Category: How To NAV

There are times when it becomes necessary for a company to revalue inventory. This blog entry explains how to revalue inventory using the Revaluation Journal in Dynamics NAV. NOTE: Because Standard Cost is handled differently, I will explain it in a future entry and deal only with costing Methods of FIFO, LIFO, Average, and Specific… Continue reading Revaluing Inventory with Microsoft Dynamics NAV Revaluation Journal

In my last blog, How to Create a Sales Credit Memo in Microsoft Dynamics NAV 2009R2 (http://www.archerpoint.com/blog/Posts/microsoft-dynamics-nav-2009r2-how-create-sales-credit-memo), I demonstrated how to create a Sales Credit Memo and would advise reading that blog before you read this one. In this blog, I will explain and demonstrate how to reverse a sales entry using the Copy feature… Continue reading Reversing a Sales Entry in NAV 2009R2 – Creating a Sales Credit Memo

In a production environment where the production cycle is long (greater than one week) and you want to schedule in component material on a just in time basis, you can use Routing Link Codes in Dynamics NAV. Routing Link Codes are used to make an association between a routing operation step and the BOM components… Continue reading Using Routing Link Codes in MRP Planning in Microsoft Dynamics NAV

Not too long ago, one of my customers had an issue with the RTC that we needed to debug. Instead of using the Visual Studio debugger, this customer was used to reproducing the problem in the Classic client, and debug the process there. The perception was that running the Visual Studio debugger was very difficult,… Continue reading Step by Step – Debugging the NAV 2009 RTC

I was recently asked about Cycle Counting and how Microsoft Dynamics NAV updated the ‘Next Counting Period’ on an Item Card.  By following the process below, the inventory quantity will be updated, the financial adjustment will be posted to the General Ledger, and the “Next Counting Period’ will be updated. Define the counting periods in… Continue reading Setting Up Cycle Counting with Warehouse Management in Dynamics NAV

The Sales Credit Memo feature is part of Microsoft Dynamics NAV 2009R2’s out-of-the-box functionality and is a feature used by users daily. In this blog, I will explain how to use this convenient feature by demonstrating how to create a Sales Credit Memo. NOTE: If you would like to read the summary on how to… Continue reading Microsoft Dynamics NAV 2009R2 – How to Create a Sales Credit Memo

In my last blog, Microsoft Dynamics NAV 2013: Service Contracts Part 1 – Periodic Invoicing (and I suggest you read that first), I discussed how to manage the invoicing portion of your service contracts, but that is only half of the process. While some may argue that the invoicing half is really the only half… Continue reading Dynamics NAV 2013: Service Contracts Part 2 – Service Order Processing

A bank reconciliation is used to reconcile the bank balance recorded in Microsoft Dynamics NAV with the balance on the bank statement. This process includes clearing ledger entries that match bank statement transactions, monitoring differences due to outstanding transactions, and recording adjustments when company and bank records differ. For example, if the balance on a… Continue reading Microsoft Dynamics NAV 2009R2: How to Create a Bank Reconciliation

In the last three Microsoft Dynamics NAV 2013 implementations I have worked on, each client provided service on the equipment they sold to their customers. They also offered their customers a service contract that covered the planned maintenance of the equipment for a set fee. Dynamics NAV 2013 Service Contracts allowed them to manage this… Continue reading Microsoft Dynamics NAV 2013: Service Contracts – Periodic Invoicing

You may not know that you can perform calculations in a numeric field inside of Microsoft Dynamics NAV. Doing the math inside the cells will save you time, rather than having to go to Microsoft Excel or using a calculator. Note you are not able to use parentheses (), as Dynamics NAV only works with basic… Continue reading Microsoft Dynamics NAV Quick Tip: Become Speedier with Calculations