Decided Mondays a better day for updating the blog.
Quiet week last week probably due to half term week. Also on the Dynamics Nav side of the business there have been 2 of our clients where there has been a change in our key contact. Which puts all potential / booked work on hold for a few months.
So work completed last week was as follows:
Developments -
Rewrote item sales forecast report to include all historic item sales, new item sales forecast data and released / firm planned production orders. Previous report derived a list of item / customers using historic sales data.
Created a new report to calculate a safety stock quantity using vendor lead times and anticipated sales. The report then compares this value to the current safety stock quantity.
Further requests for data from Nav for migration to another application. This time for a month's transactions for purchase ledger (invoices posted, payments made) and general ledger. Sample files requested from us and we started work on this last week. Proposing, given the mix of data, to use dataports, include headers and then collect data not in main tables into globals. This work will be completed this week.
First line support-
Slot booked this week with German subsidiary of client for 2 hour Nav run through via TeamViewer for new member of staff.
Resolved default dimension posting for legacy data feeds caused by bespoke change to posting codeunit 12 to take all balance sheet type general ledger account postings to fixed dimension value. User had made a change to the general ledger account to make ot a balance sheet type account so bespoke forced dimension code triggered.
Made minor bug fix change to a client's aged stock report that picks up the last sales date. Used incorrect key that included location code. Needed just the item number and posting date key.
Made minor change to a report to include description 2 off the item record.
Received an enquiry re archiving Navision 2.01 - or at least how to ensure read only access. Responded and offered more help but no further emails. very old version - came out in 2000.
Outside Nav, updated the web pages for more recent content and slight change to layout. Checked Google Analytics and we get a high per cent bounce rate so made some changes to try and resolve this.
That's it for this week. On reflection did not seem a busy week but varied!
Monday, 23 February 2015
Monday, 16 February 2015
Week ending 13/2/15
A bit late I know! :)
Still a quiet on the accounts and tax side but we did start auto enrolment pensions process for a client. Their go live date is October 2015. So registered with Now! Pensions (obviously client decision but taken from a short list of acknowledged service providers as per pensions regulator and our payroll software). So initial registration complete so just waiting for confirmation from Now! Pensions as to when employee master file can be completed. Instructions somewhat confusing so queried but awaiting confirmation. I would imagine too early for master file upload right now.
On the Dynamics Nav side, the following work completed this week:
Developments:
Display message confirming component / BOM stock shortage when sales order status changed from Open to Released. Confirm box requests user approval to continue with change of status. Slight restriction re max text size for v4 database objects in v2009 application (250 v 1000) but worked round it.
Changes to standard Nav customer statement re line details.
Auto populate assigned user id with user id.
First line support:
Strange text overflow error in v5 DE when in Balance by Dimensions with exclude closing entries Fixed with increase in text size to 1000.
Provide general ledger entries list for client auditors as requested.
Basically a quiet week for first line support. I would expect this week to be even quieter as it is half term. Catch up on my reading then!
No new client enquiries but some quotes still awaiting sign off.
So that's all for this week. On a personal front managed to book 4 weeks holiday spread over March (South West), April (Chester), June (Cheltenham) and August (Stirling). Still planning trip to London end of September and Suffolk end of July.
Still a quiet on the accounts and tax side but we did start auto enrolment pensions process for a client. Their go live date is October 2015. So registered with Now! Pensions (obviously client decision but taken from a short list of acknowledged service providers as per pensions regulator and our payroll software). So initial registration complete so just waiting for confirmation from Now! Pensions as to when employee master file can be completed. Instructions somewhat confusing so queried but awaiting confirmation. I would imagine too early for master file upload right now.
On the Dynamics Nav side, the following work completed this week:
Developments:
Display message confirming component / BOM stock shortage when sales order status changed from Open to Released. Confirm box requests user approval to continue with change of status. Slight restriction re max text size for v4 database objects in v2009 application (250 v 1000) but worked round it.
Changes to standard Nav customer statement re line details.
Auto populate assigned user id with user id.
First line support:
Strange text overflow error in v5 DE when in Balance by Dimensions with exclude closing entries Fixed with increase in text size to 1000.
Provide general ledger entries list for client auditors as requested.
Basically a quiet week for first line support. I would expect this week to be even quieter as it is half term. Catch up on my reading then!
No new client enquiries but some quotes still awaiting sign off.
So that's all for this week. On a personal front managed to book 4 weeks holiday spread over March (South West), April (Chester), June (Cheltenham) and August (Stirling). Still planning trip to London end of September and Suffolk end of July.
Friday, 6 February 2015
Week ending 6/2/15
Welcome to the latest blog! Very quiet on the accounts / tax side as the deadline for personal tax returns has passed and so the rush is over for another year!
Busy week on Dynamics Nav. Completed:
On site visit with more work as a result re sales forecasting. Started this work this week with it due to be completed next week. Discrete set of objects so low risk development. There will be standard object links to the new objects. Client also requested changes re sales person table for blocking old codes and more identifying markers re sales person codes. This change completed and loaded today.
2 quotes approved this week. 1 for bulk stock which was started and completed this week. Another for a Show Document action button off the general ledger entries screen to remove requirement for a number of mouse clicks to view a posted purchase or sales invoice.
Support work completed this week for a number of clients included posting date issues re user set up table where login user id either different to user set up table or not exist. Both fixed. Other support for extracting general ledger register data and general ledger entries for a client's auditors and object changes listed for calendar year 2014.
Training enquiry from a potential new client for a introduction to Dynamics Nav. Quote confirmed and waiting for approval. Training enquiry from a current client with proposed dates. Just waiting to hear which dates preferred.
Still a few quotes awaiting approval covering a number of modules so fingers crossed these will all be approved next week.
That's all for this week folks. A much busier week so let's hope this is a sign of things to come!
Busy week on Dynamics Nav. Completed:
On site visit with more work as a result re sales forecasting. Started this work this week with it due to be completed next week. Discrete set of objects so low risk development. There will be standard object links to the new objects. Client also requested changes re sales person table for blocking old codes and more identifying markers re sales person codes. This change completed and loaded today.
2 quotes approved this week. 1 for bulk stock which was started and completed this week. Another for a Show Document action button off the general ledger entries screen to remove requirement for a number of mouse clicks to view a posted purchase or sales invoice.
Support work completed this week for a number of clients included posting date issues re user set up table where login user id either different to user set up table or not exist. Both fixed. Other support for extracting general ledger register data and general ledger entries for a client's auditors and object changes listed for calendar year 2014.
Training enquiry from a potential new client for a introduction to Dynamics Nav. Quote confirmed and waiting for approval. Training enquiry from a current client with proposed dates. Just waiting to hear which dates preferred.
Still a few quotes awaiting approval covering a number of modules so fingers crossed these will all be approved next week.
That's all for this week folks. A much busier week so let's hope this is a sign of things to come!
Friday, 30 January 2015
Week ending 30/1/15
First off we have a facebook page for our Dynamics Nav services. Only just created but content will follow in the next few weeks. Facebook page can be found here https://www.facebook.com/DynamicsNavHelpUK.
On the accounts / tax side of the business, all done and dusted pre the deadline tomorrow! O5ther work on this side for a client that needs to auto enrol re pension before the end of this year. Client confirmed preferred pension supplier so we will now manage the enrolment process for our client.
On the Dynamics Nav side:
Spent a lot of time this week supporting / fixing / reporting on the standard Dynamics Nav consolidation process. A client had a few issues but pretty well all resolved now. Not the best consolidation routine but very functional if all you want is basic.
Quote for work approved this week so we will start this Monday. Simple development for data tracking for items and pallet label report.
Completed changes on the manufacturing planning worksheet to allow open sales orders to be included and removal of other bespoke functionality added in this area of Nav. Added functionality to check credit limits once a user tries to change prod order status from firmed planned to released. Not allowed now if credit limit exceeded. Go live Monday.
Completed a new report for a client re item / stock analysis with export to excel only. Classic Nav 2009.
Bar that a quiet week. All billings done for the month end and aged debt looks nice and current.
That's all for now folks.
On the accounts / tax side of the business, all done and dusted pre the deadline tomorrow! O5ther work on this side for a client that needs to auto enrol re pension before the end of this year. Client confirmed preferred pension supplier so we will now manage the enrolment process for our client.
On the Dynamics Nav side:
Spent a lot of time this week supporting / fixing / reporting on the standard Dynamics Nav consolidation process. A client had a few issues but pretty well all resolved now. Not the best consolidation routine but very functional if all you want is basic.
Quote for work approved this week so we will start this Monday. Simple development for data tracking for items and pallet label report.
Completed changes on the manufacturing planning worksheet to allow open sales orders to be included and removal of other bespoke functionality added in this area of Nav. Added functionality to check credit limits once a user tries to change prod order status from firmed planned to released. Not allowed now if credit limit exceeded. Go live Monday.
Completed a new report for a client re item / stock analysis with export to excel only. Classic Nav 2009.
Bar that a quiet week. All billings done for the month end and aged debt looks nice and current.
That's all for now folks.
Friday, 23 January 2015
Week ending 23/1/15
Hello again! Only a few days since the last (late) blog so only a few points of interest.
All accounts / personal tax for our clients completed before the deadline next week. Hooray!
On the Dynamics Nav side, the following work was completed:
Completed amendments to invoice, credit memo and pick list reports for a client re specific customers and country code / text.
A number of queries re Nav consolidation for a client - all resolved. All around accounts schedule reports and minor differences, why they have occurred and what action to take to resolve.
Not a busy week by any stretch of the imagination though back to the normal activity levels for January.
Met up with someone from my old university (which I left a few decades ago) that liaises with Alumni. Very interesting conversation and I may be able help re mentoring students (graduates and undergraduates). Wait and see.
That's all for now folks!
All accounts / personal tax for our clients completed before the deadline next week. Hooray!
On the Dynamics Nav side, the following work was completed:
Completed amendments to invoice, credit memo and pick list reports for a client re specific customers and country code / text.
A number of queries re Nav consolidation for a client - all resolved. All around accounts schedule reports and minor differences, why they have occurred and what action to take to resolve.
Not a busy week by any stretch of the imagination though back to the normal activity levels for January.
Met up with someone from my old university (which I left a few decades ago) that liaises with Alumni. Very interesting conversation and I may be able help re mentoring students (graduates and undergraduates). Wait and see.
That's all for now folks!
Tuesday, 20 January 2015
Last week - I know it is a little late!
Before you know it it is nearly a month since the last blog. Oh how time flies.
On the accounts / tax side of the business, last tax returns going in today and so complete ahead of the deadline.
On the Dynamics Nav side, the following work has been completed recently:
3 days super user training including an introduction to C/Side coding. Training on database makeup as well as how to create tables, forms, reports and dataports. Based on Nav 2009 Classic.
GRNI analysis report off the relevant GL code completed and in client testing. The user confirms the end date (has to be accumulative to pick up all relevant receipts and invoices) and the report collects PO data for each receipt and invoice and then summarises by PO number. Slight issue on invoices with multiple receipts but found a useful cross reference in the Value Entry table. All working and delivered. Also found useful You Tube videos on creating Nav 2013 report layouts quickly and easily. All part of the learning process.
Set up Nav 2013 instances etc so we now have step by step instructions on how to do this. Like rolling back time given the amount of command prompt type code.
We also now have remote access to a client database for the first time - any object deliveries were via TeamViewer.
Completed ad hoc work for a client re their migration off Dynamics Nav. Basic customer and vendor masters.
Created new company (with a base configuration) for a client and loaded into the live database.
New field on item table to allow updated calculation for a client of their free stock.
So a busy 2 weeks for January. But now very quiet. A lot of quotes out awaiting client approval so we could be busy in the next week. We will have to wait and see.
Will try and post a blog this Friday.
That's all for now folks.
On the accounts / tax side of the business, last tax returns going in today and so complete ahead of the deadline.
On the Dynamics Nav side, the following work has been completed recently:
3 days super user training including an introduction to C/Side coding. Training on database makeup as well as how to create tables, forms, reports and dataports. Based on Nav 2009 Classic.
GRNI analysis report off the relevant GL code completed and in client testing. The user confirms the end date (has to be accumulative to pick up all relevant receipts and invoices) and the report collects PO data for each receipt and invoice and then summarises by PO number. Slight issue on invoices with multiple receipts but found a useful cross reference in the Value Entry table. All working and delivered. Also found useful You Tube videos on creating Nav 2013 report layouts quickly and easily. All part of the learning process.
Set up Nav 2013 instances etc so we now have step by step instructions on how to do this. Like rolling back time given the amount of command prompt type code.
We also now have remote access to a client database for the first time - any object deliveries were via TeamViewer.
Completed ad hoc work for a client re their migration off Dynamics Nav. Basic customer and vendor masters.
Created new company (with a base configuration) for a client and loaded into the live database.
New field on item table to allow updated calculation for a client of their free stock.
So a busy 2 weeks for January. But now very quiet. A lot of quotes out awaiting client approval so we could be busy in the next week. We will have to wait and see.
Will try and post a blog this Friday.
That's all for now folks.
Friday, 12 December 2014
Week ending 12/12/14
Another week goes by. :)
On the accounts side, still chasing up books for tax returns for a few clients. Just completed first draft partnership accounts for a client with a few queries to follow up next week pre submission to client.
On the Dynamics Nav side, completed the following work:
On site 'master' Dynamics Nav class in London for a day.
Change to dataport to remove line feeds copied into Nav in error by end users. Learnt a lot re ascii codes this week as a result. All very useful.
Further and final fix re text overflow issue for a report previously developed. Number length logic error.
Quotes submitted but not yet approved for:
Sweep up unallocated receipts and related ledger entries where applies to id common.
Dimension auto allocation development to allow user / project type dimension codes to be split based on user assigned split across dimensions.
All not yet approved but likely to be approved in January at the earliest now.
Super user training (on site 3 days) booked for early January.
First line support desk activities have included:
Resolved warehouse shipment would not post query - a bin code issue.
Confirmed issue with csv file export down to invisible characters on Nav data caused by users copying and pasting from excel into Nav. Development amended to account for these characters (see comment above).
Completed some permission changes against users for a client. Confirmed reason for accrual feed at zero values to client - down to zero values on a particular column within an excel file loaded and invoices created.
Resolved accounts schedule difference issue (down to design) and consolidation issue where consolidated company included in consolidation. Surprised it allows this.
Completed a list of developments completed on a version 4 database for a client since 2005.
For the members of my family who have told me they read this blog, told you I would mention you on the blog. Looking forward to seeing some of you on 20th at the wedding. Don't forget I am not driving (so definitely drinking) and father of the groom is buying (pretty sure that is what he said) at the Piano bar at 12.30pm. So see you then!
That's all for now folks. For a change I am stopping work now as there is nothing happening in the business. Expect next week to be even quieter.
On the accounts side, still chasing up books for tax returns for a few clients. Just completed first draft partnership accounts for a client with a few queries to follow up next week pre submission to client.
On the Dynamics Nav side, completed the following work:
On site 'master' Dynamics Nav class in London for a day.
Change to dataport to remove line feeds copied into Nav in error by end users. Learnt a lot re ascii codes this week as a result. All very useful.
Further and final fix re text overflow issue for a report previously developed. Number length logic error.
Quotes submitted but not yet approved for:
Sweep up unallocated receipts and related ledger entries where applies to id common.
Dimension auto allocation development to allow user / project type dimension codes to be split based on user assigned split across dimensions.
All not yet approved but likely to be approved in January at the earliest now.
Super user training (on site 3 days) booked for early January.
First line support desk activities have included:
Resolved warehouse shipment would not post query - a bin code issue.
Confirmed issue with csv file export down to invisible characters on Nav data caused by users copying and pasting from excel into Nav. Development amended to account for these characters (see comment above).
Completed some permission changes against users for a client. Confirmed reason for accrual feed at zero values to client - down to zero values on a particular column within an excel file loaded and invoices created.
Resolved accounts schedule difference issue (down to design) and consolidation issue where consolidated company included in consolidation. Surprised it allows this.
Completed a list of developments completed on a version 4 database for a client since 2005.
For the members of my family who have told me they read this blog, told you I would mention you on the blog. Looking forward to seeing some of you on 20th at the wedding. Don't forget I am not driving (so definitely drinking) and father of the groom is buying (pretty sure that is what he said) at the Piano bar at 12.30pm. So see you then!
That's all for now folks. For a change I am stopping work now as there is nothing happening in the business. Expect next week to be even quieter.
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