In this blog, we will go over general credit card and tax / freight integration in Microsoft Dynamics NAV. Sales tax and freight charges on the same sales order It is common to have both sales tax and freight charges on a sales order. If you are using standard Microsoft Dynamics NAV, the sales tax… Continue reading Microsoft Dynamics NAV: Freight with a Credit Card Program
Category: Dynamics NAV
Avoid a Common Mistake when Posting a Positive Adjustment in NAV
When posting a positive adjustment in Microsoft Dynamics NAV, be careful to select Entry Type ‘Positive Adjustment,’ not ‘Purchase’. When you want to post a Positive Inventory Adjustment in Dynamics NAV, you use the Item Journal. Often, when trying to reconcile the Purchases Account, users are not careful to pick the Entry Type of ‘Positive… Continue reading Avoid a Common Mistake when Posting a Positive Adjustment in NAV
Warehousing Myth: Accuracy Takes Too Much Time
One of the most frequently heard comments in a poorly run warehouse is, “It takes too much time to stop and record where product was placed.” The problem with that statement is that just the opposite is true. A well run warehouse is efficient and productive, but only because time and care is taken to… Continue reading Warehousing Myth: Accuracy Takes Too Much Time
Microsoft Dynamics NAV: KeyRef and Working with Keys in RecordRef Variables
There are several variable types in Microsoft Dynamics NAV where you look at them and wonder, “What is this? How did it get here? When do I use it?” And you may never find the answers to that on your own, unless you find something or someone who explains it. One of these variable types… Continue reading Microsoft Dynamics NAV: KeyRef and Working with Keys in RecordRef Variables
Deferral Posting Suggestion in Microsoft Dynamics NAV 2016
Editor’s Note: Saurav Dhyani is proposing an enhancement to Microsoft Dynamics NAV 2016. If you think this feature should be part of the base application, please vote for it on Microsoft Connect or iLoveNAV. If you have a suggestion of your own, feel free to propose it on these resources. When you are posting any… Continue reading Deferral Posting Suggestion in Microsoft Dynamics NAV 2016
Understanding the Interim COGS Account in Microsoft Dynamics NAV
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
New Feature in Dynamics NAV 2016 Automates Deferral Process
In addition to the Preview Posting functionality in Dynamics NAV 2016 I blogged about previously, Microsoft has introduced a new feature called Deferrals. In short, this feature allows users to automate the process of deferring revenues and expenses over a pre-defined schedule. It’s actually very easy to use. All you have to do is enter… Continue reading New Feature in Dynamics NAV 2016 Automates Deferral Process
Dynamics NAV 2016: Posting Preview – It’s About Time
With the release of Microsoft Dynamics NAV 2016 we have a number of new features in the Financial Management area, but the one that I am most excited about is Posting Preview. This has been a frequently requested modification and now it is finally a standard feature. All you need to do to use it… Continue reading Dynamics NAV 2016: Posting Preview – It’s About Time
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
Making Upgrades Easier in NAV 2016: Using the Event Subscriber
Formerly codenamed “Corfu,” Microsoft Dynamics NAV 2016 – or version number 9.00—has just been released. There are many exciting new features, but my first blog focuses on the Event Subscriber functions, because they can help make upgrading to NAV 2016 easier. What are Event Subscriber functions? From the NAV Help documentation: Event subscribers determine what… Continue reading Making Upgrades Easier in NAV 2016: Using the Event Subscriber