Microsoft Dynamics NAV is a configurable system where the effect of changing data element values can have significant effect on your processes. For this reason, it is important to be able to track manual changes to data that could result in an adverse effect on your business. Microsoft Dynamics NAV addresses this issue through the use of the Change Log. This feature allows the system administrator to identify data fields that are to be monitored. Once turned on, NAV will track changes to the specified data including who made the changes, from what, to what and when the changes were made.Here is how you turn on Change Log in NAV 2013:From Departments → Administration → IT Administration → General, you can access the Change Log setup … [Read more...] about Microsoft Dynamics NAV Change Log
Distributor or Manufacturer? Microsoft Dynamics NAV is the Choice for Both
Many companies today have a hard time being pigeonholed as either a manufacturer or a distributer, when they are a combination with both sides being important in the life of the business. Companies that many consider a manufacturer often have a smaller but important distribution portion of the business, and vice versa. I have worked with a couple of distribution companies that not only started manufacturing products, but in a number of cases, the manufacturing became the primary focus of the company and what drove growth and profit. I have also worked with a number of manufacturing companies that distributed not only their product but sometimes the supplies those products require.How do you select an ERP software package when you are so … [Read more...] about Distributor or Manufacturer? Microsoft Dynamics NAV is the Choice for Both
How to Draw Boxes around Columns in Management Reporter
Many of you may already be aware that Management Reporter (MR) for Microsoft Dynamics ERP offers a format code for row definitions that allows you to make a box around a row or multiple rows. But, what if you want to draw a box around a column? If you review the options in the column definition screen, you will find that there is no option to create column boxes. However, the format code in the row definitions can be used to create a box around a column.Think of a box around a column as a box around all the rows, restricted to just one column. To create your column box, go to your row definition screen and use the BXB (Begin Box around Rows) code in column C (Format Code) as the first line, and enter the column you want for your box … [Read more...] about How to Draw Boxes around Columns in Management Reporter
Negative Lines on Sales Orders or Purchase Orders in NAV
Many Microsoft Dynamics NAV users do not realize that NAV will accept a negative line on either a Sales Order or a Purchase Order, as well as on a Sales Invoice or Purchase Invoice.Negative lines can be an easy way to process returns or exchanges from customers or to vendors. The only limitation is the result of the posted transaction (Sales Invoice or Purchase Invoice) cannot have a negative balance. As long as the transaction posted is not negative, everything will post. Some users have used the negative line functionality to add charges to documents like Sales Returns; through the use of a negative line, they are able to add a restocking or other fee without affecting the value of the item being returned. Negative lines are … [Read more...] about Negative Lines on Sales Orders or Purchase Orders in NAV
Document Attachments in Microsoft Dynamics GP 2013
A long awaited feature for Microsoft Dynamics GP has finally been added into the core product. That feature is Document Attachment Management and is available in the core GP 2013 product. When GP 2013 is installed, this feature is disabled by default but can be easily enabled with a straight forward setup window provided in Tools → Setup → Company → Document Attachment Setup. Documents are considered specific to a company, so if you have multiple companies the feature may be enabled in one company and not another, depending on your business needs. Document attachments can be used to associate electronic documents with various GP components, such as, but not limited to, Items, Sales Transactions, and Vendors. Any file that is available … [Read more...] about Document Attachments in Microsoft Dynamics GP 2013
Cloud Computing – Your ERP Solution on Cloud Nine
“Your head is in the clouds” used to refer to someone dreaming; however, in today’s world of technology, this phrase could refer to the many companies who have realized the advantages of Cloud Computing for their ERP solutions.I’m old school, so the thought of a server somewhere offsite that is being supported by non-employees was not something I quickly warmed to using. I liked the idea that I could see the server, touch it, and hear the drives spinning as my company processed work through it. I found order in the controlled backup procedures we had developed and honor in being charged with securing our offsite weekly backup.Kicking and screaming I forged into the world of Cloud Computing, sure that performance was going to be poor … [Read more...] about Cloud Computing – Your ERP Solution on Cloud Nine
Boyer & Associates to Host Microsoft Dynamics ERP Events in May
Boyer & Associates to Host Dynamics ERP Events in May for Microsoft Dynamics GP, Dynamics NAV and Dynamics SL UsersApril 29, 2014, Minneapolis, MN --- Boyer & Associates (Boyer), a Minneapolis-based leading provider of business management solutions for mid-sized companies, announced today that it will be hosting three Microsoft Dynamics ERP events for Microsoft Dynamics SL, Microsoft Dynamics NAV, and Microsoft Dynamics GP users on May 20, 22 and 28, 2014 respectively. The events will be located at the Microsoft Technology Center in Edina, MN from 8:30 a.m. – 2:00 p.m., and the company anticipates record attendance at the events.Attendees will have an opportunity to see Microsoft’s latest products, learn about new versions and … [Read more...] about Boyer & Associates to Host Microsoft Dynamics ERP Events in May
Dynamics GP 2013 SmartList Export Error
We have seen a new issue with SmartList export in Microsoft Dynamics GP 2013 – it is truncating numbers to the thousands place. For example, on the two incidents we saw, they had a number in SmartList like 4,950.00. When exported to Excel, it exported as 4. Changing the format on the column does nothing to fix the problem.This error seems to be related to a change Microsoft did with the formatting of SmartList data for Excel. With the introduction of the Web Client in Microsoft Dynamics GP 2013, the development team needed the ability improve the performance of SmartList exports over the browser. To gain a dramatic improvement in performance, during the export to Excel, the number format in a SmartList amount column is ignored and the … [Read more...] about Dynamics GP 2013 SmartList Export Error
Proactive Planning with the Microsoft Dynamics NAV Requisition Worksheet
I am always amazed when I visit a Microsoft Dynamics NAV user who has been on the system for a while and I find that their purchasing department is not taking advantage of the Requisition Worksheet capabilities of NAV. Often, I hear it is too complicated or there is a fear of loss of control in the requisition process. Both of these could not be further from the truth.What the NAV Requisition Worksheet does is move the requisition process from being reactive to being more proactive. Through the proper setup of controls on an item and the maintaining of those controls based on changes in that item’s environment, companies have a tool that will suggest what, when, and how much to buy. All of this information is the result of what is … [Read more...] about Proactive Planning with the Microsoft Dynamics NAV Requisition Worksheet
Incorporating Add-On Solutions for Microsoft Dynamics SL is a Win-Win for All!
MSDynamicsWorld asked me to write a guest blog on a Microsoft Dynamics SL deal we recently won, thanks in part to the web apps that are part of the SL 2011 Cumulative Update 1.We are very pleased with the new functionalities of this update and we are excited about future capabilities and integrations for Dynamics ERP Solutions.To view the post, please click here. … [Read more...] about Incorporating Add-On Solutions for Microsoft Dynamics SL is a Win-Win for All!
