre sales this week so not much chargeable.
Attended site to demo Nav 2016 as well as run provide super user training including Jet install and demo.
Pre sales work included run through requirements for Nav 2016 new implementation and then quote for and an initial meeting in London as to whether we can help with a Nav 2015 stalled implementation. Suggested a different approach and a workshop to get a faster fix in place to negate the need for Excel.
Also received a few enquiries re Nav help including transfer of MS Partner. We are not a Nav partner (too small) but we work with 2 partners so we try and help where we can. Will need to see what this leads to.
Plans for this week include:
Another pre sales meeting today at client site to try and firm up on what they need from Nav 2016 and amend supplied quotes as required.
Attend client site to revise chart of accounts in configuration [Nav 2016] to agreed layout and amend all set up tables. Then start testing transactions.
Attend client site to complete notes from 2 weeks ago and follow up queries. At the moment focusing on high level data flows as these are complex, involve a number of different applications including Nav 2013r2 and look that they have led to fire fighting in the finance department. So this week will be confirming the gaps in my knowledge from the single visit and finish off my notes from 2 weeks ago.
Also pulling together quotes for an existing client re developments required and if approved we will get on with next week.
That's it for this week folks.
Monday, 12 September 2016
Sunday, 4 September 2016
Week ending 2/9/16
Another week goes by. Last week was a busy one again which is always good for the self employed.
Completed the following work:
Minor changes to report and codeunit following a client's upgrade from Nav 2013 to Nav 2016.
Step by step process based instructions on how to use Nav consolidation. Completed item configuration for a test company. Configured and tested sales prepayment functionality. [Nav 2013r2].
New fields added to allow for ship to emails and phone numbers for initial sales order creation and therefore all related posted table headers. Also amended delivery report for same change. [Nav 2009 app, v4 database]. Amended pick report to allow new labelling for delivery tracking. [Nav 2009 app, v4 database].
Attended new client site to discuss current Dynamics Nav configuration and current system data flows including Dynamics Nav. [Nav2013r2].
Plans for this week include 2 days on site training for Jet reports on Nav 2016 covering an element of super user training, a meet to discuss the start of Nav 2016 implementation and a meeting in London to discuss whether we can help with some bespoke developments (potential new customer).
That's all for this week folks.
Completed the following work:
Minor changes to report and codeunit following a client's upgrade from Nav 2013 to Nav 2016.
Step by step process based instructions on how to use Nav consolidation. Completed item configuration for a test company. Configured and tested sales prepayment functionality. [Nav 2013r2].
New fields added to allow for ship to emails and phone numbers for initial sales order creation and therefore all related posted table headers. Also amended delivery report for same change. [Nav 2009 app, v4 database]. Amended pick report to allow new labelling for delivery tracking. [Nav 2009 app, v4 database].
Attended new client site to discuss current Dynamics Nav configuration and current system data flows including Dynamics Nav. [Nav2013r2].
Plans for this week include 2 days on site training for Jet reports on Nav 2016 covering an element of super user training, a meet to discuss the start of Nav 2016 implementation and a meeting in London to discuss whether we can help with some bespoke developments (potential new customer).
That's all for this week folks.
Monday, 29 August 2016
Week ending 26/8/16
I was on my holidays last week so not a great deal to report but I can list what is happening this week. New client site visit in London this week re Nav review [Nav 2013] - the first of a few on site meetings to complete some analysis on current Nav use etc and report back.
I was meeting up with a potential new client tomorrow in London but no details of the meeting place received so meeting must be off.
Conference call on Friday as a follow up to a quote for Nav 2016 implementation delivered March 2016 which I think the client now wants to start. Will find out Friday.
Next week I am at another new client site (2nd visit) in the South providing super user training including Jet Express tuition [Nav 2016] for 2 days. I will have a follow up Nav 2013 use review meeting next week as well though not yet confirmed these dates.
Also being chased by some existing clients for some on site visits. So all good for a small business.
Last week received 2 enquiries for on site training from London and Malta. Responded last week so will have to wait and see if anything happens.
So all go over the next few weeks. Also need to chase up 2 pieces of development work completed but not delivered as minor queries raised. [Nav v4, Nav 2009 Classic].
That's it for this week folks.
I was meeting up with a potential new client tomorrow in London but no details of the meeting place received so meeting must be off.
Conference call on Friday as a follow up to a quote for Nav 2016 implementation delivered March 2016 which I think the client now wants to start. Will find out Friday.
Next week I am at another new client site (2nd visit) in the South providing super user training including Jet Express tuition [Nav 2016] for 2 days. I will have a follow up Nav 2013 use review meeting next week as well though not yet confirmed these dates.
Also being chased by some existing clients for some on site visits. So all good for a small business.
Last week received 2 enquiries for on site training from London and Malta. Responded last week so will have to wait and see if anything happens.
So all go over the next few weeks. Also need to chase up 2 pieces of development work completed but not delivered as minor queries raised. [Nav v4, Nav 2009 Classic].
That's it for this week folks.
Friday, 19 August 2016
Week ending 19/8/16
An early blog this week as out all of next week.
Quieter week but we still managed to complete the following:
On site support visit to review and amend initial configuration [Nav 2016]. As a result of this visit booked for 2 more on site days (in September) for Jet Reports training.
Also completed a conference call for a review of Nav use for a client [Nav2013r2]. Agreed approach and confirmed first date for on site attendance in September.
Finished testing consolidation configuration for client and delivered results for first 7 months on the year for review. [Nav 2013r2].
Added a new item field for alternative shelf numbers. [Nav v2009 app, v4 database].
That's it. As I say a quiet week but September already looking busy with new and existing clients. So all good!
Quieter week but we still managed to complete the following:
On site support visit to review and amend initial configuration [Nav 2016]. As a result of this visit booked for 2 more on site days (in September) for Jet Reports training.
Also completed a conference call for a review of Nav use for a client [Nav2013r2]. Agreed approach and confirmed first date for on site attendance in September.
Finished testing consolidation configuration for client and delivered results for first 7 months on the year for review. [Nav 2013r2].
Added a new item field for alternative shelf numbers. [Nav v2009 app, v4 database].
That's it. As I say a quiet week but September already looking busy with new and existing clients. So all good!
Monday, 15 August 2016
Week ending 12/8/16
It may be holiday season but we are still keeping busy.
Completed the following last week:
One site visit last week for Nav 2016 training (a run through the new functionality compared to Nav v5 and confirmation that 'under the hood' functionality the same). Completed pff emailing across all document types [v4], US sales tax report development completed and delivered [Nav 2013r2], consolidation process set up and complete for balance sheet [Nav 2013r2] and permissions set up completed for one set of users [Nav 2013r2].
Secured a new Nav 2016 client last week (discussions have lasted a few months, client new to Nav) with the first on site visit to run through their configuration this week.
Other plans for this week include either site attendance or conference call for another new client this week for a project start up (review and report back on current processes / use of Nav 2013r2), continue with consolidation process for P&L [Nav 2013r2] and continue with permissions set up [Nav 2013r2].
That's all folks!
Completed the following last week:
One site visit last week for Nav 2016 training (a run through the new functionality compared to Nav v5 and confirmation that 'under the hood' functionality the same). Completed pff emailing across all document types [v4], US sales tax report development completed and delivered [Nav 2013r2], consolidation process set up and complete for balance sheet [Nav 2013r2] and permissions set up completed for one set of users [Nav 2013r2].
Secured a new Nav 2016 client last week (discussions have lasted a few months, client new to Nav) with the first on site visit to run through their configuration this week.
Other plans for this week include either site attendance or conference call for another new client this week for a project start up (review and report back on current processes / use of Nav 2013r2), continue with consolidation process for P&L [Nav 2013r2] and continue with permissions set up [Nav 2013r2].
That's all folks!
Monday, 8 August 2016
Week ending 5/8/16
Well it started off a quiet week but....
Work completed this week included a (brief) on site client visit [Nav 2013r2], change to production reports to use shelf number not bin code [Nav app v2009, database v4], data migration to assign new default shelf number to item numbers [Nav app v2009, database v4], development completed to assign new shelf number when relevant item created and change to disallow editing tick box for new rules [Nav app v2009, database v4]. Also continued with pdf and email development for 4 documents [v4] (all tested and working bar one which we will fix and test this week), finished production report detailing weekly due date slots for production orders [Nav app v2009, database v4], started consolidation work for a client (again will be completed this week) [Nav2013r2] and started USA sales tax report [Nav 2013r2].
Still waiting for answer to queries raised with client re 2 new fields on customer card and legacy data feeds that populate the fields. I am sure we will get a response when holiday season ends.
Plans for this week include only 1 on site client visit (Nav 2016 training), complete pdf emailing development [v4], consolidation work [Nav2013r2], USA sales tax report [Nav 2013r2] and permissions / role centre set up [Nav2013r2].
That's all for this week folks.
Work completed this week included a (brief) on site client visit [Nav 2013r2], change to production reports to use shelf number not bin code [Nav app v2009, database v4], data migration to assign new default shelf number to item numbers [Nav app v2009, database v4], development completed to assign new shelf number when relevant item created and change to disallow editing tick box for new rules [Nav app v2009, database v4]. Also continued with pdf and email development for 4 documents [v4] (all tested and working bar one which we will fix and test this week), finished production report detailing weekly due date slots for production orders [Nav app v2009, database v4], started consolidation work for a client (again will be completed this week) [Nav2013r2] and started USA sales tax report [Nav 2013r2].
Still waiting for answer to queries raised with client re 2 new fields on customer card and legacy data feeds that populate the fields. I am sure we will get a response when holiday season ends.
Plans for this week include only 1 on site client visit (Nav 2016 training), complete pdf emailing development [v4], consolidation work [Nav2013r2], USA sales tax report [Nav 2013r2] and permissions / role centre set up [Nav2013r2].
That's all for this week folks.
Monday, 1 August 2016
Week ending 29/7/16
Definitely holiday season re answers to queries to clients. Slight delays in responses so some work completion delayed as a result.
Completed and delivered as planned for last week the following developments:
Cheque remittance report [Nav 2009 RTC], final testing with client re Spindle and cc email changes [Nav 2013r2] and US sales tax report for client. [Nav2013r2].
No response yet re 2 new customer fields and pdf and emailing so hopefully this will be resolved this week.
Telephone interview went well, client requirements discussed and agreed date for next discussion. So fingers crossed. Client requirement for 2 days a week on site for Nav 2013r2 review help and assistance.
Developments approved last week and completed included item last date modified field update from a unit cost change [Nav2009 RTC], BACS report for Lloyds bank [Nav 2013r2] and Invoice Post Email and Print menu option off sales order US database [Nav2013r2].
Started user permissions and role assignment for client as all users (UK and US) super users [Nav 2013r2]. Client visit this week to discuss this and other work for the next month and agree a plan of action and timescales.
Completed new company creation for client. [Nav 2009 Classic].
Plans for this week include complete development for pdf documents [Nav v4], complete 2 new customer table fields and legacy app data migration [Nav 2009 Classic] and finish production planning reports [Nav 2009 app v4 database]. Also attending client site tomorrow to provide on site support and assistance [Nav2013r2]. These all assume response to queries raised with client. It being holiday season!
That's all for this week folks.
Completed and delivered as planned for last week the following developments:
Cheque remittance report [Nav 2009 RTC], final testing with client re Spindle and cc email changes [Nav 2013r2] and US sales tax report for client. [Nav2013r2].
No response yet re 2 new customer fields and pdf and emailing so hopefully this will be resolved this week.
Telephone interview went well, client requirements discussed and agreed date for next discussion. So fingers crossed. Client requirement for 2 days a week on site for Nav 2013r2 review help and assistance.
Developments approved last week and completed included item last date modified field update from a unit cost change [Nav2009 RTC], BACS report for Lloyds bank [Nav 2013r2] and Invoice Post Email and Print menu option off sales order US database [Nav2013r2].
Started user permissions and role assignment for client as all users (UK and US) super users [Nav 2013r2]. Client visit this week to discuss this and other work for the next month and agree a plan of action and timescales.
Completed new company creation for client. [Nav 2009 Classic].
Plans for this week include complete development for pdf documents [Nav v4], complete 2 new customer table fields and legacy app data migration [Nav 2009 Classic] and finish production planning reports [Nav 2009 app v4 database]. Also attending client site tomorrow to provide on site support and assistance [Nav2013r2]. These all assume response to queries raised with client. It being holiday season!
That's all for this week folks.
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