Consolidating Financial Data in Microsoft Dynamics NAV or Business Central

With roots that go back to Denmark in the 1980s, Microsoft Dynamics NAV and Dynamics 365 Business Central offers strong multinational and complex accounting capabilities—including the ability to handle consolidations—that other ERP solutions do not. Some organizations need to consolidate financial data for multiple business units or legal entities, while others have subsidiaries that report… Continue reading Consolidating Financial Data in Microsoft Dynamics NAV or Business Central

Run The Close Year End Process in Microsoft Dynamics 365 Business Central

In Microsoft Dynamics 365, the Close Income Statement batch job transfers the year’s results to a Retained Earning account in the balance sheet and closes all the income statement accounts. This process creates a journal, which is posted manually. When an additional reporting currency is used, the system will post the additional currency directly to… Continue reading Run The Close Year End Process in Microsoft Dynamics 365 Business Central

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

Using Purchase Order Dates in Microsoft Dynamics NAV 2017

Date fields on NAV 2017 purchase orders can be confusing, but used correctly, they will improve your purchase order processing. The dates are designed to allow you to schedule the receipt of product in time to meet your shipment commitments and your customer’s delivery expectations. There are ten dates that can be used when processing… Continue reading Using Purchase Order Dates in Microsoft Dynamics NAV 2017

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

Microsoft Dynamics Business Central or NAV: Creating a Customer Requirement

This blog explains how to create a simple Customer Requirement in Microsoft Dynamics Business Central or NAV. Requirements are: Add a new Table and Page Designation containing three fields: Code, Description and Disabled Add a new Field in the Resource table, Designation Code The user should be able to select the Designation Code in the Resource… Continue reading Microsoft Dynamics Business Central or NAV: Creating a Customer Requirement

How to use Workflows to Set Up an Industry Practice in Microsoft Dynamics NAV or Business Central

A workflow is an easy way to connect business processes to the best industry practices. This functionality is available in Dynamics NAV 2016 and later, as well as Dynamics Business Central. The workflow module provides a platform to build instructions for automated commands. This functionality is for automating processes such as email, notifications, and approvals.… Continue reading How to use Workflows to Set Up an Industry Practice in Microsoft Dynamics NAV or Business Central

Correcting Errors in Dynamics NAV – Publish Extension Error and Could Not Open Specified Startup Page

Publish Extension Error If you encounter an error when trying to publish an extension from VSCode in Microsoft Dynamics Business Central or NAV, use the following to correct it. The error will look like this: The request for path /DynamicsNAV130/dev/metadata failed with code InternalServerError. Reason: NetFx40_LegacySecurityPolicy is enabled and must be turned off in the Microsoft.Dynamics.Nav.Server.exe.config… Continue reading Correcting Errors in Dynamics NAV – Publish Extension Error and Could Not Open Specified Startup Page

Replicating Data from Microsoft Dynamics NAV On Premises to Dynamics Business Central SaaS

To replicate a database from Microsoft Dynamics NAV on premises to Dynamics Business Central SaaS, follow these steps: NOTE: In this example, a Microsoft Dynamics NAV (on premises) Name Database has been restored as BC SaaS Testing. Copy the company “Cronus USA” using the Copy function, Create a New Company, and name it BCSaasTesting. Open… Continue reading Replicating Data from Microsoft Dynamics NAV On Premises to Dynamics Business Central SaaS