This is just a blog to record what we as a business have been doing this week - actually for the last 2 weeks as I did not publish a blog last Friday.
On the accounts and tax side, some client books, accounts and tax returns completed well before the deadline of 31/1/15. So that is all good. About half way through so plenty of time to complete all pre the deadline.
On the Dynamics Nav side, we have completing the following jobs for clients over the last 2 weeks:
On site training for Nav 2013 financial modules but also including Rapid Start (aka in 2009 as Data Migration).
Developments completed for receipt and remittance advice csv files (load data, create journal, end user then posts), auto purchase price creation where direct cost on PO line changed and misc changes to forms, pages etc for new menus, new columns and new rows. Also completed minor changes to dataports created for sales and purchase document imports / exports as requested.
Started phase 2 of an auto match development for amending linked customer and vendor ledger entries where, say, a detailed line on a summary invoice is settled, the corresponding line on the vendor ledger has the due date reset and is taken off hold. Should be complete next week ready for user acceptance testing.Client signed off phase 1 this week so will be in live next. Phase 1 was auto match on a posted summary sales invoice to all vendor ledger entry lines linked.
Completed some final elements of data migration for version 4 for a client.
First line support issues resolved / answered for payment tolerances, error message meanings, transaction explanations.
That's it for this week.
Friday, 31 October 2014
Friday, 17 October 2014
Week ending 17/10/14
Apologies for the lack of imagination re blog title. I have run out of ideas!
Relatively quiet week on Dynamics Nav side of the business. Quotes completed this week for 5 clients. 1 signed off and development completed. Remainder not yet signed off. So prospective work for the next few weeks if the quotes are signed off.
Final amendments completed for aged stock report and development approved by client.
Chased up progress re client for auto matching development re final phase. Only really worth starting final phase when all other phases signed off and in the live database. This is likely to happen next week so final phase development work scheduled to start next week.
Chased up approval for mod on Dynamics Nav reminders process. Tested by client and approved but not yet on the live database. Need final confirmed approval via email and then we will transfer from test to live.
Completed 4 new dataports for a client this week re open sales orders exports and open sales order imports.
A number of first line support queries this week re depreciation calculation (not enough being charged so use force number of days), issue with accounts scheduling and row numbering (10, 100, 1000 considered by sql to be in the same range), issue with Intrastat Journals where bespoke value field using sum of document lines not document line on its own.
No new clients this week but we received 2 new enquiries - one for training in Manchester and one for using a product called Concur with Dynamics Nav. Could not help re latter but quoted for on site training for Dynamics Nav 2013.
On the accounts / tax side, again a quiet week but processing of books ongoing.
That's all for this week.
Relatively quiet week on Dynamics Nav side of the business. Quotes completed this week for 5 clients. 1 signed off and development completed. Remainder not yet signed off. So prospective work for the next few weeks if the quotes are signed off.
Final amendments completed for aged stock report and development approved by client.
Chased up progress re client for auto matching development re final phase. Only really worth starting final phase when all other phases signed off and in the live database. This is likely to happen next week so final phase development work scheduled to start next week.
Chased up approval for mod on Dynamics Nav reminders process. Tested by client and approved but not yet on the live database. Need final confirmed approval via email and then we will transfer from test to live.
Completed 4 new dataports for a client this week re open sales orders exports and open sales order imports.
A number of first line support queries this week re depreciation calculation (not enough being charged so use force number of days), issue with accounts scheduling and row numbering (10, 100, 1000 considered by sql to be in the same range), issue with Intrastat Journals where bespoke value field using sum of document lines not document line on its own.
No new clients this week but we received 2 new enquiries - one for training in Manchester and one for using a product called Concur with Dynamics Nav. Could not help re latter but quoted for on site training for Dynamics Nav 2013.
On the accounts / tax side, again a quiet week but processing of books ongoing.
That's all for this week.
Friday, 10 October 2014
Week ending 10/10/14
But at least it has not been that long since my last update. :)
So what has happened this week?
On the Dynamics Nav side of the business, attended client site to run through some accumulated queries on Dynamics Nav v5. Last visit well over 2 years ago so quite a few. All resolved. Probably be back in another 2 years. Received a PO today to confirm we will provide 2 days on site training on Dynamics Nav 2013 for later this month - new client! Completed work on a new report for another client re stock ageing and quoted for / completed some other developments requested in the week. Various support calls and emails from a number of clients - all resolved. Next week collaborating with another business to help create purchase order imports and sales order exports to / from Dynamics Nav 2009.
Amendment to excel data file import requested and quoted for this week. Waiting to here back.
So a good week but a little quiet. This is week 2 of a 2 month trial for first line support and all going well. Though very quiet calls / email wise today.
On the accounts / tax side, client books received over the last few weeks and some done already. Loads of time pre the personal tax deadline of 31/1/15 but we are getting on with the work.
Minor re-design of the web site this week to look a little more modern. Only the Dynamics Nav web site (http://www.dynamicsnavukhelp.co.uk/) though at the moment to see what the feedback is like.
That's all for this week.
So what has happened this week?
On the Dynamics Nav side of the business, attended client site to run through some accumulated queries on Dynamics Nav v5. Last visit well over 2 years ago so quite a few. All resolved. Probably be back in another 2 years. Received a PO today to confirm we will provide 2 days on site training on Dynamics Nav 2013 for later this month - new client! Completed work on a new report for another client re stock ageing and quoted for / completed some other developments requested in the week. Various support calls and emails from a number of clients - all resolved. Next week collaborating with another business to help create purchase order imports and sales order exports to / from Dynamics Nav 2009.
Amendment to excel data file import requested and quoted for this week. Waiting to here back.
So a good week but a little quiet. This is week 2 of a 2 month trial for first line support and all going well. Though very quiet calls / email wise today.
On the accounts / tax side, client books received over the last few weeks and some done already. Loads of time pre the personal tax deadline of 31/1/15 but we are getting on with the work.
Minor re-design of the web site this week to look a little more modern. Only the Dynamics Nav web site (http://www.dynamicsnavukhelp.co.uk/) though at the moment to see what the feedback is like.
That's all for this week.
Friday, 26 September 2014
New Nav edition
Just a quick blog this week! Have been on holiday for a few days so not much work done.
I was slightly caught out by the news of a new version of Dynamics Nav that has been announced recently. Nav 2015. Has, to us, a similar look and feel to Nav 2013 R2.
But the goods news is we have the Nav 2015 W1 demo installed at our offices so if you would like to see and use via TeamViewer please drop us an email and we will send the TeamViewer id and pass code to you. Email neil@fpconsult.co.uk if this is of interest.
More details at http://www.waldo.be/2014/07/18/microsoft-dynamics-nav-2015-is-announced/.
Other developments completed this week have included amendments to current reports for lot data, new menu options on some Nav 2009 forms, misc first line support emails. Short work week.
More potential work from existing clients next week and quote sent off this week for a potential new client for Nav 2013 training on site.
So still busy!
Have a great week end all followers. That's all for this week but not so long since the last update!
I was slightly caught out by the news of a new version of Dynamics Nav that has been announced recently. Nav 2015. Has, to us, a similar look and feel to Nav 2013 R2.
But the goods news is we have the Nav 2015 W1 demo installed at our offices so if you would like to see and use via TeamViewer please drop us an email and we will send the TeamViewer id and pass code to you. Email neil@fpconsult.co.uk if this is of interest.
More details at http://www.waldo.be/2014/07/18/microsoft-dynamics-nav-2015-is-announced/.
Other developments completed this week have included amendments to current reports for lot data, new menu options on some Nav 2009 forms, misc first line support emails. Short work week.
More potential work from existing clients next week and quote sent off this week for a potential new client for Nav 2013 training on site.
So still busy!
Have a great week end all followers. That's all for this week but not so long since the last update!
Thursday, 18 September 2014
The end of summer the beginning of autumn so must be time to publish a blog!
Or in other words it has been a while. Busy few months but a brief break next week in York so something to look forward to.
On the Dynamics Nav side of the business, very busy. Most of the way through major development (http://www.dynamicsnavukhelp.co.uk/services/developments/) for an existing client for loading sales and purchase data from legacy systems. Still last phase to be development but 1/3rd live, 1/3rd ready for UAT and the remainder to be developed.
New report developments completed to spec this week. Existing reports amended as required.
A mix of on client site and at our offices training completed (http://www.dynamicsnavukhelp.co.uk/services/training/) covering the usual financial modules.
Nav reminders process amended per client requirements - just waiting to go to the live database after UAT. All good so far.
New first line support trial starts 1st October for 2 months. More details of this type of service at http://www.dynamicsnavukhelp.co.uk/services/support/first-line-support/
Step by step process based instructions (with supporting screen dumps from either the Nav uk demo database or the client's database) across a number of modules completed and delivered in the last few months.
Completed some date compression work and testing for a client to see how long it would take and the benefits. Definitely a catch 22 for this standard Nav functionality and not really going to resolve performance issues. The conclusion was more investigation required.
Very few on site visits to clients in August / September which is unusual but also we did not experience the usual slow down of work in the summer. So cannot complain.
Announcement this week re Nav 2015 available from 1st October 2014. Had a quick look and it does not look as significant a version update compared to Nav 2013. More details I am sure will follow but the look and feel is as per Nav 2013.
On the accounts side, a few changes re clients. But tax deadlines are looming so clients books are arriving for annual accounts and tax calculations. All good.
So that's all for this time. Promised I will try and update the blog more regularly. May be next time I publish a blog Scotland will be independent. :)
On the Dynamics Nav side of the business, very busy. Most of the way through major development (http://www.dynamicsnavukhelp.co.uk/services/developments/) for an existing client for loading sales and purchase data from legacy systems. Still last phase to be development but 1/3rd live, 1/3rd ready for UAT and the remainder to be developed.
New report developments completed to spec this week. Existing reports amended as required.
A mix of on client site and at our offices training completed (http://www.dynamicsnavukhelp.co.uk/services/training/) covering the usual financial modules.
Nav reminders process amended per client requirements - just waiting to go to the live database after UAT. All good so far.
New first line support trial starts 1st October for 2 months. More details of this type of service at http://www.dynamicsnavukhelp.co.uk/services/support/first-line-support/
Step by step process based instructions (with supporting screen dumps from either the Nav uk demo database or the client's database) across a number of modules completed and delivered in the last few months.
Completed some date compression work and testing for a client to see how long it would take and the benefits. Definitely a catch 22 for this standard Nav functionality and not really going to resolve performance issues. The conclusion was more investigation required.
Very few on site visits to clients in August / September which is unusual but also we did not experience the usual slow down of work in the summer. So cannot complain.
Announcement this week re Nav 2015 available from 1st October 2014. Had a quick look and it does not look as significant a version update compared to Nav 2013. More details I am sure will follow but the look and feel is as per Nav 2013.
On the accounts side, a few changes re clients. But tax deadlines are looming so clients books are arriving for annual accounts and tax calculations. All good.
So that's all for this time. Promised I will try and update the blog more regularly. May be next time I publish a blog Scotland will be independent. :)
Friday, 18 July 2014
A little warm to work.....
It has been a while since the last blog but part of that is down to 2 weeks vacation!
But it has been busy on the Dynamics Nav services front.
The Nav 2013 implementation went live June and no further action required from me. Chatted over the phone to check up on how it is going and all good to date.
New enquiries in the last few weeks and new customers. Attended site this week for a client in Yorkshire to provide reminders training. More enquiries re further on site training for other Dynamics Nav modules with dates to be confirmed. Also development enquiries as well.
Really getting into a substantial development for another client on sales invoice data loads from legacy systems that require summary invoices with various different rules for different customer types. Most of the way through the development but still need to complete extensive testing once complete. Further work required for accruals from invoice data loads and purchase invoice data loads. All good stuff!
So what else has been happening! Various first line support calls re Dynamics Nav queries on dimensions, for example. Also attended site for a client for fixing various issues. Also had queries re Nav 2013 in terms of licensing, infrastructure etc.
But Dynamics Nav activity quietening down a little reflecting the usual quiet period over the summer break.
The accounts and tax side relatively quiet as well although books are being received for personal tax calcs and returns. No doubt this will turn into a steady stream over the next 3 months.
That's all for now folks. Let's hope the temperature drops a little.
But it has been busy on the Dynamics Nav services front.
The Nav 2013 implementation went live June and no further action required from me. Chatted over the phone to check up on how it is going and all good to date.
New enquiries in the last few weeks and new customers. Attended site this week for a client in Yorkshire to provide reminders training. More enquiries re further on site training for other Dynamics Nav modules with dates to be confirmed. Also development enquiries as well.
Really getting into a substantial development for another client on sales invoice data loads from legacy systems that require summary invoices with various different rules for different customer types. Most of the way through the development but still need to complete extensive testing once complete. Further work required for accruals from invoice data loads and purchase invoice data loads. All good stuff!
So what else has been happening! Various first line support calls re Dynamics Nav queries on dimensions, for example. Also attended site for a client for fixing various issues. Also had queries re Nav 2013 in terms of licensing, infrastructure etc.
But Dynamics Nav activity quietening down a little reflecting the usual quiet period over the summer break.
The accounts and tax side relatively quiet as well although books are being received for personal tax calcs and returns. No doubt this will turn into a steady stream over the next 3 months.
That's all for now folks. Let's hope the temperature drops a little.
Friday, 20 June 2014
Another few interesting weeks...
I had no idea this blog was being followed by so many people! :)
Another busy few weeks on the Dynamics Nav service side. Nav 2013 implementation project went live 1st June and to date all good. Went live with all users as super users but now 75% of the users have the correct permissions (non super user). Getting this right reminded me that the permission sets on Dynamics Nav are not great. Not enough overlaps or to put it another way too many gaps. Will sort the remaining user permissions in the next month. So implementation project complete and client happy as all data migrated (masters, open ledger entries and open sales and purchase orders) and application in use. This project is finished.
A few more potential customer enquiries this week for our Dynamics Nav services - one for another implementation and one for ad hoc / regular support. Latter enquiry in the same village as we are based. Nearly fell off my chair. Usually end up all over the country / world providing Dynamics Nav services.
Delivered some report and other developments this week - very fast turnaround. Pulling together quotes for other work today. Completed some on site training at Corby last week and as a result will be providing a quote for more work. Just waiting for a copy of their live database to confirm details of work required and therefore a quote.
Currently investigating another development requirement re lots. Will confirm quote for approval today / over the week end.
Complete open vendor and customer ledger entries as part of data migration work for an existing client that acquired a new business recently.
On the accounts / tax side, really started to get accounts created / tax returns for clients who have provided books to us. Chased a few more up. This will really start to get going over the next 3 months but the deadlines for personal tax not until Jan 2015. Ages yet! :)
Anyway that's all for now folks.
Another busy few weeks on the Dynamics Nav service side. Nav 2013 implementation project went live 1st June and to date all good. Went live with all users as super users but now 75% of the users have the correct permissions (non super user). Getting this right reminded me that the permission sets on Dynamics Nav are not great. Not enough overlaps or to put it another way too many gaps. Will sort the remaining user permissions in the next month. So implementation project complete and client happy as all data migrated (masters, open ledger entries and open sales and purchase orders) and application in use. This project is finished.
A few more potential customer enquiries this week for our Dynamics Nav services - one for another implementation and one for ad hoc / regular support. Latter enquiry in the same village as we are based. Nearly fell off my chair. Usually end up all over the country / world providing Dynamics Nav services.
Delivered some report and other developments this week - very fast turnaround. Pulling together quotes for other work today. Completed some on site training at Corby last week and as a result will be providing a quote for more work. Just waiting for a copy of their live database to confirm details of work required and therefore a quote.
Currently investigating another development requirement re lots. Will confirm quote for approval today / over the week end.
Complete open vendor and customer ledger entries as part of data migration work for an existing client that acquired a new business recently.
On the accounts / tax side, really started to get accounts created / tax returns for clients who have provided books to us. Chased a few more up. This will really start to get going over the next 3 months but the deadlines for personal tax not until Jan 2015. Ages yet! :)
Anyway that's all for now folks.
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