Category: How To

Signs and Portents From Within: Using the NAV System Indicator

If you’re working in a Microsoft Dynamics NAV environment with multiple companies or multiple NAV servers, it’s helpful to be able to quickly and easily tell which company or server you’re operating in. There’s a really easy to do this, and it uses the System Indicator fields in the Company Information table. If you pull… Continue reading Signs and Portents From Within: Using the NAV System Indicator

Microsoft Dynamics NAV 2016 – User Group and Group Permissions

With a new project implementation, after mapping customer gaps in the standard database, importing opening balances, and importing master data, we all have had issues in previous versions of Microsoft Dynamics NAV assigning permissions to users. For every user, we need to map the Permission Set they require to access the system. In this blog… Continue reading Microsoft Dynamics NAV 2016 – User Group and Group Permissions

How to Revalue an Output Journal Entry in Microsoft Dynamics NAV

There are times that you need to revalue an Output Journal entry due to an error in processing. If the Output Journal entry is left with the incorrect cost, Inventory and COGS entries for future (or already processed) sales shipments will be stated incorrectly if the processing error is not corrected. Follow the steps below… Continue reading How to Revalue an Output Journal Entry in Microsoft Dynamics NAV

NAV 2013 R2: How to Back up a Live Database and Refresh a Test Database

If you have a test database, at some point in time you will be asked to refresh this with the current live data, especially when testing. I am often asked how to copy the live database into the test database so accurate testing of a development request can be done. In this blog, you will… Continue reading NAV 2013 R2: How to Back up a Live Database and Refresh a Test Database

Microsoft Dynamics NAV 2009 Classic Client – How to Set Up the Job Queue

I’m often asked to schedule processes in Microsoft Dynamics NAV. This blog explains how to do so in the Classic Client. From MSDN: Job Queues in Dynamics NAV enable you to specify, request, and control when certain processes are run, such as the processing of a report or executing a codeunit. You enter your requests… Continue reading Microsoft Dynamics NAV 2009 Classic Client – How to Set Up the Job Queue

Microsoft Dynamics NAV 2015: How to Run the Close Year End Process

In Microsoft Dynamics NAV 2015, the Close Income Statement batch job transfers the year’s results to a Retained Earning account in the balance sheet and closes all of the income statement accounts. This process creates a journal, which is posted manually. When an additional reporting currency is used, the system will post the additional currency… Continue reading Microsoft Dynamics NAV 2015: How to Run the Close Year End Process

Dynamics NAV 2015: How to Apply Purchase Invoices and Credit Memos

NAV gives you the ability to apply Purchase Invoices and Credit Memos together for a Vendor. 1. Go to Departments > Financial Management > Payables > Vendors 2. Select Vendor – Select the Vendor you are wanting to apply one or more entries together. You can open Vendor Card or highlight the Vendor in the… Continue reading Dynamics NAV 2015: How to Apply Purchase Invoices and Credit Memos

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Microsoft Dynamics NAV: How to Use Purchase Order Dates

Date fields on Microsoft Dynamics NAV sales and purchase orders can be confusing but very beneficial if used correctly. The dates are designed to allow you to: To learn about using sales order dates, read my recent blog, How to Use Sales Order Dates in Microsoft Dynamics NAV. Following are instructions on how to use… Continue reading Microsoft Dynamics NAV: How to Use Purchase Order Dates

What You Need to Know About the NAV Item Card Replenishment Fast Tab

There are two fast tabs on the item card that tell the system about replenishing the item: The Replenishment fast tab and the Planning fast tab. This blog explains what the fields on the Replenishment fast tab do. Show the Replenishment fast tab. Figure 1. The Replenishment fast tab. Click the arrow in the Replenishment… Continue reading What You Need to Know About the NAV Item Card Replenishment Fast Tab