Welcome to Part 2 in a series of blogs on how to make mass changes and additions to data in Dynamics NAV. If you missed Part 1, you can read it here.In this blog we will look at the first two of 10 steps in making a mass change or addition to data in NAV, specifically:Identify what you want to change or add to NAV, including which fields and tables are involved. a.) For changes to existing records, create a mapping table to identify under what circumstances certain records will get updated. b.) For new records, identify all the fields that need to be set up to add in the new data. Go into RapidStart and create your configuration package and download the tables and fields identified. Export this to Excel.Let’s get started! Step … [Read more...] about Mass Updates in NAV RapidStart: Steps 1 & 2
Use NAV RapidStart to Make Mass Updates
“There has to be a better way to do this,” you say, frustrated with the tediousness of manually entering the same data again and again. It would be much more convenient to make a large number of changes to multiple records in a more automatic way. Fortunately, Microsoft Dynamics NAV has such a mass update and mass add tool in one place called RapidStart Services.This is the first in a series of blog posts to help you get started with RapidStart in NAV. With RapidStart, you can add several new records at once or update existing records quickly. However, because of data dependencies, you cannot mass archive/delete records.Before we go further, remember that the first rule with mass updating of data is “do no harm.” RapidStart is a very … [Read more...] about Use NAV RapidStart to Make Mass Updates
Comparing Nonprofit ERP Products: Benefits of Serenic Navigator
With over 60 of the Twin Cities’ best-known nonprofit organizations as our clients across three middle-market ERP products, we believe Boyer has earned the right to present ourselves as experts to those in the nonprofit community who are searching for accounting software. Come to our Nonprofit Accounting Software Comparison Event on March 24 to see […]The post Comparing Nonprofit ERP Products: Benefits of Serenic Navigator appeared first on Boyer & Associates.Source: Microsoft Dynamics NAV … [Read more...] about Comparing Nonprofit ERP Products: Benefits of Serenic Navigator
Is Data Warehouse the Best Tool for Nonprofits?
When you have decisions to make but an overabundance of data, how can you make the best decision? This is where data warehousing can be helpful particularly for nonprofit organizations that pull data from multiple data sources. This article explains how a data warehouse can improve management and analyses of your information from Microsoft Dynamics GP, Dynamics SL or Dynamics NAV. What Is a Data Warehouse? A data warehouse (DW) is a multi-dimensional database or a virtual storage unit that houses diverse transactional and operational data sets. Think of it this way: if you could add a third dimension to an Excel spreadsheet, you could organize all of your transactional and operational information. Management of DWs involves a technical … [Read more...] about Is Data Warehouse the Best Tool for Nonprofits?
Pumpkins, Piercings and the Paranormal: 10 Scary Ways States Apply Sales Tax
Reposted from AvalaraBwaahahaha! Is that the ghostly laugh of a Halloween haunt — or the auditor reviewing your sales tax returns? Dealing with sales tax can be a ghoulish task. And for businesses with compliance obligations in multiple states, it can be frighteningly difficult to know which rules apply.Take pumpkins, for example. Nothing says fall quite like overflowing cornucopias, evil-grinned jack-o’-lanterns and (yep) pie. But be warned: not all pumpkins are created equal. In New Jersey and Pennsylvania, taxability depends on if your pumpkin is tricked-out or treat-worthy. Pumpkins to be used for decoration (painted, varnished or carved) are taxed while pumpkins used for food (like pie) are tax-exempt. In Iowa, all pumpkins used to … [Read more...] about Pumpkins, Piercings and the Paranormal: 10 Scary Ways States Apply Sales Tax
How to Back Up and Restore a Dynamics NAV 2015 Database Using SQL and PowerShell
Several weeks before our customer's go-live of Microsoft Dynamics NAV 2015, users were vigorously testing NAV as we were ironing out the specifics of the customer's desired configurations. During this process, we wanted to start with a clean testing environment (where we wanted to use the exact configurations of the production environment and there weren’t any posted transactions obfuscating our testing scenarios).Now, after the customer has gone live and has started using NAV, we wanted them to still have a good testing environment where they can test and practice transactions, but want them to use real life data. So how do you handle this? You simply use a back up and restore process to provide the proper testing environment for the … [Read more...] about How to Back Up and Restore a Dynamics NAV 2015 Database Using SQL and PowerShell
Microsoft CustomerSource Access
If you cannot get access to Microsoft CustomerSource or you are struggling with the initial setup process, don't worry – you are not alone! Although the Microsoft CustomerSource invitation email is totally accurate, it can be tricky to decipher. For a customer eager to get started learning about their brand new ERP system, this can be a frustrating experience.The primary confusion found with the Microsoft invitation email is that the critical steps are not particularly clear, and the URL links provided are not listed in the order most users will need to use them. I have put together clearer instructions that you access in the link below. Please note that the instructions are intentionally simplified – that is, they are not intended to be … [Read more...] about Microsoft CustomerSource Access
New Service and Support Plan Names for Microsoft Dynamics
Microsoft Dynamics is changing the names of their Service and Support plans starting April 1, 2015. They will be removing “Business Ready" from each of the plan names.The updated plan names are:Enhancement Plan Advantage Plan Advantage Plus PlanPrior to April 1, 2015, customer quotes will have the “Business Ready” in the plan name. This change is in the name only and there are no changes to the valued benefits from Microsoft.To learn more about the plan you are currently on, click on the name above. If you are unsure of your plan, you can reference the Microsoft Dynamics Service Plan Benefits Quick Start Guide.For additional news and tips and tricks regarding Microsoft Dynamics ERP products, subscribe to our blog. … [Read more...] about New Service and Support Plan Names for Microsoft Dynamics
Boyer & Associates Webinar Series – Which Microsoft Dynamics ERP Solution is Right for You?
Finding the right accounting and ERP solution to help improve operational efficiency for your organization is critical to your success, but narrowing the field to one that fits your needs and budget can be overwhelming and time-consuming. Boyer & Associates is holding a 3-part Dynamics ERP webinar series March 24, 26, and 31 at 10:00 […]The post Boyer & Associates Webinar Series – Which Microsoft Dynamics ERP Solution is Right for You? appeared first on Boyer & Associates.Source: Microsoft Dynamics NAV … [Read more...] about Boyer & Associates Webinar Series – Which Microsoft Dynamics ERP Solution is Right for You?
Microsoft Dynamics NAV Manufacturing Functionality – 1. Bill of Materials
Microsoft Dynamics NAV has a robust manufacturing capability with many features. In this series of blogs, we will address many of those features, starting with NAV’s Bill of Materials (BOM), which can handle a fifty level deep BOM.In future blogs, we will address NAV’s routing design, which allows multiple products to share the same routing; how NAV allows for multiple versions of both the BOM and routing, with the ability to run a comparison report to the various BOM versions of an item; methods of collecting labor for production orders; how to track separate labor and burden costs on production operations; and the requisition functionality within NAV as it relates to production orders. The blogs will also cover the detailed historical … [Read more...] about Microsoft Dynamics NAV Manufacturing Functionality – 1. Bill of Materials
