Did 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 This allows you to see the document in its entirety even after it is no longer active.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.
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.
Screenshots Above: Navision (NAV), then and now.
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.
Continue reading “Taking a trip down memory lane”
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.
Continue reading “Missing Functionality in G/L Budgets in NAV 2009 RTC”
The other day, my colleague Krystal and I were discussing tips to share with all of you here on Let’s Talk NAV, and today’s article on Payment Methods was her idea. So thank you Krystal!
When you are buying or selling something, there are two key things that you have to know: “How will it be paid for”, and “When is the payment due”? In NAV, the “How” is defined as the Payment Method, and the “When” is defined as the Payment Term.
While setting up NAV, you have the ability to define multiple Payment Methods and Payment Terms to use on Sales and Purchase transactions.
Note: We will discuss Payment Terms (and NAV’s Date formulas, which every accounting user in NAV should learn about) in a separate post next week.
In the Classic Client, you can find the Payment Methods form in Administration > Application Setup > Financial Management > Payment Methods.
If you’re using the RoleTailored Client, go to Departments > Administration > Application Setup > Financial Management > Finance > Lists > Payment Methods.
Continue reading “Payment Methods and Automatic Application of Payments”
Have you ever wondered how NAV knows which report to print when you hit the Print button (or Action, if using RTC) from a document such as a Posted Sales Invoice?
If you are a NAV consultant, developer or power-user, you probably know the answer. For everyone else’s benefit, the answer is Report Selections.
If you are in the Classic Client, you can find it in Administration > IT Administration > General Setup > Report Selections. You will see a list of functional areas (Bank Account, Reminder and Fin. Charge, Sales, Purchase, Inventory, Prod. Order, and Service) and for each, you can select which report(s) should be run for each document type.
Continue reading “Report Selections”