In Dynamics NAV, the Column Layout screen allows you to determine how you want to see the columns on your account schedules. You may define columns that are visible on the financial reports or columns that are strictly used for calculations. This blog will illustrate how to create custom layouts for account schedules in Dynamics… Continue reading How-to Create Column Layouts for Account Schedules in Dynamics NAV
Category: Dynamics NAV
Dynamics 365: Microsoft Dynamics Financial Reporting
With the recent release of Dynamics 365 Business Edition or what is also called Dynamics 365 for Financials, I’ve received quite a few questions from current Dynamics NAV clients about what that means for them. Thankfully, it’s all good news, but you wouldn’t necessarily understand that from the Microsoft press releases. Dynamics 365 for Financials… Continue reading Dynamics 365: Microsoft Dynamics Financial Reporting
Prepare your Dynamics NAV for the New Year
Are you looking forward to the New Year? Or feeling stressed about everything you need to get done before year’s end? Fortunately, there’s still time to end the year on a high note, and set yourself up for a successful 2017. And, we can help. (At least as far as Dynamics NAV is concerned.) To… Continue reading Prepare your Dynamics NAV for the New Year
Dynamics NAV Coffee Break – How to Use the Adjust Cost/Price Function
What do you do if you have to update the price of your entire warehouse? Or if one vendor has decreased a specific item by a certain amount? You could manually go through and update every item if you had endless time on your hands. You can also use the Adjust Cost/Price Function in Dynamics… Continue reading Dynamics NAV Coffee Break – How to Use the Adjust Cost/Price Function
Dynamics NAV Coffee Break – Physical Inventory Process
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
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 Deep-Dive: Sales Line Availability Information
I am frequently asked to explain the availability information in NAV. This blog will explain, in detail, what exactly the availability information is that displays on the sales order and will cover each item listed in the “Sales Line Details” fact box shown below. At a high level: the information is intended to show the… Continue reading Dynamics NAV Deep-Dive: Sales Line Availability Information
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
NAVUG Summit 2016 – Stump the Experts Finance Debrief
Couldn’t make it to NAVUG Summit 2016? No problem, we have captured some of the most compelling questions and answers from the “Stump the Finance Experts” session. Q: How do you issue a credit memo without also crediting the inventory back (say the inventory was damaged, lost, or the company just doesn’t want to add… Continue reading NAVUG Summit 2016 – Stump the Experts Finance Debrief