Prepare Early Although the end of the year may still seem far away, starting your preparations now will ensure you are prepared and have time to tackle any challenges you may encounter. As part of that preparation, it is a good idea to review your 1099 reports and settings in Microsoft Dynamics NAV: 1099s should… Continue reading Microsoft Dynamics NAV 2016 1099 Tax Form Preparation
Category: How To 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
Microsoft Dynamics NAV – Adding Favorites to the Home Page
In the more current versions of Microsoft Dynamics NAV you are able customize your Home page similar to the old ‘Shortcuts’ in earlier versions of NAV. One of the appealing attributes of Dynamics NAV is the ability to personalize your user experience. Customizing, or personalizing, the home screen is easy to do, making your work… Continue reading Microsoft Dynamics NAV – Adding Favorites to the Home Page
Using NAV Item Journal to Issue Items to Different Expense Accounts
Scenario: You would like to Debit different General Ledger Expense Accounts when you issue stockroom material using the Dynamics NAV Item Journal. For instance, if the engineering department uses stock room inventory for a project, you would like to debit the Engineering Expense Account for the cost of the inventory. Without doing any additional setups,… Continue reading Using NAV Item Journal to Issue Items to Different Expense Accounts
Conflicting Dimensions in Microsoft Dynamics NAV
In Microsoft Dynamics NAV you are able to specify or prevent a dimension on any master record. Examples of master records include the Item card, G/L Account, Customer Card, and Vendor Card. Occasionally the Dimensions specified on 2 different master records may conflict. Read on to learn how to resolve should you run into this issue.… Continue reading Conflicting Dimensions in Microsoft Dynamics NAV
New and Changed Item Setups for MRP Planning in Dynamics NAV 2013
The MRP planning functionality beginning with Microsoft Dynamics NAV 2013 has some changes from the previous versions of NAV to be aware of when setting up items for MRP planning. If we look at the Planning Tab of an Item Card, we can see the following new fields: Dampener Period Dampener Quantity Lot Accumulation Period… Continue reading New and Changed Item Setups for MRP Planning in Dynamics NAV 2013
Which GL Account Will Purchase Receipts and Invoices Post to?
The other day, the question came up about how to determine which Dynamics NAV General Ledger Accounts are posted to for a Purchase Receipt and Invoice. First, we need to find our way to the Item Ledger Entry for the receipt you want to analyze. Figure 1 – Item Ledger Entry showing the receipt to… Continue reading Which GL Account Will Purchase Receipts and Invoices Post to?
Emailing Document Reports in Microsoft Dynamics NAV 2016
One of the new features in Dynamics NAV 2016 is the ability to email document reports directly to customers. This post gives step-by-step instructions on how to use this new feature in various scenarios. Sending an Email Confirmation This is a fairly common occurrence and should be a simple process: your customer requests an order;… Continue reading Emailing Document Reports in Microsoft Dynamics NAV 2016
Purchasing Lead Time in Microsoft Dynamics NAV
There are actually two Purchasing Lead times in Dynamics NAV. If we look at the Replenishment and Planning Tabs of a Dynamics NAV Item Card or SKU Card, we see Lead Time Calculation and Safety Lead Time. The Lead Time Calculation is what most people would call Purchasing Lead Time. The reason it is called… Continue reading Purchasing Lead Time in Microsoft Dynamics NAV
A Brief Definition of Time in Microsoft Dynamics NAV Manufacturing
In order to set up Routings in Dynamics NAV and understand their Cost Accounting effects, one needs to know how time is defined. In a Routing there are ‘Value Added Times’ and times just for scheduling purposes. Value Added Times Setup Time – The time to set up a machine or to get ready to… Continue reading A Brief Definition of Time in Microsoft Dynamics NAV Manufacturing