MASS Update System Indicator in Microsoft Dynamics NAV

Recently, I refreshed a client test database with a copy of their live database in Microsoft Dynamics NAV so they could test some functionality and do training.  One of the issues that they ran into right away was that it became confusing for them to know which database and company they were accessing.

“What about the system indicator?” you say?  Yep… they were already using that, and now both indicators looked the same. “So we could just open up the company information and change it.” You could, but we would have to do so for all 20-30 of their companies.

Instead, just use a processing report and a little bit of code to rename them and you’ve accomplished your task all with a few mouse clicks.

Basically it uses the system table Company, and cycles through it to get all of the Companies listed.  Then it takes an input for the Indicator Type, Indicator Color and because I wanted to make the option of a prefix to the Company Name, a text input as well.

After creating a report with Company as the dataitem, make a request page with fields that contains matching options for the color of the indicator, and the indicator type.  Because I wanted to give the Company Name a prefix I added a text field for the custom Text and made it required if the Indicator Type “Custom Text” was selected. You may want to change this depending on your needs.

Then add the following code in the OnAfterGetRecord section.

CompanyInformation.CHANGECOMPANY(Company.Name);
CompanyInformation."System Indicator" := IndicatorType;
IF IndicatorType = IndicatorType::"Custom Text" THEN
CompanyInformation."Custom System Indicator Text" :=
STRSUBSTNO('%1 - %2',InputString,Company.Name);
CompanyInformation."System Indicator Style" := Color;
CompanyInformation.MODIFY;

When you run the report, it cycles through all of the companies in the database and adds the System Indicator with the System Indicator Style (Color) you selected.

For two of our particular clients it may save me 10-15 minutes each time we update their test system.

Not bad for 15 minutes of code.

Feel free to make any improvements or changes, as always we welcome comments below.

If you are interested in finding more information on system indicators then check out these articles on the MIDYNAV or Waldo’s Blog.

Creating and Copying Companies in NAV 2013 R2 (and newer)

Creating a new company in NAV was always so simple, wasn’t it? Go to File > Company > New in the Classic Client (or Development Environment, as it’s now called) and you were on your way.

If you’ve tried doing that in NAV 2013 R2, you were probably surprised to find that Company is no longer listed under the File menu. Who moved my cheese?!

No need to stress, because the function still exists. It’s just been moved to the RoleTailored Client.

You can watch the complete walkthrough below or directly on our YouTube channel (http://youtu.be/wW2rm-smkHs)

Go to Departments > Administration > IT Administration > General > (Lists) > Companies (or you can use the Search bar and type in ‘Companies‘).

NewCompaniesNAV2013R2

On this page, click New on the action item on the ribbon, and you will be prompted to enter a name for the new company. Press OK and you’re done (after some “hourglassing” as an old client of mine likes to say).

There’s also a Copy action item on the ribbon. To use this function, first select the company you want to copy from the list of Companies by clicking on it, then click Copy on the ribbon and enter the name you’d like to assign to the new company.

Continue reading “Creating and Copying Companies in NAV 2013 R2 (and newer)”

Did You Know: Quick way to change Company and Work Date

If you have multiple companies in NAV, you know how to switch between them: File > Company > Open in Classic, or clicking on the Dynamics flags and then Select Company in the RoleTailored Client.

You probably also know that you can use the shortcut Ctrl+O in either version of the NAV client.

But did you know that in the RoleTailored in NAV 2013 and 2009, you can switch between companies simply by clicking the Company name in the status bar at the bottom left of the main NAV window?


 

Change Company and Work DateClick and change. That simple.


This also works for changing the Work Date, which is displayed right next to the Company name in the status bar.

What’s in a name? A discussion about CRONUS and Work Dates

When a client reports an error in their NAV system (which is typically customized), sometimes we need to check if the issue is due to a customization, or if it exists and can be recreated in a control NAV database of the same version – i.e., a clean ‘CRONUS’ NAV Database with no customization. (Note: I like to call it a CRONUS database, since all the companies in the database start with the name CRONUS.)

We also find ourselves using one of the CRONUS companies when we’re developing and testing new functionality that is not specifically for one of our clients. One of the main reasons for doing so is the wealth of demo data available in these companies – from customers, to vendors, to items, kits, resources, etc.

One of the hallmarks of any CRONUS company is that the Work Date always defaults to a   particular date (different for each version). For example, in NAV 2009, CRONUS USA, Inc. defaults to 01/27/11. Most of the demo data found in the company is also around this date. If the database is opened with the demo license instead of your own, there are also limitations on the date ranges within which you are allowed to post. All of this is for good reason – after all, it is meant to be a demo database.

Continue reading “What’s in a name? A discussion about CRONUS and Work Dates”

How much time are your users spending in NAV?

If you are an NAV admin, you are most likely familiar with the NAV Change Log. You can specify which tables and fields to track, and the types of changes – Insertion, Modification, Deletion – that are to be logged.

But did you know that you can also track how much time your users spend in NAV each day? This allows you to see how much time in minutes is spent working in each company in NAV, and which users have worked in or accessed which companies in a period.

Enabling and using this audit feature is quite simple and you can be up and running in as little as a minute or two:

Continue reading “How much time are your users spending in NAV?”