Using Sales Order Dates in Microsoft Dynamics NAV 2018

Date fields on NAV 2018 sales orders can be confusing, but used correctly, they will improve your sales order processing. The dates are designed to allow you to plan the shipments to meet your customer’s delivery expectations. There are ten date options when processing sales orders in NAV 2018. Six are on the sales header,… Continue reading Using Sales Order Dates in Microsoft Dynamics NAV 2018

Setting Up and Using Time Sheets in Microsoft Dynamics NAV 2018

For companies that use Microsoft Dynamics NAV and have employees who need to track time against a job, for service, or for HR, there is a feature that does not typically get attention during the initial implementation or if your company is growing. This blog explains how to set up and use the Time Sheets… Continue reading Setting Up and Using Time Sheets in Microsoft Dynamics NAV 2018

Using Jobs and Work Type Codes to Control Job Costs and Prices in Microsoft Dynamics NAV or Business Central

In Microsoft Dynamics NAV or Business Central, you can use work type codes to control your job costs and prices. On the Resources card, you can have a general rate for the resource, but for the work type, you can control the rate based on a state they work in or the type of work… Continue reading Using Jobs and Work Type Codes to Control Job Costs and Prices in Microsoft Dynamics NAV or Business Central

Costing and Production Options in Microsoft Dynamics NAV

Microsoft Dynamics NAV can help companies in so many ways: streamlining accounting procedures, simplifying invoicing, and increasing efficiency of supply chain operations to name just a few. However, the software’s effectiveness is only as good as its use. We often find clients who have forgotten to conduct regular processes. While not an ideal situation, there… Continue reading Costing and Production Options in Microsoft Dynamics NAV

Two Options for Running Adjust Cost in Dynamics NAV When It Has Not Been Done Regularly

Running a successful business requires the ability to plan, forecast, and make strategic business decisions. To make these kinds of effective decisions you need access to reliable data: you need to know, on a real-time basis, what your costs and profits are. Fortunately, with Microsoft Dynamics NAV, the system does that for you: it updates… Continue reading Two Options for Running Adjust Cost in Dynamics NAV When It Has Not Been Done Regularly

Create a Test Company in Microsoft Dynamics NAV

There are some very good reasons why you would want to have a test company setup for Dynamics NAV, including new employee training, exploring process changes, or before adding new, or updating existing, functionality. Having a test company allows you to examine the cause and effect of making changes to your master data (customers, items,… Continue reading Create a Test Company in Microsoft Dynamics NAV

Getting the Most out of NAV by Creating On-the-Fly List Reports or Saved Views

In this blog, we will explain how to create saved views to help in your daily work process. When you think of how to make your day more efficient, think about what data or groups of data you need to see on a regular basis. Inside of NAV you can have different list views – the… Continue reading Getting the Most out of NAV by Creating On-the-Fly List Reports or Saved Views

Tracking Employee Absences in the NAV RoleTailored Client

When it comes to tracking absences at a company, there are multiple solutions to make this happen. You could use Excel, a third party payroll system, or one of many other tools. Today I am going to go over using the Microsoft Dynamics NAV (Navision) RoleTailored Client for tracking absences. Some reasons to track absences:… Continue reading Tracking Employee Absences in the NAV RoleTailored Client