I was recently asked about Cycle Counting and how Microsoft Dynamics NAV updated the ‘Next Counting Period’ on an Item Card. By following the process below, the inventory quantity will be updated, the financial adjustment will be posted to the General Ledger, and the “Next Counting Period’ will be updated. Define the counting periods in… Continue reading Setting Up Cycle Counting with Warehouse Management in Dynamics NAV
Inventory to General Ledger Reconciliation in Microsoft Dynamics NAV
The Inventory to G/L reconciliation effort in some com[current-page:url:absolute]panies can be challenging. The Inventory to G/L Reconciliation Report in Dynamics NAV makes the effort quite easy (or should I say a lot less difficult). The Report runs through the Dynamics NAV Value Entry Table to calculate the inventory value and to calculate the amounts of… Continue reading Inventory to General Ledger Reconciliation in Microsoft Dynamics NAV
Drop Shipments vs. Special Orders – Linking Sales Orders to Purchases
Oftentimes companies need to link a specific sales order to a specific purchase. In Microsoft Dynamics NAV 2013, there are two methods for achieving this goal: Drop Shipments and Special Orders. This blog will explain how each method works and review the similarities and differences between the two to help you make a better decision… Continue reading Drop Shipments vs. Special Orders – Linking Sales Orders to Purchases
Advice from a Professional Perfectionist on Managing Perfectionists
When I was developing my writing skills way back in elementary school, I felt compelled to erase and rewrite every letter that I didn’t believe was perfect. This was causing me to spend an enormous amount of time on my assignments, as you can imagine. My perfectionism, at that point in my life, was debilitating… Continue reading Advice from a Professional Perfectionist on Managing Perfectionists
ArcherPoint Microsoft Dynamics NAV Developer Digest – vol 8
The ArcherPoint technical staff—made up of developers, project managers, and consultants – is constantly communicating internally, with the goal of sharing helpful information with one another. As they run into issues and questions, find the answers, and make new discoveries, they post them companywide on Yammer for everyone’s benefit. We in Marketing watch these interactions… Continue reading ArcherPoint Microsoft Dynamics NAV Developer Digest – vol 8
Microsoft Dynamics NAV 2009R2 – How to Create a Sales Credit Memo
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
Choosing an Add-On for Dynamics NAV – 10 (+1 Bonus) Important Questions to Ask
When considering add-on products for your Microsoft Dynamics NAV solution, you want to ensure what you choose will not only meet your business requirements, but will also meet the same high standards you would expect from any software you would buy. You also want to be sure your add-on will continue to work for you… Continue reading Choosing an Add-On for Dynamics NAV – 10 (+1 Bonus) Important Questions to Ask
Psychology of Blogging Part 1 – Why We Hate and Fear Blogging
Working in marketing, I stress the importance of blogging and ask – actually, beg more or less – colleagues to blog for the greater good of the company. Honestly, getting people to blog is like pulling teeth, so after fighting the good fight time and time again, I took a step back and asked myself,… Continue reading Psychology of Blogging Part 1 – Why We Hate and Fear Blogging
The Truth About Multitasking
Do you multitask often? Do you think you’re good at it? You might be multitasking at this very moment by reading this blog, drinking your morning coffee, and…buzz buzz…your phone just notified you that you got an email. As a multi-tasking pro, you probably would have checked it even if you were in the middle… Continue reading The Truth About Multitasking
Dynamics NAV 2013: Service Contracts Part 2 – Service Order Processing
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