Dynamics NAV - Setup Columbus Foods and Catchweights

• How to documents exist on Columbus Foods Customer Portal
• ToIncrease Help
• https://business-central.to-increase.com/md/en-US/index
• Generally Turn on automated cost postings, but can turn off
• Must run adjust cost nightly when using average costing
• Define UofMs as Weight uofm's for use in catchweight
• Catchweight Items
• Base is CASE
• Add UofM LB = 20 if 20 lbs in a case
• Alternate UofM
• Add UofM LB = 20 if 20 lbs in a case
• Costing = Alternate
• Pricing Unit = Alternate
• Catch Alternate Qtys = True
• Alternate Qty Tolerance % = 10%
• Inventory Setup
• Average cost by item by day
• 
  
• Item Card
• Type = Inventory
• Item Types - Will affect what options are available to process each item type
• Raw Material - food going in
• Packaging - Labels, boxes Etc.
• Intermediate - virtual in between
• Finished Good - FG
• Container - Serialized Pallet, anything holding product
• Spare - equipment maintenance
• Stock out warning
• Yes
• Prevent Negative
• Yes
• Sales UofM
• Sales Unit of Measure stays as Case for catchweight items
• Auto-Plan if component
• Will do low-level planning and Autocreate Required Mfg. Orders
• Production
• Production BOM No - BOM for this item
• Production Grouping Item - Intermediary required to make this item, will be used in planning
• Replenish
• Prod. Order
• Vendor Catalog  - Required for Req. worksheet
• Cross-References - Required for scanning
• Standard replenishment using req. worksheet for purchased items
• Vendor No.
• Replenishment System = Purchase
• Lead time = 3W
• Purch UofM = LB
• Reordering Policy - Lot for Lot
• Include Inventory = True
• Lot accumulation period = 1W
• Min, Max, Multiples
• Lot Tracking
• RCVLOTALL
• Lot sales tracking - False (We will provide lot on sale)
• Require Expiration Dates
• Lot Warehouse Picking - FEFO
• PRDLOTALL
• Lot sales tracking - False (We will provide lot on sale)
• Require Expiration Dates = False (will not require lots at production completion)
• Lot Warehouse Picking - FEFO
• Lot card can be manually edited to change dates if required
• Lot no Assignment - Recommend Doc. No
• Custom - Doc no, Date, Suffix
• Expiration Calculation
• 365D
• Freshness Calculation
• Freshness Calc Method
• Days to fresh - days old
• Best if used by, Sell By - same thing
• 250D
• Customers can be linked to Freshness calculation to force picking of fresh only
• Customer Card - Lot Preferences - Lot Freshness
• Country/Regions of Origin Reqd. - True
• Allows entry in gun or receipt
• Batch Planning Worksheet used to plan Prod. Order
• Production BOM No
• Production Grouping Item - Item number of Intermediate
• Used to link multiple production orders using same intermediate
• Flushing method - Manual
• Unapproved Items
• Used for BOM Development if item is not a real item as yet
• Production BOM Setups
• Inventory Setup
• Measuring System = Metric
• Process Setups - Number series, batches
• Warehouse setup
• General Ledger Setup
• Pre-Process
• Blending
• Blank - Just Notify, do nothing else
• Per Order - Create a Production order
• Per Item - Create 1 production order for all other production requirements for the day
• Autocomplete
• 
  
• Production BOM No.
• New>New Version
• Managed by date
• Active version is in red
• Equipment
• Resources - must have at least 1, can be 0 costed
• Only used for capacity planning
• Machine Type - Batch
• Replenishment area can be assigned per equipment
• Costing
• Can set overhead costs here
• Package BOMs
• Intermediate
• All packaging materials
• Co-Product By-Product Processes BOM
• One in, multiple out
• Lines = Input
• Qty Alt = Alt uofM Lbs
• Output 
• Co-Product - What we want to get
• Primary Co-product is used for planning
• Costing = (Input Cost - Std. By Product costs) / Co-products produced
• By-Product - What you get whether you want it or not
• Must be standard cost item
• Must use standard cost worksheet to revalue stock if changing standard cost
• Formulas
• Define all raw materials used to produce FG
• Set Batch Size
• Set Yield %
• Preprocess Type Code
• Define days for lead time
• Trigger trx on activity list for WH
• Displays on Pre-Process Activities page
• Up to worker to create WH Bin Movement as required
• User must mark as complete to remove from list
• If Blending, will generate Mfg Ord to pre-process
• Generate Pre-Process Activity
• Will generate all Pre-Process productions and activities
• Co-Products
• Outputs must be intermediate or finished goods
• Must have prod order as replenishment system
• One item can be marked as primary
• For By Products
• Must be standard cost
• Generally finished good
• 
  
• Alternate UofM
• set this to KG for items tracked in EACH but are issued in KG
• Cross Referencees
• Must be zero left padded 14 digits for Columbus Scanners
• Labels
• Integration to Loftware
• Will review Later
• Replenishment Areas
• Connect to Item
• Consumption Bin
• Output Bin
• Preprocess replenishment area
• Will show up in task list

• REPORT-Quantity Explosion of BOM

PROCESS

• Container Labels - Will read from container number series
• If non-14digit GTINs are coming from vendors, must relabel with internal numbers that can be read by scanners

Dynamics NAV / BC - COA - Reconciliation Account - Always enable

https://dynamicsnavfinancials.com/2012/09/18/the-nav-accountants-little-helper-the-reconciliation-account-check-box/

Always enable this option on direct posting accounts to improve the test report.

NAV/BC - Fixed Assets - You cannot duplicate using the current journal

• Cause
• FA Journal setup is trying to duplicate transactions into the same FA journal batch
• Resolution
• Go to Depreciation Books>Navigate>FA Journal Setup
• Ensure that each book is assigned to a different batch number
• Ensure that the user is setup on each book marked as "Part of Duplication List"
• Ensure that your FA is assigned to the appropriate books

NAV/BC - How to use Custom Report Layouts

1. Go to Report Selection
1. Define which report you will be using for which process
2. Go to Report Layout Selection
1. Select Custom Layout
1. Select Options as required
3. Go to Custom Report Layouts
1. Select Report ID, click Edit Layout THEN WAIT (Do not click anything)

NAV - How to use Purchase Prepayments

• Purchases & Payables Setup - Define separate number series for posted prepayment invoices and credit notes
• Define Prepayment Account on Gen. Posting Setup
• Setup Gen Prod. Posting group on Prepayment GL account or you get an error when posting the purchase order
• Setup Tax Business Posting Group on Prepayment GL account if you want the prepayment to calculate Tax 
• Setup Prepayment % on Vendor
• Do PO for Vendor
• Confirm prepayment % on each line
• Post Prepayment Invoice (Needs a vendor invoice number)
• Pay prepayment invoice
• Receive and Invoice PO
• Invoice automatically deducts prepaid amount from balance
• Pay balance of invoice

Warnings

• When posting the Purchase Order to generate the second invoice, it will throw an error about the Vendor Invoice number. I recommend appending an R onto the end of the Vendor invoice number to indicate this invoice represents the received goods
• Eg. Prepayment Vendor Invoice No was 2005
• After receiving, change to 2005R, then post

Other Uses

• This method can be used to track Goods in transit values before goods are received by setting the prepayment account to your purchases in transit account
• Disable the "Compress Prepayment" option to get detailed lines on the prepayment invoice
• Modify T38 Purchase Header to set default value for Compress Prepayment Initvalue = No
• Prepayment invoice does not have correct qty or unit price, C444,T461 should be modified to include these fields in the buildbuffer

Devops - Tree view query does not filter correctly

Add the filters to the "Filters for linked work items" only

NAV / BC - FAQ

• Can LS Central Do This?
• Buy A and B. If over $100, trigger benefit
• Q: Create a mix and match offer to trigger based on the value of the items identified in the items fast tab on the offer. Example Item A and B are identified in the Items fast tab When transaction is done if the value of item A and B purchased crosses $100 a discount or benefit is triggered. If Item A and B value does not cross $100 the offer does not trigger even if the total amount on the transaction crosses $100
• A: No, it cannot do this out of the box. It will trigger on the total value of the transaction, regardless of if it consists of A,B or C. You cannot define "Buy $100 worth of Chocolates only to get 10% off"
• What is the difference between a Limited User(Team User) and a Full User?
• Limited user can enter data into most screens, but cannot post.
•  Can Limited user do Purchase Quotes? 
• Yes, but cannot post, only release or send for approval.
• Does Business Central have Context Sensitive Help?
• Pressing F1 brings up general help.
• Your only help is in the form of hover tooltips. Hovering fetches the equivalent context sensitive help and displays it.
• Use the arrow keys to expand the help box if it is too small.
• Do extra windows use extra Business Central Licenses?
• No. One named user license can open unlimited browser sessions on any number of devices at the same time.
• Does NAV support a 13th month closing period?
• If your financial year starts with 1st. of  July, you might use the posting date 300606C (the "C" at the end is important as it is stating a "Closing" Date. This is comparable to a "13th. month" in other accounting systems
• Does Core NAV support barcodes?
• Yes
• Item>Item Identifiers
•  Item>Cross References>Bar Code
• These must be used 
• What is ADCS? Can i receive at the warehouse using a mobile device?
• Automated Data Capture
• Telnet VT100 client that can communicate with NAV via a web service to handle basic receiving and ordering
• Does not support bins
• NAV Mobile App
• What are the limitations of the NAV Mobile App?
• Lookup
• Affects what is displayed when using the drop-down
• Drilldown
• Affects what the three dots does next to a page field
• When setting up a new POS terminal, how do i set the next transaction number?
• Table Transaction Header 
• Enter date/time, next transaction number, terminal, date, etc. (fill out entire record)
• Can you connect NAV to CRM using Odata4?
• Yes
• https://docs.microsoft.com/en-us/dynamics-nav/walkthrough-creating-and-interacting-odata-v4-bound-action
• LS NAV Foreign Currency Tender Rounding
• pos transactions.payment calculates the wrong amount
• 99001570   POSTransactionEvents.OnAfterInsertPaymentLine(REC,LineRec,CurrInput,TenderType.Code); //LS-7753
•  uses pos func profile amount rounding to
• PaymentAmount is getting wrong value
• Set min change on retail currency setup to 2 cents 
• Can NAV send out automated collection letters? (Dunning Letters?)
• No.
• However, you can set up Reminders which will create entries in the customer statement. The statement can be automatically emailed to customers periodically.
• Third party module or customization required to produce mail merged letters with attached list of outstanding invoices.
• Do i need to setup the Base LCY Currency in the Currencies table?
• No.
• Your Base currency should not exist in the currencies table.
• The code used in the GL Setup will be displayed as your base currency.
• Can you spend a specific amount of a gift card?
• Q:
• I have a Gift Card for $100,
• My bill is $20
• Can i only spend $5 from gift card, and pay the rest in cash?
•  
• A:
• Yes. Gift Card will prompt for amount to use.
• Does LS Central Support Storing Gift Cards in Multiple Currencies?
• Yes.
• But must convert to LCY at point of topup.
• Does Ls Central Support Gift Card Usage across Companies?
• No.
• What are the limitations of Variants?
• NAV Variants
• Variants will work for Purchasing and Inventory
• However, they will not work for Stock Counts, Retail Transfers, or Bin Movements.
• You can enable the Variant columns in Transfers in the W1 under Inventory Management Setup
• NA does not have this option.
• LS NAV Variant Framework
• LS Central supports Variants for transfers, but not bins
• What causes Exchange rate Gains/Losses?
• Unrealized Gains\Losses - Temporary Adjustments made for financial reporting, but not meant to reflect actual cash value
• Realized  Gains\Losses - Permanent adjustments to cash value based on exchange rate
• If an invoice is done on Day1, but is not paid until Day 10, the difference between the exchange rates from Day1 and Day10 is automatically generated as an Exchange Gain/Loss.
• Stock Invoiced on Day1 is costed at the Day1 Rate.
• If you need to adjust the cost of the inventory to be the actual exchange value paid on Day10, you must do a Value Entry Journal against the inventory cost layer, offsetting the Gains/Losses account
• Does LS NAV 2018 Web POS support all functionality? On all Devices?
• Web POS directly through web client supports all functionality on Windows Devices.
• LS OMNI App and LS Central App have limited functionality.
• Can LS NAV do email marketing campaigns?
• Yes. Core NAV marketing can do mass mails based on an email template.
• Can LS NAV Handle Layaway?
• Business Central :- No Special Orders, Using customer Orders, Allowing multiple payments per customer order on POS.
• NAV 2016-2018 - No Special order workaround, no layaway
• Pre NAV 2016 - Special Orders are used as a workaround for layaway
• Can NAV do straight line depreciation by month?
• Yes. you must set your acquisition date to the beginning of the month.
• You must run depreciation as at the end of the month.
• the system will automatically use 30days
• Can NAV e-mail Purchase Orders?
• Yes.
• From PO>Send Document To>Select doc Type (PDF)>Edit in Outlook, or Send from NAV E-mail screen
• Can you reverse a Fixed Asset disposal?
• Yes.
• https://community.dynamics.com/nav/b/leapingfrogs/archive/2018/07/05/canceling-disposed-fixed-assets-entries-dynamics-nav
• Does Core NAV support buy Y get X free?
• No.
• Dynamics Mobile does not support this either. But if using LS Retail, it will support LS retail pricing logic.
• Can you define Lead times for transfers from a warehouse in LS Replenishment?
• Q: When using LS Replenishment to recommend transfers from a warehouse to a store, is it possible to define lead times per item per source and destination location? 
• A: Increase the Store Stock Cover Reqd and/or Wareh Stock Cover Reqd to include the lead time.
• Store Stock Cover Reqd = Total days worth of stock to maintain at store (Only Affects Transfers)
• Wareh Stock Cover Reqd = Total days worth of stock to maintain at Warehouse (Only affects Purchases)
• Therefore, if i have 2 days lead time, i would increase my cover days by 2.
•  Can NAV handle catchweights?
• Q: How does NAV handle catchweights?
• A: Lots can be used to represent boxes. Lot information fields can be added to track pieces or other box-specific data. Picks and Put aways are used to capture actual weights. Cannot over-receive, so original orders must either be slightly higher, or mod to auto-reopen and modify original sales or purchase orders.
• How does LS Replenishment know if to purchase or transfer?
• Q: How does replenishment know if to purchase or transfer stock from  WH to a Store?
• A: Rules are defined per item, per destination location (Replen. Item Store List). A Purchase, or transfer journal is run from a source location,which calculates for all defined destination rules. You can only define one set of coverage days
• A2: It does not decide on purchase or transfer. You must run the transfer journal first to transfer stock to all destinations based on the rules defined per item destination. Next, you run the purchase journal to purchase all stock for all locations based on the rules defined per item destination.
• A3: Store coverage days can only be defined per destination, meaning you cannot have more than one supplying warehouse that may take longer to supply a store than another
• Can LS Replenishment automatically generate PO's and Transfers?
• Q: Can LS Replenishment automatically generate PO's and Transfers? How is this configured?
• A: Yes. The Location, and Item must be active for automated replenishment. The Replenishment Template must be set to "Create Orders Automatically". When the nightly routine runs to calculate the replenishment quantities, PO's or TO's will be automatically generated.
• Dynamics Mobile Route Sales
• Sales Module Presentation: https://vimeo.com/172894961/f2b095c54a
• Field Sales App Demo: https://vimeo.com/173479888/0b1e35f0e1
• Can XMLPorts export joined tables to Text?
• No. By default if an XMLport is set to export to text, it can only export a single table, or variables.
• It is possible to use variables for all fields, and use CAL to populate each variable as required.
• If you're going to do that, you might as well just use a codeunit to generate your file, and forget the XMLPort.
• Where Can you use reason codes?
• GL Journals
• Item Journals
• Where can you use return reason codes? (can set location, and whether it affects stock or not)
• Sales Return Line Items
• Purchase Return Line Items