The Importance of Performing Comprehensive User Acceptance Testing

By Devang Mehta, NAV Practice Manager

Want to get the most out of your NAV Implementation Project? Want to maximize your ROI? Then perform a comprehensive test during you User Acceptance Testing (UAT)!!!

During your NAV implementation project, you and your NAV partner are creating your system – from an out-of-the-box standard ERP solution to your Company’s private backbone. As it is going through this evolution, developers, programmers, analysts, and consultants are setting up and testing the system.

However, they are only performing Functional testing: this is testing specific requirements and application areas of the system. It lacks the two most critical components of testing – End to End testing and the End-User.

This is why it is incredibly important to perform a comprehensive UAT. Many customers fail to do thorough testing and cite resource constraints, or just don’t put an importance on testing. Even though you may have a small staff to dedicate to an ERP project, the cost of not doing this is far more expensive, and the damages of getting bad requirements understanding will cause to project failure.

What is a UAT?

The UAT is a series of tasks performed in your new NAV system by your company’s end users to ensure that all of your daily assignments are met. They are carried out by the end user to determine whether the system fits their use or not. Your partner’s developers and analysts are forced to do ad-hoc testing based upon requirements gathered by their consultant. UAT will give you a clearer picture of the future state.

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What happens when I turn “Expected Cost Posting to G/L” on or off?

Last week, I received an e-mail from one of our clients asking about the repercussions of turning off “Expected Cost Posting to G/L” in the Inventory Setup.

Inventory Setup

By default, this option is turned off / disabled. In the case of this particular client, they had turned it on in the past and wanted to know the impact of turning it off now.

When we are working with Purchase Orders in NAV, we may receive goods into inventory first and subsequently receive an invoice from the vendor. Sometimes, this may transcend months (receive goods in late March, invoice sent in April), and to give us proper visibility, NAV gives us the option to record the expected costs.

As my colleague Nick Prevett put it, “CFOs do not like surprises, so getting a delayed purchase invoice that was not expected usually creates problems.” Enabling Expected Cost Posting to G/L “makes for more accurate and timely accounting, and you do not have to build the accrual for those purchase invoices that you have not received yet and the expected/interim accounts are a good indicator of what purchase invoices are still outstanding.

Essentially, nothing will break if this option is disabled. To better understand, here’s what happens in each case (enabled, and disabled):

With Expected Cost Posting to G/L ‘enabled’:

When we use the “Post > Receive” action on a Purchase Order, NAV posts entries to the expected/interim accounts in the General Ledger based on the $ amounts that we have entered on the Purchase Order lines.

Later, when the invoice arrives, we use the “Post > Invoice” action on the same Purchase Order, and NAV reverses the expected entries in the G/L, and books the final entries to the appropriate G/L accounts. If the amounts in the Purchase Line have been changed / updated because the vendor has charged more or less than originally anticipated, the final entries posted to the G/L use these amounts.

With Expected Cost Posting to G/L ‘disabled’:

No entries are posted to the expected/interim accounts in the General Ledger when goods are received. NAV only posts entries to the General Ledger when we get the invoice from the vendor and use the “Post > Invoice” action on the Purchase Order.

Note: If we use Expected Cost Posting, we must have the appropriate requisite G/L accounts selected in the Posting Setups in NAV.

Microsoft Dynamics NAV Business Intelligence

Are you using Microsoft Dynamics NAV just to get financial reports? Are you also using it for Business Intelligence?

Microsoft Dynamics NAV can give you polished, professional insights into how your organization is performing using free tools like Power BI. You can take real-time data from your system and use web services published to Microsoft excel and on to Power BI for slicing and dicing.

Power BI is available for free from Microsoft and can be downloaded on your phone, tablet or computer.

Contact InterDyn BMI today to learn more.

How do I find the latest Released Cumulative Updates (Hotfixes) for Microsoft Dynamics NAV?

If you’ve ever gone looking for the latest cumulative updates for NAV on Microsoft CustomerSource (or PartnerSource), but don’t know which one it is, you’ll probably agree with me that it can be a time consuming task.

Cumulative UpdateWell, there is good news! Microsoft has “fast publish” articles that maintain a list of released Cumulative Updates for each of the following versions: NAV 2013, 2013 R2, and 2015. The Cumulative Updates are typically released at a monthly frequency.

You may see a “Referring link not Secure” message since we are an external source linking to a Microsoft KB article. Click on Continue to proceed to the article. You may need to sign in with your Microsoft CustomerSource / PartnerSource login.

If you are using NAV 2015, the Platform update / hotfix directories (NST, RTC, etc.) are no longer available “out-of-the-box.” A few additional steps need to be taken to get those individual subfolders so you can patch the files on the NAV server and existing NAV client workstations. Instructions for this can be found here:

LetsTalkNAV.com will also be posting a how-to video to walk you through the steps of getting back these directories. We will update this article with a link to the walkthrough once it is posted.