Well a very interesting week last week. Heavily involved in assisting a client re lost data which took up a significant amount of the week for us. This has put a previously approved development request on hold for a few weeks.
Support queries included:
Weird cheque remittance report behaviour which is throwing cheque numbers out by a significant factor. Resolved late Friday last week so will deliver to client today for user testing. Caused by calculation of remittance lines per remittance report and therefore number of pages required for same cheque. [Nav 2009 Classic].
Resolved US sales tax set up issue client. [Nav 2013r2].
Sent step by step process based instructions on stock / items and back to back ordering (Special Orders). [Nav 2013r2]. Also confirmed how document approval delegation works. [Nav 2013r2].
Successfully restored 2 databases to a local PC here ready ready for developments once quotes approved. [Nav 2009 Classic, Nav 2013r2].
Development completed last week for BACS report export [Nav 2013r2].
Bar that completed the first remote training session on SOP, POP and back to back orders (special). [Nav 2013r2].
Quote for a new company signed off. Work will be completed this week. [Nav 2016].
First on site visit may take place this week [Nav 2016] but client will need to clear (pay) old invoice before this will happen. Do not often have to play hard ball with our clients but where needs must....
Anyway that is all folks.
Monday, 27 March 2017
Monday, 20 March 2017
Week ending 17/3/17
Another quiet week last week for chargeable work but busy for fixed price first line support and we have received a number of client development requests last week which we will complete this week. More details on these further down the blog.
First line support activities included confirming how to assign default calendar to a company to resolve recurring journal error [nav2013r2], confirmed reason for Gen Prod Posting error on a journal and how to resolve (assign default to GL code) [Nav 2013] and confirmed default location code by customer already in Nav and queried requirements for restricting some views for warehouse employees. [Nav 2009 RTC].
We did do some chargeable work but this was a question and answer session via telephone and TeamViewer re the results of client transaction tests. [Nav 2016].
First bite for our new remote training service - client booked 2 hours this week.
We also submitted quotes for development requests arising from Q&A session above which have not yet been approved. Also confirmed what change would be required to display amount of settlement discount on posted sales invoice. [Nav 2016].
We now have the database backup (full sql backup) to development BACS extract report for client so we will complete this work (quote approved and PO number confirmed) this week. Also received database backups for more BACS reports required for same client but awaiting details of what is required and then we will quote for. [both Nav 2013r2] We are also due another database backup [Nav 2009 Classic] to complete report changes though we need to chase up approval of quotes pre start.
Received a request for a quote for a new company on the client's existing database. Queried whether quote needs to include customer and vendor masters as well as open transactions. Awaiting response then we will quote for. [Nav 2016].
And finally (yes this is going to be a busy week) we have received a client request to roll out a previous development re posting and emailing sales documents with an option to email an A4 version of the posted sales invoice whilst printing a continuous stationery version of the same invoice as well as emailing customer statements (not using standard Nav but a previously developed bespoke client statement). [Nav 2016].
First line support activities included confirming how to assign default calendar to a company to resolve recurring journal error [nav2013r2], confirmed reason for Gen Prod Posting error on a journal and how to resolve (assign default to GL code) [Nav 2013] and confirmed default location code by customer already in Nav and queried requirements for restricting some views for warehouse employees. [Nav 2009 RTC].
We did do some chargeable work but this was a question and answer session via telephone and TeamViewer re the results of client transaction tests. [Nav 2016].
First bite for our new remote training service - client booked 2 hours this week.
We also submitted quotes for development requests arising from Q&A session above which have not yet been approved. Also confirmed what change would be required to display amount of settlement discount on posted sales invoice. [Nav 2016].
We now have the database backup (full sql backup) to development BACS extract report for client so we will complete this work (quote approved and PO number confirmed) this week. Also received database backups for more BACS reports required for same client but awaiting details of what is required and then we will quote for. [both Nav 2013r2] We are also due another database backup [Nav 2009 Classic] to complete report changes though we need to chase up approval of quotes pre start.
Received a request for a quote for a new company on the client's existing database. Queried whether quote needs to include customer and vendor masters as well as open transactions. Awaiting response then we will quote for. [Nav 2016].
And finally (yes this is going to be a busy week) we have received a client request to roll out a previous development re posting and emailing sales documents with an option to email an A4 version of the posted sales invoice whilst printing a continuous stationery version of the same invoice as well as emailing customer statements (not using standard Nav but a previously developed bespoke client statement). [Nav 2016].
Monday, 13 March 2017
Week ending 10/3/17
A non chargeable week again. But again active on first line support as follows:
Amended rolling contract billing dates for quarterly and annual contracts. [Nav v4].
Resolved warehousing issues for a new warehouse location for bin and bin contents creation. Fixed errors on bin contents re bin contents type. Never resolved data migration issue re bin creation. Presume this is a 'feature'. [Nav 2009 RTC].
Confirmed process for fixed asset additions and sent on step by step processed based instructions with supporting screen shots to client to confirm how to create a fixed asset record. [Nav 2013r2].
Agreed terminology with client re live, test and local test databases.
Sent links to clients re report changes via MS Word. Also confirmed to same client rules re replenishment. [Nav 2016].
Submitted 2 development quotes for approval but client now decided to upgrade from 2016 to 2017 so no development changes allowed for now. [Nav 2016W1].
On the business front and given our lack of resource for on site support or training, we have created a new remote training service to offer to our current (and new) clients. Also working on an offer for day rates for specific services this week to start April 2017 so watch this space.
That's it for this week folks.
Amended rolling contract billing dates for quarterly and annual contracts. [Nav v4].
Resolved warehousing issues for a new warehouse location for bin and bin contents creation. Fixed errors on bin contents re bin contents type. Never resolved data migration issue re bin creation. Presume this is a 'feature'. [Nav 2009 RTC].
Confirmed process for fixed asset additions and sent on step by step processed based instructions with supporting screen shots to client to confirm how to create a fixed asset record. [Nav 2013r2].
Agreed terminology with client re live, test and local test databases.
Sent links to clients re report changes via MS Word. Also confirmed to same client rules re replenishment. [Nav 2016].
Submitted 2 development quotes for approval but client now decided to upgrade from 2016 to 2017 so no development changes allowed for now. [Nav 2016W1].
On the business front and given our lack of resource for on site support or training, we have created a new remote training service to offer to our current (and new) clients. Also working on an offer for day rates for specific services this week to start April 2017 so watch this space.
That's it for this week folks.
Monday, 6 March 2017
Week ending 3/3/17
A first for the business since we started. No chargeable work at all last week but very busy with first line support calls and sent some quotes to clients for approval as well.
First line support calls included:
Amending VAT statement for new VAT Prod Posting Group after identifying difference on VAT statement to GL reflected missing VPPG. [Nav 2013r2].
Proposed new approach to rapidstart configuration for a new company after bespoke auto synching on item masters between companies wiped item details. Awaiting client feedback. Will start work if they approve approach. [Nav 2016 W1].
Confirmed changes required to GL posting matrix following user testing to get sales types to the correct sales GL code. Suggested other changes re balance sheet GL codes and posting groups to reflect reporting required. [Nav 2016].
Responded to very odd issue re item journal amount not reflecting quantity and unit cost. Suggested TeamViewer best approach but suspect other fields on line may be cause of the issue. [Nav 2009 RTC].
Confirmed best way to view and change bin rankings. [Nav 2009 RTC].
Confirmed approach after client user deleted posted bank statement. Basically we cannot restore posted bank statement and we cannot re-open closed bank ledger entries. Well we can but this would involve creating a bespoke codeunit and getting this added to the client's Nav licence so painful. Approach is leave as is with a missing bank statement but next bank statement will work. And also confirmed not to delete bank statements. [Nav 2013].
Confirmed no start date in addition to end date for Suggest Payments option off payment journal. Offered to quote for but no response from client as yet. [Nav v4].
Amended Goods In development recently delivered to remove some rules pre registering. [Nav 2009 RTC].
Confirmed auto item journal adjustment to bring stock back in after creating and posting a sales invoice for stock was not completed by Nav but a user. Do not get the same issue on local Nav database. [Nav 2009 RTC].
Completed set of change log across 2 databases and multiple companies for client as requested. [Nav 2017].
Quote sent off to add warehouse entry registered user and date to register picks and put aways list.
Quote confirmed and awaiting approval for more US sales tax analysis. [Nav 2013r2].
Re client outstanding work we are still waiting for Nav backups for approved quotes so we can get on with the developments. [Nav 2009, Nav 2013r2].
First line support calls included:
Amending VAT statement for new VAT Prod Posting Group after identifying difference on VAT statement to GL reflected missing VPPG. [Nav 2013r2].
Proposed new approach to rapidstart configuration for a new company after bespoke auto synching on item masters between companies wiped item details. Awaiting client feedback. Will start work if they approve approach. [Nav 2016 W1].
Confirmed changes required to GL posting matrix following user testing to get sales types to the correct sales GL code. Suggested other changes re balance sheet GL codes and posting groups to reflect reporting required. [Nav 2016].
Responded to very odd issue re item journal amount not reflecting quantity and unit cost. Suggested TeamViewer best approach but suspect other fields on line may be cause of the issue. [Nav 2009 RTC].
Confirmed best way to view and change bin rankings. [Nav 2009 RTC].
Confirmed approach after client user deleted posted bank statement. Basically we cannot restore posted bank statement and we cannot re-open closed bank ledger entries. Well we can but this would involve creating a bespoke codeunit and getting this added to the client's Nav licence so painful. Approach is leave as is with a missing bank statement but next bank statement will work. And also confirmed not to delete bank statements. [Nav 2013].
Confirmed no start date in addition to end date for Suggest Payments option off payment journal. Offered to quote for but no response from client as yet. [Nav v4].
Amended Goods In development recently delivered to remove some rules pre registering. [Nav 2009 RTC].
Confirmed auto item journal adjustment to bring stock back in after creating and posting a sales invoice for stock was not completed by Nav but a user. Do not get the same issue on local Nav database. [Nav 2009 RTC].
Completed set of change log across 2 databases and multiple companies for client as requested. [Nav 2017].
Quote sent off to add warehouse entry registered user and date to register picks and put aways list.
Quote confirmed and awaiting approval for more US sales tax analysis. [Nav 2013r2].
Re client outstanding work we are still waiting for Nav backups for approved quotes so we can get on with the developments. [Nav 2009, Nav 2013r2].
Monday, 27 February 2017
Week ending 24/2/17
A quiet week upon which to reflect on what is next for the business. More news on that is a few weeks.
Work completed this week:
Investigated and reported on production costing issue and recommended immediate next steps. [Nav 2009 application, v4 database].
Added a new flowfield to bin table and relevant page. [Nav 2009 RTC].
Liaise with new ERP application providers (client moving away from Nav) to confirm table numbers and names for come key data. [Nav 2009 application, v4 database].
Sent step by step instructions on VAT statements and closing VAT periods. [Nav 2016].
That's it for this week.
Work completed this week:
Investigated and reported on production costing issue and recommended immediate next steps. [Nav 2009 application, v4 database].
Added a new flowfield to bin table and relevant page. [Nav 2009 RTC].
Liaise with new ERP application providers (client moving away from Nav) to confirm table numbers and names for come key data. [Nav 2009 application, v4 database].
Sent step by step instructions on VAT statements and closing VAT periods. [Nav 2016].
That's it for this week.
Monday, 20 February 2017
2 weeks ending 17/2/17
All sorts of issues arising in the last 2 weeks so that had kep us very busy. So apologies no blog last week.
Work completed in the last 2 weeks:
Another on site visit to support Nav 2016 implementation. Primarily focused on Finance department training. Misc support for a Nav 2016 go live in January including permission mods, step by step instructions. Development change re auto emailing posted invoice [Nav 2016] not using standard Nav. On site support visit focusing on assignment of permissions, review of profiles etc. [Nav 2013r2]. Created csv type xms for client for exporting GL entries and register data for user defined dates. [Nav 2017]. Tested and approved developments for a client completed by Solution Centre. [Nav 2017].
So that's it for this week.
Work completed in the last 2 weeks:
Another on site visit to support Nav 2016 implementation. Primarily focused on Finance department training. Misc support for a Nav 2016 go live in January including permission mods, step by step instructions. Development change re auto emailing posted invoice [Nav 2016] not using standard Nav. On site support visit focusing on assignment of permissions, review of profiles etc. [Nav 2013r2]. Created csv type xms for client for exporting GL entries and register data for user defined dates. [Nav 2017]. Tested and approved developments for a client completed by Solution Centre. [Nav 2017].
So that's it for this week.
Monday, 6 February 2017
Week ending 3/2/17
Another week goes by.
Work completed last week included completing the Goods In development and delivered to client [Nav 2009 RTC], changes to Nav 2-17 role centres, completing soft planning production development (and delivering with step by step instructions) [Nav 2016], fixing (actually a work around) currency factor issue on credit memo bespoke development [Nav 2016], completing final alignment changes to cheque remittance report for pre printed stationery [Nav 2009 Classic] and an on site support client visit [Nav 2013r2].
Plans for this week include 2 client visits - 1 for on site training [Nav 2016] and the other for on site support [Nav 2016]. The remainder of the week will focus on the new company creation on a PL database which is taking much longer than expected due to database synch issues and the PL add on.
That's it for this week.
Work completed last week included completing the Goods In development and delivered to client [Nav 2009 RTC], changes to Nav 2-17 role centres, completing soft planning production development (and delivering with step by step instructions) [Nav 2016], fixing (actually a work around) currency factor issue on credit memo bespoke development [Nav 2016], completing final alignment changes to cheque remittance report for pre printed stationery [Nav 2009 Classic] and an on site support client visit [Nav 2013r2].
Plans for this week include 2 client visits - 1 for on site training [Nav 2016] and the other for on site support [Nav 2016]. The remainder of the week will focus on the new company creation on a PL database which is taking much longer than expected due to database synch issues and the PL add on.
That's it for this week.
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