Category: How To

The Sales Credit Memo feature is part of Microsoft Dynamics NAV 2009R2’s out-of-the-box functionality and is a feature used by users daily. In this blog, I will explain how to use this convenient feature by demonstrating how to create a Sales Credit Memo. NOTE: If you would like to read the summary on how to… Continue reading Microsoft Dynamics NAV 2009R2 – How to Create a Sales Credit Memo

In my last blog, Microsoft Dynamics NAV 2013: Service Contracts Part 1 – Periodic Invoicing (and I suggest you read that first), I discussed how to manage the invoicing portion of your service contracts, but that is only half of the process. While some may argue that the invoicing half is really the only half… Continue reading Dynamics NAV 2013: Service Contracts Part 2 – Service Order Processing

A bank reconciliation is used to reconcile the bank balance recorded in Microsoft Dynamics NAV with the balance on the bank statement. This process includes clearing ledger entries that match bank statement transactions, monitoring differences due to outstanding transactions, and recording adjustments when company and bank records differ. For example, if the balance on a… Continue reading Microsoft Dynamics NAV 2009R2: How to Create a Bank Reconciliation

In the last three Microsoft Dynamics NAV 2013 implementations I have worked on, each client provided service on the equipment they sold to their customers. They also offered their customers a service contract that covered the planned maintenance of the equipment for a set fee. Dynamics NAV 2013 Service Contracts allowed them to manage this… Continue reading Microsoft Dynamics NAV 2013: Service Contracts – Periodic Invoicing

You may not know that you can perform calculations in a numeric field inside of Microsoft Dynamics NAV. Doing the math inside the cells will save you time, rather than having to go to Microsoft Excel or using a calculator. Note you are not able to use parentheses (), as Dynamics NAV only works with basic… Continue reading Microsoft Dynamics NAV Quick Tip: Become Speedier with Calculations

Recently, I had a support question come across my desk asking why inventory was not showing correctly for “Qty. on Kit Sales Lines” for items with kit components. After a little investigation, my colleagues and I uncovered that the inventory was showing correctly, but the Kit Bill of Material (BOM) was removed from the Item… Continue reading NAV: Kit BOM on Sales Order Does Not Match Item Card

When working in Microsoft Dynamics NAV, the process for viewing the fields and the data within those fields is called “zooming the record.” This is a great tool for investigating your data. Note that when you zoom the record, however, the flowfields’ data contents are not showing. I have outlined the steps for the different… Continue reading Microsoft Dynamics NAV: Viewing Fields in Tables and Data in Fields

Even though the Extended Text feature has been available in prior versions of Microsoft Dynamics NAV, we still receive requests for a detailed explanation of how to use it. By following the process below, you will see where this feature can be quite useful. In this blog, we have used the example of a Standard… Continue reading How to Use the Extended Text Feature in Microsoft Dynamics NAV

Do you need to use alternate bills of materials (BOM) or routings in your business? In a previous blog on Using Alternate Bills of Materials or Routings in Dynamics NAV, I discussed altering the production order processing steps in Microsoft Dynamics NAV using a predefined alternate BOM or routing. Repetitive manufacturing uses the same production… Continue reading Using Alternate BOMs in NAV Part 2 – Modifying Production Processes

Do you need to use alternate bills of materials (BOM) or routings in your business? Let’s first define what I mean by “alternate BOM or routing.” An Alternate BOM or routing is a predefined process or set of components that can be used to make an item but is not the “standard” method of doing… Continue reading Using Alternate Bills of Materials or Routings in Dynamics NAV