LS NAV - OMNI - How to set the default customer for Ecommerce transactions

• Store Setup>Omni>Web Store Customer Number
• DEV>WI Setup Table>WI In use = yes, Web Store Code=store code,  Web Store Customer No. = default cus no

LS NAV - Create an Out of Stock Report

• Custom Report in NAV
• Datasets
• T27 Item
• T10012209 Replen. Out of Stock Log (Dataitemlink on No.)
• Filters
• Custom Filters for StartDate and EndDate
• Layout
• Group by Item
• Group by Location
• Total Days out of stock
• Total % of time out of stock for date range selected
• Total Count of Times item went out of stock in period
• Globals
• StartDate Date 
• EndDate Date 
• CalcDaysOOS Integer 
• CalcDateOut Date 
• DaysInRange Integer 
• PCDaysOOS Decimal

• CAL

Documentation()

OnInitReport()

OnPreReport()

DaysInRange := EndDate - StartDate;

OnPostReport()

Item - OnPreDataItem()

Item - OnAfterGetRecord()

Item - OnPostDataItem()

Replen. Out of Stock Log - OnPreDataItem()

Replen. Out of Stock Log - OnAfterGetRecord()

CalcDaysOOS := 0;

IF "Date Out of Stock" < StartDate THEN BEGIN

  CalcDateOut := StartDate;

END ELSE BEGIN

  CalcDateOut := "Date Out of Stock";

END;

IF "Date In Stock" <= DMY2DATE(1,1,1900) THEN BEGIN

  CalcDaysOOS := EndDate - CalcDateOut;

END ELSE BEGIN

  CalcDaysOOS := "No. of Days Out"; 

END;

PCDaysOOS := CalcDaysOOS / DaysInRange;

Replen. Out of Stock Log - OnPostDataItem()

GP Web Client - Smartlist

Administration-Reports
Add site to trusted sites to export to excel

Dynamics NAV - Add Revision No. to Purchase Order

• Use the "No. of Archived Versions" in the T38 Purchase Header
• Add field to page header in R405 Order 
• Ensure you enable quote and order archiving in the Purchase & Payables Setup
• Advise users to archive whenever they make major changes to increment the revision number

GP 2016 Web Client - Mods do not display, or throw errors in Web Client

Ensure gp web server has all customizations installed and is pointing to shared dictionaries.





https://winthropdc.wordpress.com/2015/04/08/how-to-enable-visual-studio-tools-customisations-for-the-web-client/

Your VB code needs to explicitly state the mod is available in the web client

Enable Mod in VB

<SupportedDexPlatforms(DexPlatforms.DesktopClient Or DexPlatforms.WebClient)>

Public Class GPAddIn

    Implements IDexterityAddIn

    ' IDexterityAddIn interface

    Sub Initialize() Implements IDexterityAddIn.Initialize

    End Sub

End Class

SSRS - After modifying a GP SSRS Report, you get an error about xmlns and Semanticquery

When reconnecting the data sources, be sure that you reconnect SemanticQuery sources to the Data Model Sources, and not regular Data Sources.

• Data Model Sources
• Stored in GP/Reportserver/ReportModels/TWO
• Regular Data Sources
• Stored in GP/Reportserver/Data Sources

If you connect them badly, none of the Sematicqueries will run.

NAV - CAL Get Currency Exchange Rates

T330 Currency Exchange Rate.GetLastestExchangeRate
T330 Currency Exchange Rate.GetCurrentcurrencyFactor
T330 Currency Exchange Rate.POSExchangeLCYToFCY

LS NAV - CAL Popup Message Box on POS

C99001570 POS Transaction.POSMessage

PosMessage(Txt);

LS NAV - Infocode Popup Codeunit

C99001570 Pos Transaction. InfoKeyPressed
Parameter is passed in

You can add code to here to have a specific infocode behave in a specific way
Value from Keypad input goes to global CurrInput
C99008905 POS Infocode Utility
Line 995
InfoEntry.Infocode := InfoCodeRec.Code;
InfoEntry.Information := Input;

From here you can add code to trigger based on the infocode values

LS NAV - Modify POS Screen to create button to pre-calculate loyalty value of input

Issue: If a customer wants to know how many points it will take to cover a bill, there is no way to determine that without attempting to tender with points, and even so, you cannot define the amount of points to pay with, only the dollar value, and the system then decides how many points it will use based on the exchange rate.
Users have to manually grab a calculator and work out how much money 50 points are worth, and then customers have to juggle items on the bill to get it to fall within that value.

Solution:
Add button to prompt for point input - display dollar output
Add button to prompt for dollar input - display point output

• Create infocode LOYTOAMT
• Enter prompt "Cash Amount->Pts"
• Numeric Input
• Number Pad
• Create Button command INFO_K, parameter LOYTOAMT
• C99008905
• Create LOYTOAMT function
• PointsDec Decimal
• PT Codeunit POS Transaction
• Txt Text
• ER Record Currency Exchange Rate

LOYTOAMT(Points : Text) : Decimal
EVALUATE(PointsDec,Points);
Txt :=FORMAT(ER.POSExchangeLCYToFCY(TODAY,'EMP_POINTS',PointsDec));
    PT.PosMessage(Txt);

• At end of IsInputOk

IF InfoEntry.Infocode = 'LOYTOAMT' THEN BEGIN

LOYTOAMT(InfoEntry.Information);

END;

Windows - How to open Steps Recorder

• Windows + R to open run box
• type in psr  (Problem steps recorder)

Dynamics GP - Extended Pricing vs Standard Pricing

• Extended Pricing
• Prices are centered around customers
• A base price sheet is applied to all customers at the first level
• A customer can get specific pricing on items in a hierarchy model with customer specific pricing taking precedence over base pricing
• Any customer prices not defined automatically fall to base pricing
• Standard Pricing
• Prices are centered around items
• Item prices are set on a price sheet as Retail Pricing, Wholesale Pricing, Staff Pricing, etc.
• Customers can only belong to a single price sheet, and will only get prices on that price sheet
• If an item is not on a price sheet, when a customer attempts to buy that item, it will either prevent the sale or sell at 0 price, or allow a user to set the price depending on your setup

NAV CAL - Locking and Blocking Notes

• Problem:
• Locking and Blocking occurs whenever you use a FIND('-') with a REPEAT
• It will lock the table while it runs through the repeat loops
• Solution:
• Use For .. DO instead
• Use FindFirst or Findlast instead of Find('-') when dealing with large recordsets where you only need the first record
• Build the logic in a way that resets the filter on the table for each pass and runs the routine without needing to use the REPEAT functions
• The slightly slower performance is worth it to eliminate the locking issue
• This method will allow you to do SQL selects while your code is running on the table, and will also allow other users to complete their tasks without locking up the tables

Dynamics NAV - Drop Ship Process - How to complete or credit a drop ship cycle

1. https://www.youtube.com/watch?v=KtFTbTwnf64
2. Create Sales Order
1. On Line, enter "Drop Ship" as Purchasing Code
3. Create Purchase Order Manually
1. Under Shipping and Payment, Change Ship-to : Customer Address
2. Select Customer
3. Prepare>Drop Shipment>Get Sales Order
4. Select Lines
4. OR Use Requisition Worksheet to generate PO's
5. Receive PO
1. Post PO>Receive (Will receive and ship to Sales Order)
6. Post Sales Order - Ship and Invoice
1. Navigate to Sales Invoice
2. Post and Print sales Invoice
7. Post PO>Invoice 

To reverse a transaction, you must complete the cycle, then do a credit memo on the sales side, and on the purchase side to cancel the invoices.

Sometimes, an invoice may not complete automatically.

To complete it manually:

• Search for Sales Invoices
• Create a new Invoice
• Select Customer
• Then go to Lines>Functions>Get Shipment Lines
• Choose Shipment
• Check the info..make sure it’s all correct
• Post
• That should complete the cycle, and now you can pass your credit if you need to cancel the value.

Dynamics NAV - Modify R5808 Item Age Composition to use original receipt dates even if transferred

• T339 Item Application Entry
• Add flowfield for Item No from item ledger entry no
• Lookup("Item Ledger Entry"."Item No." WHERE (Entry No.=FIELD(Item Ledger Entry No.)))
• Add date field for OrigRctDate
• Create routine to update OrigRctDate 
• Purchase Receipts
• Filter where Outbound Item Entry = 0 and Transaction Type = 'Purchase'
• For each entry, copy the original receipt date on all subsequent inbound entries
• Follow the chain through to the end, and copy the same orig rct date for all
• All Other Trx
• Scan through each record in the Item Application entry with a blank OrigRctDate
• Lookup the inbound entry OrigRctDate, apply it to this record
• Repeat for all records
• Postive Adjustments and other positive unknown transactions
• Find the oldest open purchase rct trx, use the OrigRctDate form there
• Modify the R5808 Item Age Composition Value
• Add Routine to calculate InvQty by using Item Application Entry OrigRctDates, but use Item Ledger entry Remaining Quantities
• Update ItemLedgerEntry Onaftergetrecord to actually run For 1 to 5 for all array variables

LS NAV - Shelf Label prints wrong cents

Rounding function in T99001573 CalculatePrice round 0.555 to 0.56, but on the item card and in the price setup, the price including vat is displayed as 0.55.

The code recalculates the price, and rounds the wrong way. However, different items may have different values after the decimal, and the only true solution is to truncate, not round.

the only way to fix this issue is to use the exact Unit Price Including VAT either from the Price Line Setup, or the Item Card

LS NAV - POS Cannot print Z-Report

An item is missing the VAT Posting Group.
Item was sold
Trans. Line is now missing the VAT Posting Group

Manually enter the VAT Posting group on the line in the dev environment to get the Z-Report to print.

LS NAV - Images do not display, error saying "URL is invalid"

Enable SOAP services on the store server or HO where the terminals are pointing.

LS ONE - Power BI template gives error on load

joins on some tables don't work if you have the same tax id's or loyalty schemes have multiple lines.

Tax Groups - Remove TAXGROUPHEADING from union
Loyalty Cards - Change query to be distinct

LS NAV - CAL for Shelf Label with Price rounding

P99001713 - Quick Shelf Label Printing
C10000747 EPL Shelf Label 38x70

ShelfLabelRec.COPYFILTERS(Rec);
IF ShelfLabelRec.FINDSET THEN BEGIN
  LabelFunctions.GET(LabelFunctions.Type::"Shelf Label",ShelfLabelRec."Label Code");
  InitPrint(ShelfLabelRec."Label Code");
  IF LabelFunctions."Print to File" THEN
    CreateFile;
  REPEAT
    SetItemParameters(ShelfLabelRec);
    WriteLine(LineEnd);
    WriteLine('N' + LineEnd);
    WriteLine('q480' + LineEnd);
    WriteLine('Q200,B40' + LineEnd);
    IF STRLEN(ShelfLabelRec."Text 1") > 0 THEN
      WriteLine('A23,10,0,1,1,2,N,"' + COPYSTR(ShelfLabelRec."Text 1",1,50) + '"' + LineEnd);  //T21
//DAV2
//    Intamount := ShelfLabelRec."Price on Shelf Label" - (ShelfLabelRec."Price on Shelf Label" - ROUND(ShelfLabelRec."Price on Shelf Label",1,'<'));
    Intamount := ROUND(ROUND(ShelfLabelRec."Price on Shelf Label",0.01,'>'),1,'=');
    DollarText := FORMAT(Intamount);
    CentsText :=  '00' + FORMAT(ROUND(ShelfLabelRec."Price on Shelf Label",0.01,'>')-IntAmount);
    CentsText2 := COPYSTR(CentsText,STRLEN(CentsText) - 1,2);
//DAV2
    AlignAmount(Intamount);
    IF Intamount < 1000 THEN
      WriteLine('A' + AlignAmount(Intamount) + ',20,0,5,1,1,N,"' + '$' + FORMAT(Intamount) + '"' + LineEnd)  //A1   Price before decimal
    ELSE
      WriteLine('A' + AlignAmount(Intamount) + ',50,0,5,1,1,N,"' +  FORMAT(Intamount,10,'<Integer Thousand>') + '"' + LineEnd);  //A1
    WriteLine('B30,100,0,' + GetBarcodeType(ShelfLabelRec."Barcode No.") + ',2,7,70,B,"' + ShelfLabelRec."Barcode No." + '"'+LineEnd);  //T4
    WriteLine('A8,175,0,2,1,1,N,"' + ShelfLabelRec.Variant + '"' + LineEnd);  //T5
    WriteLine('A20,50,0,1,2,2,N,"' + ShelfLabelRec."Item No." + '"' + LineEnd);  //T9
//DAV2
//    WriteLine('A435,20,0,4,1,1,N,"' + COPYSTR(SalesAmountText,STRLEN(SalesAmountText) - 1,2) + '"' + LineEnd);  //A13 Price after decimal
    WriteLine('A435,20,0,4,1,1,N,"' + CentsText2 + '"' + LineEnd);  //A13 Price after decimal
//DAV2
    IF ShelfLabelRec."Comp. Price on Shelf Label" <> 0 THEN BEGIN
      WriteLine('A340,276,0,2,1,1,N,"' + Text002 + Item."Comparison Unit Code" + '"' + LineEnd);  //T11
      WriteLine('A370,276,0,2,1,1,N,"' + FORMAT(ShelfLabelRec."Comp. Price on Shelf Label") + '"' + LineEnd);  //A2
    END;
    WriteLine('P' + FORMAT(ShelfLabelRec.Quantity)+LineEnd);
    WriteLine('N' + LineEnd);
    WriteLine(LineEnd);
    UpdateLabelStatus;
  UNTIL ShelfLabelRec.NEXT = 0;
  IF LabelFunctions."Print to File" THEN
    CloseFile;
END ELSE
  ERROR(Text001 + ' ' + ShelfLabelRec.GETFILTERS);

NAV - Matrix - P491 Items by Location, P9231 Modify Items by Location Matrix - Add location filter

• P491 Items by location main page
• Create LocationFilter Global text
• Add LocationFilter to page as a field
• On Validate, set filter and run setcolumns
• Find this code, and insert this line

MATRIX_CaptionRange - OnControlAddIn(Index : Integer;Data : Text)

SetColumns(SetWanted : 'Initial,Previous,Same,Next')

MatrixRecord.SETRANGE("Use As In-Transit",ShowInTransit);

MatrixRecord.SETFILTER("Code",LocationFilter);//INSERT THIS LINE

CLEAR(MATRIX_CaptionSet);

• P9231 
• Add filter to item table to hide items with 0 qty

NAV - Change log does not log changes

• Ensure you expand the screen and enable the Modificaiton and Deletion options as well on the change log table setup
• Restart the NAV Service to enable all change log changes

NAV - End previous Sales Prices when implementing new selling prices

• R7053 Implement Price Change

Find this line

IF SalesPrice."Unit Price" <> 0 THEN

Insert this code

----------------------------------------------------------------------------------------

SP2.SETRANGE("Item No.",SalesPrice."Item No.");

SP2.SETRANGE("Sales Type",SalesPrice."Sales Type");

SP2.SETRANGE("Sales Code",SalesPrice."Sales Code");

SP2.SETRANGE("Unit of Measure Code",SalesPrice."Unit of Measure Code");

SP2.SETRANGE("Variant Code",SalesPrice."Variant Code");

SP2.SETRANGE("Starting Date",0D,SalesPrice."Starting Date");

SP2.SETRANGE("Ending Date",0D);

IF SP2.FIND('-') THEN BEGIN

  REPEAT

  SP2.VALIDATE("Ending Date",CALCDATE('<-1D>',SalesPrice."Starting Date"));

  SP2.MODIFY;

  UNTIL SP2.NEXT <= 0;

END;

-----------------------------------------------------------------------------------------

SSRS Rotate text, vertical text

https://docs.microsoft.com/en-us/sql/reporting-services/report-design/set-text-box-orientation-report-builder-and-ssrs?view=sql-server-2017

1. Create a text field
2. In Properties Tab on the right>Localizations>WritingMode
3. In the list box, select Horizontal, Vertical, or Rotate270.

Dynamics NAV - Nav Prompts for username and password on launch

• Go to C:\Users\<user>\AppData\Roaming\Microsoft\Microsoft Dynamics NAV\71
• Edit the ClientUserSettings.ini
• Change ClientServicesCredentialType from "Username" to "Windows"

LS NAV - Autopost Sales with PMS assemblies

COMMENT - AutopostSales Function to run on a schedule and post sales and inventory for calculated statements.
If a store has any unposted assembly transactions, do not post any statements for that store
If a terminal's transaction count does not match the statement, do not post that statement.
 Enabled 18-Dec-2017
Updated to ignore statement if internal filter exists.
Updated to clear internal filter, recalculate and post.

AutoPostSales()
BEGIN
            //Scan through all Open Statements
            //message('started');
//      OpenStatement.SETFILTER("No.",'VS0001963'); //rem
      OpenStatement.SETFILTER("Calculated Date",'>01/01/18'); //ignore old stmts
//      OpenStatement.SETFILTER("Staff/POS Term Filter Internal",'<0'); //ignore stmts with filters
      OpenStatement.SETFILTER("No.",'>0'); //ignore invalid stmts
      OpenStatement.SETFILTER(Status,'0'); //ignore non-available statements
      OpenStatement.SETAUTOCALCFIELDS("Sales Amount");
      IF OpenStatement.FIND('-') THEN BEGIN
      //MESSAGE('found');
        REPEAT
        //Check if any lines exist
        //MESSAGE(FORMAT(OpenStatement."Sales Amount",15));
        OpenStatement.VALIDATE("Staff/POS Term Filter Internal",'');
        OpenStatement.MODIFY;
        OpenStatement.SETFILTER("Staff/POS Terminal Filter",'*');
        OpenStatement."Skip Confirmation" := TRUE;
        StmtCalc.RUN(OpenStatement);
        IF OpenStatement."Sales Amount" <> 0 THEN BEGIN
        //IF 1=1 THEN BEGIN
          //Check if currently posting
          //MESSAGE('has sales');
          BatchPostingQueue.Status := BatchPosting.GetStatementStatus(OpenStatement);
          IF (BatchPostingQueue.Status < 0) OR
             (BatchPostingQueue.Status = BatchPostingQueue.Status::Finished) THEN
            BatchPostingStatus := ''
          ELSE
            BatchPostingStatus := FORMAT(BatchPostingQueue.Status);
        //MESSAGE('Statement:' + FORMAT(OpenStatement."No.",15) + ' BatchPostingStatus:' + BatchPostingStatus);

          IF BatchPostingStatus = '' THEN BEGIN //Only post if no status
          //IF CONFIRM(Txt_ConfirmItemOnlyPosting,TRUE) THEN BEGIN
            Store.GET(OpenStatement."Store No.");
            IF NOT Store."Use Batch Posting for Statem." THEN
               BEGIN
               //MESSAGE('Posting statement:' + FORMAT(OpenStatement."No.",15));
               StatementPost.RunItemPosting(OpenStatement,FALSE);
               END
            ELSE
              BEGIN
              //Check if any missing transactions
                RetailCommentLine.SETRANGE("No.",OpenStatement."No.");
                RetailCommentLine.FINDLAST;
                SavedErrLineCounter := RetailCommentLine."Line No.";
                StmtCalc.CheckMissingTransFromPOS(OpenStatement);
                COMMIT;  // needed to commit the RetailCommentLines
                RetailCommentLine.FINDLAST;
                  IF  RetailCommentLine."Line No." <> SavedErrLineCounter THEN BEGIN
                  //Do Nothing
                  END ELSE BEGIN
                    //Check if any open assemblies for store
                      AsmHdr.RESET;
                      AsmHdr.SETRANGE("Location Code",OpenStatement."Store No.");
                      IF AsmHdr.FIND('-') THEN BEGIN
                        //Do Nothing
                        END  ELSE BEGIN
                        BatchPosting.ValidateAndPostStatement(OpenStatement,TRUE);
                      END;
                  END;

              END;
          END;
        END;
        CLEAR(StatementPost);
        CLEAR(BatchPosting);
        UNTIL OpenStatement.NEXT  <= 0;
      END;
      //MESSAGE('End Statement Post');
    END;

LS NAV PMS - Terminals locks or freezes up sometimes after prescription transaction

Solution:
The transaction is stuck on the POS, and even after a restart, the POS will attempt to reload the bad prescription and lock up the terminal again.
To prevent this, the POS Transaction Header.Voided field on the terminal database must be set to 1 via either sql or the dev environment.

Dynamics NAV - Cannot Post Purchase Order - Must be equal to 'xxx' in Purch. Rcpt. Line:Document no.='xxx'

Cause:
This occurs when there are multiple lines on a PO that have Purch_ Rcpt_ Line.Quantity Invoiced=0 and Purch_ Rcpt_ Line.Qty_ Invoiced (Base)=0 , However one of the lines has actually been invoiced, resulting in the error when the posting tries to process that line that has already been invoiced.

sometimes this may happen if there are multiple receipts, but a single invoice

Resolution:
Update Purch_ Rcpt_ Line.Quantity Invoiced=[Quantity] and Purch_ Rcpt_ Line.Qty_ Invoiced (Base)=[Quantity (Base)], [Qty_ Rcd_ Not Invoiced] = 0

update [CRONUS$Purch_ Rcpt_ Line]
set [Quantity Invoiced] = [Quantity], [Qty_ Invoiced (Base)] = [Quantity (Base)], [Qty_ Rcd_ Not Invoiced] = 0
 where [Document No_] = '107133962' and No_ = '546024443'

LS NAV - Replenishment - How to use

http://help.lsnav.lsretail.com/Content/LS%20Retail/Replenishment/Replenishment.htm?tocpath=Retail%7CReplenishment%7C_____0

• Process Overview

o   Define Replenishment Rules per item per destination location

o   Define Transfer Templates

o   Run Transfer Template manually or automatically to suggest transfers from a specific location (usually Warehouse)

§  Create Transfers

§  Pick and Ship transfers to consume stock

o   Define Purchase Templates

o   Run Purchase Template Manually or automatically to suggest purchases from a specific location, (warehouse or store)

§  Create Purchase Orders

§  Receive and Put Away purchase orders to increase stock

• What are the different Replenishment Types?
• Set on Retail Item Card>Replenishment Control Data
• Automatic-From Data Profile=Use Replenishment Data Profile Settings
• Average Usage = Historical sales based on rules set in Replenishment Sales Profiles
• Manual Estimate = Use Manual Estimated Daily sale field (used for new items with no history)
• Stock Levels=Only use Reorder Point and Maximum Stock for simple replenishment
• Like for Like=Replenish in the same pattern that is sold (auto-replace stock sold,sell 10, buy 10)
• Demand Plan=Integrated to Demand Plan Module (Calculates Daily forecast based on historical sales plus other rules, requires lots of history, stable products)
• Most commonly used menus
• LSRetail>Replenishment>Automatic>Purchase Replenishment Journal
• Add items to journal
• Create Purchase Orders
• LSRetail>Replenishment>Automatic>Replenishment Templates
• Template = collection of filters used in Purchase Replenishment Journal
• Retail Item Card>Replenishment Control Data
• Define general replenishment rules for this item for all locations and all vendors
• Retail Item Card>Replenishment Control Data>Replenishment Information Setup>Item Store List
• Define Vendor-Item-Store specific replenishment rules
• What are the profiles for?
• Replenishment Item Profiles
• After filling in info, click Update to apply replenishment settings to all relevant items (Updates their Replenishment Control Data)
• Replenishment Data Profiles
• Can be used on Item Category
• Defines Replenishment defaults for entire category if none explicitly set on item
• Replenishment Sales Profiles
• Defines how Average Sales are calculated when using Average Usage Replenishment Calculation Type on Replen. Inf. Data
• Replenishment Forw. Sales Profiles
• If defined, allows additional comparison to future period to adjust for upcoming seasonal future changes based on historical sales
• Used in Replen control data setup
• Where do i set lead times for vendors?
• Retail Item Card>Ordering>Safety Lead Time (30D,3M)
• Define Default Lead times if no others defined
• Retail Item Card>Vendors>Item Vendor Catalog
• Define Lead times by vendor
• How do i see slow moving items?
• Replenishment>Stock Turnover
• Average Stock: Shows average stock for time period selected
• Turnover Avg Inventory: Sales / Avg Stock
• Turnover: How many times Avg. Inventory was sold (Sales/Avg. Inventory)
• Waiting Time: How long it would take to sell all stock in days
• Should be modified to add custom turnover calculations, filter on turnover value, filter on item division,group,category, last date purchased, last date sold
• How do i see obsolete stock?
• Item Age Composition - See old stock, should be run periodically, should add filter for only old stock
• Worst Selling Items
• Items without Sale
• How do i see out of stock report?
• Retail Item Card>Replenishment Control Data>Factbox-Out of Stock>Replen Out of Stock Days
• View should be saved, or report built using this data
• Automated Replenishment is recommending too much/little stock. How do i fix it?
• RCD = Replenishment Control Data
• Review RCD>Reorder Point (Suggested amount is increased to reorder point if it exists)
• Review RCD>Maximum Inventory (Suggested amount is increased to max inventory if below reorder point)
• Review RCD>Store Stock Cover (Suggested amount is increased to cover this many days' worth of sales)
• Review RCD>Sales history Adjustment (Fix anomalies or errors in history that cause miscalculations, has no financial impact)
• Useful Reports?
• LSRetail>Backoffice>Reports&Analysis
• Lifecycle curve
• Trend report
• Does this work with Blanket Orders?
• No.

Dynamics NAV - Modify Item Age Report to use original receipt date even if item is transferred to a new location

• Trace item ledger entries back to original date

NAV Intercompany Dimension Errors

• In each company, go to Intercompany dimensions
• Click Dimensions>Copy from Dimensions
• Click Dimensions>Map to same IC code
• You can change the mappings if required, as long as each dimension is mapped to something

NAV-Intercompany partner does not exist

• Check your Company Information Setups
• If you copied companies, or used configuration packages, the wrong informaiton would be on each company information card in each company
• Review all company ic setups
• Check your IC Partner setups
• Make sure you have the correct companies selected for each of the IC partner setups

NAV - Customize Activities and Cues in Role Center

• All pages have RC or Role Center or Activities in their name
• President-Small Business role from user personalization
• Uses Page 9020 as Role Center
• 
  

Power BI Training Agenda

https://docs.microsoft.com/en-us/power-bi/guided-learning/

• Getting started
• Getting data
• Modeling
• Visualizations
• Exploring data
• Power BI and Excel
• Publishing and sharing
• Introduction to DAX

Teamviewer 13 is very slow

The host you are connecting to is probably Teamviewer 11 or 12, or some other lower version.
Update the destination to 13, or downgrade your version to match the host.

Bixolon OPOS Printer - Claim error, PC cannot claim printer

• Unplug the printer for 10 seconds
• Reboot PC
• Reboot Printer
• Reimport Image File (Corrupted image file can cause printer to error out after first successful print)

NAV - Intercompany Partners Receivables and Payables Accounts, what do they do?

• IC Inbox Accept Button runs R511
• C427 >CreatePurchDocument>C90 purch post
• Nothing, they do nothing
• You must setup customer and vendor posting groups on your company customers and vendors if you want specific ar and ap accounts to be used when transacting against these accounts.
• The ar and ap accounts in the intercompany setup are not used.

SQL Training Topics

• SQL
• Special commands
• select @@version
• Exercises
• How much stock do i have of each item?
• How much stock did i have as at some specific date? per item
• How old is my stock?
• what is the total cost of my items?
• what is the total cost of my items? by type
• What would my total sales be if i sold all my items?
• what would my profit be if i sold all my items?
• What is my profit margin?
• what is the average age of all of my stock?
• 
  
• Create Unposted InvTrx Table
• Combine Posted and Unposted inventory
• 
  
• How much stock do i have of each item?
• How old is my stock?
• How much stock did i have as at some specific date?
• what is the total cost of my items?
• what is the total cost of my items? by Type
• What would my total sales be if i sold all my items?
• what would my profit be if i sold all my items?
• What is my profit margin?
• 
  
• What % of total stock value is this item?

NAV - Intercompany sending AR to standard AR account instead of Partner-Specific AR account

The Partner-specific AR account defined in the Intercompany Partner Setups only apply to transactions being auto-created from the inbox.
Regular Sales transactions will use the posting group on the customer.

Solution:

• Create a separate customer account for your intercompany-specific customer transactions (to separate real sales that may need to go to the actual receivables account)
• Create a specific posting group to send the accounts for this customer to the intercompany-specific receivables account

LS NAV - application not mounted

SQL Database is missing or unavailable

NAV - Cannot print from print preview for some reports

https://dynamicsuser.net/nav/f/developers/26751/how-to-stop-a-report-from-printing-from-the-preview

The sales invoice and purchase order have the print button disabled from print preview.

This is handled by cal code in the report that checks to see if the report is in preview mode, and disables the button

Wherever you see this code, CAL is checking to see if the report is in preview mode, and will disable the print button if it is.

IF CurrReport.PREVIEW THEN

NAV - how to send a report as an email attachment on a schedule

https://saurav-nav.blogspot.com/2013/08/send-mail-with-attachment-from-navision.html



Create codeunit to save report to pdf
Create another to call smtpmail function and attach pdf and send

------------------------------------------


SendStmtPostErrMail(Title : Text;Message : Text[250])
SMTPSetup.GET;
Contact.SETFILTER("No.",'CT010001');
Contact.FINDFIRST;
Contact.TESTFIELD("E-Mail");

SMTPMail.CreateMessage(SMTPSetup."User ID",SMTPSetup."User ID",Contact."E-Mail",Title,'',TRUE);
SMTPMail.AddCC('mail@gmail.com');
SMTPMail.AppendBody(Message);


SMTPMail.Send;

SendTestEmail()
SendStmtPostErrMail('Title-Statement Post Error','Body-Review and post statements manually');

NAV - Run as a different user from a machine not on the domain

https://community.dynamics.com/nav/b/smallsquareservices/archive/2016/11/17/nav-tip-access-domain-nav-from-non-domain-computer
Create a batch file

runas /netonly /user:[DOMAIN\User] [“NAV EXE path”]

When you tun it, it will prompt for the user password, then launch nav

Dynamics NAV - Generic Charts, View as Chart, Analysis Reports, Schedules

You can use the View as chart feature to create generic charts that can be displayed as factboxes

http://www.threadpunter.com/nav/show-as-chart-feature-in-microsoft-dynamics-nav-2017/

Set C410 to run to auto-refresh the analysis views


T7154 Item Analysis View entry
T365 Analysis View entry

LS NAV - You cannot rename the price because the table (Sales Price) has a distribution type by master only and not no distribution

• Preaction table is trying to populate and is failing
• RetailSetup>Change Preaction creation from Database Triggers to Blank

NAV - Sales, Purchase, Inventory analysis Reports. Account Schedules. Column formulas

https://dynamicsnavfinancials.com/account-schedule-formulas/

• How to get the value for a specific time period in a column
• https://dynamicsnavfinancials.com/account-schedule-examples/12-month-trend-balance/
• Column type: Balance at Date
• Comparison Period Formula for Jan: FY[1]    (where 1 is the month you want)
• 
  

NAV - How to set default filters on a report

• Set Default Report Filters
• On Report, DataItem header
• Populate the ReqFilterfields property
• This will not work for Option fields as the value passed from the option field filter include the field name
• Use a boolean, or hardcode if then statements for the options if possible
• Otherwise, use 

ReplaceString(String : Text[250];OrigSubStr : Text[100];ReplSubStr : Text[100]) : Text[250]// StartPos : Integer
StartPos := STRPOS(String,OrigSubStr);
WHILE StartPos > 0 DO BEGIN
String := DELSTR(String,StartPos) + ReplSubStr + COPYSTR(String,StartPos + STRLEN(OrigSubStr));
StartPos := STRPOS(String,OrigSubStr);
END;
EXIT(String);

as a function to remove the beginning of the string.

NAV Manufacturing Mods

• R704 - add Order Type filter to allow filtering on only Production transactions
• Hide Group2 - ItemNo  when count inv ledger lines = 0

NAV Notifications on Home Screen

These notifications come from the Note Factbox when a note is entered, user selected, and notify selected

NAV Manufacturing Time

All time is in Milliseconds

https://dynamicsuser.net/nav/f/users/15695/capacity-unit-of-measure-100-hr-or-blank

Capacity Planning Setup
Example 1hr 30 minutes converts to:

Blank - 5400000 (Blank means milliseconds)
100/HR - 150 (100/Hr means one hundred part of an hour)
Minute - 90
Hour - 1.5
Day - 0.0625 (Day mean 24 hours)

Nav plans in milliseconds.

1 hr = 3600000 ms

Power BI - Unable to connect: This data source cannot connect to any gateway instances of the cluster. Please find more details below about specific errors for each gateway instance.Show details Troubleshoot connection problems

You are probably blocked by the firewall rules on the machine.

If it was working before, and not working now, there may be rules allowing connection while you're in the office, but not when you're outside.

Get your admin to add your current IP to the access list

SQL - Remove ' characters in strings

Select Replace(myfield,'''','')  -- Removes ' characters

Select myfield + '''' as MyNewField  --Adds a single ' character to the end of the string

Rentals, Inventory, Fixed Assets and Depreciation

• An Item is inventory as long as it is in it's original packaging
• If the item is sold to a customer, it is sold as inventory
• If the item is rented to a customer, it becomes a Fixed Asset with a contract for rental
• Once it is a Fixed Asset, it can be depreciated
• If the item is then sold, it must be disposed as an asset

Story Demo - NAV

• Use the Business Manager Role
• Shortcuts setup in Menusuite1090 Dept-Company - Departments>Demo 
  Item Setup – Items, Sales Budgets, Item transactions 
  Purchasing Setup – Purchase budgets, Purchase analysis 
  PO custom - T38 Status and containers fields,T39 container & custom
   Items: FG0001, RM0001, Water in description
  

  • Foundation 5m
    
    • Navigational layout based on outlook e-mail client
    • Customizable shortcut and toolbars
    • Homepage quick shortcuts
    • Inbox for scheduled reports
    • Menu Search tool
    • Reports and Lists export to excel
    • Fields can be added, removed
    • Manu access controlled by user security
  • General Leger - Accountant 15m
    
    • How do i define my chart of accounts? 
      
      • Chart of accounts
    • Can i report by department or profit center? Or anything else for that matter?
      
      • Show Default Department Dimensions on Account
    • How do i prevent users from posting to different periods? 
      
      • GL setup
      • User Setup
    • Can i generate a Balance Sheet? 
      
      • Account schedule - m-balance , m-netchange 2007 or 2018
        
        • Show drillback to original document
    • Can i compare it to a budget? 
      
      • Account schedule - m-balance-budganalys 2007 or 2018
        
        • show drillback to budget
    • Can i compare to previous periods? 
      
      • Account schedule - m-balance-m-yhist 2007 or 2018
      • Account schedule - m-balance-m-hist 2007 or 2018
        • Show department dimension filter
    • TALK-Can i consolidate reports across companies?
      • Yes, using consolidation companies and account schedule reporting, can display by business unit
  • Inventory Clerk 15m
    
    • How much inventory do i have? Where is it? How is it going to change?
      
      • Item List 
      • Item List>Navigate>Items by Location 
        
        • Search for Water 
      • Item List>Navigate>Availability> Location
        
        • Use caps, Show drilldown - projected available balance, show which docs are going to consume
        • Use fg0002, show we can see stock is coming
      • Item List>Navigate>Availability> Event 
        
        • Review stock movements, past, current and future
      • Item List>Navigate>Availability> Timeline 
        
        • Right click, zoom in zoom out, select, hover to view details
    • How do i define replenishment rules?
      
      • Stockkeeping units
    • How old is my inventory? 
      
      • Departments>Demo>Inventory>Item Age Composition 
    • How much inventory did we have last month? 
      
      • Departments>Demo>Inventory>Inventory Valuation Report 
    • How do i create a New Item? 
      
      • Departments>Demo>Inventory>Item List>New>Use Template 
    • We just did a stock count, How do i enter a Stock Count Adjustment? 
      
      • Departments>Demo>Inventory>Phys. Inventory Journal 
        
        • Calculate Stock 
    • How do we transfer stock? 
      
      • Item Reclass. Journal 
      • Talk-More advanced Transfer Order exists that allows you to ship, from one location, then receive at another 
    • How to identify and fix mistakes?
      • Item ledger entries, Item valuation report, item revaluation entries
  • Purchasing Manager 15m
    
    • What is the status of my current PO's? 
      
      • Purchase Order List (Status, container)
      • Sort/Filter by Amount received not invoiced
      • Sort/Filter by Expected receipt date
    • What are my recommended PO's from replenishment? 
      
      • Show stockkeeping unit card
      • Based on Stockkeeping unit rules> 
      • Purch Req Worksheet>Calculate Plan>Carry out actions 
    • Create PO, Receive, Apply Item Charges, Invoice 
      
      • Create regular po, then receive
      • create invoice for freight, charge item, apply across receipts
      • get receipt lines, apply across multiple po's,
      • suggest,by amount
    • What is the status of my Vendors? AP? 
      
      • Vendors>Statistics 
      • View chart by outstanding balance by gen bus posting group 
      • View Vendors>Related Information>Ledger entries 
      • Vendor Payment Receipt Report 
      • Aged Accounts Payable 
    • How am i performing against my budget? 
      
      • Purchase Analysis Report –
        
        • show items,report
        • show vendor report 
  • Manufacturing Manager 30m
    
    • How do i track my Bill of Materials? 
      
      • Production BOM>Assign to item on item card
      • Routings
    • How do i know how much capacity i have?
      
      • Work Centers - Show Calendar, Absence, Statistics, Task List, work center load
      • Talk-Machine Centers are Optional
    • How do i schedule my productions?  
      
      • Production Forecasts - create demand
        
        • Manually enter, or import using configuration package 
      • Planning Worksheet
        • Recommend - Plan, Firm, Release Production Orders
        • If something changes, i can regenerate my plan
    • What raw materials do i need?
      
      • Order Planning
        
        • Recommend - Purchase, Transfer, Produce
    • How do i capture variances from the production floor?
      • Released Production Order>Refresh>Line>Production Journal
      • View availability by bom level, show bottleneck, able to make timeline
        • Go to line item, view availability by location
      • Or Manually enter Consumption Journals
    • What is the status of my current Production Orders? 
      
      • How much Raw Materials did i use? How much Finished Product did i produce? 
        
        • Inventory Transaction Detail report
      • What was my variance?
        • Production order Statistics
    • Optional Talk - What about scrap
      • TALK - by default, system includes scrap costs in production
      • If they should not be included, separate adjustments will have to be made, with reference to the production order, and a separate report built
    • My production is the wrong cost because of data entry errors
      • TALK - Can use revaluation journal to fix 
  • Sales Manager 15m
    
    • How am i performing against my budget?
      
      • Show sales budgets  - water
        
        • Use item filter on bottom to limit items
        • Show you can set budgets by period or by item
      • Show Sales analysis - sr sales vs budget
    • What is the status of my Customers? AR? 
      
      • Customer List
      • Customer Detail Aging
    • How do i enter a sales Quote/Order/Invoice? 
      
      • Show sales invoice
    • How do i receive payments? 
      
      • Cash receipt journal - use  new concepts, apply, bank  wwb-usd
    • How do i see how many payments came in?
      
      • Customer ledger entries, bank account ledger entries
  • Jobs & Contracts Manager 15m
    
    • How do we add/remove new coolers? 
      
      • Service Item List
    • How do we setup a new contract? 
      
      • Service contracts - set warranty date, price, 
    • How do we bill every month? 
      • Create contract Invoices
    • Where are all of our coolers? 
      
      • Service Item List
    • What is the status of our contracts? 
      
      • Departments/Service/Contract Management/Service Contracts 
        
        • Navigate 
        • Contract Change Log 
    • How do we service our coolers?
      • Service order - line, order-service lines
  • Fixed Assets - Accountant 10m
    • What is the current status of my assets? 
      
      • Fixed assets list
    • How do i acquire assets? 
      
      • Purchase Orders
    • How do i run depreciation? 
      
      • Fixed Assets List- Calculate depreciation
    • How do i dispose of assets? 
      
      • Sales invoice
    • Can i track insurance policies? 
      
      • Fixed Assets Card - Insurance Policies
      • Insurance Journals
    • Can i track maintenance history? 
      
      • Maintenance options on FA card
      • Maintenance FA Posting Type on Purchase Order FA line
  • Bank Rec - Accountant 10m
    
    • How do i import my bank statement? 
      
      • Copy and paste from excel
    • How do i match entries? 
      
      • Match automatically
      • Select and tick match manually
    • I need a list of all my check numbers 
      
      • Check listing from bank account
    • How do i see my unpresented checks and other outstanding transactions? 
      
      • Print bank rec test report - tick print unapplied documents
  • Workflow 5m
    
    • Talk-Can we setup approval by e-mail? 
      
      • Approval user setup - set email address
      • Show workflows setup page
  • Power BI Reporting, Jet Reports