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
Category: How To
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
How to Decipher an EDI Functional Acknowledgement
Reading a Functional Acknowledgement When sending an EDI document such as an 810 – a sales invoice –the Trade Partner will generally send back a 997 Functional Acknowledgment (FA) in acknowledgement of receipt. The Trade Partner will tell you whether the document was Accepted, Accepted with Errors, or Rejected. Some Trade Partners will also give… Continue reading How to Decipher an EDI Functional Acknowledgement
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
Microsoft Dynamics NAV 2016 1099 Tax Form Preparation
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
Microsoft Azure and Multifactor Authentication
Multifactor Authentication or MFA for those in know, is a method of logging into your various devices. You may be familiar with MFA from using physical fobs to generate an authentication number. Typically, you log in with a user name and a single form of authentication being the password. As cloud technology progresses, security needs… Continue reading Microsoft Azure and Multifactor Authentication