Custom Filter Formula in Dynamics NAV 2013
One of the new features in Microsoft Dynamics NAV 2013 is the ability to enter formulas like ‘%me’ and ‘%myitems’ while setting filters. Dynamics NAV then replaces the formula with values while applying the filter. Some of the formulas that comes standard are for example; ‘%me’ and ‘%user’ will be converted in to the USERID, ‘%company’ will be converted into the COMPANYNAME, ‘%myitems’ will be converted into a string with the item numbers you listed in the My Items role center part (same goes for ‘%mycustomers’ and ‘%myvendors’). This is nice but what is great is that you can also...Microsoft OneNote Integration with Dynamics NAV
I have never used Microsoft OneNote that much, never really seen a need for it (I usually just have my notes in Word). So, when Microsoft announced that there will be a OneNote integration with Dynamics NAV last year I didn’t think that much about it. But when I finally tried it out myself I was very impressed. I saw a very usable tool for both capturing comments/files related to entities NAV and for doing company specific instructions for the different parts of the application. The OneNote notes can be related to individual records or to a page in Dynamics NAV. (more…)Connect a Customer with a Vendor
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...Activate Item Tracking for Items with Ledger Entries
A common request is to activate item tracking (lot numbers and/or serials numbers) for items that already have transactions (item ledger entries). In Microsoft Dynamics NAV you can’t really do this without going ‘behind the scenes’ and tweaking the data. What I have done a couple of times is to change the check on the item tracking code to only check for open item ledger entries. This way you can adjust the inventory out, change the item tracking code, and then put the inventory back in with the lot and/or serial numbers. This is a one line code change that...Turn Report Selections into a Selection Dialog
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...Production Lead Time using Routings
The production lead time if you are using routings in Microsoft Dynamics NAV is the sum of the lead times for the operations that each can have 5 different time components; queue time, setup time, run time, wait time and move time. In addition to the production lead time is the safety lead time defined on the item or stockkeeping unit card of the product being produced; this adds a slack time between the scheduled ending time for the last operation and the due date of the production order. The below illustrates the different times and how they together makes up...The Low-Level Code
Do you know what the low-level code in Microsoft Dynamics NAV is used for? And do you know how it is maintained? The low-level codes are critical for Dynamics NAV to function properly in a manufacturing environment where material planning takes place (which is in 9 out of 10 places). In addition to this, the cost adjustments in Dynamics NAV are also using the low-level codes. The low-level code is a field in the item table that represents the items lowest level of usage in the production BOM or assembly BOM structures. It is used internally by Dynamics NAV to determine...Custom Business Chart Add-In Example for NAV 2013 R2
Here is an example of how to create a custom chart in Microsoft Dynamics NAV 2013 R2 using the business chart control add-in that is provided by the Microsoft.Dynamics.Nav.Client.BusinessChart.dll assembly. It sounds complicated, but it is actually quite easy. The example shows how to create a work center load chart that shows available vs. allocated capacity on a day by day basis. If you have read some of my previous blog posts (the Custom Progress Bar or Interaction Between Role Center Parts) you know that I am working on a shop floor terminal role center (more for my own training)...Cost Roll-Up Details on the Item Card
Here is a super simple, but very useful modification for displaying the rolled-up costs on the item card in Microsoft Dynamics NAV. The item table has 10 standard fields that contain the rolled-up costs that are calculated during a regular standard cost roll-up. Those fields are not by default added to the item card; just adding them is quick and adds lots of values to the users that are looking at the costs shares of items. (more…)My Dynamics NAV Partner
