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