Archiving Converted Quotes and Posted Orders

Archive, PostDid you know that you could archive converted Sales or Purchase Quotes and posted Sales or Purchase Orders? This allows you to see the document in its entirety even after it is no longer active.

It’s real simple: Check the box next to the Archive Quotes and Orders field on the Sales & Receivables Setup and/or Purchase & Payables Setup as desired and this will affect all future quotes and orders.

To view archived documents using the RoleTailored Client, navigate to Departments > Sales & Marketing > Archive or Departments > Purchase > Archive. In the Classic Client, you should be able to find the archive pages under the History menu of the Sales & Marketing and Purchase & Payables menus.

Taking a trip down memory lane

As I was browsing through my Twitter feed yesterday, I saw a tweet from Johannes Gudmundsson (@nav_viking) with a screenshot from an old version of Navision. The date on the screenshot in Johannes’ tweet reads 02/17/2007, although I’m sure the version is much older – from the character based days of DOS. Seeing that date took me back in time on a trip down memory lane. Because you see, my journey with Navision began just one day before the date on the screenshot, on February 16, 2007.


Navision - OldNAV 2013 R2 - Today

Screenshots Above: Navision (NAV), then and now.


The Past

In February 2007, I was a senior in college working towards a business degree and focused on two things: finding a career and graduating. I’d had a few different part time jobs and internships by that point, but I couldn’t see a future in any of them. Without a lot of expectations, I engaged with my university’s Career and Experiential Learning office and got set up for three internship interviews. Little did I know that the second interview would be the one that changed my life.

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Missing Functionality in G/L Budgets in NAV 2009 RTC

While doing a demo earlier this week, I was asked to show NAV’s Budgeting functionality. Simple enough – I walked through how easy it is to create and edit a budget in NAV, or export a budget template to Excel and import the numbers back.

Then they asked if they could see historical information for a period side-by-side. That, unfortunately, is not available right out of the box in NAV although it shouldn’t be terribly difficult to accomplish.

While reflecting on this later with my colleague Krystal, I discovered a very interesting omission in the Role Tailored Client’s Budget page: while the Copy Budget and Delete Budget functionality is available, there is no Create Budget function at all!

As you see in the screenshot below from the Classic Client of NAV 2009 R2, there is a function called Create Budget, and this has two options: Amount by Period, and From History.

These are very helpful functions because they allow the user to start the budget from a point of reference, upon which a new budget can be based. Sadly, it appears that we will have to make do without them if we’re using the Role Tailored Client.

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