Attended a local Dynamics Nav 2017 / Dynamics 365 conference this week so I have now seen what these products offer over Nav 2016 and their differences / launch dates. More details on this web page.
Anyway back to what we have been doing work wise last week.
Developments completed included:
Add 'on the fly' fields on warehouse put away lines page to show whether bin codes default and fixed. Restrict user permission to Register put aways through user set up table.
[Nav 2009 RTC].
Configuration changes included:
Set up licences as stock items as requested by client and created example sales orders with a mix of physical stock (no unit price) and licence stock. Will add serial numbers to licence stock at a later date. [Nav 2013r2].
Requirement changes investigated:
Creating service contracts from a contract sales order - not dates but sales order lines specifics. [Nav 2013r2]
Other changes completed:
Step by step instructions on using Special Orders functionality on sales orders. [Nav 2013r2].
Support issues resolved last week:
Queries on Consolidation process [Nav 2013r2].
Other work completed included creating a local Nav 2016 database ready to start the configuration this week with a view to deliver a test company to the client's remote database by 4/11/16 after they have confirmed (this week) the chart of accounts and requirements for the base configuration. [Nav 2016].
This week we are completing more BACS export report developments for 2 clients [Nav 2013r2] and starting the initial configuration for a client ready for updating completing when we have received the chart of accounts required. Other plans this week include 2 client site visits for ad hoc on site support [Nav 2013r2] and data mapping between applications. [Nav 2013r2].
That's it for this week.
Monday, 24 October 2016
Monday, 17 October 2016
Week ending 14/10/16
Another day another dollar!
Completed a bespoke (minor amendment) sales order process with back to back orders successfully and as a result discussed further enhancements and extend the use of stock for non stock items. Working on more examples this week for the client to test further. [Nav 2013r2]
Completed 1st level mapped process flows for a client's business and agreed next steps which will be delving into the detail of back office finance and interaction between applications. Suggested the client needs a systems champion to manage the complex relationships and data feeds between applications and specifically manage changes to each application in terms of impact on other applications and effort / priority etc. [Nav 2013r2]
Confirmed options for GridLayout in Nav 2016 pages. Created a new facy box for sales orders as requested by the client. [Nav 2016].
Chasing progress re new Nav 2016 install so that once done we can start the configuration work.
Received an enquiry re web services and the use for feeding data (actually allowing EPOS software to collect data from set ftp location) re stock quantities. Confirmed process and requested confirmation from EPOS supplier that process will work for them. Once confirmed we will provide a quote.
So on paper a quieter week but last week approved quotes totalled 5.5 days which we will start this week. Subject to delivery for 2 quotes of full SQL backups (2) for us to restore to a local database and then complete the developments. So on paper a busy week. And then we need to set up some more example sales orders (back to back PO work earlier on this blog) this week.
That's all folks.
Completed a bespoke (minor amendment) sales order process with back to back orders successfully and as a result discussed further enhancements and extend the use of stock for non stock items. Working on more examples this week for the client to test further. [Nav 2013r2]
Completed 1st level mapped process flows for a client's business and agreed next steps which will be delving into the detail of back office finance and interaction between applications. Suggested the client needs a systems champion to manage the complex relationships and data feeds between applications and specifically manage changes to each application in terms of impact on other applications and effort / priority etc. [Nav 2013r2]
Confirmed options for GridLayout in Nav 2016 pages. Created a new facy box for sales orders as requested by the client. [Nav 2016].
Chasing progress re new Nav 2016 install so that once done we can start the configuration work.
Received an enquiry re web services and the use for feeding data (actually allowing EPOS software to collect data from set ftp location) re stock quantities. Confirmed process and requested confirmation from EPOS supplier that process will work for them. Once confirmed we will provide a quote.
So on paper a quieter week but last week approved quotes totalled 5.5 days which we will start this week. Subject to delivery for 2 quotes of full SQL backups (2) for us to restore to a local database and then complete the developments. So on paper a busy week. And then we need to set up some more example sales orders (back to back PO work earlier on this blog) this week.
That's all folks.
Monday, 10 October 2016
Week ending 7/10/16
So what have we been up to in the last week?
Well......
Completed the last elements of the step by step processes for Nav 2016 finance modules for a client.
Completed investigation for best back to back SO to PO functionality in Nav 2013r2 that fits the needs of the client. Going for Special Orders as the client will not always invoice a sales order so Drop Shipment not possible. There is also a physical shipping / receipting of goods from the client premises. Also completed the proposed process flow for different types of sales orders. Created a new field on sales header table (and related posted tables) and more cues data to track new sales order types. Added email PDF functionality for POs.
Fixed Send-It addon issues on Nav reports [Nav app v2009, database v4] to allow all users to run reports where Send-It add not installed.
Mapped more business end processes for a client. Next week focusing on the Finance department end to end processes.
Changed year end for more than 12 months for a client (configuration change) and hard coded start date for each year for a bespoke 3 year sales report.
So basically a really busy week.
Oh and forgot to confirm Nav 2016 implementation quote approved so this project starts this week.
This week we have 2 client visits (demo back to back ordering and new sales order type functionality, mapping Finance processes), a quote for a BACS extract to submit and investigate issues with some bespoke functionality for Nav 2013 that needs to be fixed pre 2016 implementation. Oh and start the Nav 2016 implementation after our business partner has installed the Nav 2016 application. Our work is base configuration.
That's all folks.
Well......
Completed the last elements of the step by step processes for Nav 2016 finance modules for a client.
Completed investigation for best back to back SO to PO functionality in Nav 2013r2 that fits the needs of the client. Going for Special Orders as the client will not always invoice a sales order so Drop Shipment not possible. There is also a physical shipping / receipting of goods from the client premises. Also completed the proposed process flow for different types of sales orders. Created a new field on sales header table (and related posted tables) and more cues data to track new sales order types. Added email PDF functionality for POs.
Fixed Send-It addon issues on Nav reports [Nav app v2009, database v4] to allow all users to run reports where Send-It add not installed.
Mapped more business end processes for a client. Next week focusing on the Finance department end to end processes.
Changed year end for more than 12 months for a client (configuration change) and hard coded start date for each year for a bespoke 3 year sales report.
So basically a really busy week.
Oh and forgot to confirm Nav 2016 implementation quote approved so this project starts this week.
This week we have 2 client visits (demo back to back ordering and new sales order type functionality, mapping Finance processes), a quote for a BACS extract to submit and investigate issues with some bespoke functionality for Nav 2013 that needs to be fixed pre 2016 implementation. Oh and start the Nav 2016 implementation after our business partner has installed the Nav 2016 application. Our work is base configuration.
That's all folks.
Monday, 3 October 2016
Week ending 30/9/16
A week for postponement of client visits. 1 postponed last week to this and then postponed from this week. Another postponed for this week. So what was 3 client visits this week is one and I only attended client site once last week.
Other work started / completed:
Nav 2016 step by step process based instructions to client requirements quoted for and approved. Started last week and will finish today / tomorrow.
Nav 2016 implementation project approved last week with a kick off meeting this week.
Report amended for new fields for client. Extension of previous development work completed.
Resolved query re resource EUR pricing for a sales order.
That is for last week. Quieter than usual but still keeping busy. Quite a few Nav 2016 implementations on the go and all progressing but at their own pace as per client requirements.
That's all for now folks.
Other work started / completed:
Nav 2016 step by step process based instructions to client requirements quoted for and approved. Started last week and will finish today / tomorrow.
Nav 2016 implementation project approved last week with a kick off meeting this week.
Report amended for new fields for client. Extension of previous development work completed.
Resolved query re resource EUR pricing for a sales order.
That is for last week. Quieter than usual but still keeping busy. Quite a few Nav 2016 implementations on the go and all progressing but at their own pace as per client requirements.
That's all for now folks.
Monday, 26 September 2016
Week ending 25/9/16
So who noticed the lack of a blog last week? Just me then.
Last week was a week for client visits.1 day on site providing ad hoc support [Nav 2013r2], 1 day continuing with mapping high level end to end business process flows with a view to mapping this flows in detail and then matching to various applications and data flows [Nav 2013r2] and a day on site training for new member of staff [Nav 2016].
In addition completed the following developments: added correspondence address to posted sales invoice report and migrated bespoke code from Nav 2013 to Nav 2016 (yes still required).
Also mapped proposed process flow for different types of sales orders for a service management business and issued for comment and amendment. [Nav2013r2].
So this week chasing up news re approval of quotes sent over the last 2 weeks as well as 2 more on site visits (continuing process mapping, training on Nav 2016).
That's all for this week folks.
Last week was a week for client visits.1 day on site providing ad hoc support [Nav 2013r2], 1 day continuing with mapping high level end to end business process flows with a view to mapping this flows in detail and then matching to various applications and data flows [Nav 2013r2] and a day on site training for new member of staff [Nav 2016].
In addition completed the following developments: added correspondence address to posted sales invoice report and migrated bespoke code from Nav 2013 to Nav 2016 (yes still required).
Also mapped proposed process flow for different types of sales orders for a service management business and issued for comment and amendment. [Nav2013r2].
So this week chasing up news re approval of quotes sent over the last 2 weeks as well as 2 more on site visits (continuing process mapping, training on Nav 2016).
That's all for this week folks.
Monday, 12 September 2016
Week ending 9/9/16
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.
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.
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.
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