Microsoft Dynamics NAV 2017 was released last week. I have installed it and poked around in the new functionality a bit and there are some awesome improvements and new features. 🙂 Through this blog post I share some of my thoughts on some of the new functionality. The look and feel when first launching the windows client is more or less the same as with version 2016, and I was happy that it could co-exists with all my older installations of NAV (always interesting when installing a new version). Below are some of the new functionality that I have looked...
This blog post is about the return merchandise (or material) authorization process in Microsoft Dynamics NAV, this is another topic that is more or less always discussed during Dynamics NAV implementations. The typical scenario is that a customer calls and wants to return a product that they have purchased to get a refund, replacement product or to get it repaired. For this they need an authorization, an RMA. So, how is this done in Dynamics NAV? The short answer is by using a sales return order, which is similar to a sales order but it goes the ‘other way’ and...
Do you know that you can create sales quotes without having a customer created in Microsoft Dynamics NAV? It’s been like that as long as I can remember but surprisingly many users and also consultants don’t know this and I have seen lots to workarounds with generic ‘quote customers’, etc. This is a quick blog post describing how you can create sales quotes in Dynamics NAV without having a customer record. This is especially useful for companies that are doing a lot of quotes to prospects that might not turn into customers. With this method you then don’t ‘muddy’ the...
One of the nicer things about the assembly functionality in Microsoft Dynamics NAV is the option to assemble to order. What this means is that you can stock the components and not assemble them until it is time to ship the order (very useful if you sell kits of products for example). In this blog post I will describe how this works together with the inventory picks and movements. This is in my mind a setup that works well and supports scenarios where the personnel that are picking the products also assembling/bundling them at the same time. I have previously...
Microsoft Dynamics NAV 2015 was released a couple of weeks ago. I have download and installed it and so far it seems like it can co-exist with Dynamics NAV 2013 R2 without any issues (which was not the case with my 2013 and 2013 R2 versions, so this is great). To me the improvements that the users will see (e.g. the functionality in the NAV clients)Â are the most important ones (and also the most fun to review). The improvements of the technology behind the scenes (such as OAuth support for web services, merge utilities, multi-tenant architecture, etc.) are also important...
This is the fifth post on my blog related to subcontracting in Microsoft Dynamics NAV. It describes how you can setup and use Dynamics NAV when you are performing subcontracting on behalf of a customer (e.g. if you are a subcontractor for a customer and perform operations on parts belonging to the customer). This is actually quite straight forward. The key is to create separate items that represent the customer’s parts. Whatever is received from the customer as components should not have an inventory value and whatever is sent back to the customer should have a value representing the value...
Sometimes a customer is also a vendor and sometimes a vendor is also a customer. It can for example be that a customer provides some components for an assembly that they have ordered or a vendor that also orders items from you. Microsoft Dynamics NAV has the option to link a customer with a vendor through the contact functionality. When you create a customer or a vendor, Dynamics NAV automatically creates a contact record for your. If you create them separately you will end up having duplicated contacts and a customer that is not linked to the vendor. The way...
Here is a small trick that I have used a couple of times to turn the report selections into a selection dialog in Microsoft Dynamics NAV. The report selection table in Dynamics NAV is used to specify what report(s) to run when a user prints a document such as an order confirmation. Part of the report selection functionality is the ability to define more than one report to print at the same time; you can for example have Dynamics NAV print three different documents when the user prints an order confirmation. This is done by listing the reports in the...
Most of us know that you can create production orders from sales orders in Microsoft Dynamics NAV. When doing this the production orders are reserved against the sales order lines and they also inherits the dimensions from the sales order lines. The quantity on the production orders equals the base quantity on the sales order lines and the due dates of the production orders becomes the shipment dates backdated by the default safety lead time defined in the manufacturing setup. For make-to-order environments this is great and creating the production orders from the sales orders quite often becomes the handover...
This is an old but still relevant topic; on sales documents (quotes, orders, invoices, return orders, etc.) in Microsoft Dynamics NAV you have the option to specify a separate bill-to customer. The bill-to customer is obviously who gets the invoice and where the accounts receivables end up, while the sell-to customer is who you are selling to. Having a separate bill-to for some customers is a quite common requirement. In addition to the sell-to and bill-to customer there is also a ship-to address that is used to specify where the shipment is going. There are some things that you need...
