In Dynamics NAV, it is vitally important that you set up the Item Base Unit of Measure correctly because if it is set up incorrectly and you have already processed transactions, you will not be able to change the unit of measure. If we look at an Item Card in NAV, we can see that… Continue reading Advice on Setting up Item Base Unit of Measure in Dynamics NAV
Category: Microsoft Software
Using Master Templates in Microsoft Dynamics NAV
In Dynamics NAV, you can create Master Templates that can be ‘applied’ when creating new Master Records. These Master Records can be Items, Customers, Vendors, and so on. In our sample database, there are already Master Templates set up. Figure 1 – Sample Master Templates in Microsoft Dynamics NAV 2013 This is the setup for… Continue reading Using Master Templates in Microsoft Dynamics NAV
Purchases and Direct Cost Applied Accounts Do Not Net to Zero in NAV
In an earlier blog, Purchases and Direct Cost Applied Accounts in Microsoft Dynamics NAV, we explained that these two account balances should always net to zero. Recently, we received a call from a client saying that, in their system, the accounts did not net to zero and wondered why. In another of our Blogs, Exact… Continue reading Purchases and Direct Cost Applied Accounts Do Not Net to Zero in NAV
Lot-for-Lot versus Reorder Point in Microsoft Dynamics NAV
When we are talking about Replenishment Planning in either a manufacturing or distribution environment, there are two fundamental replenishment planning methods: Reorder Point (Also known as Min/Max and sometimes incorrectly as Kan Ban) Materials Requirement Planning (MRP) The Reorder Point method is typically used in a distribution environment. The Reorder Point method is ‘reactive’ in… Continue reading Lot-for-Lot versus Reorder Point in Microsoft Dynamics NAV
Updating Document Page Headers from Lines with UpdatePropagation
The UpdatePropagation property is new in Microsoft Dynamics NAV 2015. I learned about it when I had a customer request to have a total amount on the header section of a Sales Order page that would update when a Sales Line was changed. In previous versions of NAV, this was a challenge, but the UpdatePropagation… Continue reading Updating Document Page Headers from Lines with UpdatePropagation
How Average Cost is Calculated in Microsoft Dynamics NAV
We often get questions on how Dynamics NAV calculates Average Cost and have created a simple example below to illustrate. The explanation below comes from a white paper entitled, “Dynamics NAV 5.0 Inventory Costing.” The explanation of how to calculate Average Cost was explained as follows: Determines the cost of the item at the beginning… Continue reading How Average Cost is Calculated in Microsoft Dynamics NAV
Connecting GL Entries to Value Entries in Microsoft Dynamics NAV
When trying to figure out what caused a posting to the Dynamics NAV General Ledger, there is a handy tool in Dynamics NAV you can use. If you are in the Dynamics NAV General Ledger Entries and want to know what Value Entry/Item Ledger Entry caused the posting, you could ‘Navigate’ or use the available… Continue reading Connecting GL Entries to Value Entries in Microsoft Dynamics NAV
How Microsoft Dynamics NAV Calculates the Unit Cost on the Item Card
From time to time we get the question, “How is the Unit Cost on the Dynamics NAV Item Card calculated?” It seems like a simple question, but in large part the answer is not well known. We sometimes describe the Unit Cost on the Item Card as the “weighted average cost of the remaining inventory”.… Continue reading How Microsoft Dynamics NAV Calculates the Unit Cost on the Item Card
Microsoft Dynamics NAV: Freight with a Credit Card Program
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
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