Well last week was a week for on site client visits with yesterday being another and hence the delay in the blog publication.
Last week's client visits started with on site creation of management accounts following the departure of the Financial Controller (thought I had left this behind but you never lose the skills) followed by 2 days Nav 2016 training in Birmingham for 10 end users (mix of UK and European) covering financial management and finally last Thursday my regular visit to Kings Cross in London to assist in pulling together the list of developments / bugs in Nav 2013r2 and other related applications. And then yesterday I was at a client site locally (always nice to be local) to aid in the new Financial Controller induction specifically on Dynamics Nav 2013r2. So basically a training day.
So it has been a busy few days.
Plans for this week include less on site client visits (only 1 more this week after yesterday), a few conference calls, a few Teamviewer sessions and some chargeable work. Been a busy week for first line support this week so dealing with those issues today.
And I have accepted a month before Xmas that I ought to start planning for it personally. So all family Xmas presents bought yesterday (on line of course) and work Xmas do booked for next week.
So it is all good!
That's all for this week's blog. Have a great week.
Tuesday, 29 November 2016
Monday, 21 November 2016
Week ending 18/11/16
A full week of work last week but much effort spent on getting supporting training material ready for Nav 2016 training this week.
Developments completed included a SPREAD development for Nav 2013r2 (obviously not needed for Nav 2016/17 given deferral functionality) and fixed bug in VAT Day Book Entry report [Nav 2013r2]. Developed a fix for GB database for 4,4,5 reporting for client and demo'd. [Nav 2013r2].
Made some more changes to initial Nav 2016 configuration following client requests. Go live January 2017.
Another Nav 2016 implementation moving on at a pace as well. Developed Nav 2016 pages for client that they currently use for production planning. To demo as yet.
So this week is client site visit week. Today providing accounting support, tomorrow and Wednesday Nav 2016 training in Birmingham and Thursday on site support for Nav 2013r2.
Hence the short blog update.
Developments completed included a SPREAD development for Nav 2013r2 (obviously not needed for Nav 2016/17 given deferral functionality) and fixed bug in VAT Day Book Entry report [Nav 2013r2]. Developed a fix for GB database for 4,4,5 reporting for client and demo'd. [Nav 2013r2].
Made some more changes to initial Nav 2016 configuration following client requests. Go live January 2017.
Another Nav 2016 implementation moving on at a pace as well. Developed Nav 2016 pages for client that they currently use for production planning. To demo as yet.
So this week is client site visit week. Today providing accounting support, tomorrow and Wednesday Nav 2016 training in Birmingham and Thursday on site support for Nav 2013r2.
Hence the short blog update.
Monday, 14 November 2016
Week ending 11/11/16
As Christmas gets ever closer...but it is not even December yet!!
Another week passes by at FPC.
The week started off with accounting and HR work. Completed a VAT rec for a client's auditors (tracked sales value to output goods, not as easy as it should have been) and an interview for a new FC. Then more Dynamics Nav related work completed on one of a few Nav 2016 implementations we are assisting on. Nav 2016 configuration changed and tested for changes to chart of accounts, dimensions and VAT rates (initial configuration for a test / training company includes a number of countries different VAT rates). Configuration delivered to remote database as a test company for the client staff to test. Client due to deliver training programme for next week by the end of this week. We also set up users on remote database - for Nav 2016 don't forget to start user setup with 'Add me as administrator' otherwise you cannot log back in. Took us a while to recover from this but we did.
Plans for this week: only 1 on site attendance to continue with process mapping and moving onto Dynamics Nav related support. Need to complete some more accounting related work for a client re support required for recent departure of an FC (attending site next week for management accounts work), develop US sales tax report by month by client (actual tax and goods values so 2 reports) and plan Nav 2016 training once requirements confirmed by client.
That's all folks.
Another week passes by at FPC.
The week started off with accounting and HR work. Completed a VAT rec for a client's auditors (tracked sales value to output goods, not as easy as it should have been) and an interview for a new FC. Then more Dynamics Nav related work completed on one of a few Nav 2016 implementations we are assisting on. Nav 2016 configuration changed and tested for changes to chart of accounts, dimensions and VAT rates (initial configuration for a test / training company includes a number of countries different VAT rates). Configuration delivered to remote database as a test company for the client staff to test. Client due to deliver training programme for next week by the end of this week. We also set up users on remote database - for Nav 2016 don't forget to start user setup with 'Add me as administrator' otherwise you cannot log back in. Took us a while to recover from this but we did.
Plans for this week: only 1 on site attendance to continue with process mapping and moving onto Dynamics Nav related support. Need to complete some more accounting related work for a client re support required for recent departure of an FC (attending site next week for management accounts work), develop US sales tax report by month by client (actual tax and goods values so 2 reports) and plan Nav 2016 training once requirements confirmed by client.
That's all folks.
Monday, 7 November 2016
Week ending 4/11/16
So what were we up to last week.
1 of the BACS developments completed last week completely changed from xml to fixed length by field text file. Never mind, onwards and upwards.
Added fixed text to labels for manufacturing.
Attended client site for Nav 2016 implementation. Fixed a visual basic maco issue re importing csv files Access database (so not Nav 2016) and created a brief project plan to confirm a go live date. Key milestone is final chart of accounts.
Providing recruitment expertise for a client so sifting CVs and completing initial interviews.
Completed first level configuration for a Nav 2016 DE implementation and tested and all working. Now client has changed chart of accounts so need to complete the changes and test again
Attended site to complete data feeds mapping between applications.
Plans for this week include more CV reviews and interviewing for 1 client, review of Nav 2016 DE implementation plan against what has been completed to date and check go live and complete more Nav 2016 DE configuration work.
Also looks like we will providing some expertise for another client's Nav 2016 GB implementation in the new year.
That's all for this week folks.
1 of the BACS developments completed last week completely changed from xml to fixed length by field text file. Never mind, onwards and upwards.
Added fixed text to labels for manufacturing.
Attended client site for Nav 2016 implementation. Fixed a visual basic maco issue re importing csv files Access database (so not Nav 2016) and created a brief project plan to confirm a go live date. Key milestone is final chart of accounts.
Providing recruitment expertise for a client so sifting CVs and completing initial interviews.
Completed first level configuration for a Nav 2016 DE implementation and tested and all working. Now client has changed chart of accounts so need to complete the changes and test again
Attended site to complete data feeds mapping between applications.
Plans for this week include more CV reviews and interviewing for 1 client, review of Nav 2016 DE implementation plan against what has been completed to date and check go live and complete more Nav 2016 DE configuration work.
Also looks like we will providing some expertise for another client's Nav 2016 GB implementation in the new year.
That's all for this week folks.
Monday, 31 October 2016
Week ending 28/10/16
What a busy week last week!
Developments completed included:
2 different BACS export developments for UK banks (one day I assume they will have 1 standard that Nav will support out of the box) - one a report the other an xml. [Nav 2013R2].
New utility to create service contract lines from a (contract) sales order. [Nav 2013r2].
Also attended site to provide assistance during staff changes for a client (back to being an accountant while recruitment takes place) and start mapping data feeds between applications.
Interesting fact this week re Dynamics Nav (2013r2 but may apply to any version) - you cannot use accounts schedules to report on periods (say 4,4,5) on GB version as GB version has own country specific periods table (10560) and some crucial fields (one from table 334 but there may be others) and code missing from GB version. Suggesting a work around for our client which means delving into W1 version of database and collecting missing field and relevant codeunits / pages.
This week we are attending site for 2 days (ongoing process / data feeds mapping and continuation of Nav 2016 implementation (may look at using Nav 2017 instead given stage implementation is at), completing another BACS export, starting another Nav 2016 implementation with a base configuration now we the proposed chart of accounts) and complete a development for more labelling for stock for printing off on a label printer). Also review CVs for a client, complete some interviews, provide on site support as required as well as fill in data gaps from previous member of staff leaving. So another busy week.
That's all for this week folks.
Developments completed included:
2 different BACS export developments for UK banks (one day I assume they will have 1 standard that Nav will support out of the box) - one a report the other an xml. [Nav 2013R2].
New utility to create service contract lines from a (contract) sales order. [Nav 2013r2].
Also attended site to provide assistance during staff changes for a client (back to being an accountant while recruitment takes place) and start mapping data feeds between applications.
Interesting fact this week re Dynamics Nav (2013r2 but may apply to any version) - you cannot use accounts schedules to report on periods (say 4,4,5) on GB version as GB version has own country specific periods table (10560) and some crucial fields (one from table 334 but there may be others) and code missing from GB version. Suggesting a work around for our client which means delving into W1 version of database and collecting missing field and relevant codeunits / pages.
This week we are attending site for 2 days (ongoing process / data feeds mapping and continuation of Nav 2016 implementation (may look at using Nav 2017 instead given stage implementation is at), completing another BACS export, starting another Nav 2016 implementation with a base configuration now we the proposed chart of accounts) and complete a development for more labelling for stock for printing off on a label printer). Also review CVs for a client, complete some interviews, provide on site support as required as well as fill in data gaps from previous member of staff leaving. So another busy week.
That's all for this week folks.
Monday, 24 October 2016
Week ending 21/10/16
Attended a local Dynamics Nav 2017 / Dynamics 365 conference this week so I have now seen what these products offer over Nav 2016 and their differences / launch dates. More details on this web page.
Anyway back to what we have been doing work wise last week.
Developments completed included:
Add 'on the fly' fields on warehouse put away lines page to show whether bin codes default and fixed. Restrict user permission to Register put aways through user set up table.
[Nav 2009 RTC].
Configuration changes included:
Set up licences as stock items as requested by client and created example sales orders with a mix of physical stock (no unit price) and licence stock. Will add serial numbers to licence stock at a later date. [Nav 2013r2].
Requirement changes investigated:
Creating service contracts from a contract sales order - not dates but sales order lines specifics. [Nav 2013r2]
Other changes completed:
Step by step instructions on using Special Orders functionality on sales orders. [Nav 2013r2].
Support issues resolved last week:
Queries on Consolidation process [Nav 2013r2].
Other work completed included creating a local Nav 2016 database ready to start the configuration this week with a view to deliver a test company to the client's remote database by 4/11/16 after they have confirmed (this week) the chart of accounts and requirements for the base configuration. [Nav 2016].
This week we are completing more BACS export report developments for 2 clients [Nav 2013r2] and starting the initial configuration for a client ready for updating completing when we have received the chart of accounts required. Other plans this week include 2 client site visits for ad hoc on site support [Nav 2013r2] and data mapping between applications. [Nav 2013r2].
That's it for this week.
Anyway back to what we have been doing work wise last week.
Developments completed included:
Add 'on the fly' fields on warehouse put away lines page to show whether bin codes default and fixed. Restrict user permission to Register put aways through user set up table.
[Nav 2009 RTC].
Configuration changes included:
Set up licences as stock items as requested by client and created example sales orders with a mix of physical stock (no unit price) and licence stock. Will add serial numbers to licence stock at a later date. [Nav 2013r2].
Requirement changes investigated:
Creating service contracts from a contract sales order - not dates but sales order lines specifics. [Nav 2013r2]
Other changes completed:
Step by step instructions on using Special Orders functionality on sales orders. [Nav 2013r2].
Support issues resolved last week:
Queries on Consolidation process [Nav 2013r2].
Other work completed included creating a local Nav 2016 database ready to start the configuration this week with a view to deliver a test company to the client's remote database by 4/11/16 after they have confirmed (this week) the chart of accounts and requirements for the base configuration. [Nav 2016].
This week we are completing more BACS export report developments for 2 clients [Nav 2013r2] and starting the initial configuration for a client ready for updating completing when we have received the chart of accounts required. Other plans this week include 2 client site visits for ad hoc on site support [Nav 2013r2] and data mapping between applications. [Nav 2013r2].
That's it for this week.
Monday, 17 October 2016
Week ending 14/10/16
Another day another dollar!
Completed a bespoke (minor amendment) sales order process with back to back orders successfully and as a result discussed further enhancements and extend the use of stock for non stock items. Working on more examples this week for the client to test further. [Nav 2013r2]
Completed 1st level mapped process flows for a client's business and agreed next steps which will be delving into the detail of back office finance and interaction between applications. Suggested the client needs a systems champion to manage the complex relationships and data feeds between applications and specifically manage changes to each application in terms of impact on other applications and effort / priority etc. [Nav 2013r2]
Confirmed options for GridLayout in Nav 2016 pages. Created a new facy box for sales orders as requested by the client. [Nav 2016].
Chasing progress re new Nav 2016 install so that once done we can start the configuration work.
Received an enquiry re web services and the use for feeding data (actually allowing EPOS software to collect data from set ftp location) re stock quantities. Confirmed process and requested confirmation from EPOS supplier that process will work for them. Once confirmed we will provide a quote.
So on paper a quieter week but last week approved quotes totalled 5.5 days which we will start this week. Subject to delivery for 2 quotes of full SQL backups (2) for us to restore to a local database and then complete the developments. So on paper a busy week. And then we need to set up some more example sales orders (back to back PO work earlier on this blog) this week.
That's all folks.
Completed a bespoke (minor amendment) sales order process with back to back orders successfully and as a result discussed further enhancements and extend the use of stock for non stock items. Working on more examples this week for the client to test further. [Nav 2013r2]
Completed 1st level mapped process flows for a client's business and agreed next steps which will be delving into the detail of back office finance and interaction between applications. Suggested the client needs a systems champion to manage the complex relationships and data feeds between applications and specifically manage changes to each application in terms of impact on other applications and effort / priority etc. [Nav 2013r2]
Confirmed options for GridLayout in Nav 2016 pages. Created a new facy box for sales orders as requested by the client. [Nav 2016].
Chasing progress re new Nav 2016 install so that once done we can start the configuration work.
Received an enquiry re web services and the use for feeding data (actually allowing EPOS software to collect data from set ftp location) re stock quantities. Confirmed process and requested confirmation from EPOS supplier that process will work for them. Once confirmed we will provide a quote.
So on paper a quieter week but last week approved quotes totalled 5.5 days which we will start this week. Subject to delivery for 2 quotes of full SQL backups (2) for us to restore to a local database and then complete the developments. So on paper a busy week. And then we need to set up some more example sales orders (back to back PO work earlier on this blog) this week.
That's all folks.
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