Notifications in Dynamics NAV 2017

With the release of Dynamics NAV 2017, several enhancements have been introduced which represent such a considerable move. One of the most interesting features is the notification enhancement.

In previous releases of Dynamics NAV, notifications used to be as messages popping up on the screen in case of a specific event such as but not limited to:

  • Transaction has been posted successfully
  • The customer has an overdue balance
  • The customer has exceeded the credit limit
  • Item availability
  • …. etc.

Now notifications are shown on the a bar on the top of the screen which provides the end user with the ability either to ignore and close or to dig for further details as related to the notification.

Here is the notification setup, on which you can enable or disable specific notification for specific business events

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Notification Setup

The interesting thing about notifications setup is that you can enable the specific conditions for the notification so that messages only pops up for specific customers/ items ..etc.

Here is a screen shot of how notifications are presented in Dynamics NAV 2017, the below case is related to inventory availability check in which a message pops up when there is no sufficient quantity in the site to fulfill the demand

Notification

Notification Bar

When you click on the “Details”, you can dig for further information as related to the inventory availability check:

Details

Item Availability Check – Details

 

Best Regards,
Mahmoud M. AlSaadi

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Rapid Start Services in Dynamics NAV

Rapid Start services are considered as the import / export utility of Dynamics NAV through which you can setup / configure a new company, import customers, vendors, chart of accounts, items …etc.

Basically, in order to navigate to the rich functionality of rapid start services, use a predefined profile which is “Rapid Start Services Implementer“, here is a screen shot of the home page of Rapid Start Service:

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Rapid Start Services – Profile

Lets try to break down the structure of Rapid Start Services into the basic components which we can be used:

  1. Configuration Worksheet
  2. Configuration Templates
  3. Configuration Questionnaire
  4. Configuration Package

 

Let’s try to simplify things by understanding how data can be imported into Dynamics NAV without digger in the depth of terminologies. The very first step which you need to take is to create a configuration worksheet which is much more like a project plan, on which you can categories the entities (tables) to be imported under several groups.

For instance, you can create a group called ” Master Files “, under which you can list down all the master files entities such as ( customer, vendors, items, GL accounts … etc) . Another group can be created for the opening balances which may include (item journal, GL journal …etc) . The output of your worksheet would look much more like the below:

Worksheet

Configuration Worksheet

In Dynamics NAV, the import utility deals with tables, so for instance if you want to import customers into the ERP system, yo need to include the customer table (18) in your worksheet.

The next step is to create a configuration package on which you can specify the required fields to be imported for each table. Although, before digging into the fields, we need to assign the worksheet to that package, so that the package will retrieve all the assigned tables, to do so, click on “Assign Package” on the configuration worksheet and then choose the specific package.

Assign Package

Assign Package to Configuration Worksheet

On the configuration package, you can work on each specific table apart in order to include a set of fields to be imported/ exported, in addition to table relation and validation options per table field. Here is a screen short:

Table Fields

Configuration Package – Table Fields

In the example above, I am specifying the table “Item” and clicking n the table drop down list for further actions. Clicking on “Fields” will bring up all the table fields so that we can choose which fields are to be included/ validated …etc.

 

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Table Fields

On the table fields, there are several options which I may dig further into in further articles, these options represents  considerable set of features which are developed to enhance the import experience. This includes:

  • Validate field
  • Field mapping
  • Create missing codes

The next step is to export the template including the included fields, so that it can be filled out with the required set of data and imported again into the system.

Export Import

Export Import Table Template

Most importantly, the data imported into Dynamics NAV are stored in a staging area so that it can show import errors, once import errors are resolved, you can apply the package in order to migrate data into the associated tables.

It’s important to address the fact that this article has not shed a comprehensive illustration on other “optional” tools in the rapid start services such as templates and questionnaire. Further articles will shed a light on the technical aspects of the rapid start services and its relation with the SQL tables.

Best Regards,
Mahmoud M. AlSaadi

Item Consumption Quantity Decimals are rounded on Production Order

When creating a production order in Dynamics NAV, line item components are automatically derived from the bill of material, on which the standard quantities are provided.

I have been working on a case in which the consumption quantities are being rounded automatically when creating a production order, for instance, if one of the line components is 1.2 the consumption quantity on the production order is rounded into 2

It would quickly come to mind that the scrap % is the root cause, which could be defined either on the item card level or the production order level. Although, in this specific case, the scrap % is set to zero on all setup levels.

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Production Order Components – Quantity

 

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Production Journal – Consumption Quantity

Resolution

The reason for such system behavior is related to a field called “Rounding Precision” on the item card, which by default is set to 1. If you check the MSDN for further information, you will find the following:

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Item Card – Rounding Precision

” Defines how calculated consumption quantities are rounded when entered on consumption journal lines. Quantities less than 0.5 will be rounded down. Quantities equal to or greater than 0.5 will be rounded up.

You can set the field to round to the nearest decimal (maximum 6 decimal places) or to the nearest number divisible by any whole or decimal number.

  • 0.01 Round to two decimals
  • 0.05 Round to a number divisible by 0.05
  • 1.00 Round to a whole number (no decimals – divisible by 1.00)
  • 10.00 Round to a whole number (no decimals – divisible by 10.00)

  Reference: MSDN – Rounding Precision Field, Item Table

So basically, you need to setup the rounding precision as 0.001 for instance, and everything will be working as expected.

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Production Order Components – Quantity

 

Best Regards,
Mahmoud M. AlSaadi

Item Transfer in Dynamics NAV

When working with inventory, transferring items from one site to another is a very common business requirements. Such requirement can be processed in Dynamics NAV in two different ways, each of them fulfills specific business needs.

Inventory Transfer Order

Transfer order is one easy way for transferring items from one site to another, although, it needs to be done from one location to another through an in-transit site. Below are brief of the advantages and disadvantages of this process:

Untitled

In Transit Transfer Visualization

Advantages:

  • Segregation of duties, this process guarantees that the two warehouse keepers involved are working on the same process from start to end. One ships the items from their own warehouse to the in-transit site, and the other warehouse keeper receives the items from the in-transit into the destination site.
  • In case any items are damaged while being transferred, it will not be received and can be reported easily since it will remain in the in-transit location
  • If any item charges are associated with such inventory transfer, it can be easily assigned to the items and allocated accordingly.

Disadvantages:

  • It might be perceived as long process from a system perspective, especially when the transfer is physically between two sites which are managed by the same warehouse keeper
  • It requires the use of In-Transit location, which is sometimes not physically involved

Transfer Order can be found on ( Departments/Purchasing/Order Processing/Transfer Orders) :

Transfer Order

Transfer Order

When posting the transfer order, you will be asked either to Ship or Receive the items. You definitely can not receive items if they are not shipped yet.

Transfer Order – General Ledger Journal

The journal entry which is posted to the general ledger includes primarily two accounts, the inventory adjustment account and the inventory account which are configured on the inventory posting setup

When posting the “Ship” on the transfer order, the following journal entry is generated, and the second journal is posted when posting the “Receive” on the transfer order

Account Debit Credit
Inventory Account ( Source Location ) X
Inventory Offset X
Inventory Offset X
Inventory Account ( In Transit Location ) X
Account Debit Credit
Inventory Account ( In Transit Location ) X
Inventory Offset X
Inventory Offset X
Inventory Account ( Destination Location ) X

You can navigate to the posted transfer and receipts on the transfer order as illustrated in the screen shots below:

Item Reclassification Journal

One of the other options which can be used to transfer items from one location to another without too much complication is the item reclassification journal which simply takes quantities out of one location and adds it to a new location.

reclas

It’s worth to mention that this journal is not designed to transfer items from one location to another, this journal can be used to re class items for the following other purposes:

  • Bin to New Bin
  • Dimension to New Dimension
  • Location to New Dimension

As for the financial journals, both inventory adjustment and inventory account are included in the posting journal.

 

Best Regards,
Mahmoud M. AlSaadi

Dynamics NAV 2017 – Item Attributes

The release of Dynamics NAV 2017 presents several important features, which proves how advanced this release is. One of these important features is the item attributes which are highly essential features especially for companies with high variations of SKUs such as but not limited to distribution, retail and manufacturing companies.

Item attributes are completely different that item variants, you may refer to the previous post on Dynamics NAV essentials for a better understanding of the item variants on this link.Item attributes are more of characteristics of the same SKU while an item variant is a variation that can be tracked under an item SKU.

Item Variants versus Item Attributes | Example:

Lets suppose that a distribution company has an item which has three specific colors (red, blue and white). There are two different scenario that can be considered:

1- Creating one item card, with three different variants (red, blue and white) | for that the system will support quantity tracking for all variants across all locations. Although, the system will have one item code under which there are three variations.

2- Creating three different item cards, and creating one attribute called (Color). The first item will be assigned to the item attribute value (red), while the second will be assigned to the second item attribute value (blue) and the third one will be assigned to the item attribute value (white). Although, there will be three separate item codes in the inventory module.

Understanding Item Attributes

In Dynamics NAV 2017, item attributes can be assigned either to single items or to item categories. Although, it is definitely better to assign attributes to the categories in order to make sure that they are inherited by items when assigned to categories.

item-attributes

Item Attributes

When creating a new item attribute, you can choose from one of the following types:

  • Option (predefined list)
  • Text
  • Integer
  • Decimal

Note: Both decimal and integer can be assigned to a predefined unit of measurement.

item-attributes-values

Item Attribute Values

Now the next step is to assign a specific set of attributes for either an item category or to an item card. As shown below, the item category (Table) is assigned to a set of attributes which are (Color, Depth, Height and Material Description), it means that once an item is added to the system and assigned to the item category (Table), it will automatically inherit all these attributes.

item-category

Item Category – Attributes

item-card

Item Card – Category and Attributes

item-card-item-attributes

Item Card > Attributes Values

 

It is worth to mention finally that item attributes could have default values either on the item category level or item card level.

The next post will shed a light on the technical aspects of item attributes, SQL tables and import insights.

Best Regards,
Mahmoud M. AlSaadi

MS Connect Suggestion | Add Arabic Language module to Dynamics NAV

Dynamics NAV is being promoted widely in the middle east as a powerful and capable product, and there is a high demand on this product due to its flexibility, user friendly, mobility, unlimited packed features and most importantly being extendible. Although, there is a feature which is not fully utilized and is actually missing which is; the Arabic Language Module.

As Microsoft Partner in the Middle East, we are seeing a high demand on this specific requirement since it has already been provided in Dynamics CRM; through which you can add the Arabic Language quite easily, and work on a multi lingual interface by switching between Arabic and English smoothly. In this essence, the Multi Lingual capability has already been presented in Dynamics NAV, although it doesn’t support Arabic, and there is no standard Arabic Language module which you can download from the product page on Microsoft website.

There is a wide range of languages which have already been delivered such as Czech, Danish, German, French, Italian, Russian, Swedish ….etc. But there is no Arabic Language.

I have created a new ticket on MSConnect requesting this product enhancement, please login and vote:

MS Connect – Add Arabic Language to Microsoft Dynamics NAV

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Microsoft Dynamics NAV 2017 Page – Language Modules

 

Best Regards,
Mahmoud M. AlSaadi

NAV 2017 – Release date has been postponed

We were all waiting and passionate about the new version of NAV 2017 which was scheduled for release by yesterday the 24th of October. Microsoft has officially published that it will be released on the 28th of October.

Products Downloads

Coming Soon – Oct 28, 2016

Partner Translation Toolkit

Coming Soon – Oct 28, 2016

Language Modules

Coming Soon – Oct 28, 2016

Reference: Microsoft Partner Source – NAV 2017 Page

Best Regards,
Mahmoud M. AlSaadi

Dynamics NAV 2017 Limited Beta is now Available for Download

It has been announced recently that Microsoft Dynamics NAV 2017 (Limited Beta) is now available for download. Several interesting features stands out with this release which is represented with the following:

  • Richer incoming documents
  • Inventory items
  • Smarter Sales and Purchase Documents
  • Account Categories in the Chart of Accounts
  • Payment Reconciliation
  • Jobs
  • Fixed Assets
  • Simplified Setup for using Dynamics CRM from inside NAV
  • Simplified Opportunity Management  and CRM Functionality
  • Smart Notifications
  • Extensios
  • Office 365
  • US Financial Reports
  • and many other interesting features ..

nav-2017

The download is available on the following link (partner source) including; use of terms, what’s new document, release notes, third party notice and the NAV 2017 Limited Beta version >>> Download Link (Partner Source)

Best Regards,
Mahmoud M. AlSaadi

After-Sales Service

When selling items to customers, it is very important to manage associated after-sale services in an automated way in order to make sure that every single service category is being delivered to clients in terms of the SLA (Service Level Agreement) and the given warranty.

In this post, I am shedding a light on some of the capabilities and features of the service module which is specifically related to selling items and after-sales services. Therefore, we will have to address and explain the following points: service items, service item groups, sales order and service order.

After Sales Services

After Sales Services – Process Flow

Lets consider an example in which the item is tracked by serial number, which means that every single serial of an item; which is sold to specific customer, shall have specific service bundle such as warranty, preventive maintenance …etc. The following item number is created and configured to be tracked in terms of serial number.

As shown below, we are creating an item number with the general common details. When it comes to the after sale services, there is an option to assign the item to a “Service Item Group” in order to fulfill the process flow mentioned above. Although, it should be taken into consideration that the service item group should have the option of “Create Item” checked in order for service items to be created automatically when selling the inventory items. Furthermore, we will make sure to configure the item to be tracked by serial number.

Service Item

Service Item Groups

Service Item Groups

The service item group has the following configuration options, which are:

  • Default contract discount %
  • Default service price group code
  • Default response time (hours)
  • Create service item

Process Flow - Construction Vehicle

At this step, we will proceed with the sales order in order to ship the item to the customer, and start managing the associated service bundle.

Sales Order

Once the sales order above is posted, the system will automatically create associated service item for this specific item serial and customer.

Service Item - After Sales

Service Item Details

At this point, the after sales cycle is just starting. Further details related to the contractual agreement, SLA (service level agreement) details, receiving service calls, following up on items within warranty, service tasks, inspection, fault and resolution registration will be illustrated in future posts.

Best Regards,
Mahmoud M. AlSaadi