Dynamics Nav services: w/e 1/6/18

10 first line support calls / emails this week covering permissions issues (3) [Nav 2009 RTC], query on restriction to 13 columns of data for column layout on Preview (no limit on print / pdf) [Nav 2013r2], confirmed and showed how to to create a new test company as a copy of live [Nav 2015], confirmed new report needed for posted sales credit memo project data [Nav 2013], moved job tracker changes from test to live [Nav 2009 Classic], confirmed settings for VAT on settlement discounts [Nav 2009 RTC] and created number series for client via TeamViewer for customers and sales invoices [Nav 2015].
Developments completed and delivered for confirm box on creating pick and check item tracking completed at sales order level pre warehouse shipment creation [Nav 209 RTC].
Bar that a quiet week.
That's all folks.

Dynamics Nav services: w/e 25/5/18

Busy week last week on support calls - 13 calls and emails in the week. Subjects covered included
odd behaviour for description 2 lines on a sales return order - not resolved yet [Nav 2009 RTC], Jet report issues re data access down to Jet licence install [Nav 2013], set up partial VAT rates for subscription sales [Nav 2013r2], resolved general posting setup errors [Nav 2013r2], sent step by step instructions on setting up new currency code and exchange rates [Nav 2013], confirmed how to allow VAT changes on sales invoices and how to complete a VAT change [Nav 2013r2], confirmed best way to get journal details for a year is to use GL entries and filters (no report available) [Nav 2013], confirmed general journal with a VAT Prod Posting Group will populate VAT entry and therefore appear on VAT statement [Nav 2013r2], client confirmed smtp issue with Office 365 and multiple Nav users now fixed [Nav 2016] and confirmed how to export budget into excel [Nav 2015].
Quote submitted and approved last week for adding confirm box to create pick function [Nav 2009 RTC] and testing tracking lines exist pre warehouse shipment creation [Nav 2009 RTC]. Developments started last week and will be completed this week.
Bar that another quiet week on anything but first line support.
That's all folks.

Dynamics Nav services: w/e 18/5/18

7 support calls / emails last week (so quiet week again but see GDPR comment below re potential reasons) covering the following subjects: set up new user [Nav 2009 Classic], confirmed best way to filter on bin contents as another 'feature' found in Nav [Nav 2009 RTC], confirmed how to remove credit checks [Nav 2016], investigated excel upload for item reclass journal [Nav 2009 RTC], created in transit code for a new company [Nav 2009 RTC], confirmed reason for warehouse receipt header now showing for user [Nav 2009 RTC] and confirmed you cannot reverse posted assembly order except through item journal adjustments and then re do assembly order [Nav 2013r2].
Quiet week work wise but pretty sure that is down to GDPR. Attended client site last week to run through a number of Dynamics Nav 2015 areas - more of a question and answer session and also confirmation of what you can do in Nav 2015. Previously client on Nav 2009 Classic so quite a different end user experience. Discussed a new and better configuration re chart of accounts and dimensions. Time will tell if the client needs any more of our help.
The previous weeks development completed was amended last week for some more new columns. Based on posted sales invoice data. [Nav 2013].
Along with most other UK businesses, we have spent this week getting GDPR compliant. As a result we have updated our privacy policies and the web site includes this policies and a note of what we have done re GDPR.

Dynamics Nav services: 2 week ending 11/5/18

On holiday last week so no blog.
8 support calls / emails over the last 2 weeks covering VAT calc and post settlement issue (not posted, down to user not posting it as resolved via posting) [Nav 2013r2], currency exchange rate issue (pages crashes as a result of relation exchange rate being zero, fixed via bespoke page) [Nav 2013], temporary permissions amendment [Nav 2013], confirmation that bespkoke auto exchange rate update from one company across all other GBP companies will not work for new USD companies [Nav 2009 RTC], confirmed connection issue not a Nav issue but a network issue [Nav 2013],  permissions amendment to allow user to change project codes (global dimension 2) [Nav 2013] and confirmed error 59 operating system error not a Nav issue (query from contacts off our web page).
2 quotes raised last week: one for a current client re bespoke posted sales invoice report [Nav 2013] and the other for a number of reports for a potential new client. First one approved, developed and delivered this morning. Awaiting for feedback / approval for 2nd.
Only other developments completed over the last 2 weeks was amending remittance report off posted payment on vendor ledger entries as per client spec [Nav 2013r2].
Plans for this week include on site attendance to run through list of issues for a client (after their upgrade from Nav 2013r2 to Nav 2016, not done by us as we do not do upgrades). And of course fulfilling all the requirements for the new GDPR regulations that come into effect this month. What a pain but never mind. More red tape is what a small business needs.
Bar that a quiet week.
That's all folks!

Dynamics Nav services: week ending 27/4/18

7 support calls / emails last week covering removal of unposted cash journal posting lines [Nav 2009 Classic], suggested solution to excel export error from report [Nav 2009 RTC], solution (dataport) for general ledger entries data extract as copying / pasting crashes [Nav 2009 Classic], set up missing general posting setup for assembly order posting [Nav 2013r2], bug fix for posted sales invoice report that shows all picks (text to text error as more picks than expected) [Nav 2009 RTC], confirm (and do via TeamViewer) to load amended table object [Nav 2017] and using Copy Doc where sales invoice posted in error [Nav 2009 RTC].
Received client full sql backup and successfully restored to a local database. Investigated client requirements and then put in a few quotes for fixes to client database re remittance advice (posted not the same layout as unposted) and a bespoke remittance report. [Nav 2013r2]. Awaiting approval.
Also confirmed you can easily change a database assigned to a Nav instance [Nav 2016].
Bar that a quiet week last week. Attended client site to successfully deliver, test and hand over development to add Post and Send to a sales order [Nav 2016, yes in Nav 2017 but not 2016!].
No client visits scheduled work for this week. So looks like another quiet week.
That's all folks.

Dynamics Nav services: week ending 20/4/18

Only 2 support calls / emails last week: query on bin for reclass journal [Nav 2009 RTC] and adding a new field to a bespoke table re creation date which included some code. [Nav 2009 RTC].
Also received a query on previously tested development re prepayments off POs. The result was a slight change to the development to allow the end user to force roundings off prepayment stats without changing the PO status and therefore triggering document approval. [Nav 2017].
Received 1 support call for customer that is on stop so that has been left unanswered for now [Nav 2013]. Customer still on stop as no payment received and no response to emails requesting payment. FPC Credit Control department about to start chasing payments this week.
Attended client site to run through jobs and time sheets implementation / development. Went well. Some minor changes completed and now awaiting client to confirm permissions required for the jobs and time sheets and then they will roll out testing to end users. [Nav 2013r2].
Major issue for FPC last week was a small electrical sub station fire Wed night just outside our office. No major damage but next morning no Internet (Virgin Cable) across some (not all weirdly) PCs / Laptops. Escalated to Virgin and technician came out to investigate / fix Saturday. So back on line now. Affected work last week so not much else to report on for the blog.
The main plan for this week is an on site attendance all day Wed to load in a development / provide support. [Nav 2016].
That's all folks!

Dynamics Nav services: w/e 13/4/18

Apologies for the delay in the blog this week - I was training at site yesterday re Nav 2017 to a couple of Nav consultants on the changes since Nav 2013r2. Major ones are always listed on the web but minor more significant from an end users perspective are not.
Support calls last week totalled 12 (up from the previous week) covering areas including set up and use of assembly orders [Nav 2013r2], permissions issues [Nav 2017, Nav 2013], sales invoice report layout issue re logo and company details [Nav 2009 RTC], year end close process run through via TeamViewer [Nav 2013] and some minor changes to developments recently delivered [Nav 2017].
Development completed last week after quote approved included page action to change Pending Prepayment status on PO to Released if all prepaid invoices are paid [Nav 2017].
Completed step by step process based instructions for jobs and time sheets implementation and delivered to client last week. Last set of enhancements and bugs fixed last week for jobs and time sheets development so this week will demo to client. [Nav 2013r2].
Plans for this week include on site training of consultants (mentioned at start of blog) and first run through jobs and time sheets implementation [Nav 2013r2]. Started work on how extensions work on Nav 2018 and made some progress. Need to finish this and bottom out how this works for Dynamics 365 and then we can formally quote for work for a potential new client.
A noteworthy business point arose this week - for the first time ever I have had to put a client on stop. Yesterday. A real shame and not something I thought (given my experience in running finance departments over 30 years) I would ever have to do. Never mind a first time for everything. Affects their first line support and all developments / quotes now on hold.
That's it for this week folks.