New feature in NAV 2013 – Quick Entry

The new ‘Quick Entry’ feature will assist users to input data into NAV efficiently and effectively.  It works by users setting which field they want their cursor to appear in next when they press enter on their keyboard.

To demonstrate I have used the Sales Order entry screen, select the Microsoft Dynamics NAV icon at the top left hand corner>Customize>Customize This Page:

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Select FastTabs>Customize FastTab:

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A new button called Quick Entry will appear:

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Highlight each field and select which fields you personally want your cursor to stop in after entering data into a field.  A tick will appear in Quick Entry if selected.

The above has dealt with the Sales Order Header.  When the last field has been completed
on the header when pressing enter the cursor will appear in the first field you have selected as ‘Quick Entry’ on the lines.

To select which fields you want the cursor to appear in next on the Sales Order line right click on the sales order line fields>Choose Columns and you will see the new ‘Quick Entry’ button:

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Select the fields you require for ‘Quick Entry’ for the sales order line.

N.B. This is user-defined.  A system administrator is able to change globally within the development environment if required to change for all users.

This new feature will assist with rapid data entry for Sales Invoices, Purchase Orders, Purchase Invoices, Sales Credits and Purchase Credits.

 

New feature in NAV 2013 – Copy from excel into NAV

In previous versions of NAV you have been able to copy rows from NAV to excel but not copy
rows from excel into NAV.  In the next release of NAV due out this October, NAV 2013, you can now paste rows from excel into NAV!!

I have the following in excel that I want to paste into a General Journal within NAV:

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In NAV I need to ensure I show the fields that match my excel fields. 

Copy the rows from excel, go to your journal and right click on the journal line and select ‘Paste Rows’

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The lines will then appear in the General Journal:

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When lines are pasted this will deal with any validation issues and give you any warnings if an error exists on the journal.

An example of a validation error when lines have been pasted into NAV:

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Keyboard Shortcuts AX 2012

Using keyboard shortcuts in AX 2012 can increase productivity, also some users prefer using the keyboard rather than using the mouse.

With FastTabs being introduced in AX 2012 there are some really useful shortcuts such as CTRL+SHIFT and then press + to expand all FastTabs on a form and then CTRL+SHIFT and then press –  to collapse all FastTabs.

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Some of these shortcuts will work for earlier versions, please contact us if you would like a list from an earlier version in AX.

VAT Changes in Microsoft Dynamics NAV

From 4th January 2011 VAT will increase to 20%

  • A new VAT Prod Posting Group will need to be created and VAT Posting Setup will need to be updated.
  • We have a routine to update the VAT Posting group from 17.5% to 20% on Items, G/L Accounts, Resources, Item Charges and open sales and purchase lines.
  • The routine will go through and update every Sales & Purchase Line (quote/order/invoice/credit/return) and change the VAT17.5 to VAT20 where it existed, ONLY on sales and purchase order lines which have not been part transacted (shipped/receipted).
  • We will provide a report to identify those lines that you need to go through and reduce the original qty down to match what has been transacted and insert a new line for the balance.

The update needs to take place when all shipping has been completed for the month of December.

I will contact customers early November to arrange when we can run this update.

http://www.hmrc.gov.uk/vat/forms-rates/rates/rate-rise-guidance.pdf 

VAT Changes in Microsoft Dynamics NAV

On 1st January 2010 the standard rate of VAT reverts back to 17.5%

 

You should already have the 17.5% Posting setup already created.

 

·         We can run a routine that will update the VAT Posting Group to 17.5% on G/L Accounts / Items / Resources / Item Charges

·         It will go through and update every Sales & Purchase Line (quote/order/invoice/credit/return) and change the VAT15 to VAT17.5 where it existed, ONLY on sales and purchase order lines which have not been part transacted (shipped/receipted).

·         We will provide a report which will update those lines that you need to go through and reduce the original qty down to match what has been transacted and insert a new line for the balance

 

You will need to contact Joy Hambridge as soon as you can to arrange a time and date (i.e. when shipping has completed), if you require us to do this. 

      

Contact details – Joy.hambridge@tecman.co.uk or call 01902 578 300

Customer Detailed Aging Report – Microsoft Dynamics NAV Tip

This report can be useful to estimate allowances for bad debts or to evaluate a customer’s creditworthiness. You can select an ending date on the options tab, when running the report you will be able to see the number of months an invoice has been due for payment.

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The report can be located as follows:
Version 3

· Sales & Receivables

· Reports

· Customer Detailed Aging

Version 4 & 5

· Financial Management

· Receivables

· Reports

· Customer Detailed Aging

NAV2009

· Departments

· Financial Management

· Receivables

· Customer Detailed Aging

G/L Register – Navision Tip

Each time you post a G/L Entry a Register is created.

You can view Registers as follows:

NAV 2009 (RTC)

·         Departments

·         Financial Management

·         General Ledger

·         History

·         G/L Registers

Version 4, 5 and NAV 2009 (Classic)

·         Financial Management

·         General Ledger

·         History

·         Registers

Version 3

·         General Ledger

·         Registers

Against each register you can see the Creation Date, User ID, Source Code, Journal Batch Name, From and To Entry No, From and To VAT Entry No.   Filters can be applied under each of these fields, for example you may wish to look at all the General Journals from a particular date range.  

You can also navigate on the G/L Register to look at the General, Customer, Vendor, Bank Account, Fixed Asset, Maintenance Ledgers and Vat Entries.  When you have navigated you can see the date of the posted transaction – this can be different to the posting date.  The Creation Date is the system date; the actual date the transaction was posted.  The Posting date is the date the user has used to post based on the allowed from and to date in user setup or GL Setup. 

Please refer to the blog posted on 6th February 2009 – Posting Dates which goes through the user setup and GL Setup Posting Date ranges.

There is a report called G/L Register where you can reprint these off again:

NAV 2009 (RTC)

·         Departments

·         Financial Management

·         General Ledger

·         Reports

·         G/L Register

Version 4, 5 and NAV 2009 (Classic)

·         Financial Management

·         General Ledger

·         Reports

·         Entries

·         G/L Register

Version 3

·         General Ledger

·         Reports

·         G/L Register

 

 

Autosplitkey Error – Microsoft Dynamics Nav Tip

You receive the following message when trying to insert a record between existing records:

The Autosplitkey facility cannot find a key between the current and previous record

NAV allows you to insert between two existing lines up to 14 times. This is because NAV line numbering is in increments of 10,000, so when you insert a line between line 10,000 and 20,000 it creates line 15,000. As this number cannot be a decimal, it will get to the point where it cannot create a new number, this being the 15th line.

To get round this error add the new line to the bottom of the Order/Invoice etc

Exporting Reports to Excel – Microsoft Dynamics Nav Tip

When you go into a report, if there are no options to export to excel you can save the file as html then open with Microsoft Excel.

 

When in the report, enter your filter criteria, then go onto File>Save as HTML. 

 

Open Excel then locate the file you have saved and open (ensure the file type has been changed so you can see the .htm files)

 

To reformat:

 

Select the whole of the document and right click and select Format Cells….

 

Click the Alignment tab and in the Text Control area make sure everything is un-selected (Wrap text/Shrink to fit/Merge cells, click ok.

 

You will now be able to sort on the data

Posting Dates – Microsoft Dynamics Nav Tip

When you post a transaction in Navision, the system will first look at the allow from and to date fields against the User Setup.  Here you can set different posting periods for different users.

Version 3

·         General Ledger

·         Setup

·         Users

·         User Setup

Version 4, 5 and NAV 2009 (Classic)

·         Administration

·         Application Setup

·         Users

·         User Setup

NAV 2009 (RTC)

·         Departments

·         Administration

·         Application Setup

·         Users

·         User Setup

If the user is not listed within user setup the system will then look at the Allow from and to date fields within General Ledger Setup. 

Version 3

·         General Ledger

·         Setup

·         General Ledger Setup

Version 4, 5 and NAV 2009 (Classic)

·         Financial Management

·         Setup

·         General Ledger Setup

NAV 2009 (RTC)

·         Departments

·         Administration

·         Tasks

·         General Ledger Setup (under Financial Management Tasks)

Dates are normally amended as part of the month-end

Please refer to the blog posted on 28th July 2008 – Running the adjust cost –item entries which goes through users and General Ledger Setup date settings when running this routine.