The Physical Inventory Process is a fairly straight-forward function within Dynamics NAV with most companies adding their own specific nuances to meet the unique needs of their company. In this latest installment of our NAV Coffee Break video series, Gwen provides a foundation of the process. She walks through the steps of the process and… Continue reading Dynamics NAV Coffee Break – Physical Inventory Process
Category: How To NAV
Dynamics NAV Deep-Dive: Item Availability By Location
Looking for some clarity regarding the availability information in Dynamics NAV? This blog explains the availability information that displays when the “Item Availability by Location” option is selected. This option is available from several screens, but it typically accessed from the Item Card. Multiple View Options The first thing to note about the Item Availability… Continue reading Dynamics NAV Deep-Dive: Item Availability By Location
Dynamics NAV Coffee Break-Recording the Sale of a Fixed Asset
Recording the sale of a fixed asset: hopefully this is a task you will have to perform often. To ensure the process goes smoothly, Gwen demonstrates the process step-by-step. She walks through everything from calculating depreciating assets, to creating invoices, to finalizing and recording the sale. Watch this short video to see how smooth recording… Continue reading Dynamics NAV Coffee Break-Recording the Sale of a Fixed Asset
Dynamics NAV Coffee Break – Creating Budgets in NAV
There are three main ways to create a budget in Dynamics NAV: manually entering; exporting from NAV to Excel then reimporting back into NAV; and finally, coping a previous budget from the general ledger and saving as your new budget. This short video walks through a demonstration of each of these methods with easy to… Continue reading Dynamics NAV Coffee Break – Creating Budgets in NAV
Increase Warehouse Efficiency Using Dynamics NAV: Maximize Storage Density
Maximizing storage density may not have the most immediate impact on costs, but if you have not maximized your storage density, then the chances of needing to move to a larger facility, or renting space at an outside warehouse will eventually be an issue for you. Many times the cost to maximize your storage density… Continue reading Increase Warehouse Efficiency Using Dynamics NAV: Maximize Storage Density
Microsoft Dynamics NAV – Who Did What and When
How many times have you seen a transaction posted in Dynamics NAV that you just knew wasn’t right? Maybe the numbers looked off, or the date was wrong, or perhaps you are just curious who entered the transaction; or better yet, how to fix an entry to ensure accuracy. This short video will walk you… Continue reading Microsoft Dynamics NAV – Who Did What and When
Dynamics NAV How-To Program Lookups
Often in NAV development, we have times on pages when we need to do a lookup into a table, find a record, and return it to our original page. There are some super-easy ways to do this that come with constraints, and some less-easy ways to do this that are significantly more robust. I’ll try… Continue reading Dynamics NAV How-To Program Lookups
Microsoft Dynamics NAV Filters and Formulas
Dynamics NAV is a fantastic tool and provides a lot of information. Sometimes it can be too much to sort through all the information when using NAV. This short video provides some tips on how to set up filters and formulas so you can easily access information in NAV. It covers using wild cards,… Continue reading Microsoft Dynamics NAV Filters and Formulas
Dynamics NAV How To: BLOB Fields and GUIDs as Primary Clustered Key
Security — Sensitive Data Encapsulation Early this year the Microsoft Dynamics NAV blog published an article entitled, “Design Pattern: Security – Sensitive Data Encapsulation.” Table 1261 Service Password is used as an example in the article. However, what really caught my eye (and ultimately led to this article) was the use of GUID as the… Continue reading Dynamics NAV How To: BLOB Fields and GUIDs as Primary Clustered Key
Dynamics NAV EDI Functional Acknowledgement Status Page
Lanham’s EDI includes several underutilized tools. One of those is the Functional Acknowledgement (FA) Status Page. When you send an EDI document such as an 810 – a sales invoice – the receiver will send back a 997 Functional Acknowledgment to acknowledge receipt of the document. Figure 1 – The Functional Acknowledgement Status Page in… Continue reading Dynamics NAV EDI Functional Acknowledgement Status Page