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.

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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Can you VOID an EFT Payment? YES, you can!

Recently I was asked can an EFT payment that was initiated in NAV,  using the electronic payment bank type, be voided after transmission and posting? My initial thought was to scratch my and ask why, but I soon realized; “YES” there are scenarios when this is needed. The very first thing to do is to contact the financial institution and verify if funds have been transferred and if voiding the EFT is valid.

Next follow this easy “How-To document” below, but be mindful of the posting dates. The process is similar to voiding a check  but with an extra step or two….

This post was written for NAV 2009 however the method steps to Void and EFT payment are identical in NAV 2013, all you have to do to use the Actions Ribbon and functions instead of Related Information.

How to Void an EFT payment in NAV after posting

Neat little NAV tricks

If you use the NAV Classic Client, you’ve probably noticed that you can close an open window simply by hitting the Escape key instead of clicking the X icon. But did you know that you could very easily disable that?

In the Classic Client, go to Tools > Options, and change the value of Close Forms on Esc to No.

While you’re in the Options window, take a look at some other options that you can easily change to affect NAV behavior. Here are couple that may interest even the novice user:

  • Status Bar: Hide the Status Bar that appears at the bottom of the Classic Client by setting it to No (the client will need to be restarted before this takes effect)
  • Max. no. of XML records to send: The default value is set to 5,000. This is the maximum number of records that can be sent to Microsoft Excel or Microsoft Word from NAV using the built-in Send-to functionality in the NAV Toolbar. This can be changed as needed. Changing this value only affects the Classic Client; to read how this can be changed for the RoleTailored Client in NAV 2009 R2, read this blog post from the MSDN NAV Blog:
    http://blogs.msdn.com/b/nav/archive/2011/11/22/manage-max-no-of-xml-records-to-send-option-from-role-tailored-client-with-net-interop.aspx

But wait, there’s more!

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How to Duplicate a Report in NAV

I wouldn’t have thought of dedicating a post to this, but an old friend of mine asked me today if I could explain how to duplicate a report in NAV. He wanted to take an existing report, save it with a new object number and make modifications to the “new” report.

The process is quite simple:

  1. In the NAV Classic Client, go to the Object Designer.
  2. Click on Report, and find the desired report. Click Design (for example, Report 50025)
  3. Go to File > Save As, and in the window that appears, enter the object number for the new report (for example, 50035) in the ID field. In the Name field, enter a new name (Report names must be unique, so you cannot have two reports with identical names).
  4. Click OK, and it will take a few seconds to save this new report.
  5. Once it is saved, I do not recommend making changes right away. To be safe, close out this report by clicking the X icon (i.e., exit the Report Designer)
  6. From the Object Designer, find your new Report (for example, Report 50035), click Design, and now you can begin making your changes.

Additional note:

In step #3 above, I mentioned that each report’s name must be unique. However, there is no such requirement for the Caption associated with each report – so multiple reports can have the same Caption.