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Clients First knows their software, but they are also astute business people, and they really understand manufacturing and distribution in particular.
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Posts Tagged ‘connecticut’

Dynamics NAV Navision – Implementing Mandetory Fields

Friday, April 20th, 2012

Probably this is the feature most missing from Navision. As a record is instantly saved when it’s primary key is populated, it’s almost impossible to make fields mandatory. There are simply no perfect solutions for this problem. Some of the wrong ones I managed to come up with are discussed here.

Managerial control

Set important fields red. Create a report that shows records that have missing fields, f.e. :

(OnPreSection trigger)
Global variables:
ShowRecord – Boolean
ErrorText: Text – 1024

Global Text Constants:
Text001: “is missing.”


If Description='' then begin
    ErrorText+= FIELDCAPTION(Description) + ' ,';

If "Unit Price"=0 then begin
    ErrorText+= FIELDCAPTION("Unit Price") + ' ';

ErrorText+= Text001; (more…)

How to use Pivot Tables in Excel

Monday, March 26th, 2012

Here is an ‘oldie but a goodie’ from our original site that we’ve had people ask for often.  This is more relevant for Microsoft Office 2003.  These can be used nicely with all our ERP packages including:

  • Microsoft Dynamics NAV (Navision)
  • Microsoft Dynamics AX (Axapta)
  • Epicor 9
  • Microsoft Dynamics GP (Great Plains)
  • Microsoft Dynamics SL (Solomon)
  • Sage MAS90, MAS200, MAS500 (MAS 90, MAS 200, MAS 500)
  • SAP Business One

PivotTable Reports 101

Let’s suppose you’ve compiled a large list of data – for example, sales figures for every product your company makes. But now you’re ready to distill some meaningful information from the data. For example, you might want to answer the following questions:

· What is the total sales for each product by region?

· Which products are selling best over time?

· Who is your highest-performing salesperson?

For these and other questions, you can create a PivotTable® report – an interactive table that automatically extracts, organizes, and summarizes your data. You can then use the report to analyze the data – for example, make comparisons, detect patterns and relationships, and analyze trends.


Read on to discover what you can do with a PivotTable report.


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.

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.

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.


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…)