Quieter on first line support last week - only 5 emails / calls. Subjects covered included how to get vendor name and address details from Nav to excel [Nav 2013], which email to use for emailing remittances [Nav 2013], confirmed rules for posting of purchase invoice not allowed if not BACS details on vendor [Nav 2013], confirmed previous BACS export developments have been completed to example files [Nav 2013r2], removed built in filter report for bespoke report previously developed [Nav 2013] and confirmed how to track item master file changes by user [Nav 2009 RTC],
Also last week completed 1 day's on site training of version 4 dataports, minor bespoke development for bespoke table (new field) [Nav 2013r2] and added bill to name to timesheet lines [Nav 2013r2].
Apart from that, both quotes for new work went in last week together with implementation proposal. Awaiting feedback on both. [Nav 2013, Nav v2.6]. This took most of last week to prepare and then submit. Especially a refresher on v 2.6 - it has been a while since I have looked at it.
Don't forget 15% discount on all Dynamics Nav services rates applies from July 1st to September 30th to celebrate 15 years in business in September 2018. Applies to existing and new customers. More details here.
That's it for this week. Keep cool!
Monday, 2 July 2018
Monday, 25 June 2018
Dynamics Services: w/e 22/6/18
Busy week last week on first line support - 11 calls / emails. Subjects covered included refresher on jobs and timesheets [Nav 2013r2], Nav install issue re server and client application version mismatch [Nav 2013], permission issues [Nav 2016,Nav 2009 RTC], confirmed shipped not invoiced report subject to hot fix as bugged [Nav 2009 RTC], confirmed best method for getting general ledger data by month and dimensions for data migration [Nav v4, 2009 Classic], confirmed fix for crashing bespoke payment report [Nav 2013r2] and could not resolve bespoke code in Nav 2017 that sends pdf email but logo lost but queried why not using Company Information logo [Nav 2017].
Having one of these issues? We can help. More details on first line support services here.
Further discussions last week on 3rd party PO web based application and how to work with Nav 2013. Agreed high level data flows so we will create proposal and confirm quote this week.
Also pulling together quote this week (and detailed plan) for company hive up for a potential new client [Nav 2.6]. Requires new company and data migration.
Quote submitted last week for bespoke payment report [Nav 2013r2]. Yet to be approved.
Developments outstanding include bespoke customer statement - just awaiting confirmation of logo picture from client. [Nav 2015] Will chase this week so should get development done this week.
Other plans for this week include dataport training session for v2.6 and v4 for 2 client users.
That's all for this week folks. Stay cool or at least try to. We are!
Having one of these issues? We can help. More details on first line support services here.
Further discussions last week on 3rd party PO web based application and how to work with Nav 2013. Agreed high level data flows so we will create proposal and confirm quote this week.
Also pulling together quote this week (and detailed plan) for company hive up for a potential new client [Nav 2.6]. Requires new company and data migration.
Quote submitted last week for bespoke payment report [Nav 2013r2]. Yet to be approved.
Developments outstanding include bespoke customer statement - just awaiting confirmation of logo picture from client. [Nav 2015] Will chase this week so should get development done this week.
Other plans for this week include dataport training session for v2.6 and v4 for 2 client users.
That's all for this week folks. Stay cool or at least try to. We are!
Tuesday, 19 June 2018
Dynamics Nav services: 2 weeks ending 15/6/18
Had a few days off last week and was at a client site yesterday providing support so apologies for delay in the blog.
Busy time on first line support with 24 support calls / emails over the last 2 weeks. Subjects covered included date formats on US posted sales invoices [Nav 2013r2], issue with bank rec lines not showing on bank rec (on other unposted bank recs) [Nav 2013], bin code would not delete as warehouse entries still exist [Nav 2009 RTC], confirmed best process for pro forma invoices for suppliers [Nav 2017], confirmed relationship between sub ledger and control accounts [Nav 2013], resolved issue with payment journal creation [Nav 2013], confirmed how to delete cheques [Nav 2013], resolved dimensions error on document posting arising from conflicting defaults off masters [Nav 2017], resolved customer workflow approval block [Nav 2017], fixed development bug for pre check on item tracking pre warehouse shipment creation [Nav 2009 RTC], resolved Jet report query re multiple lines off table query [Nav 2015] and default bank account to currency code (client bespoke field) error resolved [Nav 2013].
No developments completed in the last 2 week.
Attended client site yesterday to provide support for creating simpler dimension group with values and much simpler chart of accounts. [Nav 2015].
Took part in a conference call on getting data from and to 3rd party purchase order web application and as a result coming up with proposed Nav solution [Nav 2013], estimated timescales and a quote for the work this week.
Also received a number of enquiries from current and potentially new customers last week including adding logo to remittance report [Nav 2017], ball park quote for moving Nav 2009 Classic developments to Nav 2018 and ball park quote for more company implementations on Nav 2016. Received a call yesterday from a potential client re Nav support for company merging.
Plans for this week include conference calls [Nav 2013r2], remote training (Nav 2013r2] and catch up on proposed PO implementation [Nav 2013]. Also need to get started on 3rd party PO web application roll out with feeds from and to Nav 2013 - starting with high level proposed data flows between the 2 applications.
Lastly - as a result of trading for 15 years this September we are offering a 15% discount on all of our rates from now until the end of September 2018. More details here!
That's all for this week folks.
Busy time on first line support with 24 support calls / emails over the last 2 weeks. Subjects covered included date formats on US posted sales invoices [Nav 2013r2], issue with bank rec lines not showing on bank rec (on other unposted bank recs) [Nav 2013], bin code would not delete as warehouse entries still exist [Nav 2009 RTC], confirmed best process for pro forma invoices for suppliers [Nav 2017], confirmed relationship between sub ledger and control accounts [Nav 2013], resolved issue with payment journal creation [Nav 2013], confirmed how to delete cheques [Nav 2013], resolved dimensions error on document posting arising from conflicting defaults off masters [Nav 2017], resolved customer workflow approval block [Nav 2017], fixed development bug for pre check on item tracking pre warehouse shipment creation [Nav 2009 RTC], resolved Jet report query re multiple lines off table query [Nav 2015] and default bank account to currency code (client bespoke field) error resolved [Nav 2013].
No developments completed in the last 2 week.
Attended client site yesterday to provide support for creating simpler dimension group with values and much simpler chart of accounts. [Nav 2015].
Took part in a conference call on getting data from and to 3rd party purchase order web application and as a result coming up with proposed Nav solution [Nav 2013], estimated timescales and a quote for the work this week.
Also received a number of enquiries from current and potentially new customers last week including adding logo to remittance report [Nav 2017], ball park quote for moving Nav 2009 Classic developments to Nav 2018 and ball park quote for more company implementations on Nav 2016. Received a call yesterday from a potential client re Nav support for company merging.
Plans for this week include conference calls [Nav 2013r2], remote training (Nav 2013r2] and catch up on proposed PO implementation [Nav 2013]. Also need to get started on 3rd party PO web application roll out with feeds from and to Nav 2013 - starting with high level proposed data flows between the 2 applications.
Lastly - as a result of trading for 15 years this September we are offering a 15% discount on all of our rates from now until the end of September 2018. More details here!
That's all for this week folks.
Monday, 4 June 2018
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.
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.
Tuesday, 29 May 2018
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.
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.
Monday, 21 May 2018
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.
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.
Monday, 14 May 2018
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!
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!
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