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
Category: How To NAV
Sales Shipment and Partial Invoicing for Lot Enabled Items in Dynamics NAV 2017
**UPDATED** August 30, 2018 to include code that Microsoft provided to correct this issue. We have discovered a bug in Microsoft Dynamics NAV 2017 when creating a sales order for lot enabled items. To use this functionality, we have created a workaround so that you can create a sales order for a lot enabled item… Continue reading Sales Shipment and Partial Invoicing for Lot Enabled Items in Dynamics NAV 2017
How To Disable Posting Negative Inventory in Microsoft Dynamics NAV
Prior to Microsoft Dynamics NAV 2013 R2, developers had to customize Dynamics NAV to disable posting negative inventory, but in NAV2013R2 Microsoft have starting offering this feature as standard. One can now set up so that outbound posting that brings inventory below zero is blocked. This can be set up per item or for all… Continue reading How To Disable Posting Negative Inventory in Microsoft Dynamics NAV
Dynamics NAV Coffee Break Purchase Order Processing
Logging into Dynamics NAV as a Purchasing Agent, Gwen walks through the steps to process a purchase order completely. She covers everything from initial set up of the purchase order, options for posting and sending to the vendor, and where to find the purchase order after it has been posted. Gwen demonstrates a different type… Continue reading Dynamics NAV Coffee Break Purchase Order Processing
Microsoft Dynamics NAV Cost Roll Procedure
The information below explains the steps to follow while rolling standard costs in Dynamics NAV. The process is relatively simple, but the goal of this document is to explain the importance of each step: and what is accomplished in those steps. So while this may appear to be a long blog, stick with is as… Continue reading Microsoft Dynamics NAV Cost Roll Procedure
How to Save Commonly Used Filters in Dynamics NAV
Often when we work in Dynamics NAV, we use the same filters and settings over and over again. You might have a customer list that you pull to review every month, or a set of invoices you need to print to PDF weekly, or a set of GL accounts in our Chart of Accounts that… Continue reading How to Save Commonly Used Filters in Dynamics NAV
Dynamics NAV Coffee Break: Tax Exempt Setups Made Easy
Does this sound familiar…you have a client that receives a particular product or service that is taxable in one state, and another client that receives the same product (or service) in a different state that does not tax that particular service or product? Just thinking about it can be taxing. However, there is a way to… Continue reading Dynamics NAV Coffee Break: Tax Exempt Setups Made Easy
Microsoft Dynamics NAV 2018 Employee Expenses and Payments
Overview of Employee Expenses and Payments in Dynamics NAV 2018 A notable new feature added in Dynamics NAV 2018 is the ability to post transactions to employee records. Up until this recent version, end-users that wanted to reimburse their employees for incurring expenses out of their own pocket often resorted to setting up vendor cards… Continue reading Microsoft Dynamics NAV 2018 Employee Expenses and Payments
Dynamics NAV Coffee Break: Employee Ledger Entries
The latest release of Microsoft Dynamics NAV, NAV 2018, offers a new feature called Employee Ledger Entries. This feature allows you to pay your employees with the same ease and efficiency as a vendor. Gwen demonstrates how to use this functionality to improve your efficiency. She walks through how to edit an Employee Card, update… Continue reading Dynamics NAV Coffee Break: Employee Ledger Entries
Dynamics NAV Coffee Break: Posting into a Closed Year
How many times has this happened to you? You think you have successfully closed out the year in Microsoft Dynamics NAV only to find out after the fact that there is a change you need to make? It is a common occurrence for Dynamics NAV users. In this installment of the Dynamics NAV Coffee Break,… Continue reading Dynamics NAV Coffee Break: Posting into a Closed Year