If you have a test database, at some point in time you will be asked to refresh this with the current live data, especially when testing. I am often asked how to copy the live database into the test database so accurate testing of a development request can be done. In this blog, you will… Continue reading NAV 2013 R2: How to Back up a Live Database and Refresh a Test Database
Category: How To NAV
Microsoft Dynamics NAV 2009 Classic Client – How to Set Up the Job Queue
I’m often asked to schedule processes in Microsoft Dynamics NAV. This blog explains how to do so in the Classic Client. From MSDN: Job Queues in Dynamics NAV enable you to specify, request, and control when certain processes are run, such as the processing of a report or executing a codeunit. You enter your requests… Continue reading Microsoft Dynamics NAV 2009 Classic Client – How to Set Up the Job Queue
Microsoft Dynamics NAV 2015: How to Run the Close Year End Process
In Microsoft Dynamics NAV 2015, the Close Income Statement batch job transfers the year’s results to a Retained Earning account in the balance sheet and closes all of 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… Continue reading Microsoft Dynamics NAV 2015: How to Run the Close Year End Process
Microsoft Dynamics NAV: How to Use Purchase Order Dates
Date fields on Microsoft Dynamics NAV sales and purchase orders can be confusing but very beneficial if used correctly. The dates are designed to allow you to: To learn about using sales order dates, read my recent blog, How to Use Sales Order Dates in Microsoft Dynamics NAV. Following are instructions on how to use… Continue reading Microsoft Dynamics NAV: How to Use Purchase Order Dates
What You Need to Know About the NAV Item Card Replenishment Fast Tab
There are two fast tabs on the item card that tell the system about replenishing the item: The Replenishment fast tab and the Planning fast tab. This blog explains what the fields on the Replenishment fast tab do. Show the Replenishment fast tab. Figure 1. The Replenishment fast tab. Click the arrow in the Replenishment… Continue reading What You Need to Know About the NAV Item Card Replenishment Fast Tab
How to Use Sales Order Dates in Microsoft Dynamics NAV
Date Fields on Microsoft Dynamics NAV sales and purchase orders can be confusing, but very beneficial if used correctly. The dates are designed to allow you to: The Requested Delivery Date field allows you to record the date by which the customer wanted to receive the goods. This date is not recalculated in NAV, so… Continue reading How to Use Sales Order Dates in Microsoft Dynamics NAV
Microsoft Dynamics NAV 2015: Simplified Email with a Report Attachment
Microsoft Dynamics NAV 2015 has simplified emailing documents with a report attachment feature. You can now open a Posted Sales Invoice Document and then select Print and Send to Email as an Attachment and it will automatically create an outgoing Microsoft Outlook Email with a copy of the Posted Sales Invoice as an attachment and… Continue reading Microsoft Dynamics NAV 2015: Simplified Email with a Report Attachment
Dynamics NAV 2015 Automated Banking Services Using AMC
One of the coolest new features of Dynamics NAV 2015 is a partnership with AMC-Consult A/S. As a result of this partnership, users are allowed to extend many of the day to day banking features of NAV to your bank’s services. Some examples of these services are creating a Positive Pay file, and Importing Bank… Continue reading Dynamics NAV 2015 Automated Banking Services Using AMC
How to Use “Item Type” for Non-Stock Items
One of the least known features in Microsoft Dynamics NAV is the “Type” field on the item card. This is a new field that provides some functionality that did not previously exist in NAV. Most of us aren’t aware of this field because you don’t see it on the item card page. You can identify… Continue reading How to Use “Item Type” for Non-Stock Items
How to Perform Bank Reconciliations in Microsoft Dynamics NAV 2015
Bank reconciliations have changed in several ways in Microsoft Dynamics NAV 2015: This blog provides a quick how-to for performing bank reconciliations in NAV 2015. Bank Reconciliations can be found Departments/Cash Management. Figure 1. Bank Reconciliations screen. NOTE: If you have not previously done a bank reconciliation for this bank account in NAV, you… Continue reading How to Perform Bank Reconciliations in Microsoft Dynamics NAV 2015