Monday, February 23, 2015

Dynamics NAV 2013 - How to reset a Fixed Asset


  1. Method 1 - new book
    1. Disable GL integration to the depreciation book
    2. Dispose the asset using a disposal FA journal entry
    3. Create a new depreciation book
    4. Disable GL integration to the new book
    5. Create a new acquisition cost using an acquisition FA journal entry
    6. Enable GL integration to the new book
  2. Method 2 - set value of existing asset to correct value
    1. Disable GL Integration to the depreciation book
    2. Create an FA journal to depreciate the asset down to the correct value
    3. Enable GL integration to the depreciation book

Friday, February 20, 2015

Dynamics NAV - Click Print Checks and nothing happens

When you click Print Checks, you must select a Bank Account. Ensure that the bank account you select is the same Bank account as the transaction you are trying to print, otherwise nothing will happen.

Thursday, February 19, 2015

SQL 2008 R2 - Installation error - user group not found

Related errors

2015-02-19 13:55:05 Slp: Sco: Attempting to add user to user group SQLServerMSSQLUser$server02$MSSQLSERVER, user name TEST\sqladmin
2015-02-19 13:55:05 Slp: Sco: Attempting to check if user group SQLServerMSSQLUser$server02$MSSQLSERVER exists
2015-02-19 13:55:05 Slp: Sco: Attempting to open root DirectoryEntry object for domain/computer 'TEST'
2015-02-19 13:55:05 Slp: Sco: Attempting to check if container 'WinNT://TEST' of group exists
2015-02-19 13:55:07 Slp: Sco: User group SQLServerMSSQLUser$server02$MSSQLSERVER doesn't exist
2015-02-19 13:55:07 Slp: Configuration action failed for feature SQL_Engine_Core_Inst during timing ConfigNonRC and scenario ConfigNonRC.
2015-02-19 13:55:07 Slp: The specified user group 'SQLServerMSSQLUser$server02$MSSQLSERVER' does not exist.
2015-02-19 13:55:07 Slp: The configuration failure category of current exception is ConfigurationFailure
2015-02-19 13:55:07 Slp: Configuration action failed for feature SQL_Engine_Core_Inst during timing ConfigNonRC and scenario ConfigNonRC.
2015-02-19 13:55:07 Slp: Microsoft.SqlServer.Configuration.Sco.ScoException: The specified user group 'SQLServerMSSQLUser$server02$MSSQLSERVER' does not exist.


This happens because the user does not have true admin priveleges.
A Group policy is preventing access to some required component.
Open Group Policy... Start | Run | Type: gpedit.msc | OK | Navigate to Computer Configuration\Windows Settings\Security Settings\Local Policies\User Rights Assignment\Debug programs

Solution:

Wednesday, February 11, 2015

Dynamics NAV - How to modify default filters when a page is opened from clicking a button in the ribbon


Buttons in the Ribbon are created through Page Actions
  1. Open Development Environment
  2. Find Page>Design
  3. View>Page Actions
  4. Select Action
  5. View>Properties
  6. Find the RunPageLink field
  7. Select the value, click on the three dots to open the field selection
  8. Each field on the left is a filter that can be added to the page that will open. Select Type FIELD. Each field on the right is a field from the original page that will be used as the filter value
This method does not work on Custom Reports.
To get a Custom Report to open with a filter

  • Clear the RunObject property on the PageAction Button
    • This leaves you with Just a button that does nothing
  • Use CAL code on the Page Action to set the report filters and launch the report.
    • Read current Record into a Variable
    • Set the Range on the Record to the current record
    • Run the report passing in the Range options set on the Giftrec
  • In this example, GiftRec is a local Record


<Action1200000013> - OnAction()
GiftRec := Rec;
//MESSAGE(GiftRec."No.");
GiftRec.SETRANGE("No.",GiftRec."No.");
REPORT.RUNMODAL(50010,TRUE,TRUE,GiftRec);

Dynamics NAV - Inventory Process


  • Purchasing
    • Create PO
    • Add lines
    • Release PO
  • Warehouse Inbound
    • Create Whse. Receipt
    • Post and Print Receipt
    • Navigate to Put-Aways
    • Open Put-Away
    • Enter Bin Code for Place Action
    • Print Put Away List
    • Register Put-Away
    • (reprint) Navigate to Posted Warehouse Receipt Lines
    • (reprint) Print Put Away List
  • Warehouse Outbound
    • Transfer Order from Retail Store to request stock
    • Warehouse Shipment to compile all transfer orders to be delivered
    • Pick Ticket to identify where to pick each item
    • Complete Warehouse Shipment with picked goods
    • Deliver Warehouse Shipment to Store

  • Inventory

  • Sales

Dynamics NAV - Quirks


  • Security
    • You must enter each windows account as a user
    • If you define a Group user, any permissions assigned to it will be applied to all AD members of that group
  • Dev Environment
    • ALWAYS backup and export an object before modifying it
    • If an object is marked as "Modified", or if the object you are trying to import is an older version than what you're trying to import, it will skip the import by default. You must untick "Modified" first, or select NO to enter the worksheet and manually force the replace.
    • If the object you are trying to import is an older version than what you're trying to import, it will skip the import by default.
    • Use Report Builder instead of Visual studio to edit reports
      • Go to Tools>Options>Use Report Builder > Yes
    • When adding a table to a report, ensure that you fill in the following fields
      • DataItemTableView
      • DataItemLink
  • Finance
    • If posting date is later than the work date, the transaction will not post
    • Voided Checks show up in the Check Ledger Entries and not in the Bank Ledger entries

  • Purchasing
    • Check Printing
      • If you apply Credits to a check, it will create blank lines on your remittance and cause the check to misalign
      • Do not apply checks to credits
    • Purchase Orders
      • Purchase Order default shipping address location code cannot be changed
        • If user is setup as a retail user for a specific store/location, it limits Purchases to that location
      • Create Whse Receipt doesn't do anything
        • If the user is not a Warehouse Employee, nothing will happen
        • If the Location of the PO is not setup to require receive, nothing will happen
      • Creating a record in the Cross-Reference table creates a record in the Vendor Item table automatically
      • When you click Print Checks, you must select a Bank Account. 
        • Ensure that the bank account you select is the same Bank account as the transaction you are trying to print, otherwise nothing will happen.
  • Inventory
    • Item Ledger Entries from Purchase Receipts
      • Item Description is blank on posted item ledger entry
        • NAV will only populate a description if the item description for the transaction is different from the default description
  • LS Retail
    • Distribution Location Card - Server Name is the SQL server name (MYSERVER\NAV)
  • CAL Codeunits
    • POS Session
      • Price change
    • POS Transaction
      • Assign Customer

Friday, February 6, 2015

Management Reporter - How to rebuild the data mart

From time to time you may need to rebuild the data mart mainly if you notice that the MR figures do not include all of the GP transactions.


  • Backup all building blocks
  • Backup your Management Reporter and DDM databases
  • Go to the MR Configuration Console 
  • Stop the MR services from the configuration console
  • Remove the integration
  • Delete the DDM database (or whatever your MR datamart database is)
  • Open the Configuration Console
  • Click File>Configure>Tick GP Data Mart
  • Fill in all the information
  • Start the MR services from the configuration console

Management Reporter - Drillback to GP from report does not work

The Drillback to open the window in GP will only work for the DataMart.

If you have already installed hte Legacy connection, check the "Company" field on your reports on the top left. It will have separate company connections for the Legacy connection, and for the datamart.

Ensure that the datamart connection is selected before running the report.
The drillback will work correctly once it is connected to the datamart.