Value-added Tax (VAT)

Posted by mojacho | 1:42 PM |

1) VAT is a transaction tax that is paid by end consumers

2) Setting up of VAT Posting Group is the same as the General Posting Group
a) VAT Business Posting Group - Customers & Vendors (Who)
b) VAT Product Posting Group - Items & Resources (What)

3) VAT Business Posting Groups
a) FINANCIAL MANAGEMENT -> SETUP -> VAT POSTING GROUP -> BUSINESS
b) Code field can accept 10 characters

4) VAT Product Posting Groups
a) FINANCIAL MANAGEMENT -> SETUP -> VAT POSTING GROUP -> PRODUCT
b) used to calculate tax based on types of item perchased or sell.

5) VAT Posting Setup
a) Matrix of VAT Business Posting Groups and VAT Product Posting Groups

Read More..

When you want to make a changes or post something and the following messeage come out:

"table is Locked by another user"


This means that another user is also modifying data in the same table. Navision has locked the table for the user to modify so that no other users can modify the same data at the same time. Any other user who want to modify the same data must wait until the user who locked the table to finish his/her changes first. Once the user has finish modifying the data, Navision will release the table lock for other users to use.

Navision allow you to check which user is locking other users.
1) Go to File-->Database-->Information.
2) Select the Sessions tab.
3) Drill down to the current sessions.
4) Check on the Blocking user id column to find out who is locking other people.

Read More..

You have created a simple dataport and very confident that the dataport can import data into your table without any problem. Then, you try to run the dataport (Ctrl + R) and import a file into your table. The import process completed successfully. Then you go to your table to check the imported data but the luck is not with you. The data not found in your table.
First thing you need to check is the AutoSave and Auto Update properties of your property. Set it to Yes if it is in No status.


Still cannot. Make sure you have saved and compiled your dataport and run it from the Object designer. Very often, you are very confident that your dataport will work perfectly because it is just a simple dataport. So, you just design and run the dataport without saving it so that you can save one object license. Your dataport will not save data in your table if you just run it in design mode without saving it first.

Read More..

After upgrade from 4.0 to 4.0 SP2 and syncronize your windows user Id, you are still not able to login to your database through windows login. You already grant all the necessary roles and permission to your users. You even grant them dbowner and super role, but still can't login. If you use database login, you can login successfully. If this happens to you, most probably is because you have not update the xp_ndo.dll file in you SQL Server Binn directory.

When you upgrade to 4.0 SP2, make sure that you update the xp_ndo.dll on all instance of your SQL Server. You can find the step-by-step instruction on how to update the file from the sql_esp folder in Navision 4.0 SP2 Disk 1 CD.



Read More..

1) Create a Tabular Form with the Form Wizard.
2) Enter 2000000044 as the table name.
3) Complete the wizard and run the form.


Table 2000000044 is a virtual table used to stored license information. You cannot find this table in object designer but you can use it as data source in form.

Read More..

Navision Object Ranges

Posted by mojacho | 1:19 PM |

0-9999 - developed by Microsoft Navision
10000 - 49999 - developed by Microsoft Navision Territory REpresentatives
50000-99999 - Microsost Solution Center
1000000 - 98999999 - add on products

Read More..

New release delivers breakthrough user experience designed to increase usage of ERP and fuel individual and company-wide productivity

Microsoft Corp. today announced the general availability of Microsoft Dynamics NAV 2009, a comprehensive, innovative business management solution that helps people work faster and smarter, and gives businesses the flexibility to adapt to new opportunities and growth.

The Microsoft Dynamics NAV 2009 release offers breakthrough user experience and technology innovations while maintaining the simplicity that has always been a core value of this solution. Never before has so much effort been put into a Microsoft Dynamics NAV release - from extensive customer research and a complete architecture redesign, to a concentrated focus on quality. The product has been thoroughly tested by partners resulting in more than 10 customers live on Microsoft Dynamics NAV 2009.

“Customers and partners are facing complex issues today. Customers need to streamline operations and find ways to use resources more efficiently, while partners are looking for strong opportunities to create and maintain vertical solutions,” says Kirill Tatarinov, corporate vice president of Microsoft Business Solutions at Microsoft. “Microsoft Dynamics NAV 2009 allows us to squarely address the needs of midsize businesses in today's economic climate and to support our partners' investments. By using the role-specific, user-friendly ERP solution, both groups can boost productivity and work smarter, maximizing their effectiveness in driving business impact."

With Microsoft Dynamics NAV 2009, businesses can:
• Provide a streamlined, RoleTailored user experience to help people work more effectively.
• Adapt to meet changing business needs with improved agility and enhanced flexibility.
• Connect Microsoft Dynamics NAV easily to a wide range of applications with .NET Web services.
• Provide new options for designing reports that are intuitive to work with and easier to distribute.
• Maximize existing investments in Microsoft products and technologies, including Microsoft Windows SharePoint Services and Microsoft SQL Server 2008.

“One of the biggest challenges faced by customers using ERP systems is how to get started using the right functionality in the applications. With the release of Microsoft Dynamics NAV 2009 and its new RoleTailored client, we finally have a great answer for that challenge. Those capabilities allow users to focus on the 20 percent of the application's functionality that they need to do their job and push the rest into the background,” says Scott Brennan, managing consultant with Sikich, a US-based solution provider and Microsoft Dynamics NAV reseller.

Read More..

Adjust a Transfer Quantity

Posted by Anonymous | 8:07 AM | , ,

For example, a transfer order for 100 units of item 70100 is released and shipped
from the Blue to the Yellow warehouse. When the items arrive at the Yellow
warehouse, a warehouse person discovers that there are only 87 units of the item
instead of 100. A quick enquiry shows that the missing 13 items were lost in
transit.

Now, the warehouse person records the receipt of the actual quantity of 87 units
of item 70100. Later, a dedicated person needs to make adjustments for this loss
in the program.
First, create, release, and post the shipment of the transfer order for 100 units of
item 70100 from the Blue to the Yellow warehouse. Then, post the transfer
receipt for 87 units, and then post the receipt for the remaining 13 units.
To adjust the inventory for the lost 13 units of item 70100, follow this procedure:
1. In the Navigation Pane, click the Purchase button and click
INVENTORY & COSTING→ITEM JOURNALS.
2. In the Item Journal window, in the Entry Type field, select Negative
Adjmt.
3. Fill in the Document No., Item No., Location Code, and Quantity
fields on the journal line with the appropriate data.
4. In the Applies-to Entry field, click the AssistButton to open the
Item Ledger Entries window.
5. Select the item ledger entry for the transfer receipt of 13 units and
click OK.
Now, post the item journal:
6. In the Item Journal window, click POSTING→POST. Click Yes to
confirm that you want to post the journal.
7. Click OK in the message box confirming that the journal was posted.

Read More..

Object Level Security

Posted by mojacho | 12:39 AM |

You have now opened a company and your ability to work in it is still determined by
the Navision security system.
The Navision security system consists of roles and permissions that you can assign to
the users who have access to the company. The security roles in Navision determine
the access you have and the tasks you can perform on the objects that exist in the
database.


The Navision security system divides the database into the following objects:
The various roles that exist in Navision determine the tasks that you can perform on these objects.

Read More..

Navision security system

Posted by mojacho | 12:24 AM |

The Navision security system allows you to control which objects (tables and so on)
each individual user can access within each database. You can specify the type of
access that each user has to these tables and records – whether they are able to
read, modify or enter data.
Furthermore, in the SQL Server Option you can specify which particular records that
are stored in these tables each individual user is allowed to access. In other words,
permissions can be allocated at both table level and at record level in the SQL Server Option for Navision.


The Navision security system contains information about the permissions that have
been granted to each individual user who can access each particular database. This
information includes the roles that the users have been assigned as well as any
particular permissions that they have been granted as individual users.
The Navision security system, even though it is a homogenous integrated system, can
be said to consist of four different levels of security:
· Database Level Security
· Company Level Security
· Object Level Security
· Record Level Security

Graphically these can be represented as the layers of an onion where the central layer
is the records in the database:



Read More..

Microsoft SQL Server supports four different types of backup. You should choose the
type of backup you will be using carefully in order to ensure that you get the level of
security you require.


The four types of backup are:
· Database backup – this makes a backup of the entire database.
· Transaction log backup – this makes a backup of the entire transaction log.
· Differential backup – this makes a backup of all committed entries since the last
database backup.
· File and filegroup backup – this makes a backup of individual files or filegroups
within a database.

These can be combined to form many different types of backup and restore
procedures. This allows you to design a backup and restore strategy that fits your
database needs.

You can also use the Navision client based backup/restore tool when you are running
on the SQL Server Option. However, the SQL Server backup/restore system is
server-based and is therefore considerably faster than the Navision backup/restore
tool, which is client-based.

It is possible to restore a SQL Server backup of a Navision database directly into SQL Server without using Navision. You can also create a database directly in SQL Server without first having to create it in Navision and then restore a SQL Server backup of a Navision database directly into the database on SQL Server.
SQL Server allows you to make backups when the system is in use. With SQL Server,
you can also automate many of your administrative tasks, including making backups.
SQL Server allows you to establish a database maintenance plan (with the help of a
wizard) that includes database optimization, integrity tests and a backup plan.
One of the great advantages that SQL Server has over Navision Database Server is
its ability to record a transaction log. Transaction logs give SQL Server a roll forward capability that you can use to recover all the committed transactions that were carried out up to the point of failure. Roll forward is achieved by restoring your last database backup and applying all subsequent transaction log backups to recreate these transactions.

Read More..

HotCopy backup

Posted by mojacho | 12:06 AM |

Navision Database Server has a server based backup program called HotCopy.
HotCopy is much faster than the client based backup facility. This program is installed
with Navision Database Server and is stored in the same directory as Navision
Database Server.

HotCopy can only be run from the server location and can only create backups on
hard disks. You cannot make incremental or differential backups. You can make a backup of a database while clients are using it. The backups are file copies of the
database and are not compressed.

Read More..

The advantages of using the Navision backup

Posted by mojacho | 12:02 AM |

go to tools > backup
The advantages of using the Navision backup function are:
· The system tests the database for errors, so incorrect information is not copied to a
backup.


· The data is compressed, so it takes up as little space as possible.
· The system calculates how much space the backup will use.
· You can keep working in Navision while you are making a backup.

Read More..

WHAT ARE REPORTS?

Posted by mojacho | 3:17 PM |

Reports have several purposes in Navision:
· Reports are used to print information from a database in a structured way. For
example, you can create a report that lists all the customers and all the orders
placed by each customer.



· Every application document must be created as a report. For example, to print an
invoice, you must create a report that is automatically filled out with the relevant
information.
· Reports can also be used for other tasks and not just for printing. A report can be
used to automate many recurring tasks such as updating all the prices in an item
list. This could be achieved by writing C/AL code in a codeunit, but using a report is
much easier because you can take advantage of the powerful data modeling
facilities available in the report designer.

Read More..

Journal Batch

Posted by mojacho | 10:45 PM |

Journal Batches in Navision is usually used to seperate entries by different users. For example, Tommy and Merry are woking on General Journal at the same time. To prevent Susan's journal entries are overwritten by Ken, 2 Journal batches can be created. 1 batch assigned to Ken and another batch assigned to Susan

There are 2 ways to create Journal batch in Navision:

1. At the journal window, click on the Batch Name assist button to bring up the batches listing. You can add new journal batches from here
2. At Journal Template window, click on TEMPLATE --> BATCHES.

Read More..

Journal Template

Posted by mojacho | 10:42 PM |

You can create Journal Template for the following Journals:

1. General
2. Sales
3. Purchases
4. Cash REceipts
5. Payments
6. Assets
7. Intercompany
8. Post Dated


To create a Journal Template, click FINANCIAL MANAGEMENT --> SETUP --> GENERAL --> JOURNAL TEMPLATES




The important field to take note here is the Type field. The type field determine the Journal Template will appear in which journal window - General, Sales, Purchase, Cash REceipts, Payments, Assets, Intercompany or Post Dated.

You will be prompted to select the journal template at journal window if you have created more than 1 journal templates for the same journal types. For example, if you have created 4 journal templates for General Journal, then you will be prompted to select a journal template when you open the General Journal window.

Read More..

Both Purchase and Positive Adjmt. Entry Types in Item Journals will increase quantity in inventory. When you select Purchase Entry Type, Navision will default the unit cost from Item Card Last Direct Cost. If you select the Positive Adjmt. Entry Type, Navision will default the unit cost to the Item Card Unit Cost.

Read More..

Auto Numbering for Journals

Posted by mojacho | 10:34 PM |

The auto numbering for journals can be defined at the Journal Template or Journal Batch windows. Just enter the No. Series code into the No. Series field. If you enter the No.

Series code at the Journal Template level, all Journal Batches under the same journal template will share the the same auto number. If you want different batch to have different auto numbering, you have to define the No. Series code at the Journal Batch window.

Read More..

FA Posting Type Setup

Posted by mELodYsEasons | 1:05 PM | ,

For each depreciation book, you must set up how you want the program needs to know how to handle various FA transactions for each of the FA posting types. For example, the program needs to know whether the posting should be a debit or credit and whether or not the posting types should be included in the depreciable basis or if it should be part of a gain or loss calculation.

You set this up in the FA Posting Type Setup window. To open this window, on the Depreciation card, click Depr. Book, FA Posting Type Setup. The program contains a default setup that can be used. You cannot insert or delete lines in this window; you can only modify the existing lines.

Read More..

1) Create a Tabular Form with the Form Wizard.
2) Enter 2000000044 as the table name.
3) Complete the wizard and run the form.



Table 2000000044 is a virtual table used to stored license information. You cannot find this table in object designer but you can use it as data source in form.

Read More..

Reminder to Customer

Posted by mELodYsEasons | 9:58 AM |

Navision can create reminders to customers with outstanding balance by batch. Navision use the reminder term code and fin. charge term code in Customer Card to determine



1. due date of reminder
2. interest rates
3. include additional fees or not
4. use predefined text or not

Read More..

Posting Date allowed

Posted by mELodYsEasons | 9:51 AM |

Navision do not have month-end closing. In order to prevent users from posting records with older date, you can set the posting date ranges for a particular period. This can be set at the Geneleger Ledger Setup window. To open General Ledger Setup window, click FINANCIAL MANAGMENT --> GENERAL LEDGER --> SETUP --> GENERAL LEDGER SETUP


At the General tab, enter the date for Allow Posting From and Allow Posting to fields. If you do not enter any date in these 2 fields, users can post entries with any posting date.

Read More..

Wrong dimension in GRN (receipt)

Posted by mELodYsEasons | 3:21 PM |

If u posted the receipt customer group code or any dimensionswrongly..
U can adjust it in posted document dimension table.

Go to object designer, table 359 (posted document dimension) then run.

At there, u will see the dimension, just change it to the correct one.

Read More..

Entering date into Navision

Posted by mELodYsEasons | 12:13 PM |

Date can be entered into Navision with the following code:

1. w : workdate
2. t : system date
3. c: closing date
4. # : number of days
5. m : Monday
6. tu : Tuesday
7. we : Wednesday
8. th: Thursday
9. f : Friday
10. sa: Saturday
11. su : Sunday


Navision support 2 digits year format from year 1930 to 2029. If you enter a number from 30 to 99 in the year portion of a date, Navision will interprete it as 19XX. If you enter the number from 00 to 29, Navision will interprete it as 20XX.

Don't be confused that Navision can only support date from 1930 to 2029. Navision if using Native database can support date range from 0000 to 9999 while SQL Option can support date range from 1753 to 9999. If you want to enter any date out of the 1930 to 2029 ranges, you must enter the full 4 digit year format.

Read More..

Setup Cost for Machine Center

Posted by mELodYsEasons | 11:00 AM |

Open Machine Center Card. Select Posting Tab.

Fill in the Direct Unit Cost and Indirect Cost % and / or Overhead Rate fields. The Unit Cost field will be calculated automatically.

When you change the Unit Cost, Indirect Cost % or Overhead Rate fields, only the respective fields and the Unit Cost field in Table 99000758 (Machine Center) will be updated.

Read More..

Create Work Centers

Posted by mELodYsEasons | 10:53 AM |

To open Work Centers card, click:
Manufacturing --> Capacities --> Work Centers

1) Press F3 and then Enter to create a new Work Center
2) Enter the relevant information.

Read More..

Average Cost (LCY) field in Item Card

Posted by mELodYsEasons | 10:39 AM |

The Average Cost (LCY) field in Item card is updated by Navision when you

1) Post Invoice
2) Inventory Increase
3) Inventory Decrease
4) Adjust Cost - Item Entries

The formula used to calculate the Average Cost (LCY) is as follow:

Average Cost (LCY) = (Cost Amount (Actual) + Cost Amount (Expected)) / Total Item Ledger Entry Quantity

Read More..

Capacity Cost

Posted by mELodYsEasons | 10:32 AM |

Capacity costs are the internal labor cost and machine costs. It can be setup in machine center and work center. The capacity cost also can be seperated into direct and indirect cost. Examples of direct capacity cost include building rental and insurance. Examples of indirect cost include lighting, heating and cleaning.To specify the capacity cost:

1) Open Machine Center Card (Manufacturing --> Capacities --> Machine Centers)

2) click on the Posting tab.

3) Enter direct cost in the Direct Unit Cost field. For example, $0.50

4) Enter indirect as percentage or fixed rate into Indirect Cost % or Overhead Rate field. Let's assume the indirect cost is fixed at $0.30, then we will need to enter 0.30 into the Overhead Rate field.

5) The Unit Cost field will be calculated automatically based on the value in the Direct Unit Cost, Indirect Cost % and Overhead Rate fields.

Read More..

Navision Terms S to Z

Posted by mELodYsEasons | 12:38 PM |

Shortcut Key − A keystroke or keystroke combination that moves to another
screen or function within Navision.

Sort − The ability to change the order in which records are displayed or printed.

SQL − Structured Query Language.

Status Bar − Located at bottom of the application window; it shows the name
and contents of the active field, work date, user ID, and whether a filter
(FILTER), insert (INS), or overwrite (OVR) mode is on.

System Date − The date of your computer.

Table − A table consists of a group of related records, each record is made up of
fields and each field holds one piece of information; one example of a table is the
entire listing of Vendor records. One of seven Object types in Navision.

Table Filter − This option enables you to set multiple Field Filters on a table,
limiting the amount of information displayed or printed.

Tabular Window − A data view that has multiple records per window,
displaying information about several customers, vendors, items, etc. at one time.
See also Card Window and List.

Text Box − A small box in a dialog box or window; it is used for entering
information necessary for the execution of a command.

Title Bar − Located at the top of the screen; displays the name of the company
you are currently working in and the name of program (Navision).

Toggle Mark (CTRL+F1) − A function that allows you select certain records
for viewing, posting, etc. When selected, a diamond appears in front of the
Record Indicator of the record you are on. If you move off of the record, the
diamond remains. You may limit your view by selecting VIEW→MARKED ONLY.
Toolbar − Located just below the Menu Bar; contains a row of iconic buttons to
give quick access to frequently used functions such as editing, filtering and
locating data.

TrendScape Window − A form in Navision that allows the user to view a
summary of data by a time period, such as by day, week, month, quarter or year
or Accounting Period.

Work Date − The date displayed in the Status Bar; may be set by accessing
TOOLS→WORK DATE. If you do not change the Work Date, it will default to be
your system date.

XMLports − The XMLport object is conceptually related to a dataport; you also
use XMLports to import and export data, but in XML format. XMLports make
the process of exchanging data in XML between systems more simple and
streamlined. One of seven Object types in Navision.

Zoom (CTRL+F8) − Allows you to view fields and the values for those fields
which are not included in the current screen display.

ZUP File − A file in which a user's specific screen modifications are stored, the
file is named FIN.ZUP.

Read More..

Navision Terms O to R

Posted by mELodYsEasons | 12:27 PM |

Object Designer − The interface used to modify or design additional forms,
reports, tables, dataports and codeunits.

Objects − The building blocks of Navision. There are seven types of objects:
Forms, Tables, Reports, Dataports, Codeunits, XMLports, and the MenuSuite.

ODBC − An acronym for Open Database Connectivity. ODBC enables Navision
to be linked and data copied to Excel, Crystal Reports, etc.

Option Button − A circular field which serves to select only one option from
those listed. Clicking in this field indicates the desired choice.

Option List − One of four types of AssistButtons. The Option List is a short,
predefined list from which the user selects the desired choice.

Order − An original entry document in Purchases and Sales allowing
information to be recorded and posted for purposes of recording amounts due
to/from Vendors and Customers. Orders differ from Invoices in that Receiving
and/or Shipping are done from an Order.

Passwords − Necessary when security has been setup; used in combination with
the User Id to log into Navision. Data entry in Navision is case sensitive in the
Password field.

Primary Key − A field in a table that is used to identify the record in the table
and is therefore required to have a unique value.

Pull-Down Menu − A listing of options available from a menu button or menu
item.

Purchase Invoice − Used to record vendor bills that do not have inventory items
on them, vouchers would be recorded here.

Record − One line of a table, for example a single Customer in a listing. A
record contains multiple fields and a table contains multiple records.

Record Indicator − Appears to the left of the record you are focused on in a List
or Tabular Window.

Recorder Buttons − A series of buttons on the Tool Bar that are used to move
through a list of records.

Reports − A printout of information from the database; reports are generally
used internally by management. One of seven Object types in Navision.

Restore − A process whereby you create a database and populate it with the
information held in your backup file.

Request Form − The form that is displayed prior to printing or previewing a
report that allows the user to set filters and select options prior to printing.

Read More..

Installing Microsoft Navision

Posted by mELodYsEasons | 7:44 PM |

Before beginning the course, you must install Microsoft Navision on
your computer.
The installation procedure is described below.
1. Insert the CD-ROM. The browser now displays the different
options.
If the browser does not load the install file, you can open it
manually by performing the following:

2. In the Start menu, click Run.

3. In the Run window, in the Open field, enter x:\startcd.exe
(replace x by the drive letter of your CD-ROM drive) and
then click OK.

4. Once the browser is displayed, this is the installation
procedure:

5. Click Client.

6. Click Microsoft Business Solutions–Navision Client. The
installation now begins.

7. The Microsoft Business Solutions–Navision W1 Installation
Wizard window appears. Click Next.

8. In the User Name and Organization fields enter your
customer information. Click Next.

9. Click either the All Users or Only For Me fields based on
the setup you want. Click Next.
NOTE: Selecting All Users gives access to basic company functionality.

10. Click the Complete field to select the setup type and then
click Next.

11. Click Install to indicate that you are ready to install the
program.

12. The installation process begins.

13. Click Finish to complete the installation of Microsoft
Navision.

Read More..

FIXED ASSET RECLASSIFICATIONS

Posted by mELodYsEasons | 7:31 PM |

1. Set up a new fixed asset with number FA000190, and enter ADM in
the FA Location Code field.

2. Create a FA Depreciation Book for asset FA000190. Use the
COMPANY depreciation book and the same depreciation method
and information as FA000090.

You can do this by opening the COMPANY Depreciation Book Card
and clicking FUNCTIONS→CREATE FA DEPRECIATION BOOKS. Select
asset FA000190 in the No. field on the Fixed Asset tab and
FA000090 in the Copy From FA No. field on the Options tab and
click OK to rung the Create FA Depreciation Books batch job.

3. To move 100% of the Acquisition Cost and Depreciation for the
asset, on the Fixed Asset menu click FA Reclass. Journals to open
the FA Reclass. Journal window.
In the FA Reclass. Journal window you specify:

– FA Posting Date – The date of the reclassification.
– Document No. – The document number for the transaction (Do
not use a Document Number if you have this set up in your No
Series table).
– FA No. – The number of the asset you are transferring from.

– New FA No. – The number of the asset you are transferring to

– Description – Text description for the transaction.

– Reclassify Acq. Cost Amount and Reclassify Acq. Cost % –
the amount of the asset acquisition cost to be transferred. This
can be entered as a percentage or an amount.

– Reclassify Acquisition Cost – Use this field to select whether or
not you want to transfer the acquisition cost.
Reclassify Depreciation – Use this field to select whether or not
you want to transfer the depreciation.

It is also possible to reclassify Write–Down, Appreciation,
Custom1, Custom2, and Salvage Value entries.

– Insert Bal. Account –If you have balancing accounts set up in
your FA Posting group you may place a check mark in the field
so the program inserts the balancing accounts; otherwise leave it
blank.

4. After you complete the journal lines, click the Reclassify button at
the bottom of the window.
When you do this, the program will create lines in the FA G/L Journal using the
template and batch you have specified. These lines can be posted against each
other; you don’t need to insert balance accounts.

When you post this FA G/L Journal, both the FA entries and the G/L entries
move from one asset account to another. In several countries you must enter
these reclassifications in your annual FA reports. You can do this by printing the
Fixed Asset – Book Value 02 report. In this report you have the option of looking
at the total of all assets together or at each individual asset. To see the
reclassification entries, insert a check mark in the Include Reclassifications field
on the Options tab.

Read More..

Navision Terms M to N

Posted by mELodYsEasons | 6:31 PM |

Master Item − The primary table in a granule, around which that granule
functions. For instance, Customers are the Master Item in Sales; Vendors in
Purchases; and Contacts in Marketing.

Menu Bar − Located just below the Title Bar; this standard Windows feature
contains pull-down menus to select functions such as creating new companies,
design tools, and help.

Menu Button − Have a downward-pointing triangle on them and they are found
on the majority of windows. When clicked, they display a menu from which you
can, for example, select a function, open a different window or open a submenu.

MenuSuite − The MenuSuite object contains the menus that are displayed in the
Navigation Pane and in the Navigation Pane Designer. Each menu contains
content for a specific departmental area, for example, Finance or Manufacturing.
One of seven Object types in Navision.


Navigate − A function that allows the user to view a summary of the number and
type of entries related to the document. When you select the entry you want in
the table and click Navigate, you will see a list of the records - grouped according
to table - that have the same document number and the same posting date as the
entry you selected.

Navigation Pane − When you open Navision, the Navigation Pane will appear
on the left side of the Application Window. The Navigation Pane lists options
that allow you to choose the application area, such as Financial Management and
Sales & Marketing.


Read More..

Navision Terms E to L

Posted by mELodYsEasons | 6:16 PM |

Ellipsis Button − One of the four types of AssistButtons. Ellipsis Buttons are
used to view system-filtered options.

Field − Used to enter or display information; consists of a field name, definition
and field contents.

Field Filter − A filter that is set on a single field in a table, limiting the amount
of information displayed or printed.

Filters − A tool that allows the user to limit the scope of information presented
online or in printed format; the three filters are Field, Table and Flow.

Flow Filter − A filter which limits the amount of information presented based on
a value that posted with the entries. Flow Filters are set on fields that end with
the word Filter.

Focus − Where the cursor is placed in Navision, also see Insertion Point.

Form − Displays information on the screen and gives access for editing, deleting
and adding data in either a card or tabular form. One of seven Object types in
Navision.



Function Keys − Each of the function keys has a shortcut assigned to it and
using the combination of the CONTROL or SHIFT key with a Function key
provides additional shortcuts. The availability of the various shortcuts is screen
dependent, this may be reviewed by accessing Help, Overview of F Keys
(ALT+F1).

Granule − A basic building block of Navision allowing firms to purchase only
the functionality they need.

HTML − An acronym for hypertext markup language, a format widely used on
the web.

Inline Editing − Used to change the contents of selected fields in posted entries;
accessed by clicking F2 twice.

Insertion Point − The spot where text is entered when it is typed. Normally
appears as a blinking vertical line in a window or a dialog box. Also called the
cursor because the blinking vertical line is one form the cursor can take.

Invoice − An original entry document in Purchases and Sales allowing
information to be recorded and posted for purposes of recording amounts due
to/from Vendors and Customers. Invoices differ from Orders in that Receiving
and/or Shipping are not done from an Invoice.

Key − A field or combination of fields in a table that may be used to sort the
table.

Ledger Entries − Posted activity linked to a table.

License − A file containing a record of the Navision granules purchased by your
company; may be viewed by selecting TOOLS→LICENSE INFORMATION.
List − A data view which has multiple records per window, displaying
information about several customers, vendors, items, etc. at one time; another
way of describing a Tabular Window. The List button is accessed from a Card
view by selecting the List button from the Toolbar.

Look Up − One of four types of AssistButtons. The upward arrow indicates this
is a way to view another table; once viewed, data may be retrieved and inserted
into the field you accessed the table from.

Read More..

Navision Terms A to D

Posted by mELodYsEasons | 5:50 PM |

Active − Used to describe the window or button that is being used or is selected.
Only one window or one button can be active at a time. When a window is
active, the color of the title bar changes to assist you in determining which
window is active. When a button is active, the name changes color.

Application Area − One of the main functional areas of the program in which a
user selects to work, e.g. General Ledger, Inventory, etc.

Application Window − The window in the program on which the rest of the
work in the program is based. In Navision, it is the empty area where all
windows are opened, and where the program, company and database names
appear, as well as the menu bar and Toolbar.

Arrow Keys − A group of keys on the keyboard used to move up, down, to the
right and to the left; these keys can be used instead of the mouse to move through
the program.



AssistButton − One of four buttons that are accessed using the F6 function key;
Drill-down, Look Up, Options and Ellipsis.

Backup − A file you create which contains a copy of your data.

Batch job − A routine that processes selected entries according to general or
specific guidelines. Examples include Close Income Statement.

BLOB − An acronym for Binary Large Object, used to store bitmaps such as a
logo.

Boolean − A data type that is used to indicate one of two values: TRUE or
FALSE; a typical use may be in a Check Box field.

Browse − Move within a window or from window to window on the screen, one
way to browse would be to use the recorder buttons.

Button − Buttons are found in almost all of the windows and dialog boxes in the
program. They may be Ordinary buttons such as OK, Yes and No. They may be
Function buttons which initiate a function, batch job or report. In addition, there
are Menu buttons which have a downward-pointing triangle on them and they are
found on the majority of windows. When clicked, they display a menu from
which you can, for example, select a function, open a different window or open a
submenu.

Card Windows − A data view which shows information about one customer,
vendor, item, etc. Card Windows generally have a series of tabs at the top.

Check Boxes − Boolean fields that are used to indicate a function is turned on
when checked and not turned on if left blank.

Clear − To clear something means to delete it; it may be used for a field or a
complete line.

Close − Used to exit a window or the program; accessed by pressing ESC,
clicking FILE→CLOSE or by clicking the X button in the upper right hand corner of
a window.

C/OCX − An interface used to expand the C/Side development environment.
This may include OLE or OCX controls.

C/ODBC − A tool used to export accounting information from into other
programs that then are used to perform graphical analysis and word processing
functions; Open Database Connectivity.

Codeunit − A function that performs a process, such as posting or creating
orders. One of seven Object types in Navision.

Command Button − Buttons which initiate a function, batch job or report.

C/SIDE − The Navision development environment.

Database − Where all the information in is stored; it includes customizations for
your company.

Dataport − A method of importing or exporting information in and/or out of
Navision. One of seven Object types in Navision.

Debugger − A tool used to diagnose where an error message or error is occurring
in Navision. Accessed under TOOLS→DEBUGGER.

Designer − The interface used to modify or design additional forms, reports,
tables, dataports, XMLports, codeunits, and menusuites for Navision. You must
purchase special permissions to be able to use designer.

Dialog Box − Windows that display to obtain more information on an action that
you want to start.

Dimension − Data that you can add to an entry so that Navision can group
entries with similar characteristics and easily retrieve these groups for analysis
purposes.

Documents − A report that prints one transaction at a time. Documents are
normally sent outside your company to Vendors, Customers or Tax Reporting
Authorities.

Drill Down − One of four types of AssistButtons. The downward arrow indicates
the value in the field is calculated from another table; clicking on the arrow
allows you to view that table.

Read More..

Showing and Hiding Columns

Posted by mELodYsEasons | 5:32 PM |



In addition to changing column height, row height and moving columns around
you are also able to select what fields (columns) will display. You can either
right click on the heading section of the tabular window or select VIEW→SHOW
COLUMN from the menu bar to see a list of available columns. To display a field in
your window, place a check in front of the field name. To remove a column,
remove the check.

In the window displayed above, Code and Name will display while Budgeted
Amount will not.

Read More..

Menu Items

Posted by mELodYsEasons | 5:20 PM |


Menu Items in the Navigation Pane
Some of the options have special symbols indicating their functionality. Plusses
preceding a menu selection indicate that the item opens a set of options within
itself. Cards before the item indicate that the item is linked to a list of data or a
card that gathers its information from a list. Booklets before an item indicate that
the menu item starts a batch job.

Read More..

Three basic types of information

Posted by mELodYsEasons | 11:35 PM |

There are three basic types of information which are important in Navision:
* Stock data
* Transaction data
* Calculated data

* What is Stock data - Stock data is the type of data that, in principle, should never change. The name and tax ID of your firm for example are types of stock data. Another example would be the names and account numbers of your Chart of Accounts. Stock data is the information backbone of the daily business and should rarely change. In Microsoft Navision this type of information is usually presented in the file card type view, like the customer or item cards for example.

* What is Transaction data - Transaction data is the information type that records the history of your daily business activities. It is called transaction data because it is continually growing with every movement of your accounts and is usually presented in a table view. The table view is excellent for transaction data because it shows you many records in a chronological list which helps you see the timeline of
movements. Examples of transaction data in Microsoft Navision include: the Chart of Accounts postings, the inventory postings and customer payments.


*What is Calculated data - Calculated data is where stock and transaction data types meet—where we find the sum of changes or movements associated with a standard product. For example, in the Item Card where the inventory movements of an item are shown in the Inventory field. We find another calculation field in the Customer Card
where the customer’s actual account balance (the sum of all payments and charges) is shown. This type of data is always current and actual in Microsoft Navision and can be found everywhere, including table views and file cards. When you click on
such a field and the arrow that appears, the information that Microsoft Navision used to arrive at its calculation is immediately opened.

Read More..

Two types of filters

Posted by mELodYsEasons | 11:19 PM |

There are basically two types of filters in Microsoft Navision:
* Table Filter
* Filter

The Table Filter is simple to understand: it filters on information found in any one given table. A Table Filter can be used, for example,to limit the customers shown in the Customer Card to include only those customers located in California, and only customers that have greater than $10,000 in sales in a given year.


Both the Field Filter and Table Filter tools can be used to define a Table Filter, the difference is that the Field Filter shows only a part of the filtering process—that is, a single field at a time.


* It is highly recommended by the authors that you use the Table Filter as opposed to the Field Filter. If you use the Table Filter you will see all of the filters that are set on a table simultaneously. On the contrary, the Field Filter will show you one field at a time—the field which your cursor is presently on. Not knowing which filters are acting on a table at any one time can produce incorrect results and undesirable mysteries.


The second type of filter, the Flow Filter is more complex than the Table Filter. Flow Filters control the evaluation of calculated fields in Microsoft Navision. These filters limit the set of information taken from a foreign table to be evaluated and then entered into a calculated field. In Microsoft Navision these special calculated fields, Flow Fields, are influenced by Flow Filters. Examples of Flow Fields include: Inventory, Net Change and Balance. The values of such fields are always current, always subject to change and can differ based on what Flow Filters have been set on them. Examples of Flow Filters that you can use to determine these Flow Fields are: Date Filter, Department Filter, Project Filter, Budget Filter and the Dimension Flow Filters.

Read More..

Shortcut in Navision

Posted by mELodYsEasons | 11:11 PM |

* Print (Ctrl+P) - This button only functions when you are viewing a printable report.
* Page View- This button functions to execute a viewable report.
* Cut (Ctrl+X) - With this function you can remove and save information selected
from within fields (or many selected records simultaneously) to
the Windows clipboard for pasting into Microsoft Navision or
other applications like Microsoft Excel.
* Copy (Ctrl+C) - This functions just like the Cut function except that it does not
remove the information it copies to the clipboard.
* Undo (Ctrl+Z) - This function will reverse your action in a field before you have
left that field (ESC will do the same).


# Paste (Ctrl+V) - This function enters contents to the clipboard into the area you
have selected.
# Insert (F3) - This function will open a new, empty record into a table.
# Delete (F4) - This function deletes a selected record from a table.
# Search (Ctrl+F) - This function opens the search, find and replace window.
# Field Filter (F7) - With this function you can limit what records you retrieve from
the database with Microsoft Navision filter keys. (We will go into
great detail about this important tool later).
# Table Filter (Ctrl+F7)- With this function you can view, add to and/or remove all the
filters in a table that limit the records Microsoft Navision can retrieve.
# Flow Filter(Shift+F7)- This function shows which filters determine the values in calculated fields, such as an account balance or total sales.
# Sorting (Ctrl+F8)- This button opens the Sorting window and shows you what options
are available to sort the records in a table.
# First, Previous,Next, Last - These buttons allow you to toggle through the records in a table.
# List (F5)- This button displays the table view of the file card you are currently
in. If the file card does not have a table view it is possible
to create one.
# Help (F1) - When you have a question about a Microsoft Navision feature
you can select the object and press the F1 function button on
your keyboard. Not every feature contains help in the documentation,
however, most are covered.

Read More..

Object Designer Tool Icons

Posted by mELodYsEasons | 5:53 PM |



The following screenshot shows an Object Designer form, containing a list of several tool icons. These Object Designer tool Icons are shown isolated in the screenshot and then described briefly in the following table. Some of the terminologies in these descriptions will be explained later in this book. Additional information is available in the C/SIDEC/SIDE Help files and the MicrosoftNAVdocumentation.Microsoft NAV documentation





Read More..

what is C/FRONT in Navision

Posted by mELodYsEasons | 5:32 PM |

C/FRONT: This is an application programming interface that allows you to develop applications in other programming languages to access a Microsoft NAV database, either the C/SIDE Database Server or the Microsoft SQL Server.


The primary component of C/FRONT is a library of callable C functions, which provide access to every aspect of data storage and maintenance. This allows creation of custom components written in C, C++, VB, Delphi, and the Visual Studio.NET languages as well as other languages that support compatible calling conventions. C/FRONT is only tested by Microsoft for use with code built using either the Watcom C or Microsoft C++ compilers. C/AL triggers cannot be invoked via C/FRONT code.
C/FRONT comes as a set of files to be installed guided by the instructions given in the C/FRONT manual.

Read More..

What is mean C/SIDE in Nav

Posted by mELodYsEasons | 5:06 PM |

C/SIDE: Client/Server Integrated Development Environment is the development tool specified for using C/AL. It includes the language editor, compiler, debugger, reports and form generators and code management tools.



Almost all the C/AL development is done within C/SIDE without the use of external tools. For most application development, NAV is entirely self sufficient except for those services provided by the Windows operating systems. It is possible, though generally not recommended, to write code using a text editor and then import it into C/SIDE.

Read More..

what is C/AL in Navision?

Posted by mELodYsEasons | 4:52 PM |

C/AL: Client/Application Language is the programming language meant for customization of NAV. It was built by the NAV development team using C++, though we never see any C++ code directly in the NAV product.

C/AL is the tool used to define the processes by which data is manipulated, to define the business rules that will control the various applications, and to control the flow of all the logical processing sequences. C/AL is also used to manipulate objects, to control the execution flow of objects, to create new functions complementing the functions that are built in, and to manipulate data in many different ways.

Read More..

What is mean by Production BOM

Posted by mELodYsEasons | 4:27 PM |

Production BOM is stand for Bill Of Material
1) BOM is a documnet to describes the components used to manufacture a product.
2) BOM in Navision can contains multiple levels. The maximum level in Navision is 50
3) BOM can only be defined after all components (items) have been created in Navision.

How go to Production BOM in Navision ?

  1. Go to Manufacturing
  2. Product Design
  3. Production BOM


Read More..

How to Copy BOM

Posted by mELodYsEasons | 4:14 PM |

If you want to create a BOM that is similar to existing BOM, you can use the Copy BOM function to copy the existing BOM lines to the new BOM. After copy the BOM lines, you can make changes to the lines to suite your new BOM. To create a new BOM from existing BOM:



1) Go to MANUFACTURING --> PRODUCT DESIGN --> PRODUCTION BOM
2) Press F3 to create a new Production BOM.
3) Enter a new BOM number in the Number field. It is recommended to use manual number in BOM number field so that you can choose a meaningful and easy to remember BOM number.
4) Fill in the Description field.
5) Select a Unit of Measure.
6) Click on Function --> Copy BOM.
7) Choose the Production that you want to copy from and then click on the OK button. This will copy all the component lines to the new Production BOM.
8) Change the component lines to suit your new new Production BOM.
9) After you have finalized on the Production BOM, change the Status field in the header to Certified. This is very important because only Certified BOM can be used in Production Order.

Read More..

How to Change Production BOM lines

Posted by mELodYsEasons | 3:23 PM |

If you want to change the Production BOM lines that has been certified, you must first set the Status to 'Under Development' because Production BOM with the 'Certified' status cannot be changed. After changes have been done, you must set the status back to 'Certified' so that the BOM is available for use.



If you change the BOM lines with this method, you will loose the previous BOM lines information. This method work fine if you find that the BOM lines have been set incorrectly and you want to correct it. But in the case where your company want to adjust or change the BOM components, this method is not suitable because you will loose the previous BOM components once the new changes have been saved. Usually, company will want to keep the original BOM components as reference when adjustment or changes are made to the BOM. Rather than create a new BOM for the new formulation, Navision allow you to update the existing BOM with a version. To create a new BOM version:

1) Open the Production BOM that you want to change.
2) Click on Prod. BOM --> Versions.
3) Enter a Version No.
4) Fill in the Description field.
5) Select a Unit of Measure.
6) In the Starting Date field, enter a date where the new BOM will take effect. If Production Order is created before the date specified in the Starting Date field, Navision will use the original BOM.
7) Click Function --> BOM Header and the select Yes to copy the Production BOM.
8) Change the component lines according to your new BOM requirements.
9) Set the Status to 'Certified'.
10) Yes, the new version has been created. Close the Version window to return to the Production BOM Card.

Notice that the Active Version field in the Production BOM card will show the currently active version.

Read More..

How to login to server

Posted by mELodYsEasons | 1:13 PM |

There are four steps to complete when you manually log onto
your desired Microsoft Navision company:
1. Whether to open Microsoft Navision’s Client version or
Microsoft Navision’s Microsoft SQL Server version
2. Choose the server where your desired database and Microsoft
Navision company exist (this step is only necessary
if you have chosen to use the Microsoft Navision
Microsoft SQL Server version in step 1)
3. Enter your username and password
4. Choose which company in the database you want to
open



The first step is to choose whether you want to use a database
that is contained within your client PC (located on your client
local hard-drive) or a database located on a remote sever. Normally,
you will use the server edition of Microsoft Navision if
you have a central Microsoft Navision database that is used simultaneously
by many workers.

These versions of the software are located at:
* Start > Programs > Microsoft Business Solutions-
Microsoft Navision > Microsoft Business Solutions-
Microsoft Navision (for the client version)
* Start > Programs > Microsoft Business Solutions > Microsoft
Business Solutions-Microsoft Navision SQL
server option (for the MSSQL version)

Next, a Login window will appear where you enter your User ID
and Password.


This Login window will automatically access the most recently
used database and company which are recorded as ZUP-data in
the client user information file. If you are using only one database
and one company in that database, you may always use this
login window and forget the background connection it automatically
implies.

First, you must choose your Server Name. In the client version,
[Client Only] will appear. This is fine if your desired database is
located locally on the client hard drive. We recommend that the
original installation of Microsoft Navision and your Microsoft SQL
server be set up by your solution center as these are activities
performed only once and may require the experience of a specialist.
Next, you must enter your User ID and Password before
the server will allow you to enter anything into the Database Name field. Choose which database you want to use and click
OK.
Next, enter your User ID and Password and then click on the Database
Name field.
A help arrow will appear in the white space of this field. Find
the database you want to use and click OK. Next, you must
choose which company in the database you want to work with.
Go to:

  • File > Company > Open


Read More..