No client visits last week so spent the whole week in the office which mad a change.
Developments completed last week included 2 new customer fields populated by a legacy data feed. One query raised which will be confirmed this week so we can deliver for user acceptance testing.
Pdf and emailing better solution [v4 sp3] completed for 1 of 4 documents. Query raised for other 3 documents and awaiting client response. Will get this completed and delivered this week.
Changes made to cheque remittance report [2009 Classic] - this was started from scratch to get the cheque numbering to work (demo report did not miss cheque numbers where the remittance details exceeded 1 page). Final testing this week and then deliver to client.
So a week for starting developments but not completing. A lot of developments last week took a lot longer than thought to complete. One of those weeks.
Developed a Invoice Post, Email and Print page action off sales orders and delivered to client. [Nav2013r2].
Started auto last modified date change from unit cost changes. This will be complete this week.
Configuration work completed last week included starting permission set assignment to user ids for a client (all users UK and US super users) [Nav 2013r2].
So plans for this week are:
No client visits again this week. It is holiday season!
Complete and deliver the following developments when clients have confirmed answers to queries:
cheque remittance report, 2 new customer fields and pdf and emailing.
Complete final testing with client re Spindle and cc email changes as requested.
Complete US sales tax report for client. [Nav2013r2].
Start / complete any approved POs this week. [Nav2013r2].
Potential project telephone interview Tuesday afternoon.
So that's all for now folks.
Monday, 25 July 2016
Monday, 18 July 2016
Week ending 15/7/16
Completed last week:
On site support for management accounts (last hand over) and a meeting to confirm next stages. As a result, a number of quotes submitted for approval last Friday so waiting to here. [Nav 2013r2]
Fixed issue with account schedule not showing Preview data - down to column layout having no configuration data. [Nav v5 DE].
Started Spindle changes for 4 document reports for including cc email address. Slight issue with Spindle (not Nav) configuration but resolved. Just need to test when client free this week. [Nav 2013r2].
Fixed sales invoice email issue re email body text. [Nav 2013r2].
Attended client site to install new label printer (not network). Could not get to work (label printer printed labels not down the label but landscape) but with a few tweaks of another networked label printer re its font managed to get this working on network for multiple users off released production orders. [Nav 2009 Classic app, v4 database]. Following site visit 2 new production planing reports requested which we will work on this week and next.
Provided support re month end queries [Dynamics Nav 2013r2].
Started the better solution for pdf and emailing documents off v4 sp3 Nav. Not as easy as Nav 2013 as no pdf creator built in. Performance issues corrupting data so needed to find a better solution that could easily be migrated (in whole or part) to Nav 2016.
Completed a number of other quotes for a mix of current clients. Some rejected (actual volume of data for a report very small so no need for development) and some waiting to here whether approved or not. One quote was to track changes to unit cost so that any change made would trip last modified date. Found a really need solution. [Nav 2009 RTC].
Developments to be completed this week:
Adding 2 new bespoke fields to customer table and changing dataport feed into Dynamics Nav to take new data to new fields. [Nav 2009 Classic].
Finish and deliver pdf and emailing documents development. Book on site visit to test on site.
Make changes to cheque remittance report as requested. [Nav 2009 RTC].
All quiet on Dynamics Nav 2016 implementation - we are the developers not the project managers and are waiting feedback from end user testing but assume as a retail business they are busy selling!
So in short very busy especially for this time of year!
On site support for management accounts (last hand over) and a meeting to confirm next stages. As a result, a number of quotes submitted for approval last Friday so waiting to here. [Nav 2013r2]
Fixed issue with account schedule not showing Preview data - down to column layout having no configuration data. [Nav v5 DE].
Started Spindle changes for 4 document reports for including cc email address. Slight issue with Spindle (not Nav) configuration but resolved. Just need to test when client free this week. [Nav 2013r2].
Fixed sales invoice email issue re email body text. [Nav 2013r2].
Attended client site to install new label printer (not network). Could not get to work (label printer printed labels not down the label but landscape) but with a few tweaks of another networked label printer re its font managed to get this working on network for multiple users off released production orders. [Nav 2009 Classic app, v4 database]. Following site visit 2 new production planing reports requested which we will work on this week and next.
Provided support re month end queries [Dynamics Nav 2013r2].
Started the better solution for pdf and emailing documents off v4 sp3 Nav. Not as easy as Nav 2013 as no pdf creator built in. Performance issues corrupting data so needed to find a better solution that could easily be migrated (in whole or part) to Nav 2016.
Completed a number of other quotes for a mix of current clients. Some rejected (actual volume of data for a report very small so no need for development) and some waiting to here whether approved or not. One quote was to track changes to unit cost so that any change made would trip last modified date. Found a really need solution. [Nav 2009 RTC].
Developments to be completed this week:
Adding 2 new bespoke fields to customer table and changing dataport feed into Dynamics Nav to take new data to new fields. [Nav 2009 Classic].
Finish and deliver pdf and emailing documents development. Book on site visit to test on site.
Make changes to cheque remittance report as requested. [Nav 2009 RTC].
All quiet on Dynamics Nav 2016 implementation - we are the developers not the project managers and are waiting feedback from end user testing but assume as a retail business they are busy selling!
So in short very busy especially for this time of year!
Monday, 11 July 2016
Weeks ending 8/7/16
Work completed in the last few weeks included:
On site training on look and feel and specifically on accounts schedules and column layouts. [Nav 2013r2].
Amended remittance advice report (pre post) for additional columns and totals. Nav 2009 RTC but used Classic sections instead and deleted layout as sections more flexible in Nav 2009.
Configured document approval process for US database. Configured resources and sales quotes for US database. Amended and extended PDF emailing on US database for a number of documents. [Nav 2013r2].
Completed BACS extract report as per bank BACS specification. [Nav 2013r2].
Spent a lot of time end of last week and this week trying to resolve a Bullzip pdf issues on Nav v4 SP3. Weird issue re pdf file content and file name inconsistency and then even stranger issue on our local v4 database where the BullZip code hangs the Nav application with a busy message re current open form. So user cannot close the form list. Investigating further this week.
Plans for this week include 2 on sites (label printer configuration and amendment to Nav report as a result of new label printer) and on site training / management accounts visit. Other plans for this week include catch up on Nav 2016 client testing, complete approved development changes re cc email on Spindle Nav addon - basically a configuration change to Spindle and changes to a number of Nav reports [Nav 2013r2] and complete cheque remittance report changes as per client spec [Nav 2009].
That's all for this week folks.
On site training on look and feel and specifically on accounts schedules and column layouts. [Nav 2013r2].
Amended remittance advice report (pre post) for additional columns and totals. Nav 2009 RTC but used Classic sections instead and deleted layout as sections more flexible in Nav 2009.
Configured document approval process for US database. Configured resources and sales quotes for US database. Amended and extended PDF emailing on US database for a number of documents. [Nav 2013r2].
Completed BACS extract report as per bank BACS specification. [Nav 2013r2].
Spent a lot of time end of last week and this week trying to resolve a Bullzip pdf issues on Nav v4 SP3. Weird issue re pdf file content and file name inconsistency and then even stranger issue on our local v4 database where the BullZip code hangs the Nav application with a busy message re current open form. So user cannot close the form list. Investigating further this week.
Plans for this week include 2 on sites (label printer configuration and amendment to Nav report as a result of new label printer) and on site training / management accounts visit. Other plans for this week include catch up on Nav 2016 client testing, complete approved development changes re cc email on Spindle Nav addon - basically a configuration change to Spindle and changes to a number of Nav reports [Nav 2013r2] and complete cheque remittance report changes as per client spec [Nav 2009].
That's all for this week folks.
Monday, 27 June 2016
A few weeks ending 24/6/16
It has been a few weeks since the last blog update but I have been on my holidays.
So what has happened since the last blog?
Work completed last week:
Ongoing work re Nav 2016 implementation for European retailer included end user training instructions, development changes, development testing of xml files, posting checks. Now handed over for user acceptance testing. Still waiting for feedback. Issues yet to resolve include ftp file transfer to Nav directory.
Completed 2 new report developments for export to excel re stock. [Nav 2009 RTC].
Completed on site training for London client on Nav v5 DE.
Configured live company for resources and quotes for a client on Nav 2013r2 following successful user acceptance testing.
Completed on site support for management accounts handover to new financial controller.
Quiet a few potential new client enquiries re Nav 2016 implementations so prospects looking good. Will get more of an idea re timescales and what work we are needed for 1 particular project this week.
So a little quieter in June compared to previous months.
This week plan's include on site training visit, response to UAT on Nav 2016 implementation and report changes development for cheque and remittance [Nav 2009 RTC].
Other work: dynamicsnavukhelp web site has had an update (just the home page for now but more to follow) following a consultation with a marketing expert (thanks Jonathan) so let me know what you think. One of Jonathan's recommendations is to carry out another customer survey (last one completed in 2014) so watch this space.
That's all for this week folks.
So what has happened since the last blog?
Work completed last week:
Ongoing work re Nav 2016 implementation for European retailer included end user training instructions, development changes, development testing of xml files, posting checks. Now handed over for user acceptance testing. Still waiting for feedback. Issues yet to resolve include ftp file transfer to Nav directory.
Completed 2 new report developments for export to excel re stock. [Nav 2009 RTC].
Completed on site training for London client on Nav v5 DE.
Configured live company for resources and quotes for a client on Nav 2013r2 following successful user acceptance testing.
Completed on site support for management accounts handover to new financial controller.
Quiet a few potential new client enquiries re Nav 2016 implementations so prospects looking good. Will get more of an idea re timescales and what work we are needed for 1 particular project this week.
So a little quieter in June compared to previous months.
This week plan's include on site training visit, response to UAT on Nav 2016 implementation and report changes development for cheque and remittance [Nav 2009 RTC].
Other work: dynamicsnavukhelp web site has had an update (just the home page for now but more to follow) following a consultation with a marketing expert (thanks Jonathan) so let me know what you think. One of Jonathan's recommendations is to carry out another customer survey (last one completed in 2014) so watch this space.
That's all for this week folks.
Monday, 6 June 2016
Week ending 3/6/16
Continuing with Nav 2016 implementation last week with changes to base configuration, xmlport amendments and a client visit to run through both after a basic training on Dynamics Nav. As a result of training, some development changes requested so need to quote for and agreed to run a parallel run for a period so the client can check results between systems.
Chased up queries on some development work and on go live dates (data migration work) but Spring Bank Holiday week meant a lot of clients were away. So expecting some feedback this week.
Plans for this week include 4 client visits providing on site Dynamics Nav support [Nav 2013r2, Nav v5DE] with one of these visits being a new client.
That's all for this week folks. Short and sweet and felt busier than it looks above.
Chased up queries on some development work and on go live dates (data migration work) but Spring Bank Holiday week meant a lot of clients were away. So expecting some feedback this week.
Plans for this week include 4 client visits providing on site Dynamics Nav support [Nav 2013r2, Nav v5DE] with one of these visits being a new client.
That's all for this week folks. Short and sweet and felt busier than it looks above.
Tuesday, 31 May 2016
Week ending 27/5/16
Not so much a feature as a lesson worth remembering. Remember to insert a record after assigning the key fields and then use modify when adding more fields for the same record.
Developments completed last week included 5 xmls for receipt of data from EPOS system to allow creation of items, journal adjustments, POs, receipts and sales. Included page to show unprocessed xml files and types with page actions to process and move selected xmls. We also finished the main company configuration and changed this following xml file loads. [Nav 2016]. Amended PO import dataport [Nav 2009 Classic] to allow adding new lines to existing POs. Original created new POs and lines. Amended customer sales history by month for last 3 years to include total for report. [Nav app 2009, database v4].
Created step by step instructions for resource creation, sales quote creation and how to use make order functionality from sales quotes. Client's database has a bespoke check for a populated external document number. [Nav2013r2]. Created instructions on how to create new region codes and assign to vendors and customers. [Nav 2013r2].
First line support issues resolved re error on creating a closing year end journal. Issue as the existence of a number of journal line dimensions for same batch. Odd. [Nav v5 DE].
That's it for this week folks. Holidays soon! :)
Developments completed last week included 5 xmls for receipt of data from EPOS system to allow creation of items, journal adjustments, POs, receipts and sales. Included page to show unprocessed xml files and types with page actions to process and move selected xmls. We also finished the main company configuration and changed this following xml file loads. [Nav 2016]. Amended PO import dataport [Nav 2009 Classic] to allow adding new lines to existing POs. Original created new POs and lines. Amended customer sales history by month for last 3 years to include total for report. [Nav app 2009, database v4].
Created step by step instructions for resource creation, sales quote creation and how to use make order functionality from sales quotes. Client's database has a bespoke check for a populated external document number. [Nav2013r2]. Created instructions on how to create new region codes and assign to vendors and customers. [Nav 2013r2].
First line support issues resolved re error on creating a closing year end journal. Issue as the existence of a number of journal line dimensions for same batch. Odd. [Nav v5 DE].
That's it for this week folks. Holidays soon! :)
Monday, 23 May 2016
Week ending 20/5/16
Features discovered last week in Dynamics Nav include the new features of Dynamics Nav 2016 (like the c/side code prompts, not sure re user setup, permissions and role centres) and a learning curve in EPOS to xmls in Dynamics Nav 2016. See facebook updates for our learning curve re xmls (MinOccurs=zero, optional property on node names).
Work completed this week:
EPOS data to Dynamics Nav development re xmls started in earnest this week. Configured 1 xml to receive data last week, writing code to process the data this week. Also started the new company configuration last week and all configured but client yet to confirm their chart of accounts so that is stalled. Need this asap this week otherwise go live under threat. [Nav 2016].
Development completed included extending 'Post and email' functionality to 'Post, email and print' on service invoices, then extended same functionality to sales invoices and then adapted this to email pdfs for sales orders and quotes. [Nav 2013r2]. Completed BACS extract for Lloyds (very complicated compared to Nat West) and delivered to client for testing. [Nav 2013r2]. Developed specific field permission for posting an order as an invoice and requested test database access from a client to load in for testing. Basically uses user setup table and posting codeunit (minor change). [Nav 2013r2].
Other work included creating a new test company as a current copy of the live (love the way this can be done in Nav 2013r2 and beyond, so easy) and configured latest test company for sales quotes and resources for user testing this week pre go live next week. Spent some time this week configuring bespoke role centre for a new user (extended table fields, creating new role centre page after creating new activities page) and configured 2 new users for a client. [Nav 2013r2].
So busy week with this week being busy as well.
That's all for now folks.
Work completed this week:
EPOS data to Dynamics Nav development re xmls started in earnest this week. Configured 1 xml to receive data last week, writing code to process the data this week. Also started the new company configuration last week and all configured but client yet to confirm their chart of accounts so that is stalled. Need this asap this week otherwise go live under threat. [Nav 2016].
Development completed included extending 'Post and email' functionality to 'Post, email and print' on service invoices, then extended same functionality to sales invoices and then adapted this to email pdfs for sales orders and quotes. [Nav 2013r2]. Completed BACS extract for Lloyds (very complicated compared to Nat West) and delivered to client for testing. [Nav 2013r2]. Developed specific field permission for posting an order as an invoice and requested test database access from a client to load in for testing. Basically uses user setup table and posting codeunit (minor change). [Nav 2013r2].
Other work included creating a new test company as a current copy of the live (love the way this can be done in Nav 2013r2 and beyond, so easy) and configured latest test company for sales quotes and resources for user testing this week pre go live next week. Spent some time this week configuring bespoke role centre for a new user (extended table fields, creating new role centre page after creating new activities page) and configured 2 new users for a client. [Nav 2013r2].
So busy week with this week being busy as well.
That's all for now folks.
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