Tuesday, March 27, 2018

Dynamics NAV LS Retail - How to Setup NAS and/or Task Scheduler


  • In the Admin Tool, add a new instance named NAS
  • Enter Company Name
  • Enter Time Zone
  • Point it to the same company database
  • Startup Argument: NASID,REPEAT=1,LOG=1
  • Startup Codeunit: 99001468
  • Startup Method: LSRSCHEDULER
  • In NAV, go to Scheduler Setup
    • Enable NAS
    • Restart NAS Instance

In later versions of NAV 2017+/ BC, the Task Scheduler has been introduced to manage Job Queue Entries
  • From the Admin Tool, go to Task Scheduler fasttab and enable it

Dynamics NAV - Prevent a window from opening based on some criteria

https://msdn.microsoft.com/en-us/library/dd355305.aspx

Use ERROR.

OnClosePage fires even if client crashes

Saturday, March 24, 2018

Standard Dashboard KPIs and Reports


  • https://www.klipfolio.com/resources/kpi-examples

  • Financial Executive
    • Quick Ratio, Current Ratio
    • Working Capital
    • Return on Equity
    • Quick Ratio Acid Test
    • Vendor Expenses
    • Profit and Loss
    • Recent Payments
    • Current AR and AP
    • Income and Expenses
      • Income
      • COGS
      • Profit
      • Expense
      • NetIncome
    • Debt to Equity
    • Accounts Payable Turnover
    • Accounts Receivable turnover
    • Inventory Turnover
    • Net Profit Margin
    • Gross Profit Margin
  • Account Executive
    • Leads
    • Sales Performance
    • Customer Data Management ?
    • Promotion Sales
    • Marketing Campaign
    • Sales Margin
  • Procurement Manager
    • Materials
    • Purchase Levels
    • Payables
    • Vendors & Customers
  • Operations Manager
    • Inbound/Outbound Orders
    • Cycle Counting
    • Fulfilment Rates
    • Fill Rates
    • Operational Metrics
    • Inventory Levels

Monday, March 19, 2018

Friday, March 16, 2018

NAV Language Packs - Columns still show in english after import

You need to import the Database>FLM file by going to Dev environment>login to DB>Tools>Language Module>Import

Thursday, March 15, 2018

Wednesday, March 7, 2018

Dynamics NAV - How to Create or Modify Role Center Layouts and Parts


  • Each Role Center is a Page in the P9000 Range
  • Each one has an Activity Page
    • Made up of Cues, connected to table fields
  • Each Part is connected to a Page, each Page has a Table

Dynamics GP - SQL View Last Exchange Rate for each Currency

SELECT     DYNAMICS.dbo.MC00100.EXGTBLID, DYNAMICS.dbo.MC00100.CURNCYID, DYNAMICS.dbo.MC00100.EXCHDATE, DYNAMICS.dbo.MC00100.TIME1, DYNAMICS.dbo.MC00100.XCHGRATE, DYNAMICS.dbo.MC00100.EXPNDATE,
                  DYNAMICS.dbo.MC00100.DEX_ROW_ID
FROM        DYNAMICS.dbo.MC00100 INNER JOIN
                      (SELECT     CURNCYID, MAX(DEX_ROW_ID) AS ExchDR
                       FROM        DYNAMICS.dbo.MC00100 AS MC00100_1
                       WHERE     (GETDATE() BETWEEN EXCHDATE AND EXPNDATE)
                       GROUP BY CURNCYID) AS ExchDr ON DYNAMICS.dbo.MC00100.DEX_ROW_ID = ExchDr.ExchDR
WHERE     (GETDATE() BETWEEN DYNAMICS.dbo.MC00100.EXCHDATE AND DYNAMICS.dbo.MC00100.EXPNDATE)

Monday, March 5, 2018

Dynamics GP -"Database setup has not been completed for Microsoft Dynamics GP"

Situation: Got this error after creating a brand new test company in an evironment with manufacturing and payroll enabled. Even if you restore a new db over the company, the error persists and it resides in the dynamics configuration for the module list for the new company.

Cause: The issue occurred because the dynutils we used to create the company did not have the manufacturing module enabled in the dynutils.set because it was an old client being used for users who did not need to use manufacturing.

Solution: We adjusted the dynutils.set in the client that included the manufacturing module to point to it's local folder dictionaries, and ran the dynutils. It detected the new company, upgraded it, and installed the missing modules.