We frequently see NAV Users who have set up their Interim COGS Account incorrectly. This might not have a significant effect in some cases, but in others it can be. The purpose of the Interim COGS Account is to record inventory value that has shipped but has not been invoiced to the customer. It is… Continue reading Understanding the Interim COGS Account in Microsoft Dynamics NAV
Category: How To
NAV 2016: How to Set Up and Use the Positive Pay Feature
Microsoft Dynamics NAV has introduced a new feature in NAV 2016 to help you reduce fraudulent transactions with your bank. This feature is called Positive Pay. In my opinion, it should be called Positively Positive-Positive Pay, as it is both easy to use and can help protect your organization. Setting up Positive Pay and using… Continue reading NAV 2016: How to Set Up and Use the Positive Pay Feature
Preparing Dynamics NAV for a Happy 2016
Before you pop that bottle of champagne to usher in the new year, there are some things we often forget to do that will make returning to work a little easier after the holidays. Making these changes now will mean much smoother sailing into 2016…at least as far as Microsoft Dynamics NAV is concerned. Posting… Continue reading Preparing Dynamics NAV for a Happy 2016
Dynamics NAV 2016: Unrealized Sales Tax for Cash Based Companies
In a recent implementation I was involved with, ArcherPoint was tasked with combining two separate entities, one cash based and one accrual based, into one NAV company (not one database) while still being able to run financials separately for each entity within the company. Easy, right? No! An incredible challenge is a bit more accurate… Continue reading Dynamics NAV 2016: Unrealized Sales Tax for Cash Based Companies
Dynamics NAV Role Tailored Client – Add a Factbox in a Document Page
(Applies to NAV 2013, NAV 2013 R2, NAV 2015 and NAV 2016) Suppose we want an Item Image to be displayed in the Sales Order When Selected in Sales Order Sub form. Let’s create a FactBox for displaying the item Image that we will attach to the Sales Order Page. For this demo I am… Continue reading Dynamics NAV Role Tailored Client – Add a Factbox in a Document Page
How to Create Drop Shipments in Microsoft Dynamics NAV 2015
Need to ship an item directly from the Vendor to the Customer? Let’s walk through how to set up NAV 2015 to be able to handle this process. A drop shipment is a shipment of an item or a consignment of items from one of your vendors directly to one of your customers. Before you… Continue reading How to Create Drop Shipments in Microsoft Dynamics NAV 2015
Microsoft Dynamics NAV Time Saver – Using Standard Journal Entries
EDITOR’S NOTE: It’s Veteran’s Day! ArcherPoint salutes the brave men and women who serve and have served in the US Armed Forces defending our great country. Your service is very much appreciated. If I could save hours and reduce some of the headaches every accountant goes through every month end, you would consider me a… Continue reading Microsoft Dynamics NAV Time Saver – Using Standard Journal Entries
Automating Command Line Functions in NAV RTC to Transmit via FTP
I had a request the other day to help a customer create a purchase order export file, and then transmit the file to the vendor via FTP automatically. Back in the olden days of NAV (which I know about because I’m a grizzled veteran of NAV development, complete with gravelly voice), you’d use the SHELL… Continue reading Automating Command Line Functions in NAV RTC to Transmit via FTP
Dynamics NAV Role Tailored Client – Master Template for Report Layouts
When you are designing a Custom Report Layout, the Visual Studio/Report Builder opens up with a Blank page. During implementation of a new project, customers are often looking for custom layouts which have similar structures. This master Layout can be used to set all the common properties and objects that the developer needs to develop… Continue reading Dynamics NAV Role Tailored Client – Master Template for Report Layouts
How to Embed a YouTube Video in Microsoft Dynamics NAV 2015 Help
Aren’t learning videos great? They provide step-by-step instructions using the mouse and keyboard to teach end users how to accomplish difficult tasks. Wouldn’t it also be great if you could create our own YouTube videos and embed them in the web pages provided in the Microsoft Dynamics NAV 2015 help engine? Well, you can! The… Continue reading How to Embed a YouTube Video in Microsoft Dynamics NAV 2015 Help