How to Receive Multiple Shipments Against a Purchase Order and Track Costs

By AJ Ansari, NAV Product Manager

Question: How can I handle multiple shipments from a vendor for a single Purchase Order in Dynamics NAV (or Dynamics 365 for Financials),  and how do I track the total dollar amount of each receipt?

Answer:  Start by adding the Qty. to Receive, Quantity Received, Qty. to Invoice, and Quantity Invoiced columns visible in the Lines FastTab/section of the Purchase Order. You can do this by right clicking one of the column headers under Lines, and clicking on Choose Columns.

When you are about to receive a partial shipment from a vendor, overwrite the value in the Qty. to Receive field. This field should be showing the same value as what you see in the Quantity field, assuming you have not yet received any goods (if you are using NAV, depending on your Purchase & Payables Setup, the Qty. to Receive field may also be be 0 by default). Also look at the vendor’s quote / shipping document / packing slip to ensure that you have the right $ amount per unit in the Direct Unit Cost Excl. Tax field.

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Overcoming Dynamics 365 Data Migration Blues (Importing Balances and Historical Data)

By AJ Ansari, NAV Product Manager

A key shortcoming with Microsoft’s current data migration tools for importing data from QuickBooks, Dynamics GP or Excel into Dynamics 365 for Financials is that they all focus on migration of Master records, and not on import of any transactional data.

Data Migration to Dynamics 365

Most customers at least want an opening balance for each G/L Account, and sometimes Net Change by G/L Account by month for the last 12 months (for comparative reporting), and to bring in opening Receivable balance for each Customer, Payable balance for each Vendor, and Inventory valuation and quantities.

These can be done by entering or importing data into the General Journal, Sales Journal, Purchase Journal, and Item Journal. BUT, with no RapidStart for Data Migration yet, and the fact that none of these Journals have an ‘Edit in Excel’ option out-of-the-box, getting transactional data in can be quite a hassle.

What I find curious is that there is an Edit in Excel button on the ribbon on the Batch selection screen for each journal, but not on the actual journals themselves (where it is needed).

So you either need to type all that data in, or you have to get creative. What we’ve done is created and published a Web Service for each of those Journal pages, and did a little reverse-engineering to be able to Publish data from Excel into Dynamics 365 for Financials like you can from an “Edit in Excel” list.

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Video Tutorial: Using Microsoft Flow with Dynamics 365 & NAV 2017 for Business Process Automation Across Popular Services

In NAV 2016, Microsoft introduced a proper workflow engine and some templates, opening the door for user defined workflows right out of the box (where previously, an ISV solution or customization would be required). That said, with few exceptions, such as e-mails for approval requests, the scope of the workflows was entirely within the NAV application: being triggered by an event in NAV, resulting in one or more actions and responses in NAV. Despite the limited number of pre-built workflow templates, events, and responses, it has definitely been a good selling feature for the solution.

microsoft-flow2

Now imagine what you could do if NAV workflows could interact with other applications and services that your organization uses every day? Think SharePoint, CRM applications, SQL, cloud based file sharing services, Office apps (traditional and Office 365), BI.. or even social media! Actions driven by events in NAV, or triggering processes in NAV based on events in another application that drives your business.

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Video Tutorial: Freezing Panes in Microsoft Excel for Increased Report Readability

Freezing Panes in Excel… oh-so-easy when you want to lock the first row or first column, but oh-so-frustrating (at least for me, until I figured out) when you want to lock multiple rows, columns, or some combination of the two.

But once I learned how, it was so astonishingly simple that I just had to share it for the benefit of anyone else who has been chasing this ‘elusive’ functionality. Watch this How-To video and start freezing rows and columns to your heart’s content.