Saturday, 3 May 2014

Dynamics NAV 2013 R2 - Copy Company

Copy Company is a new feature introduced in Dynamics NAV 2013 R2. Copy Company feature allows user to duplicate existing company to a new company effortlessly. For example, I can use the copy company function to duplicate Cronus International Ltd to Cronus Malaysia Sdn Bhd.
1)      Go to Departments à Administration à IT Administration à General à Companies from RTC.
2)      Select the company that I want to duplicate, e.g., Cronus International Ltd.
3)      Click Copy button.
4)      Enter the new company name, e.g., Cronus Malaysia Sdn Bhd.
5)      Click OK.

Prior to NAV 2013 R2, if I want to duplicate Cronus International Ltd to Cronus Malaysia Sdn Bhd, I will first backup Cronus International Ltd to a .fbk file and then rename the existing Cronus International Ltd to Cronus Malaysia Sdn Bhd. After the rename complete, then I will restore Cronus International Ltd to the same database.  

The Copy Company function in NAV 2013 R2 is obviously much simpler and easier than then backup, rename and restore process.

Monday, 23 December 2013

Microsoft Dynamics NAV Financial Management by Packt Publishing

This is my 3rd NAV book from Packt Publishing. Packed with only 112 pages of contents, this book gives a very good overview of what's available in NAV Financial Management Module. The coverage is broad but not depth in details. It touches all important functionalities that Finance users need to know with "just enough" information to understand and get started.

I would recommend this book to Finance users who are currently working on NAV. During project implentation, NAV Consultant may have skipped some functionalities which are not required at that time. This book will tell you the leftover. This book can also be used as a reference as and when needed.

This book is also useful for NAV consultant who are not specialized in Financial Management. Technical Consultant and Functional Consultant who specialized in modules other than Financial Management can use this book to get an overview what's in NAV Financial Management. It's always useful for all NAV Consultants to know Financial Management because it is the core module of ERP.

This book is also useful for NAV Finance Consultant who just get started on NAV. Experienced NAV Finance Consultant won't get much from this book.

Tuesday, 29 October 2013

Create New Company in NAV 2013 R2

In NAV 2013 R2, new company is created from RTC instead of Classic Client or NAV Developer Environment.
1) Login to RTC.
2) Go to Department --> Administration --> IT Administration --> General.
3) Click on Companies.
4) Click New
5) Enter a Company Name and then click OK.

In NAV 2013, new company can only be created from NAV Developer Environment.
In NAV 2009, new company can only be created from NAV Classic Client.

Tuesday, 10 September 2013

Check G/L Account Usage

I created a new G/L Account:
No.: 2122
Name : Finished Goods - MISC

Then, I setup this new G/L Account as Inventory Account for Inventory Posting Group = FG - MISC in Inventory Posting Setup screen.

After I setup this, my user decided not to use G/L Account delete it from the Chart Of Account.

Because this is a finance new G/L Account and there is no transaction yet, NAV allows my user to delete this G/L Account.

Then, what will happens to my Inventory Posting Setup? Will the G/L Account 2122 automatically be removed from my Inventory Posting Setup? The answer is NO. The number 2122 will remains in Inventory Posting Setup although the G/L Account 2122 no longer available in my Chat Of Account. System will hit error when user try to post transaction that has been tagged to Inventory Posting Group = FG - MISC.

To prevent this from happening, I can enable the "Check G/L Account Usage" option at the General Ledger Setup. When this option is enabled, NAV will not allow users to delete the G/L Account once it is used in any Setup Windows. Thus, my finance user will not be able to delete this G/L Account before I remove G/L Account 2122 from Inventory Posting Setup.

This option is disabled by default. I think we should enable this option to prevent deletion of G/L Accounts that have been used in Setup windows.

Wednesday, 28 August 2013

Save a Filtered View

Let's walkthrough this feature with an example:

1) Open the Customer list.
2) Filter the list to show only customer with currency code <> ''.
3) Expand the Advanced Filter menu
4) Click on Customer --> Save View As.

5) At the Name field, enter Foreign. Click OK to save the view.
6) Restart NAV RTC Client.
7) The Foreign view is added to the Navigation Pane under the Customer.

Tuesday, 27 August 2013

F6 lookup in Classic client replaced by F4 in RTC

F6 is the shortcut key in NAV Classic client to open a Lookup Form for user to select a value from a list. This is one of the most frequently used shortcut key in Classic client.

If you try to press F6 on any lookup field in RTC, the Lookup Form will not appear. In RTC, the F6 has been replaced by F4.

Quantities and Amount accept formula

Many NAV users do not aware that Quantity and Amount fields in NAV can accept formula with the four basic mathematical operators:
  • + (plus)
  • - (minus)
  • * (multiply)
  • / (divide)
For example, I can enter 3+5 in the Quantity field in Item Journal and NAV will automatically convert it to 8 for me.