‘Microsoft Dynamics NAV’ Category

Dynamics NAV (Navision) – Export to Microsoft Word & Excel with the click of a button

Wednesday, March 7th, 2012

You have a form open and you want to copy it over to Excel. Just click a button. Sure, you’ve always been able to copy and paste to Excel from NAV, but now, with the click of a button, the entire form is sent to Excel, including a worksheet for each header tab, plus a worksheet for the data. No selecting the data, no opening Excel, no adding information so you can remember what this data relates to. BAM! It’s done.

The lines of the purchase order are shown in the sample, but note the other tabs that provide header information.

You want to send a letter to a customer, either hard copy or email. Just open the Customer Card and click on the “Send to Word” button. BAM! It populates the letterhead with your logo, customer address, etc., then all you have to do is type in your message. If you’re the primary salesperson for this customer, your name is also printed at the bottom of the document. Print it, sign it, and mail it; or if you’re using Outlook, just do a send email and send it as an attachment to your customer.

Automatic ‘Send to Excel’ and ‘Send to Word’ capability was introduced in Microsoft Dynamics NAV 5.0 and uses Style Sheets to format the output from almost any NAV form, excluding matrixes, to a Word document or Excel Workbook. Just click a button, and the information will be displayed on a document or spreadsheet that is opened automatically. The output is pre-formatted using the Style Sheets with row header, tab description, field names, etc. inserted for you. It’s a great tool and its uses are only as limited as your imagination.

Don’t like the format of the Word or Excel documents? Clients First will be happy to customize the Style Sheets that create the outputted document for you. Need more Style Sheet options? We’re here to help you out. Are you already on NAV 5.0 or above and clicking on the buttons isn’t doing anything? Call your Support Rep, there is some installation needed to activate this feature.

Already using this functionality and want more control without contacting your Clients First Support Rep? New functionality has been introduced with Version 2.0 of the Style Sheet Tool for Microsoft Dynamics NAV which provides the end user with tools, including a Style Sheet card/form, which allows you to choose some field and formatting options for documents. Also included are improvements for date formatting, Mail Merge document properties, Style Sheet Tool Objects, and more. This upgrade is only available on NAV 2009 and NAV 5.0 SP1.

Please contact Clients First for more information. Thanks to Karen Wevick from our Alabama office.

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Implementing Dynamics NAV 2009 (Navision)

Wednesday, March 7th, 2012

Here is the detailed description from a new book by David Roys and Vjekoslav Babic. It describes step by step how to implement this power ERP solution. If used properly, it can help reduce you implementation costs when using a firm such as ourselves.

(more…)

Tags: connecticut, ct, Delaware (DE), discount, manhattan, new jersey, new york, new york city, nj, ny, pa, pennsylvania, price quote, pricing, quote
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Navision Microsoft Dynamics NAV – How to setup Cost of Goods Sold (COGS) for the CPA

Monday, March 5th, 2012

Here is an overview of how to properly setup the COGS account in Navision.

When a purchase of inventory is made, 4 accounts are hit:

Inventory
A/P
Purchases
Direct Cost Applied

When the items are sold, 4 accounts are hit:

Inventory
A/R
Sales
COGS

In this case, the COGS is automatically calculated and posted to your COGS account. The COGS posted by NAV is ALWAYS correct. Don’t assume otherwise. Typically, when a CPA (= Certified Public Accountant) report COGS, it’s calculated and displayed based on the following formula:

Beginning Inventory
+ Purchases
- Inventory Adjustment
- Ending Inventory = COGS It has brought to my attention that this formula gives all sorts of problems with companies using NAV to use the account schedules and give a proper financial statment to the CPA’s desire. This calculation is actually pretty easily defined in the NAV account schedules. Let’s say you have the following Chart of Accounts (based on US accounts): (more…)

Tags: advise, connecticut, costing, ct, Dynamics NAV, navision, new jersey, new york, nj, ny, pa, pennsylvania, Tips and tricks
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Navision Tip. Use the built in calculator!

Monday, February 20th, 2012

$See full size image$ Did you know that you can do math in any number field in Navision?
In any field that will take a number, such as quantity or price, you can enter a formula and Nav will calculate the answer for you.

This formula can use the operators +, -, *, and / for addition, subtraction, multiplication and division respectively, and can be as simple or as complex as you’d like.
Just type your formula into the number field and then tab or click to the next field, your formula will be replaced with the answer, ie 5+12 becomes 17.

Nav follows standard mathematical order of operations rules, meaning multiplication and division operations are performed before addition or subtraction ones.

Tags: connecticut, ct, Dynamics NAV, navision, new jersey, new york, nj, ny, pa, pennsylvania
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Security for Microsoft Dynamics NAV (Navision)

Tuesday, February 7th, 2012

Importance of Protecting your Data via Security

Implementing Microsoft Dynamics NAV gives your business the ability to see all aspects of your business in one place. It is important to keep this information secure. Employees should have their access limited to the information necessary to perform the tasks related to their job. With that being said, you also need to limit what they can do with the information.

Locking down the ability to delete records, modify post transactions, change fields are essential to ensure the continuity and accuracy of transactions.

Create End-User Documentation – In order for the System Administrator and Implementation Specialist to know what permissions are needed it is important for the users to document the processes they are doing on a daily basis. Please see the following blog post “ERP Documentation-Why it’s so important” for more information.

Create Security Roles – Roles should be defined by specific tasks performed by Users. For example – your Customer Service department enters orders, your warehouse ships the orders and your accounting department posts the invoices. Therefore separate Roles should be created for Sales Order Entry, Sales Order Posting, and Sales Order Shipping. This ensures that each step of the process is reviewed and posted by the appropriate staff.

It is always better to assign too little than too much. When a user tries to do a task that he/she has not been granted permissions to they will receive an error message with the exact permission they are lacking. It is then up to the System Administrator to decide if that permission is warranted for that particular user.

NAV Easy Security is an add-on to NAV that makes it quite painless to assign permissions for multiple users across multiple groups and companies. Among its benefits are

Ability to create groups of roles
Ability to assign users the same permissions as another user – this way you only have to maintain one user.
Use "Permissions as User ID"
Summary of permissions for a login
Ability restore previous permissions with Restore Points
Simplified administration
Easily add multiple roles or objects
Add relations based on Source Code

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