How do we import inventory item to ERP Nav?

Posted by mELodYsEasons | 10:53 AM

You must know the format of the ledger before importing.
To do so, go to tools-object designer-form

Select mapping, then run.
Again, select Open-Item.


You will see the field no, field name, Field caption.

Then u have to create your own data based on the description.

Once your data is ready, kindly select file name to browse your file.
When it is done, click button function, select import data.
Done.

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Export sales order from Navision

Posted by mELodYsEasons | 10:51 AM | ,

Tools-object designer-table

Select sales line, then run..

Find Qty to ship, filter <>0

Ctrl C & paste to excel file.

Done.

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How to Export Purchase Order Outstanding

Posted by mELodYsEasons | 10:49 AM | ,

Go to tools-object designer-Table-PUrchase line

Then Run...

Select qty to receive, filter <>0

Block all the fields, ctrl C then paste to excel file.

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Before & after data cleaning/transaction deletion

Posted by mELodYsEasons | 9:02 PM |

The steps to be done before and after data cleaning:

1. Backup current database

2. Create new database

3. Restore last database to new database, this database will be used for disaster recovery

4. After step no. 3 succeeded, do data cleaning will be done.

5. Change General Ledger setup for posting period

6. Setup currency rates

7. Prepare Inventory beg. Balance in Excel format

8. Import and validate Inventory Beginning Balance

9. Assign Item Lot Number based on stock opname data à Posting

10. Input Outstanding Purchase Order, Sales Order, and Production Order

è If using existing document number, number series must be set to manual first.

è If using new document number, must do mapping between old document number and new document number

11. Import Outstanding AP, AR

12. Import Beginning Balance of Cash and Bank, Fixed Asset, and General Ledger

13. Input current transactions

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Impact of transaction deletion

Posted by mELodYsEasons | 9:01 PM |

Regarding of transaction deletion for current database, following are the impact to be considered:

1. All transactions history will be deleted

2. Document Numbering to be decided: continue previous number or restart all document number

3. For Inventory module:


a. Inventory Stock will be 0

b. Lot Number to be decided: continue previous number or restart the lot number .

c. Lot number has to be assigned manually (after import invt. beg. Balance, if using previous database lot number)

4. Input/import beginning balance:

a. Inventory (based on last stock opname) with information of quantity, cost, and lot number. Should consider the latest item cost.

b. Outstanding Purchase Order

c. Outstanding Sales Order

d. Outstanding Production Order

e. Outstanding AP

f. Outstanding AR

g. Beg. Balance of Cash and Bank

h. Beg. Balance of Fixed Asset

i. Beg. Balance of General Ledger

5. Please backup first before do data cleaning

6. Recommend to restore current database into different (new) database, after succeeded then do data cleaning

7. Current database still will be used as live database

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The difference of delete transaction & new database

Posted by mELodYsEasons | 8:29 PM |

Transaction deletion will only delete transaction recorded previously, but wont delete the master list such as part nos, Lot no, etc.
But by creating new database, means you have to redo all the things from the start.
Just like re-implement the system.
You must scan the barcode, input all the master list, beginning balance & outstanding orders.

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how to remove all the transaction

Posted by mojacho | 4:56 PM |

first go to tools > object designer > form > implementation >run > data cleaning > run

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